reply Markets often miss second order implications until it shows up in direct statements.
- If $LITE is completely so | Hanami
reply Markets often miss second order implications until it shows up in direct statements.
- If $LITE is completely sold out... (largely due to $NVDA bottlenecking everyone else, eg. securing Greensboro capacity), where else do your other companies like $AMD / hyperscalers / etc. get their supply procurement?
- $SIVE is coming online with like 1/6th of the world's current laser capacity by themselves. (100M+ cw dfb lasers vs. 608M EML/CW globally per Trendforce).
Not even including their partner foundries that they're targeting 2:1 for.
- $AAOI is coming online with a ton of capacity too next year enough to produce 400k ELSFP + $471m/month of transceivers.
Then combine that with other supply chain statements like "Having 2-3 suppliers used to be the norm, now it is 5-7" from Lightcounting.
So as long as your products actually work + can scale, it's hard to see anyone else with capacity not get qualified into your supply chains.
Since optical component shortages are a massive bottleneck now.(Historical earnings: For fiscal 2027 Q2 (period ended 2026-07-26), NVIDIA reported basic EPS of 4.87, diluted EPS of 4.85, net income of USD 118.010 billion, and revenue of USD 177.837 billion. In the prior-year period (ended 2025-07-27), basic EPS was 1.85, diluted EPS was 1.84, net income was USD 45.197 billion, and revenue was USD 90.805 billion. For fiscal 2027 Q1 (period ended 2026-04-26), basic EPS was 2.4, diluted EPS was 2.39, net income was USD 58.321 billion, and revenue was USD 81.615 billion.
Consensus expectations: For fiscal 2027 Q3 (event date 2026-11-17), consensus EPS estimate is 2.5253 and revenue estimate is USD 111.318 billion. For fiscal 2027 Q4 (event date 2027-02-23), consensus EPS estimate is 2.7989 and revenue estimate is USD 127.381 billion.)