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$AXTI IS AT THE CENTER OF A SUPPLY-DEMAND IMBALANCE IN PHOTONICS ๐ฅ
Nomura's latest note confirms what many in the optical interconnect space have been watching: AI data center expansion is pushing upstream materials into a pricing cycle reminiscent of Sandiskโs historical run. The report specifically calls out 2-inch InP substrates seeing a 42% to 76% price increase, with EML epitaxial wafers rising 50% to 75%.
These arenโt small moves. When material pricing inflects this sharply across multiple nodes, it signals structural tightness in the supply chain that tends to compound. The question is whether the demand curve can sustain the momentum as we move into next year.
Not financial advice. Always manage your risk.
#AXTI #SupplyCrisis #AIInfrastructure #Photonics #PricingCycle
โก
$AXTI IS AT THE CENTER OF A SUPPLY-DEMAND IMBALANCE IN PHOTONICS ๐ฅ
Nomura's latest note confirms what many in the optical interconnect space have been watching: AI data center expansion is pushing upstream materials into a pricing cycle reminiscent of Sandiskโs historical run. The report specifically calls out 2-inch InP substrates seeing a 42% to 76% price increase, with EML epitaxial wafers rising 50% to 75%.
These arenโt small moves. When material pricing inflects this sharply across multiple nodes, it signals structural tightness in the supply chain that tends to compound. The question is whether the demand curve can sustain the momentum as we move into next year.
Not financial advice. Always manage your risk.
#AXTI #SupplyCrisis #AIInfrastructure #Photonics #PricingCycle
โก
Nomura's latest note confirms what many in the optical interconnect space have been watching: AI data center expansion is pushing upstream materials into a pricing cycle reminiscent of Sandiskโs historical run. The report specifically calls out 2-inch InP substrates seeing a 42% to 76% price increase, with EML epitaxial wafers rising 50% to 75%.
These arenโt small moves. When material pricing inflects this sharply across multiple nodes, it signals structural tightness in the supply chain that tends to compound. The question is whether the demand curve can sustain the momentum as we move into next year.
Not financial advice. Always manage your risk.
#AXTI #SupplyCrisis #AIInfrastructure #Photonics #PricingCycle
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