Marvell raised its FY28 revenue target to ~$20B and gave a long-term path to $70-90B by FY31, while Chinese optical module makers are leading in 3.2T R&D and could capture 50% of optical chip market share by 2027.
The AI optical supply chain is booming, and Chinese companies are poised to dominate key segments, making this a high-conviction growth theme.
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