Seeing tech through a different wavelength. Photonics & semiconductor research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 127 | Founded | 10 months ago | Last Issue | 3 days ago |
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photoncap.netLatest Issues
SK hynix's In-House 2.5D: Validation Comes Before Commercialization
$000660 $INTC $AMKR $TSM $009150 $6981 $4062 $3037 $042700 | Advanced Packaging Tech Briefing (Part 2 of 3)
At the afternoon roundtable of SK hynix’s Global Forum, held in the US on September 18, two questions from the audience were really...
SK hynix’s Four Packaging Paths: Where Is the Fight After HBM?
$000660 $TSM $INTC $TER $6857 $FORM $KLAC $CAMT $ONTO $003160 $086390 $089030 | Advanced Packaging Tech Briefing (Part 1 of 3)
Price and market cap data as of the September 18, 2026 close (TradingView, retrieved September 20)
Is a Slow Mirror Fast Enough? OCS Technology Economics and Market Flow
$LITE $COHR $GOOGL $ORCL $MSFT $FN, Silex, Huber+Suhner, nEye, iPronics | Optical Circuit Switch Tech Briefing
TL;DR Lumentum’s OCS (optical circuit switch) revenue went from zero to more than $100 million a quarter in one year, counting f...
[Investment Map] 22 Listed Companies in the Hybrid Bonding Value Chain
$BESI $ASMPT $042700 $AMAT $KLIC and 17 more | Hybrid bonding equipment value chain investment map
TL;DR BESI grew its second quarter orders 129 percent year over year and still fell 46 percent from its June 15 all-time high to the Septemb...
The Dispersion Problem in microLED Optical Interconnects: Credo’s 30 Meters, MOSAIC’s Data, and the Hyperlume Patent
$CRDO $MRVL $GLW $SKHY $MU, ams OSRAM | microLED Scale-Up Interconnect: Dispersion, Fiber, and Who Gets Paid
On the September 1 Credo earnings call, CEO Bill Brennan put the reach of the company’s microLED cable at 30 m and called it “just...
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Seeing tech through a different wavelength. Photonics & semiconductor research
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry. \ud83d\udd17 https://atlas.nuttycld.workers.dev/
Global investment research on equities, themes and commodities. Aurelion Index 1-year return: +120%
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