LatentValue

𝗣𝗹𝗮𝗻𝗢𝗽𝘁𝗶𝗸 : 𝗨𝗻𝗲 𝗺𝗶𝗰𝗿𝗼𝗰𝗮𝗽 𝗰𝗮𝗰𝗵𝗲́𝗲 𝗮𝘂 𝗰œ𝘂𝗿 𝗱𝘂 𝗽𝗮𝗰𝗸𝗮𝗴𝗶𝗻𝗴 𝗽𝗵𝗼𝘁𝗼𝗻𝗶𝗾𝘂𝗲 ? Plus je creuse le dossier, plus je pense que le marché sous-estime potentiellement la profondeur technologique de PlanOptik. Avec ~40M€ de capitalisation seulement, la société semble exposée à plusieurs briques critiques du packaging avancé, des MEMS optiques et de la photonique. À l’heure où l’industrie des semi-conducteurs cherche à repousser les limites du packaging traditionnel, les glass core substrates émergent comme une solution de nouvelle génération pour améliorer densité d’interconnexion, stabilité thermique, performance haute fréquence et intégration 3D. De plus en plus d’acteurs du secteur investissent dans cette transition, faisant du verre un matériau stratégique pour les architectures semi next-gen. Voici pourquoi le dossier devient difficile à ignorer 👇

Allbirds $BIRD to sell its brand and footwear assets, rename itself NewBird AI, and use a new $50M convertible financing facility to buy high-performance GPUs to pivot into AI compute infrastructure.

$LPKF $LPK.DE $LPKFF $LPK Seems that LPKF has been working with Intel on their exclusive CPO partnership since 2023? The first disclosure about it was in late 2025 (probably because that's when CPO became a hot topic), so I thought it was a newer thing. So they've already been developing this for years? They seem to be in an extremely strong position here, and the CEO's own language that they are looking to become a major strategic partner makes more sense now. No idea how I missed this initially "We are already working, since more than 2 years, with a semiconductor partner from the US in exclusive development on the topic of co-packaged optics" Resource for inference and the CEO language in the comments

People can guess why PlanOptik would be invited to and participate in a conference focused on hybrid bonding $P40