$AAOI is the perfect example. They're expanding laser manufacturing at 350%.
But they said they can't produce enough l | Hanami
$AAOI is the perfect example. They're expanding laser manufacturing at 350%.
But they said they can't produce enough lasers to even meet their own pluggable transceiver demand. So they had to turn away hyperscalers for CPO lasers.
TBH if I were AOI, I'd reallocate toward CPO lasers and then buy lasers off merchant players like $SIVE.
But I guess they want to be end-to-end vertically integrated.
Reply to @axxm0: @aleabitoreddit Good for $AAOI too I assume?