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Nomura: laser chip shipment volume is forecasted to grow from 480 million units in 2026 to 966 million units in 2027, and reach over 1.5 billion units by 2028. CW laser experiences the largest expansion, growing by 402 million units (from 171 million in 2026F to 573 million in 2028F). $COHR $LITE $AAOI $AVGO

Integrated lasers is a very bad idea and sign the market is super desperate. Photon shortage. I agree with Hurlston. Seems the Sumitomo 6in wafers are quite bad. Really funny as COHR yields probably not their fault, Sumitomo fault lol.

Chipmaking Laser Tool Parts Reportedly Face a 40-Month Wait TrendForce reports that one semiconductor laser equipment maker faces waits of up to 40 months for key Japanese components. Paying extra cannot secure faster delivery because suppliers lack capacity. Another toolmaker says deposition-equipment parts now take up to 10 months, versus four previously. These shortages could delay chip capacity expansion even when manufacturers have money to spend. Equipment builders need the components before they can deliver the machines. Sources