Serenity stated that the roadmap for optoelectronics and Nvidia remains unchanged, LITE will sell out in the next two years, SIVE will soon increase its volume with Gexin, Jabil, Poet, Ayar, and other large-scale suppliers, TSMC COUPE and its suppliers in Taiwan have not disappeared, AAOI's monthly revenue expectation of $471 million in the second half of 2027 remains unchanged, IQE's epitaxial wafer contracts with Macom and Tower Semi have not disappeared, and AXTI's approximately 40% share in the indium phosphide substrate supply chain has not disappeared. Retail investors surrender due to stock price fluctuations, while institutions may be taking advantage of the opportunity to lay out.
