Seeing tech through a different wavelength. Photonics & semiconductor research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 98 | Founded | 8 months ago | Last Issue | 8 days ago |
| Active | |||||
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photoncap.netLatest Issues
InP Makes the Light. Fiber Carries It: Same Cycle, Different Bottleneck
$GLW $APH 5803.T 5801.T 5802.T 601869.SS 010170.KQ | Global AI Datacenter Fiber Supply Chain Analysis
Abstract
The More Silicon Wins, the More InP Sells: Why UMC and Tower Both Expanded 300mm on the Same Day
$TSM $UMC $GFS $TSEM $COHR $LITE $MTSI $AXTI | Silicon Photonics Capacity Expands, but the Next Bottleneck Is Light
Abstract
TSMC Is Ahead in CPO. Samsung Is Putting a Third Chip Next to HBM
Cross-checking the Samsung SiPh deck obtained on site against HBM and packaging roadmaps
$005930.KS (Samsung Electronics) $TSM $000660.KS | Foundry + Memory + Silicon Photonics Vertical Integration Field Research
One Layer Below SemiAnalysis’s Meta Map: Scale-Across Is Coherent, Not CPO
$MRVL $COHR $CIEN $LITE $META | Scale-Across Coherent DCI Demand Validation
Over the past few months, PhotonCap has covered the supply side of the optical layer that links datacenters to one another (scale-across) three separate times. Thi...
The microLED Light Source Was Just Avicena. A Quarter Later, Five Listed Tickers Piled In
Where NVIDIA’s Optical Interconnect Lead Went Next: The Quarter Listed Companies Crowded Into microLED Interconnect | Data Center microLED Interconnect Supply Chain Map
Dr. Ashkan Seyedi, who led co-packaged optics interconnect products at...
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Authors
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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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