Convequity
  • Client Home
  • Free Content
Sign in Subscribe

Aixtron: The Growth Step (Pt.3)
Aixtron

Aixtron: The Growth Step (Pt.3)

Part 3 examines why epitaxial qualification — not hardware — is Aixtron's true moat, how InP substrate constraints gate capacity expansion, and why Veeco's competitive gains appear bounded enough that Aixtron can lose share while still growing into a much larger market.
20 min read 11 Jun 2026
Photonics: The $91 Billion Question (Pt.1)
Optics
22 min read 07 Jun 2026

Photonics: The $91 Billion Question (Pt.1)

CPO's $91 Billion Assumption, NPO's Quiet Momentum, and the OCS Wildcard — Mapping the Bottlenecks That Will Separate Winners from Consensus Darlings
Aixtron: The Growth Step (Pt.2)
Aixtron
18 min read 03 Jun 2026

Aixtron: The Growth Step (Pt.2)

Part 2 examines Aixtron's capacity constraints, competitive moat, and the fragmented optical architecture landscape — confirming that every path to greater interconnect density runs through its reactors, but that the stock's current pricing leaves limited room for execution misses.
Powering AI From Orbit: MACOM, Coherent, STM, Hamamatsu (Pt.4)
Space Solar
12 min read 23 May 2026

Powering AI From Orbit: MACOM, Coherent, STM, Hamamatsu (Pt.4)

Heritage determines the clear near-term winners in Space DC optical networking (2026–2029), while inter-orbit links represent the only category of truly incremental photonic demand.
Aixtron: The Growth Step (Pt.1)
Aixtron
15 min read 16 May 2026

Aixtron: The Growth Step (Pt.1)

The quiet German monopoly behind the compound semiconductor chips that AI data centers cannot be built without.
SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.3)
Space Solar
15 min read 11 May 2026

SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.3)

The orbital AI data center as tight satellite clusters: redefining photonic demand and unlocking compute beyond Earth’s physical limits.
Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era
Palantir
20 min read 07 May 2026

Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era

Palantir’s “NVIDIA moment” is here: Q1’s 85% growth and 145 Rule of 40 validate AIP’s compounding platform fit while governance moats secure the agentic era.

Subscribe to Convequity

Don't miss out on the latest news. Sign up now to get access to the library of members-only articles.
Convequity
Convequity

Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

Site
  • Latest
  • Subscribe
  • About
Connect
  • X / Twitter
  • LinkedIn
  • Substack
  • Email
Legal
  • Terms of Use
  • Privacy
  • AI Usage
  • Compliance
Convequity © 2026