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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open 👇
Joined April 2023
876 Following    55.8K Followers
$SMTC: "We enter into the year for 800G, the industry is forecasting 50 million transceiver units to be consumed. Now we are hearing the number 80 to 90 million." $AAOI $COHR $LITE