Orsila speaks so cautiously even in Inderes interviews that it is difficult to estimate where things stand regarding demand. If I remember correctly, semiconductors have been mentioned, though. As for data centers, the potential seems to be mostly theoretical for now. It has been estimated that photonics and especially lasers will become a significant bottleneck in data centers. If this bottleneck materializes, it’s possible that every laser in the world will be snapped up, including those from Hervanta. It will be interesting to see how the company’s share price moves in the coming days and weeks. It was a peculiar coincidence that Modulight’s share price rose sharply at the same time as Canatu and Aspocomp. Or was it a coincidence?
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