AMD Locks in CW Laser Supplies as Western Supply Constraints Emerge

According to Serenity citing a TrendForce report, AMD is actively securing CW laser supplies through major purchase orders today, signaling emerging supply bottlenecks in the Western supply chain. Serenity noted that independent production capacity is limited outside a few players including SIVE, AAOI, and Macom, with further capacity locked by Lumentum and Coherent following multi-year agreements with Nvidia. The move aims to ensure AMD's future production capacity is not constrained by Nvidia and other major cloud service providers.
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