BLG chart, page-489

Semi-conductor companies are having their day in the sun at the moment. Record sales/revenue being reported and their share prices are rising nicely.

Mostly driven by the AI technology push and the Chips Act. This is driving an increase in semi-conductor manufacturing outside of normal Asian markets and there appears to be a shortfall in supply. Demand will continue to accelerate over the next few years and BluGlass will continue to enjoy funding from CLAWS and government R&D rebates. It’s only a matter of time before companies eager to get laser diodes to support their production needs come knocking on our door.