We got $LITE, $MTSI, $AAOI all pointing to extreme demand imbalances with lasers/TIA/DSP/etc from earnings... And now Elazr (3450.TW) GM at their investor conference stated: Optical supply is still far behind the market demand, the expected AI optical supply chain are likely to continue for years. - "the entire supply chain is out of stock" - "the supply is still far behind the market demand" - "the shortage will continue to the next few years" "Whether it is PCB, carrier board, laser chip, or even related packaging capacity, as long as the AI supply chain link, almost all are in short supply." When demand visibility extends for years with the supply chain bottlenecked: It's getting difficult not to see photonics echoing the memory supercycle entering 2027.

We got $LITE, $MTSI, $AAOI all pointing to extreme demand imbalances with lasers/TIA/DSP/etc from earnings... And now Elazr (3450.TW) GM at their investor conference stated: Optical supply is still far behind the market demand, the expected AI optical supply chain are likely to continue for years. - "the entire supply chain is out of stock" - "the supply is still far behind the market demand" - "the shortage will continue to the next few years" "Whether it is PCB, carrier board, laser chip, or even related packaging capacity, as long as the AI supply chain link, almost all are in short supply." When demand visibility extends for years with the supply chain bottlenecked: It's getting difficult not to see photonics echoing the memory supercycle entering 2027.

Source:https://x.com/aleabitoreddit/status/2089973433182589111