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what was your initial plan back then - driven by technical or the prospect of datacom (optical/silicon photonics) segment driving margin recovery? prospect wise - it has priced in and substantial progress needed to move higher; higher volume from its MNC customers
🔊 *U.S. Proposed Ban on Chinese Optical Transceivers*
Reuters reported that the U.S. is considering *banning new Chinese optical transceivers,* reinforcing the ongoing AI supply chain diversification trend and strengthening Southeast Asia's position as an alternative manufacturing hub.
📍 Chinese suppliers still account for *over 50%* of optical transceivers used by major U.S. hyperscalers, leaving significant room for non-Chinese manufacturers to gain market share.
📍 *NATGATE (0270)* is vie
Natgate is looking super solid with all these tech tailwinds pushing the business forward. Just hold your position steady because the best gains are definitely waiting for us further up the track.
