We did a deep dive on Oxford Instruments $OXIG last week on Semi Insider. It's a key supplier for $COHR Coherent's new 6" InP fabs that are scaling up in support of next-gen transceivers, among other things. The business has been mostly an R&D support biz for years, but beginning its journey with lots of commercial scale partnerships. https://t.co/rvGWmHxFzy
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