AEHR
R500今日第 490 名
財報明天 盤後
$54.89
-10.33% 今日 · -0.76% 1W
10月30日 收盤或最新價
盤後 $55.11 +0.40% ·
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Is photonics just getting started? $LITE and $COHR
It's absolutely real. Integration of CPOs is extremely important for power draw and efficiency and these companies are getting *absurdly* huge orders - see AEHR and Soitec for example. Best risk-adjusted spaces are test equipment like KLA and AEHR, CPO vertical integration like Broadcom, and most importantly, HBM hybrid bonding. There are spaces with room to run for sure - check out BE Semiconductors and SUSS MicroTec, as well as the big packaging names like Onto.
BE
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