$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.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.