2025 Optical Module Industry A...
Three key factors have prompted us to raise the earnings per share (EPS) forecasts for Infinera (China) (514.740, -5.98, -1.15%) and NeoPhotonics (374.000, -32.10, -7.90%):
Capacity Constraints Tailwind: Tight production capacity is expected to gradually benefit Infinera (China) and NeoPhotonics, given their scale advantages and leading positions in silicon photonics technology (especially Infinera (China)).