A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.

Impact · against what's priced in

Indium phosphide (InP) has emerged as a critical infrastructure bottleneck for AI data centers, creating a structural supply-demand imbalance exceeding 30%. While the underlying fundamentals for LITE, COHR, and AXTI are strengthening due to extreme scarcity and NVIDIA's strategic investments, the sector is currently experiencing a sharp valuation reset despite the operational upside.

LITE+0.60

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