NuAxiSemiconductor trade intelligence
NeoPhotonics’ Q2 revenue up 46% year-on-year to $95m
What happened
NeoPhotonics reported Q2 2022 revenue of $95 million, a 46% year-on-year increase, marking its second consecutive quarter of >45% growth. The strong performance occurred despite an estimated $10 million revenue constraint due to ongoing shortages of analog and power semiconductor chips. Bullish: The sustained high growth rate and explicit mention of revenue being capped by component shortages signal robust underlying demand exceeding constrained supply.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
NeoPhotonics Corp
earnings-beatsupply-constraintdemand-surge
Source and time
Source: Semiconductor Today · 7/28/2022 · View original source
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