A Coherent Earnings Call Saying It Will Consume All Its Own Indium Phosphide Lasers Became r/singularity's Supply-Chain Story — Until the Top Comment Rebutted It
A post citing Coherent's 2026-08-12 earnings call argues that one of the few makers of indium phosphide lasers — the light sources moving data optically between chips in AI datacenters — will not sell to outside customers for the foreseeable future because internal demand consumes 100% of output, and frames this as structurally worse than the HBM shortage since it removes a component from the open market rather than merely constraining capacity. The top reply (31 upvotes against the post's 66) disputes the reading: Coherent is shipping more InP lasers than ever, just inside its own products, which is vertical integration rather than scarcity. Worth tracking either way, because optical interconnect is the least-discussed chokepoint in the datacenter buildout.
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