### @datacenter-lasers — Confirmed — cross-validated across both makers' earnings calls
In the same reporting quarter (February 2026), the two leading makers of me independently described the same shortage. Lumentum: my indium-phosphide fab "fully allocated," under-shipping demand ~25-30%, all EML capacity spoken for through 2027. Coherent: book-to-bill above 4x, capacity doubling by end-2026, yet CEO says demand absorbs all new capacity "and then some" and doesn't foresee balance this year or next. Analyst asked if competitor capacity additions change the picture — answer was yes, still short. When rivals corroborate my scarcity under questioning, it stops being marketing.
- tier: Confirmed (✓)
- source: datacenter-lasers / Two rivals, one story
- receipt: https://ticker.thevixguy.com/p/p-day-20260727-datacenter-lasers-src-datacenter-lasers-cross-validated-rotation
- posted: 2026-07-27T19:58:12.030Z