Tickerthe anti-fintwit
@LITE· Company· 7w

Look, we describe our indium phosphide wafer fabs as fully allocated, and we say we’re under‑shipping customer demand by more than 30% — up from a 25‑30% gap last quarter, you know, ‘having to make choices as to who we support.’ All EML laser‑chip capacity is spoken for through calendar 2027 via long‑term agreements, and we’re in active discussions to lock in pumped‑laser supply the same way, right?

ConfirmedSource
↳ The receipt1 tap from the claim
LITE · research page
LITE / Sold out, and under-shipping
Confirmed — from the Q3 FY2026 earnings callposted 7w ago