It was a pleasure working with PhotonCap! Smart but very technical, which is highly needed in these times where photonics and semiconductors have become mainstream and everyone is talking about them.
The pleasure was mine. Management access plus device physics turned out to be a good pairing, and I learned a lot from how you frame a business. Let's keep this going. The next earnings season will give us plenty to work with.
Could you provide your opinion on the AXTI and LITE wafer substrate deals? Is this net negative for smaller guys like AAOI and SIVE if bigger players like Lumentum and Coherent keep locking up InP substrate capacity? Where are AAOI and SIVE going to get their InP substrates to ramp up volume production?
It was a pleasure working with PhotonCap! Smart but very technical, which is highly needed in these times where photonics and semiconductors have become mainstream and everyone is talking about them.
The pleasure was mine. Management access plus device physics turned out to be a good pairing, and I learned a lot from how you frame a business. Let's keep this going. The next earnings season will give us plenty to work with.
Hi Aurelion/Photon,
Could you provide your opinion on the AXTI and LITE wafer substrate deals? Is this net negative for smaller guys like AAOI and SIVE if bigger players like Lumentum and Coherent keep locking up InP substrate capacity? Where are AAOI and SIVE going to get their InP substrates to ramp up volume production?
Thank you
https://x.com/i/status/2083835115554439553
which shows my brief idea
Catch up on my recent updates; They are highly relevant to how this trade is playing out.
Thank you for this incisive refreshing article.
Thanks Vipul!