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Rs's avatar

The stock has collapsed into YE21. Are they still in the running as a sensor supplier to AAPL?

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Dylan Patel's avatar

When a Chinese firm bought out NWF, the fab they have the custom photonics process in, I immediately became bearish. They are not in the 2022 apple watch

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Rs's avatar

They got rid of the photonics biz and are exclusively focused on sensors but seems like an uphill battle.

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Dylan Patel's avatar

Right but the sensor uses that custom photonics processor.

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Rs's avatar

Have you heard of Poet..small waveguide co in canada that is also pivoting to health sensors. They claim to have mfg capacity in China.

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Dylan Patel's avatar

Ya long story there too. Shoot me an email. We could chat about things.

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Recursive Architect's avatar

Thanks again, great article!

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