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“For high power CW lasers, solving cooling and optical loss issues (e.g., grating couplers) inside the PIC”
@damnang2
CPO's unsolved CW laser and optical-loss bottleneck flows directly to Lumentum, which NVIDIA has locked up with a share of a $4B investment and a supply deal
LITELONG@ $805.68
$723.60-10.19%
since call Jun 28
peak +5.2%
“Packaging appears to be one of the biggest challenges, from EIC and PIC stacking to thermal management and hybrid bonding.”
@damnang2
CPO packaging complexity in EIC/PIC stacking and hybrid bonding drives equipment spend directly to Applied Materials, which just launched a full die-to-wafer hybrid bonding platform
AMATLONG@ $628.10
$504.15-19.73%
since call Jun 28
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