7 Comments
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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?

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

Rs's avatar

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

Dylan Patel's avatar

Right but the sensor uses that custom photonics processor.

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.

Dylan Patel's avatar

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

Recursive Architect's avatar

Thanks again, great article!