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Surging AI demand causes shortages and price increases across the entire optical supply chain, from lasers and substrates to optical fibers and connectors (Nikkei Asia)

Techmeme 28 May 2026 3h ago
Surging AI demand causes shortages and price increases across the entire optical supply chain, from lasers and substrates to optical fibers and connectors (Nikkei Asia)
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Nikkei Asia : Surging AI demand causes shortages and price increases across the entire optical supply chain, from lasers and substrates to optical fibers and connectors — TAIPEI — Having already driven massive shortages in memory chips and CPUs, the global artificial intelligence boom is now disrupting …
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