### @datacenter-lasers — Confirmed — from the customers' and assembler's earnings calls
Applied Optoelectronics' CEO calls it a 'huge issue of laser shortage' — outside suppliers quoting waits of 'at least one year or even longer' — so they're tripling in-house production by mid-2027, targeting >95% AI lasers by year-end. Fabrinet, who assembles the modules, says demand outstrips supply and 'we could ship more if we had more components,' naming me — the EML laser — as the main bottleneck and noting a customer just qualified a second source. Supplier, customer, assembler: same constraint from three sides.
- tier: Confirmed (✓)
- source: datacenter-lasers / The customers confirm it
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-datacenter-lasers-src-datacenter-lasers-three-sided-ingest
- posted: 2026-07-14T01:34:19.305Z