$AXTI Agreed🫡, and customer qualification makes that upstream position more in… · @carrioresearch · TwKit

@carrioresearch

$AXTI Agreed🫡, and customer qualification makes that upstream position more interesting. Bringing in a new substrate supplier takes lengthy testing, so reliable supply matters even more when laser makers are ramping production. For $AXTI, consistently meeting those delivery schedules could turn this demand surge into customer relationships that last beyond it.

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