Seeing tech through a different wavelength. Photonics & semiconductor research
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 92 | Founded | 7 months ago | Last Issue | 7 days ago |
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photoncap.netLatest Issues
SpaceX Started Renting Out Compute. The Rig Demand Is Now Written Into the Contract.
The copper in NVL72 did not kill optical demand. The market was looking inside the rack. The money is outside it. When NVIDIA wired its 72 GPUs together over an NVLink copper spine, a bear case followed: maybe optical content shrinks....
The More Anthropic Buys Micron HBM, the Faster Optical Memory Pooling Arrives
On June 22, 2026, Micron ($MU) announced a strategic agreement with Anthropic bundling a memory supply contract, joint design work, and a strategic investment into Anthropic’s Series H round [1]. Around the announcement, the stock tra...
Everyone Saw a Laser Shortage. The Money Went to the Foundries First.
$TSM $GFS $UMC $TSEM $SOI $SLOIF $XFAB + TFLN/Packaging | SiPh Foundry Capacity & Pricing Power
When AI data centers move from copper to light, the market looks at laser companies first. Lumentum, Coherent, the EML and CW laser shortage. T...
Compute Is the New Oil. So Who Builds the Drilling Rigs?
$FORM $AEHR $KEYS $TER $AIXA $VECO | The supplier-agnostic layer where compute financialization concentrates beta
In the same month, CME and ICE both announced compute futures tied to GPU rental rate indices, and compute began turning into...
The AI Light Source War Is Not a Speed Race: InP, VCSEL, and μLED Are Buying Different Distances
$AAOI $LITE $COHR $SIVE $ALMU $AVGO, plus PicoJool, Avicena | Data Center Light Source Map
When PicoJool unveiled its 200G VCSEL and 32x50G μVCSEL on June 15, 2026, a 30-year-old technology landed back on the table as an AI data center lig...
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Seeing tech through a different wavelength. Photonics & semiconductor research
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
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