II-VI Incorporated (IIVI)

[Brokemillwright]

From the latest Q&A

china supply chain shortages are poised to help us out

They are equipping for 6g when it rolls out in 6-7 years. Finstar acquisition was strategic for that.

Data communication market is forward looking strong growth

Forgive my spelling- the latest investment (annuam phosphide?) Is set in the markets for liar, consumers, communications, electronics for base or space stations- couldn't understand the guy talking , and 6g amps.

Hoping to make their wafers reach a scale unique and largest in the world.

They won't know exactly how their supply chain shortages will affect the year until midway thru December. All in all sounds fairly promising for the future