P Equity Research 📰(@pequityresearch):$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

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P Equity Research 📰@pequityresearch

2026.08.25 21:24

$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