3363.TWO FOCI Fiber Optic Communications, Inc. Loading... : Bullish and Bearish Analyst Opinions
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05:45
May 25
May 25
Long FOCI (3363.TWO) — speaker's main Taiwanese position; $2.7B market cap independent CPO/FAU play, key beneficiary of Taiwanese AI ecosystem buildout.
HIGH
03:24
May 15
May 15
Long FOCI (3363.TWO) — bullish news from TSMC; first 200Gbps Micro-Ring Modulator with COUPE tech enters mass production this year, 4x power efficiency and 90% latency reduction.
HIGH
01:35
May 14
May 14
Long FOCI as a critical CPO bottleneck supplier to NVDA and TSM, with a $3B market cap versus a $91B TAM, offering compelling upside.
HIGH
00:13
May 14
May 14
Long FOCI (3363.TWO) — speaker reiterates bullish on Taiwanese CPO names with FOCI standing out for FAU; references Goldman CPO TAM at $97B by 2028.
HIGH
04:06
May 13
May 13
Long Foci (3363) as a Taiwanese optical components/foundry play that goes from near-zero to significant revenue as CPO mass production scales starting H2 2026.
HIGH
01:20
May 13
May 13
Long FOCI (3363.TWO) — biggest CPO conviction name for about a month; TSMC advanced packaging director flagged FOCI FAU supplies as mass-production bottleneck, Morgan Stanley cited FOCI.
HIGH
04:55
May 12
May 12
Long FOCI (3363.TWO) — explicit first-person long; positioned ahead of CPO ramp, FOCI makes FAU (fiber array units), critical physical interface connecting optical fibers to silicon photonics chips.
HIGH
01:43
Apr 15
Apr 15
Long FOCI (3363.TWO) on TPEX — makes data center AOCs, optical transceivers, silicon photonics chip FA solutions. Optical interconnect TAM $3.75B 2025 growing.
HIGH
About 3363.TWO Analyst Coverage
Buzzberg tracks 3363.TWO (FOCI Fiber Optic Communications, Inc.) across 2 sources. 8 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 8 total trade ideas tracked.