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Emcore doubles revenue projection for last-time buys of Broadband products to $20m
What happened
Emcore Corp has doubled its revenue projection for last-time buys of its Broadband products to $20 million from a previous $10 million, with margins expected to remain consistent. This indicates a significant final procurement cycle for these components, which are likely being discontinued. 利多: Signals a definitive end-of-life for these products, likely tightening future supply and creating potential for secondary market price appreciation, but the immediate trading impact is on final buy orders.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Broadband Optical Components
Emcore Corp
last-time-buyeolrevenue-update
Source and time
Source: Semiconductor Today · 5/25/2023 · View original source
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