Irrational Analysis(@insane_analyst):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.

Irrational Analysis

@insane_analyst

Engineering-Driven Investment Analysis

Joined March 2024

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Irrational Analysis@insane_analyst

2026.09.23 16:25

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.

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