MTSI
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$Macom Tech(MTSI.US) earnings transcript:
"Customers are coming to us with urgency due to the general supply shortage of indium phosphide DFB lasers"Emphasis on "Urgency", CW "DFB lasers", "coming to us".CW DFB names, such as like $SIVE and $Lumentum(LITE.US) should be happy to hear about this laser bottleneck getting validated.
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