All right back to $SMTC movie: "The bottleneck go Brrr": My favorite quote was: "availability currently matters more than pricing". In the current mar...

All right back to $SMTC movie: "The bottleneck go Brrr":My favorite quote was: "availability currently matters more than pricing". In the current market for optical products. - No near-term erosion is expected on booked optical orders, which signals they're passing cost increases through fine.- I was actually curious most about Semtec's CW laser products after the HieFo takeover:Semtech expects CW-laser revenue for transceivers to begin H1 FY28. Explicitly said capacity is limited.They still seem materially...