Soitec - Where Silicon Photonics Begins
Summary
* Near-monopoly on Photonics-SOI, the engineered wafer every leading silicon photonics foundry depends on as starting material.
* Five compounding demand layers — cluster scale, optics-per-accelerator, SiPho share gains, scale-up optics, and memory disaggregation — all converging on the same wafer.
* SiPho is becoming the default, winning on cost and volume today and closing the performance gap with InP/EML at 1.6T and 3.2T.
* Pluggables → NPO → CPO is an intensification, not a subs