Publicly-Traded Blue Laser Diode Plays

It’s too bad that Nichia, the dominant player in the high-performance blue-laser diode isn’t public. The company and market is clearly capacity/yield squeezed, as evidenced by the short supply of PS3s (and Xboxes to a lesser degree). Someone, somewhere in the blue-laser diode market is making a great deal of money, me-thinks.

[Update] More on manufacturers’ frustration with blue-diode supply here.

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Comments

  1. Regret says:

    Does CREE have any exposure?