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Comfort fired straight back, claiming a lot of people had no suggestion what they had been talking about—Samsung's foundry and you will $LITE's InP fab are in completely different components of the production strings. The guy actually considered that when the AXTI you may reprice its dominance condition, they had the possibility to end up being a friends having a market cap exceeding $10 billion. More the fresh interest in optical interconnects inside the AI study locations, the greater amount of delicate the positioning of such issue businesses gets. The guy described AXTI as the a buddies one "generally covers the complete photonics likewise have chain." Within his wisdom, AXTI's most significant reputation on the AI industry put within the InP substrate creation.
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