Nokia sijoituskohteena (Osa 4)

Kovia kasvuodotuksia optisella puolella, kertoo Rosenblattin malli.
-kapa x 12
-supply -50% demand

Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt’s proprietary supply and demand model.

https://www.investing.com/news/stock-market-news/optical-component-supply-to-lag-ai-data-center-demand-through-2030-says-rosenblatt-93CH-4714458

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