Seeing tech through a different wavelength. Photonics & semiconductor research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 120 | Founded | 9 months ago | Last Issue | 47 hours ago |
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photoncap.netLatest Issues
Marvell Drew Its Own Plasmonics Map in June: Two Overlapping Targets and an Unnamed Material
$MRVL $LWLG | Where POH actually points, the overlap with Celestial AI, and what to check at ECOC
Somewhere on a Swiss airfield, two points 1.4 km apart were linked over a 226 GHz radio carrier. Net rate 153 Gb/s. The thing that caught tha...
AI Infrastructure Value Chain: The PhotonCap Reading List (8/27/2026)
NVIDIA’s guidance points to something much broader than stronger GPU demand. The key signal is that AI infrastructure bottlenecks are spreading across memory, packaging, networking, optics, power, cooling, grid capacity, and datacenter cons...
Marvell Bought Celestial AI. How Far Along Is Photonic Fabric?
TL;DR
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Acquired in February, two papers in May. Authors who used celestial.ai addresses last year filed on the same subject this year from marvell.com. One word in the title changed, from Assembly Process to Demonstration.
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The...
Samsung and SK hynix Went Optical. What About Micron?
$MU · Samsung Electronics · SK hynix | Three memory makers’ optical positions, traced through patent priority dates and a job posting
SK hynix announced on August 20 that its co-packaged optics roadmap paper had run in Nature Electronics[1...
One Interconnect Company, All Three Memory Makers on the Cap Table: Fifteen Months of SK hynix’s CPO Track
$SKHY $MU, Samsung, Avicena | Memory-side positioning in co-packaged optics
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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. \ud83d\udd17 https://atlas.nuttycld.workers.dev/
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Independent research on overlooked stocks and investment themes by ex-fund analysts. Aurelion Index 1-year return: +120%
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