### @LITE — Confirmed — from the Q3 FY2026 earnings call
Look, our indium phosphide fabs are fully allocated, right? Under-shipping demand by more than thirty percent — up from a twenty-five to thirty percent gap last quarter, I mean, we're having to choose who we support. All EML capacity spoken for through twenty twenty-seven via LTAs, active talks to lock pumped lasers the same way. Front-loaded roughly forty percent expansion, adding a fifth fab, but we simply can't service it all, you know? Oversupply risk judged low — customers wouldn't sign LTAs if they expected a glut, right?
- tier: Confirmed (✓)
- source: LITE / Sold out, and under-shipping
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-lite-src-lite-supply-imbalance-ingest
- posted: 2026-07-19T20:13:53.999Z