发布于: 雪球转发:0回复:1喜欢:0

$Viavi Solutions(VIAV)$ cc里这句话就够了,比过大家了。

“As many of you are aware, our industry has been experiencing component shortages of advanced semiconductor devices. That said, we have been successful in securing critical components in meeting our customers' demand. Our ability to execute has resulted in market share gains and enabled us to drive upsides to our revenue guidance.”

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2022-02-10 23:59

$Viavi Solutions(VIAV)$ 没收传统芯片短缺的影响,猜测是因为他在欧洲游很大的历史(非JDSU的部分),可能是仪器出货量不能和器件/系统数量上相比。

那么猜测一下,可能$Luna创新(LUNA)$ 业绩收印象会比较大,$Keysight技术(KEYS)$ 会好一些(2月17)。