$NOK Ziari's ask to customers at PECC was blunt: "We need to talk together mor… · @carrioresearch · TwKit

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$NOK Ziari's ask to customers at PECC was blunt: "We need to talk together more." A fab investment can take three to five years, he said, while customers may want new capabilities within 12 to 18 months, per Converge Digest's report. Two days later Nokia's Q3 release showed it moving money ahead of orders. It now plans an additional EUR 400 million in working capital this year "to secure supply and support the growth opportunity in 2027." The lower capex assumption is cash timing only, and the release says optical manufacturing expansion stays on track. Nokia expects combined Optical and IP Networks to grow 25% to 30% in 2027. Chandler is how Nokia shortens that three-to-five-year cycle. Converge Digest reports the NXP site is moving from 6-inch GaN and SiC to 6-inch InP, so Nokia is buying a working compound-semiconductor fab and its team, not starting from bare ground. The early 2027 lease is the first checkpoint. If regulators clear it on time, the InP conversion starts while Coherent's sold-out window through 2027 is still running.

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