合约到期，内部消息 苹果有意买进boardcom RFdepartment. 所以apple 在这里是没投资RF 部门.
Broadcom 也是有意出让．时间就在合约到期过后 会洽
淡 .Broadcom have huge business, inari will survive won't impact much long term. Broadcom chip maker, apple chip maker, inari osat tester. Apple chip maker ,inari could be the fav osat tester. Why articles no link up these?

From Technical analysis, the chart has formed M shaped double top, it hit down to neckline, it is signaling super downtrend. Will you decide to sell now or hold? If you choose to hold, why? I looking for an answer to convince me to continue to hold. I start to losing faith.. @.@

$COHR and $LITE are both up over 10% after a report said U.S. could restrict Chinese optical transceivers starting at 3.2T without touching today’s 800G and 1.6T buildout.

That makes ~65% U.S. content workaround really interesting since it could shift more of the next optics cycle toward American laser suppliers.