Serenity: AMD is aggressively securing CW laser supply, potentially signaling the onset of upstream supply bottlenecks

Odaily reported that Serenity stated in a post that a TrendForce report indicates AMD is securing CW laser supply through multiple major procurement orders, which could mean related supply bottlenecks are beginning to emerge. Serenity noted that there is not much remaining independent production capacity in the Western supply chain, with limited options besides SIVE, AAOI, and possibly Macom. This is especially true after Lumentum and Coherent signed multi-year agreements with Nvidia, further locking up that capacity. Serenity also mentioned that Lumentum is already constrained by CW laser supply and may be sourcing from Japanese companies like Sumitomo and Furukawa, which are also likely nearing full capacity. Following the long-term agreements signed by Nvidia and AMD, hyperscale cloud service providers such as Amazon and Microsoft may also attempt to lock in production capacity.