Have heard from a couple experts where InP substrate S/D shortage may come to balance in 2027 with the amount of capacit…
Have heard from a couple experts where InP substrate S/D shortage may come to balance in 2027 with the amount of capacity $AXT(AXTI.US) is ramping.
Great for revenue maximization but a lot of the InP suppliers may not be able to leverage their margins as much.The copyright of this article belongs to the original author/organization.
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