AMD Secures CW Laser Supply Amid Potential Upstream Bottlenecks

ME News reports that on June 17 (UTC+8), Serenity posted that according to TrendForce, AMD is securing CW laser supply through multiple major purchase orders, suggesting that related supply bottlenecks may be emerging. Serenity noted that remaining independent capacity in Western supply chains is limited, with little room left beyond SIVE, AAOI, and possibly Macom—especially after Lumentum and Coherent signed multi-year agreements with NVIDIA, locking in further capacity. Serenity also indicated that Lumentum is already experiencing CW laser supply constraints and may be sourcing from Japanese companies such as Sumitomo and Furukawa, which could also be nearing full capacity; following long-term agreements signed by NVIDIA and AMD, hyperscale cloud providers like Amazon and Microsoft may also attempt to secure capacity. (Source: ODAILY)