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LIWEI_TW Capital
@LIWEI_TWCapital
Finding a new themeโ€ฆ
๊ฐ€์ž… January 2024
309 ํŒ”๋กœ์ž‰ ์ค‘    8.1K ํŒฌ
Market rumors: Finisar optical modules price increase by 15-20%, mirroring the recent surge in memory prices. This once again confirms the logic of this chart. ๐Ÿš€ โ€˜โ€™Finisarโ€™โ€™ is a subsidiary of $COHR (Coherent Corp.). The recent price increase in optical modules signals tight supply in the market, which has significantly enhanced the bargaining power of optical module suppliers
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