$TSEM just got Japanese government backing to expand 300mm optical, photonics, and silicon photonics capacity, and raised 2028 revenue guidance by 29% with net income guidance up 60%. Separately, an investor meeting at one of the major 1.6T transceiver manufacturers pushed back hard on the price-cut rumors, calling demand strong through 2027. The 'opticals are dead' trade may be overcrowded on the wrong side.
Aggregated and distilled by Two Sentence Traders. Not financial advice.