VPEC Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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23:53
Sep 09
Sep 09
InP substrate supply is improving but MOCVD tool lead times are lengthening.
InP substrate supply is improving but MOCVD tool lead times are lengthening, so optical capacity additions remain delayed into 2027.
LOW
01:39
Aug 17
Aug 17
Author confirms a real InP supply bottleneck and price hikes.
Author confirms a real InP supply bottleneck and price hikes, but frames it as a predicted thesis and supplier read-through, not a current position.
04:04
Jun 16
Jun 16
The tweet reports on supply chain dynamics for InP substrates with Google and CSPs diversifying.
The tweet reports on supply chain dynamics for InP substrates with Google and CSPs diversifying sourcing, but does not state a personal position or forward call on any ticker.
04:21
Jun 15
Jun 15
Watch VPEC as a Taiwanese compound semiconductor epitaxy player expected to benefit from easing.
Watch VPEC as a Taiwanese compound semiconductor epitaxy player expected to benefit from easing Chinese InP substrate export restrictions in 2H 2026, reducing the key capacity bottleneck in optical communications.
MED
18:04
May 05
May 05
Long VPEC as an InP/GaAs epi foundry benefiting from outsourcing from laser makers scaling EML.
Long VPEC as an InP/GaAs epi foundry benefiting from outsourcing from laser makers scaling EML capacity for 1.6T optics.
HIGH
About VPEC Analyst Coverage
Buzzberg tracks VPEC across 4 sources. 0 bullish vs 0 bearish calls from 4 analysts. Sentiment: evenly split. 5 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: liwei_twcapital, aleabitoreddit, jukan05.