@PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research https://xitter.cf/t.co/E8DQu9pkCv

 San Francisco, CA
photoncap.net
Joined April 2025
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2.4KMedia

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-…

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Is a Slow Mirror Fast Enough? OCS Technology Economics and Market Flow

TL;DR

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[Investment Map] 22 Listed Companies in the Hybrid Bonding Value Chain

$BESI $ASMPT $042700 $AMAT $KLIC and 17 more | Hybrid bonding equipment value chain investment map

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The Problem in microLED Optical Interconnects: Credo’s 30 M, MOSAIC’s Data, and the Hyperlume Patent

On the September 1 Credo earnings call, CEO Bill Brennan put the reach of the company’s microLED cable at 30 m and called it “just step 1.” For the past year there has been a well-traveled objec…

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Memory Made at Home, GPUs Imported, Optics Blank: The Layer of Korea's Sovereign AI Procurement

TL;DR

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[Investment Map] 23 Companies in the Quantum Cycle: From Materials to Logical Qubits

Over the course of 2024, the four quantum pure plays gained an average of 1,063 percent. Then the following year, on January 8, 2025, the day after Jensen Huang made a shocking remark at CES, saying u…

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SpaceX-xAI: 실리콘 포토닉스 위에 세워진 1.25조 달러의 가치

[ENG] https://x.com/PhotonCap/status/2021320567438373039

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SpaceX-xAI: The $1.25T Valuation Built on Silicon Photonics

[KOR] https://x.com/PhotonCap/status/2021280602029506562

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Marvell Drew Its Own Plasmonics Map in June: Two Overlapping Targets and an Unnamed Material

Read this on Substack: Marvell Drew Its Own Plasmonics Map in June: Two Overlapping Targets and an Unnamed Material

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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, co…

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Marvell Bought Celestial AI. How Far Along Is Photonic Fabric?

TL;DR

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Samsung and SK hynix Went Optical. What About Micron?

SK hynix announced on August 20 that its co-packaged optics roadmap paper had run in Nature Electronics[1]. CPO puts the optical chip that moves signals as light inside the same package as the compute…

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