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2 episodes · 4 trades · 1 speakers
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TRACKED TRADES
OF
@jwt0625
1mo
a single training cluster now needs more optics/photonics than the worldwide volume in …
IDEAS · 2
GLW
GLW
LONG
AI clusters consume optical fiber at a scale that dwarfs the entire 2008 global market, and Corning just locked in a $6B deal with Meta to supply it.
$140.45
-27.45%
›
COH
COHR
LONG
AI cluster optics demand is compounding faster than any prior HPC cycle, and Coherent is the vertically integrated photonics manufacturer with an order book already stretching to 2028.
$256.94
-35.42%
›
OF
@jwt0625
1mo
the world of advanced packaging is getting crazier and crazier and I am here for it, an…
IDEAS · 2
TSM
TSM
LONG
AI package complexity demands >10 reticle panel interposers and 240mm² substrates that only TSMC can manufacture at scale.
$400.55
-11.29%
›
LIT
LITE
LONG
The UCIe Advanced 10 Tbps/mm optical density requirement cannot be met by current CPO tech, forcing a DWDM or VCSEL array breakthrough that benefits pure-play optical component makers like Lumentum.
$719.71
-16.71%
›
