P Equity Research 📰(@pequityresearch):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

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P Equity Research 📰@pequityresearch

2026.11.01 23:09

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