both are customers of Aixtron. Interesting move must have the blessing of Apple because of VCSEL. Although MOCVD can be more efficiently used from the merger which is less positive for Aixtron, long term it is a positive sign of VCSEL which is good for Aixtron. To me it is also a sign that APPLE has big plans for VCSEL. I also would surmise that Finisar is having trouble with its VCSEL production and IIVI has won the trust of APPLE to buy Finisar and help improve the VCSEL manufacturing. All IMO. |