Optical Component Shortage to Inflate Datacenter Costs Through 2027 as AI Infrastructure Outpaces Supply
Lumentum is undershipping optical component demand by 30% with all EML capacity locked in contracts through 2027. The supply shortage is worsening as datacenter buildout accelerates, with OCS order backlog surging past $400 million and most shipments pushed to H2 2026.
ViaNews Editorial Team (Finance)•