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In Huang Renxun’s conversation with Marvell, his main point in one sentence was: “If copper cables can be used, use copper cables as much as possible; if fiber optics are required, then use fiber optics.”
So today, optical modules rebounded sharply and surged higher, including lite, cohr, aaoi, and others.
As for copper cables, I looked into it and found that Credo is a leader in this area.
Build some positions.