Archive - PhotonCap

Memory Made at Home, GPUs Imported, Optics Blank: The Third Layer of Korea's Sovereign AI Procurement

$COHR $LITE $AVGO $MRVL $CIEN $FN $NVDA + OE Solutions (138080) | Sovereign AI Supply Chain

Sep 14 • PhotonCap

[Investment Map] 23 Companies in the Quantum Cycle: From Materials to Logical Qubits

$IONQ $QNT $XNDU $GFS $NVDA and 18 more | Quantum computing value chain investment map

Sep 10 • PhotonCap

Marvell Drew Its Own Plasmonics Map in June: Two Overlapping Targets and an Unnamed Material

$MRVL $LWLG | Where POH actually points, the overlap with Celestial AI, and what to check at ECOC

Sep 4 • PhotonCap

August 2026

AI Infrastructure Value Chain: The PhotonCap Reading List (8/27/2026)

NVIDIA’s guidance points to something much broader than stronger GPU demand.

Aug 27 • PhotonCap

Marvell Bought Celestial AI. How Far Along Is Photonic Fabric?

$MRVL / Reading technical readiness from conference papers, four months after the deal closed

Aug 27 • PhotonCap

Samsung and SK hynix Went Optical. What About Micron?

$MU · Samsung Electronics · SK hynix | Three memory makers’ optical positions, traced through patent priority dates and a job posting

Aug 23 • PhotonCap

One Interconnect Company, All Three Memory Makers on the Cap Table: Fifteen Months of SK hynix’s CPO Track

$SKHY $MU, Samsung, Avicena | Memory-side positioning in co-packaged optics

Aug 20 • PhotonCap, Damnang, and Nutty

1Y +124%, Four Months Behind by 10.4pp: Portfolio Quarterly Review

$LITE $MU $SNDK $MRVL $SIVEF $TSLA $AEHR $SPCX $FORM $POET | PhotonCap Portfolio Review, as of 2026-08-17

Aug 18 • PhotonCap

Aschenbrenner and Baker’s Q2 2026 13F: What Was a Decision and What Was Drift

$MU $SNDK $CIEN $COHR $LITE $ALAB $CRDO $CBRS $SPCX | Q2 2026 13F Positioning Analysis

Aug 17 • PhotonCap

Beside, Above, or Beyond: The AI Memory Capacity Race and Where Optics Fits

NAND/HBM Stacking and the Optical Interconnect Angle, Tech Briefing

Aug 16 • PhotonCap

Coherent FQ4 2026: InP Capacity, CPO/NPO Content, and CapEx Return

$COHR $LITE | FQ4 2026 Earnings Analysis

Aug 14 • PhotonCap

Lumentum’s First $1B Quarter: FQ4 2026 Earnings Analysis

$LITE $AXTI | FQ4 2026 Earnings Analysis

Aug 12 • PhotonCap

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