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Technology Stocks : ASML Holding NV
ASML 186.37+1.8%Nov 24 5:10 PM ESTNews

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From: BeenRetired11/9/2017 9:51:07 AM
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AAOI: "100G parts surged during Q3"...................................................................

Nothing screams leading edge chips like 100G.
Some already using 400G.

ASML.


I also wanted to touch base on its 40G-100G sales mix. It seems like sales contribution of 100G parts surged during Q3. The crossover finally happened and sales of 100G parts lead its data center segment in the last quarter. Rather than taking you through bland numbers, I compiled another chart below to visually break it down for you. The sharp spike in 100G parts is rather encouraging for long-side investors, but I’m curious to know if it had anything to do with the Amazon (NASDAQ: AMZN)-related orders.

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