Archive - PhotonCap

SK hynix’s HBF and microLED: Who Gets the Land on the SoC Edge?

$000660 $SNDK $MU $NVDA $CRDO, Avicena, JFS | HBF and microLED, an eight-month check (Advanced Packaging series, bonus part)

3 hrs ago • PhotonCap

The Silicon Photonics Foundry Layer: Who Can Actually Make a PIC

$TSEM $GFS $TSM $STM $UMC $SOI | Who fabricates the PIC, and why the bottleneck comes after the wafer

Oct 1 • PhotonCap and Ozeco

September 2026

SK hynix's DRAM on Logic: Who Stacks It, and Who Buys the Bonders?

$000660 $005930 $MU $TSM $QCOM $BESI $AMAT | The next bonding demand after HBM, and who buys the bonders (Advanced Packaging, Part 3 of 3)

Sep 29 • PhotonCap

SK hynix's In-House 2.5D: Validation Comes Before Commercialization

$000660 $INTC $AMKR $TSM $009150 $6981 $4062 $3037 $042700 | Advanced Packaging Tech Briefing (Part 2 of 3)

Sep 24 • PhotonCap

SK hynix’s Four Packaging Paths: Where Is the Fight After HBM?

$000660 $TSM $INTC $TER $6857 $FORM $KLAC $CAMT $ONTO $003160 $086390 $089030 | Advanced Packaging Tech Briefing (Part 1 of 3)

Sep 21 • PhotonCap

Is a Slow Mirror Fast Enough? OCS Technology Economics and Market Flow

$LITE $COHR $GOOGL $ORCL $MSFT $FN, Silex, Huber+Suhner, nEye, iPronics | Optical Circuit Switch Tech Briefing

Sep 20 • PhotonCap

[Investment Map] 22 Listed Companies in the Hybrid Bonding Value Chain

$BESI $ASMPT $042700 $AMAT $KLIC and 17 more | Hybrid bonding equipment value chain investment map

Sep 17 • PhotonCap

The Dispersion Problem in microLED Optical Interconnects: Credo’s 30 Meters, MOSAIC’s Data, and the Hyperlume Patent

$CRDO $MRVL $GLW $SKHY $MU, ams OSRAM | microLED Scale-Up Interconnect: Dispersion, Fiber, and Who Gets Paid

Sep 16 • 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

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