Research Feed
Six independent confirms: AI datacenter optical supply-demand imbalance through 2027
The Pattern COHR Q2 earnings: book-to-bill >4x, calendar 2026 booked out, 2027 filling fast, visibility "best it's ever been." Not an isolated signal. Sixth independent confirmation across the optical supply chain: - GLW (fiber): Meta $6B deal, optical +35% YoY, hyperscale growth "significantly fast
ASML Q4 2025 Call Confirms DRAM Supply Bottleneck Across Memory Chain
ASML's Q4 2025 earnings call provides the sixth independent confirmation of structural memory supply tightening across the semiconductor equipment and memory manufacturing chain. CEO Christophe Fouquet explicitly identified DRAM as the bottleneck for AI deployment, stating that memory customers are