Optics Co-Packaged Optics: 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 22 min read 07 Jun 2026
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.
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 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.
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.
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.
POET Technologies 13 min read 20 Apr 2026 Notes: POET Technologies - The Optical Interposer Thesis POET’s Optical Interposer replaces costly active alignment with wafer-level pick-and-place packaging, opening AI optical engines to high-volume CMOS-scale manufacturing.