Spent the last few days writing the most comprehensive photonics review possible.

The need, the technology, the supply chain, bottlenecks & opportunities, from SiPho to III-V passing by CPOs.

SiPho.

Wafers - $SOI

EDA Simulation - $SNPS Ansys

SiPho design - $AVGO $MRVL

Foundry etching - $GFS $TSEM $TSM

III-V.

InP substrate - $AXT Sumitono

Epitaxy - $IQE $COHR $LITE $AAOI Visual Photonics

Laser Chip Fabrication - $COHR $LITE $AAOI $SIVE

CPO.

Packaging $FN

Testing and validation $AEHR $TER $FOR

If there is a name you haven't heard or a concept you do not understand, this is the write up to read. This is the next large vertical for AI datacenter and a sector which could run for quarters/years as the technology scales.

On sector to make years of returns, tomorrow in subscribers’ inbox.