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LPKF Laser & Electronics

3Q26 Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.1)

3Q26 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

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

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.