BlockBeats News, July 5th, according to UDN Money, Serenity cited a report stating that research firm SemiAnalysis sparked market controversy due to a series of operations. In June of this year, SemiAnalysis released a research report expressing a bearish view on the optical communication sector citing low yields in CPO (Chip Package Optics) technology and possible delays in product launches, which resulted in a sharp decline in related sector stock prices. Subsequently, the firm collaborated with Tema ETFs to launch an ETF with an optical communication theme.
Of note, companies such as Himax Technologies and Lumentum Holdings, which SemiAnalysis previously heavily shorted in the report "Powered Down, Lights Off," were included in the ETF holdings after the pullback in the optical communication sector, sparking discussions in the market about their "short first, then long" behavior.
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