Laser diode
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- WIN Semiconductors draws split analyst views on AI optical and SpaceX growth
WIN Semiconductors reported resilient RF demand from iOS devices and Wi-Fi routers, alongside strong low-Earth-orbit communications demand. Daiwa Securities, Morgan Stanley, and Goldman Sachs issued sharply different ratings and price targets, with Morgan Stanley highlighting AI optical-networking and SpaceX V3 opportunities while Goldman expects meaningful laser-diode revenue only around 2028.
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