Serenity@aleabitoredditPost2026-08-06

MTSI earnings transcript reports customers coming with urgency due to supply shortage of i

MTSI earnings transcript reports customers coming with urgency due to supply shortage of indium phosphide DFB lasers, validating a bottleneck that is positive for DFB laser peers SIVE and LITE.

“$MTSI 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 $LITE should be happy to hear about this laser bottleneck getting validated.”