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Laser chip shortage worsens as AI demand surges, boosting optical tech stocks like Lumentum and Applied Optoelectronics.

Market News
15 Aug 2026
Seeking Alpha
View Source
Bullish
Laser chip shortage worsens as AI demand surges, boosting optical tech stocks like Lumentum and Applied Optoelectronics.

The optical industry's two largest laser chip suppliers, Lumentum Holdings and Coherent Corp., confirmed a severe supply shortage driven by rising demand for AI-related optical solutions. This shortage is causing major customers to seek alternative suppliers urgently. The persistent scarcity is expected to benefit optical technology companies, with investment analyst Uttam Dey recommending increased exposure to stocks like Lumentum and Applied Optoelectronics as AI infrastructure expands.

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