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OPTICAL TRANSCEIVER PCBs: MS highlighting ZDT $4958 TT as beneficiary of team's recent upward revision of optical transceiver TAM. Will gain share due to technical ability & capacity to make the denser, more complex mSAP PCBs needed for 800G/1.6T transceivers, which command 2-4x the ASP of 400G. Worried about CPO pushout? Pluggable demand will remain strong.
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@diegoamtbarca @cosconsg Thanks bae
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Dear Abby: I planned a road trip with an erratic driver
I miss you guys T^T been so focused w acads lately
