Lumentum 产能瓶颈在磷化铀而非资金，NVIDIA 已向 LITE 和 MRVL 各投 20 亿美元
RT TheFranchute: Re Honestly not that crazy man The bottleneck isn't cash, it's indium phosphide. LITE literally said they're "very much further behin...
AI 导读
转发观点认为 Lumentum（LITE）的瓶颈不是资金而是磷化铟（InP）：其自认在高功率激光器上"明显落后"，EML 到年底仍供不应求，泵浦激光器售罄，Greensboro 新建 InP 晶圆厂要到 2028 年初才产生收入。