Archive - 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

Five Days After Innolight’s $6.8B: The FCC Ban Draft and the AI Optical Module Supply Chain

300308.SZ 3308.HK $LITE $COHR $AAOI $FN $AXTI | FCC Ban Catalyst Report

Aug 11 • PhotonCap

SpaceX’s First Earnings Report: Revisiting the S-1, and the Hardware Value Chain Behind 10GW

$SPCX $NVDA $COHR $LITE $MRVL $CIEN $MU | SpaceX Q2 2026 Earnings & Compute Value Chain

Aug 10 • PhotonCap

The GPU Repricing Cycle and Q2 Hyperscaler Earnings: Which Hardware Layer the Capex Flows To

$GOOGL $AMZN $MSFT $META $MU $SKHY $MRVL $COHR $LITE $CIEN | Cloud Capex Repricing Analysis

Aug 6 • PhotonCap

AXT and Lumentum’s Prepayment Deal: The InP Substrate LTA Chain

$AXTI $LITE $COHR $IQE $AAOI $SIVE | InP Substrate Prepay LTA Chain, Catalyst Report

Aug 2 • PhotonCap

Compute Short, Memory Long: Aschenbrenner's Unwind, Gavin Baker's Hold

$SKHY $MU $SNDK $NVDA $MRVL | Memory Economics Tech Briefing

Aug 1 • PhotonCap

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