Seeing tech through a different wavelength. Photonics & semiconductor research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 130 | Founded | 10 months ago | Last Issue | 10 days ago |
| Active | |||||
Read this Newsletter
photoncap.netLatest Issues
SK hynix’s HBF and microLED: Who Gets the Land on the SoC Edge?
$000660 $SNDK $MU $NVDA $CRDO, Avicena, JFS | HBF and microLED, an eight-month check (Advanced Packaging series, bonus part)
In my January 26 article, I wrote that HBF (High Bandwidth Flash, NAND stacked like HBM) was likely to pull optica...
The Silicon Photonics Foundry Layer: Who Can Actually Make a PIC
This piece puts together two perspectives that rarely sit side by side: Crack The Market’s top-down view of market structure and where the investment opportunity sits, and PhotonCap’s engineering-level view of how photonic chips are built,...
SK hynix's DRAM on Logic: Who Stacks It, and Who Buys the Bonders?
$000660 $005930 $MU $TSM $QCOM $BESI $AMAT | The next bonding demand after HBM, and who buys the bonders (Advanced Packaging, Part 3 of 3)
TL;DR The final prospectus SK hynix filed with the SEC for its US listing in July, and the 21 filing...
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)
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for PhotonCap.
| Subscribers | Engagement | 81 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where PhotonCap ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 103 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #24 |
Authors
The writers behind this newsletter.
Seeing tech through a different wavelength. Photonics & semiconductor research
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry. 🔗 https://atlas.nuttycld.workers.dev/
Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Frequently Asked Questions
How can I access the email archive for PhotonCap?
You can find recent issues that have been published by PhotonCap on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does PhotonCap have?
To see how many people subscribe to PhotonCap, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in PhotonCap?
Newsletter advertising can be extremely effective when it's done right. Before you pitch PhotonCap as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like PhotonCap?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact PhotonCap using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to PhotonCap?
Scroll up to where it says Related Newsletters to see other publications like PhotonCap. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact PhotonCap?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.