Every industry leader...
Especially $Broadcom(AVGO.US) (Physical Layer Products division) in this statement today. Cites Lasers as a bottleneck for semiconductors.If you aren't long...-> CW Lasers: $SIVE | $Macom Tech(MTSI.US)-> EML Lasers: $Coherent Corp.(COHR.US) | $Lumentum(LITE.US) -> or their foundries in $Tower Semicon(TSEM.US)/Win Semi Maybe it's time to wake up? Broadcom Ramachandran: "Even though there are multiple suppliers in the industry today... there is definitely a supply constraint in the laser space,”Source: Serenity
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