AAOI Stock: The 800G Capacity Ramp Against the Dilution Bill Applied Optoelectronics (NASDAQ: AAOI) is one of the very few American companies that can make an optical transceiver and the laser chip inside it under the same roof. In an AI buildout where the biggest bottleneck has quietly moved from GPUs to the optics that…
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Tower Semiconductor (TSEM): Inside the Silicon Photonics Bet 1. Introduction For most of its history, Tower Semiconductor was a company investors filed under “specialty analog foundry” and then stopped thinking about. It made image sensors, power management chips, and radio frequency components in older fabs nobody would confuse with a leading-edge logic megafab. In 2022…
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GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet Every technology ecosystem needs a foundation, and in semiconductors that foundation is the foundry: the company that actually manufactures the chips others design. GlobalFoundries (Nasdaq: GFS) has spent years as the quiet builder in that role, the third-largest pure-play foundry in the world behind Taiwan Semiconductor…
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