Applied Optoelectronics

Headlines · 2

1. 5d
   Lumentum says AI optical part capacity is sold out into early 2029

   Lumentum CEO Michael Hurlston said in a Tokyo interview that demand for the company's optical components continues to outstrip supply as tech firms race to build faster AI data centers, with capacity fully sold out and shortages expected to persist into early 2029. Bloomberg reported that about 70% of demand for some products will remain unmet into 2027, while other products face roughly a 30% supply gap that will be hard to close through 2028; constraints have worsened versus six months ago. Counterpoint Research said Lumentum and Coherent, Nvidia's silicon-photonics co-packaged-optics partner, may be unable to fill the gap left by Chinese suppliers such as Innolight even if Washington moves to restrict new Chinese optical transceiver modules.

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2. Oct 8
   Bloom Energy to supply SOFC on-site power for AOI's GigaLight

   Bloom Energy is moving into Taiwan's AI optical-communications supply chain: Hexi Energy said it will help GigaLight, the Taiwan operating site of US optical-component maker Applied Optoelectronics (AOI), install Bloom Energy solid-oxide fuel cell (SOFC) on-site power generation to improve supply reliability during expansion. Hexi Energy is acting as EPC contractor for planning, design, equipment integration and construction, with the project slated for completion and operation in Q1 2027. The project has applied for a Ministry of Economic Affairs Energy Administration subsidy for stationary fuel-cell systems; eligibility and amount are still under review.

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