AV AVGO Broadcom Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Coherent's ramp of 6-inch indium phosphide wafers produces over 4x the chips at less than half the cost of 3-inch wafers, creating a significant cost advantage that will drive gross margin expansion over the next year. — This scale-up in the industry's key bottleneck component gives Coherent a structural cost and supply advantage over competitors who remain on 3-inch wafers, pressuring competitors' margins on 800G and 1.6T transceivers.