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Photon Capital
16.5K posts
Photon Capital
@PhotonCap
Seeing tech through a different wavelength. Photonics & semiconductor research
Katılım Nisan 2025
2K Takip Edilen59.7K Takipçiler
I happened to come across Damnang’s post, and it suddenly made me crave a shrimp burger, so I just ordered one.
For context, I think this is my first shrimp burger and probably my first Lotteria in about five years
Damnang@damnang2
I’m at one of the best burger spots in Korea 🫡
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just met with @bubbleboi he look a little sad
bubble boi@bubbleboi
This guy just top ticked everything and can’t afford his 🍺 @RJCcapital
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@warai_ein definitely amazing. I'd love to live here at Costco. It is really different from US Costco...
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I received a call from Samsung Electronics' Semiconductor Division.
To put it briefly, they are serious about Photonics.
Photon Capital@PhotonCap
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Great approach by @ren_stocks
Ren@ren_stocks
$SIVE In this account we do it all. We talk fundamentals, catalysts, macro, some light TA. We cherish our wins and laugh off our losses. One of these three pictures is not like the others. By the end of the year, only one of them will be irrelevant.
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Highly-efficienct AI infrastructure to advanced chips
Will $GOOGL save the market?
• Frozen v2 embeds Gemini architecture directly into silicon, reducing calculations and data movement required for queries
• Projected to deliver 6-10x more tokens per unit of power than current TPUs
• Designed as a specialized chip rather than a general-purpose replacement for TPUs
• Deployment targeted for 2028 to address Google's compute capacity constraints
• Trades flexibility for efficiency; limited compatibility with future Gemini versions unless architecture remains consistent
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Don’t miss the bulgogi pizza and tteokbokki at Costco $COST Korea. You can only find them in Korea.
The bulgogi pizza, in particular, is in a completely different universe from the pepperoni pizza at Costco in the U.S.
Damnang@damnang2
I’m at one of the best burger spots in Korea 🫡
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Why testing?
open.substack.com/pub/photoncap/…
LIWEI_TW Capital@LIWEI_TWCapital
TrendForce：CPO’s next bottleneck may not be the optical engine itself—but testing. $2330.TW’s COUPE platform is expected to enter mass production in 2026, yet CPO testing still lacks unified standards and depends heavily on manual optical alignment. A full inspection of one photonic chip can take more than 100 seconds because probes require nanometer-level precision. The most critical step is wafer-level PIC screening: defective photonic dies must be identified before they are bonded to far more expensive advanced-node electronic dies. This creates a growing equipment opportunity for $6857.T, $FORM, $TER, $2360.TW and $KEYS as the industry moves to automate optical alignment and increase testing throughput. trendforce.com.tw/insights/cpo-t…
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