the two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh)
the two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh)
Tracked-Follow crux pressure-tests our own optical thesis: the two risks to $CIEN/$AAOI/$COHR/$LITE are laser oversupply and VCSELs displacing silicon-photonics for scale-up. Worth reading as the skeptical case on optical-supercycle, not a pump.
@crux_capital_ — the two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh)
Why it's worth your time
Tracked-Follow crux pressure-tests our own optical thesis: the two risks to $CIEN/$AAOI/$COHR/$LITE are laser oversupply and VCSELs displacing silicon-photonics for scale-up. Worth reading as the skeptical case on optical-supercycle, not a pump.
Related
10 events DateTypeEvent
Jul 1 InvestigationPost-beat-decline pattern across optical-supercycle Wave 1 Jul 7 ScanOptical Supply Chain Scan Jun 26 ScanOptical Supply Chain Scan Jun 25 ScanOptical Supply Chain Scan Jul 11 ScanMonster Scan Jul 11 ScanOptical Supply Chain Scan Jun 20 ScanOptical Supply Chain Scan May 25 InvestigationOptical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration Jul 17 ScanMonster Scan Jul 17 ScanOptical Supply Chain Scan Source links
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