Oh look, a new UDN article about $Taiwan Semiconductor(TSM.US) COUPE + AI optical markets.
Institutional investors are optimistic that Taiwanese companies: FOCI (3363), and MSScorps (6830) are expected to benefitBut... that "Institutional" should be changed to retail investors on X?For FOCI: "Its FAU products have been developed in cooperation with TSMC for at least three years, and the specifications have been promoted to 1.6T, 3.2T, and the subsequent mass production schedule has become the focus of market observation."For MSS: "cut into the silicon photonics and CPO detection analysis, the main "light loss detection" technology ... and launch of the silicon photonics test platform, lock in research and development, engineering verification, failure analysis and a small number of diverse test applications."These are still two extremely small companies... and things like MSS weren't even mentioned by GS, despite the news claims about relations. So feels like X found this early, mainstream institutions are likely about to enter after seeing this sort of confirmation.Source: Serenity
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