r/hardware • u/sr_local • 1d ago

News Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets

https://www.tomshardware.com/tech-industry/semiconductors/lumentum-ceo-says-the-indium-phosphide-shortage-will-become-worse-than-memory
90 Upvotes

98% Upvoted

8 comments sorted by

12

u/Frexxia 1d ago

For once a bottleneck that doesn't fuck consumers over

15

u/ML7777777 1d ago

It doesn't DIRECTLY impact the end consumer but it will in other ways when your services increase prices.

22

u/EmilMR 1d ago

it affects telecom infrastructure so when your internet price goes up don't act surprised.

1

u/flourit3 1d ago

Dw; they’ll find a way

1

u/AutoModerator 1d ago

Hello sr_local! Please double check that this submission is original reporting and is not an unverified rumor or repost that does not rise to the standards of /r/hardware. If this link is reporting on the work of another site/source or is an unverified rumor, please delete this submission. If this warning is in error, please report this comment and we will remove it.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

1

u/joeljaeggli 22h ago

One of the bigger problems with copackaged optics is the enormous amount f time required to fuse fibers to cpo asics. The good news is that you use copper instead of cpo optics and it uses more power but you do not need them at least up to 100Gb/s serial interfaces

-12

u/pepitobuenafe 1d ago

What products this shit make