InP

InP wafer and epitaxy capacity is limited to a handful of suppliers worldwide, making it a recurring bottleneck whenever AI datacenter buildouts spike demand for optical links.

Predictions & track record (1)

• Awaiting grading Lumentum handed its wafer supplier $43.5 million up front, and it was not payment for goodsAt AXT's third-quarter results in November 2026, score whether indium phosphide revenue stepped up from the $13.6 million of the first quarter and whether the backlog above $100 million began converting into revenue.

2 related posts

• Watch Lumentum handed its wafer supplier $43.5 million up front, and it was not payment for goods Serenity (@aleabitoreddit) · 2026-07-29
• Bull The 'Photonics CEO' Who Said Pluggables Have 10 Years Left Runs a Laser Supplier, Not AAOI Serenity (@aleabitoreddit) · 2026-07-24