Is a datacom and telecom mini-boom taking place?

A reader commented that both semiconductor and optical transceiver lead-times are being extended and that the “good times are here”.  But what is the cause, he asked, and are good times really here?

Daryl Inniss believes it is largely a reflection of cutbacks that have run their course. “The industry cut back swiftly and deeply when the market started to tank, cutting suppliers and capacity,” says Inniss, practice leader, components at market research firm Ovum.

“I think it's recovery dynamics - people ordering a tiny bit more and there are no parts available such that lead-times are stretching out simulating a boom.”

Brad Smith, LightCounting

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