Photonics: Deep Dive into OCS Architectures (Pt.3)

32 min · 13 Jul 2026

Part 3 examines the four leading Optical Circuit Switching technologies — MEMS, LCoS, Piezo/DBS, and Silicon Photonics — comparing their physical constraints, manufacturing realities, and long-term strategic positioning in AI infrastructure.

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.1)

In our latest quarterly review, we rotate toward under-appreciated capacity resolvers across foundry, back-end, photonics, and power as the AI buildout enters its next phase.

12 min read 06 Jul 2026

16 min read 18 Jun 2026

Photonics: The $91 Billion Question - Layer 1 (Pt.2)

Layer 1 is the foundation of the photonics supply chain. Photonic SOI from Soitec serves as the base substrate for virtually all CPO and NPO designs, with TFLN and EO polymers acting as performance boosters on top. This gives Soitec structural leverage across all architectures.

10 min read 16 Jun 2026

Tower Semiconductor - Powering AI From Orbit (Pt.5)

Tower's SiGe BiCMOS + SiPho platform on 300mm wafers eliminates GFS's sole advantage, delivers 30% lower power than InP at 1/3 the cost with 85%+ yields, and cements TSEM as the dominant SiPh foundry for both hyperscale AI and Space DC deployments.

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