Seeing tech through a different wavelength. Photonics & semiconductor research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 86 | Founded | 6 months ago | Last Issue | 5 days ago |
| Active | |||||
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photoncap.netLatest Issues
DSP, LPO, NPO, CPO: The Four Optical Architectures and the Light Source Beneath Them All
$LITE $COHR $AAOI $SIVE $POET | Optical Architecture Primer + Light Source Map
On June 9, an institutional-only SemiAnalysis note lit the fuse, and optics names dropped together. AAOI fell 14%, COHR 11%, LITE 8% [1][2]. The market’s logic...
There Is No Such Thing as a 'CPO Stock': How the Market Misread SemiAnalysis
$LITE $COHR $MRVL $AVGO $POET | CPO Delay Selloff, Reader Mailbag Edition
On June 9, an institutional-only SemiAnalysis note read as a “CPO rollout delay” and optical networking stocks broke in a single session. AAOI down 14%, COHR down 11...
NVIDIA Did Not Come to Korea to Sell GPUs: Where the June 5 Seoul Visit Pointed in the Physical AI Supply Chain
$NVDA | Hyundai, Samsung, Rainbow Robotics, SPG, ROBOTIS | What Jensen’s Seoul Visit Signals for Physical AI
On June 5, 2026, Jensen Huang came to Seoul. The market read the visit as an HBM4 and GPU event. Huang named Samsung, SK hynix, an...
The Largest IPO in History, One Profitable Layer: Where SpaceX Exposure Really Sits, and the Traps
$SPCX $COHR $LITE $MRVL $RKLB $CACI $NVDA | SpaceX Pre-IPO Beneficiary & Layer Exposure Analysis
SpaceX, the largest IPO in history (ticker SPCX, targeting a June 12 Nasdaq debut at a $1.75T valuation), posted a loss in its most recent fis...
Taiwan GTC (Computex 2026): CPO Just Entered Production, So Why Are Coherent and Lumentum, the Companies It Was Supposed to Kill, Still on the Supplier List?
$NVDA $COHR $LITE $GLW $FN $TSM | Spectrum-X Photonics Goes Production: The CPO Supply Chain
On May 31, 2026 (US press release date, Taiwan GTC Taipei keynote), NVIDIA called Spectrum-X Ethernet Photonics “now in production.” It is the wor...
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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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