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One Layer Below SemiAnalysis’s Meta Map: Scale-Across Is Coherent, Not CPO
$MRVL $COHR $CIEN $LITE $META | Scale-Across Coherent DCI Demand Validation
8 hrs ago
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The microLED Light Source Was Just Avicena. A Quarter Later, Five Listed Tickers Piled In
Where NVIDIA’s Optical Interconnect Lead Went Next: The Quarter Listed Companies Crowded Into microLED Interconnect | Data Center microLED Interconnect…
Jul 9
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The More Tents Meta Pitches, the Faster InP Runs Dry
$AXTI $COHR $LITE $AEHR | Compute GW to InP Wafer Supply Chain
Jul 6
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June 2026
SpaceX Started Renting Out Compute. The Rig Demand Is Now Written Into the Contract.
$SPCX $NVDA | Colossus Offtake: Scale-Out Optics and Field Validation, One Layer Down
Jun 30
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The More Anthropic Buys Micron HBM, the Faster Optical Memory Pooling Arrives
$MU $MRVL | The Memory Wall and Three Paths Toward Memory Disaggregation
Jun 24
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Damnang
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Nutty
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Everyone Saw a Laser Shortage. The Money Went to the Foundries First.
$TSM $GFS $UMC $TSEM $SOI $SLOIF $XFAB + TFLN/Packaging | SiPh Foundry Capacity & Pricing Power
Jun 21
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Compute Is the New Oil. So Who Builds the Drilling Rigs?
$FORM $AEHR $KEYS $TER $AIXA $VECO | The supplier-agnostic layer where compute financialization concentrates beta
Jun 19
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The AI Light Source War Is Not a Speed Race: InP, VCSEL, and μLED Are Buying Different Distances
$AAOI $LITE $COHR $SIVE $ALMU $AVGO, plus PicoJool, Avicena | Data Center Light Source Map
Jun 17
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The Cut Was Not HBM: The SOCAMM Selloff and the Optical Memory Fabric
$MU $NVDA $MRVL | The CPU-side capacity tier bottleneck and the optical memory fabric
Jun 16
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DSP, LPO, NPO, CPO: The Four Optical Architectures and the Light Source Beneath Them All
$LITE $COHR $AAOI $SIVE $POET | Optical Architecture Primer + Light Source Map
Jun 12
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There Is No Such Thing as a 'CPO Stock': How the Market Misread SemiAnalysis
$LITE $COHR $MRVL $AVGO $POET | CPO Delay Selloff, Reader Mailbag Edition
Jun 10
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NVIDIA Did Not Come to Korea to Sell GPUs: Where the June 5 Seoul Visit Pointed in the Physical AI Supply Chain
$NVDA | Hyundai, Samsung, Rainbow Robotics, SPG, ROBOTIS | What Jensen’s Seoul Visit Signals for Physical AI
Jun 8
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