2026-09-16XQuote

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Reminiscent of $NVDA w/ $LITE + $COHR: Foxconn is now considering joint investments to avoid upstream material shortages. Foxconn Interconnect Chairman identifies CW lasers and fiber as the biggest bottleneck in photonics. Very interesting to see these two themes reiterated across industry commentary. Almost like a certain Anime character on X was right about CW laser bottlenecks.

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Citibank TMT: "lasers and optical fibers are being positioned as the "next HBM." I've been talking about lasers like $LITE / $AAOI since 2025... and architectural shifts toward CW, ahead of the current industry consensus. And fully agree with Lightmatter/Citi. Just for reference: For lasers: $LITE / $SIVE / $AAOI / $COHR / $MTSI / Furukawa / Sumitomo are your better known ones. For fiber: $GLW / Furukawa / Fujikura / Sumitomo are your more well-known exposure (obviously a lot more in the supply chain) *disclosure, personal exposure to theme With added commentary that: "Tight supply conditions will support a scarcity premium for these assets." We're already seeing price hikes with lasers as seen with $SIVE channel checks at CIOE 2026 Shenzhen today + $LITE commentary from earnings. So I think the 2027–2028 photonics supercycle will look a lot like memory did in 2025–2026. Especially as optical content/GPU-ASIC goes up significantly per Goldman Sachs revised estimates...
aleabitoreddit ↗