SMTCUSMarket: US

SSerenitySMSMTCBUYM-term · Medium-term · LeaningSISIVE.STBUYM-term · Medium-term · LeaningAAAAOIBUYM-term · Medium-term · LeaningMXMXLBUYM-term · Medium-term · LeaningShow more2026-10-01

Component suppliers in general are really positive on the potential FCC rules for optical transceivers: $SMTC, $MXL, $AAOI, $SIVE, $LITE and $COHR benefit as qualified Western laser, DSP and TIA capacity becomes more important.

SSerenitySMSMTCBUYM-term · Medium-term · LeaningMUMUBUYM-term · Medium-term · LeaningAAAAOIBUYM-term · Medium-term · LeaningSKSKHYBUYM-term · Medium-term · Leaning2026-09-18

Memory like $MU / $SKHY is in it's current supercycle. Demand visibility is high, and I expect photonics like $SMTC to $AAOI to cook heavily in 2027 given widespread optical shortages.

JJukanSMSMTCBUYM-term · Medium-term · LeaningMRMRVLBUYM-term · Medium-term · Leaning2026-08-12

I expect NVDA's content to shift from memories to optics, driving higher NVL576 adoption in 2027, and NPO OE to benefit SMTC, MRVL