MTSI财报显示客户因磷化铟DFB激光器供应短缺而紧急下单,验证了该瓶颈,对DFB激光同行SIVE和LITE利好。
MTSI财报显示客户因磷化铟DFB激光器供应短缺而紧急下单,验证了该瓶颈,对DFB激光同行SIVE和LITE利好。
“$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.”原帖:X / @aleabitoreddit ↗