[Part 3] What Advantest and FormFactor’s Earnings Say About CPO’s Bottleneck
Advantest and FormFactor see strong growth in silicon photonics and probe cards, with potential for continued expansion in the semiconductor...
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[Part 1] Co-Packaged Optics: The Case For, and the Fine Print
Co-Packaged optics offers power savings, but risks signal integrity and yield issues, making yield and testing the key economic constraints in the...
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Nvidia paid Lumentum $2 billion for lasers, because silicon cannot make light
Lumentum makes the tiny lasers that turn data into light, so AI chips can talk to each other across a data centre. Those lasers have to be grown...
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Ligent (纳真科技) IPO Trading
Ligent raised USD 694m to list on HKEX on Tuesday, September 22. We are cautious on debut performance given the lukewarm subscription and the weak...
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HONG KONG IPO WATCH: Ligent Technologies - Connecting AI Globally
Ligent Technologies (9856 HK), a leading optical transceiver and chip maker serving the data center market, will IPO on September 22nd. The...
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