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$POET LASER SUPPLY SHORTAGE EXTENDS TO 2029 – POSITIONED FOR THE RIDE 🔥
Top three global laser suppliers have 68% market share and are fully booked for the next two years – meaning the bottleneck now stretches to 2029. POET is ramping with a new high-power ELS project and expects mass production in H2.
Their optical engine capacity needs to go from 1M/year today to 1M/month by 2027 – a 12x increase. Lumilens partnership alone could bring $500M over five years, with a hyperscale cloud customer rumored in the wings.
Are you watching this supply chain play or sitting it out?
Not financial advice. Always manage your risk.
#POET #LaserSupply #Semiconductor #GrowthStock #SupplyChain
🔥
Top three global laser suppliers have 68% market share and are fully booked for the next two years – meaning the bottleneck now stretches to 2029. POET is ramping with a new high-power ELS project and expects mass production in H2.
Their optical engine capacity needs to go from 1M/year today to 1M/month by 2027 – a 12x increase. Lumilens partnership alone could bring $500M over five years, with a hyperscale cloud customer rumored in the wings.
Are you watching this supply chain play or sitting it out?
Not financial advice. Always manage your risk.
#POET #LaserSupply #Semiconductor #GrowthStock #SupplyChain
🔥
POETUS+5.35%
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