Nomura: we estimate the 800G/1.6T optical transceiver shipments will grow from 55.0mn/25.1mn units in 2026F to 112.0mn/1…
Nomura: we estimate the 800G/1.6T optical transceiver shipments will grow from 55.0mn/25.1mn units in 2026F to 112.0mn/104.5mn units in 2028F, which should be the key driver for InP substrates.
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