Gaetano. Market Precision
47 posts
@PutraqehGz
Web3 | Generative comics - @distopiansNFT - under reconstruction | Dev - @PerfidiousNFT | Dev - https://t.co/5EOPmD06TS | DM to build cool stuff |
There is so much more to the Photonics trade📓 $LITE $CIEN $GLW $AXTI $AAOI On this page I have predominately covered just a couple layers to this trade Mainly lasers, optical components, and transceiver/modules But there is so much else to this trade, and so many other layers where there is significant upside if you dig deep enough Materials Foundry / wafer fabrication Packaging / advanced integration Electronics around the optics Fiber / passive infra Qualification / test / reliability Architecture / system design So many layers. So many companies. So much opportunity!
I've been tracking Tower Semiconductor $TSEM's silicon photonics moves for a long time. Every partnership, every earnings call, every capacity expansion. Today I finally put it all into one article. $TSEM just signed a development agreement to integrate $LWLG's electro-optic polymer into its PH18 silicon photonics PDK — 8 days after NVIDIA committed $4B to Lumentum and Coherent. This isn't a coincidence. It's a pattern. A foundry betting $920M on SiPho doesn't put an unproven material on its menu without conviction. I wrote a deep dive covering: → Why TSEM's PH18 PDK integration changes LWLG's trajectory from "interesting demo" to "industry-standard candidate" → The 6-partner SiPho ecosystem TSEM built in 12 months (NVIDIA, Scintil, Salience Labs, and more) → EO polymer vs. TFLN — an honest comparison, including where HyperLight is already ahead → TAM → SAM: what LWLG can actually capture (hint: it's not $100B) → The risks that could break the thesis The first half is free — start there to understand the technology. $TSEM $LWLG substack.com/home/post/p-19…
