) on the glass wafer level.
P4O is a known supplier to Infineon, Samsung, and others, so not exactly a random company.
€3.35 million vs. 35.52M MC is very healthy balance sheet.
That being said:
-> That doesn't exactly mean this translates to material revenue boosts unless they start price hike (given glass wafers are likely a very small part of
$LITE
OCS BOM).
I do personally own shares, after reading this.
Since
$LITE
OCS potential supply chain chokepoints is strategically valuable. Maybe not so much so as financially valuable.
But their core thesis that Plan Optik's Glass Flow and MDF finishing are effectively irreplaceable for OCS packaging checks out.
Of course, hyperscaler supply chains are heavily guarded, so no way to know 100%.
All credit goes to follower comments.
But TLDR:
Supply Chain Mapping
->
