Aixtron Aixtron: The Growth Step (Pt.1) The quiet German monopoly behind the compound semiconductor chips that AI data centers cannot be built without. 15 min read 16 May 2026
Soitec 27 min read 30 Apr 2026 Soitec - Where Silicon Photonics Begins The near-monopoly on Photonics-SOI wafers that every leading silicon photonics foundry depends on as the starting material for AI’s optical interconnect boom.
