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That's right, Adama. It seems that cohr mfg volume did not increase substantially by looking at the revenue figures. POET is still under qualification perhaps. Market price has run ahead of what the numbers showing. Basically, pricing in confirmed ramp up of photonics, volume and margin expansion?
what i was trying to say is their financial performance still very much depend on server segment even if the photonics segment manage to double its revenue contribution.
Think about it, why natgate fails to boost their server sales while the market demand is still far beyond supply? All other competitors is doing great in term of revenue but not natgate. Why? What went wrong?
Ooh ok. I thought it's already known that the server segment is considered gg.com from Q1FY26 results itself; total collapse of revenue from SG geo. The hope for revival sits with the photonics (datacom/networking) and Valeo (automotive). Probably higher margin from photonics instead of server. After all, mgmt quoted higher costs of key components in the data computing segment, coupled with pricing pressure arising from competitive market conditions in the annual report.
it didnt make sense to use higher cost of key components as an excuse because ai server is a seller's market hence the sellers can completely pass the extra cost to buyers...
if u read the financial report from other ai server manufacturers then u will see they all tell a complete different story...