Corning (US) Indium Phosphide substrates have lead times of 24 to 40 weeks, with top-tier manufacturers' orders booked into 2027 and some even extending to 2028. Rumors suggest another price hike of over 10% in Q4, but no official quotation letters have been seen yet. $Applied Optoelectronics(AAOI.US) $AAOI 2X Long ETF(AAOX.US)
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