Capturing photons (optics), electrons (semis), and dollars (investing), TMT/AI/Semis/Optics/EPDA, 미국인/米國人/Amerikaner, Chicagoan, @uchicago a while ago, DMs open

Bay Area/NYC/Chicago/Boston
I will be sharing daily insights on the fundamentals of semiconductors and photonics industries while writing for @RYANHINGSHING. Insight 1 - assembly, testing, and packaging account for most of optoelectronics system (transceivers, CPO, etc.) cost (elementarydearwatson.substac…).
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For context, this is highly relevant for copackaged optics or any optoelectronic system, @LIWEI_TWCapital @iamfabian @RYANHINGSHING @PhotonCap. If you muck up the fibre to chip coupler by mismatching the modes, that shows up as part of insertion loss and uses part of link budget.
Lol, this is a good idea. I will steal it (with all due credits for @jwt0625), @RYANHINGSHING. It is unclear to me whether most folks actually know the special cases with analytical solutions for the modes. Stay tuned for a similar tool from me later (HT @jwt0625 for inspiration)
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Highly recommend this piece by Toby Nangle (on duration supply from the hyper scalers) ft.com/content/6354c1ec-286a…
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Lol, this is a good idea. I will steal it (with all due credits for @jwt0625), @RYANHINGSHING. It is unclear to me whether most folks actually know the special cases with analytical solutions for the modes. Stay tuned for a similar tool from me later (HT @jwt0625 for inspiration)
for entertainment, do not take these modes seriously (outside5sigma.com/mode-guess…)
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☢️ HUGE NUCLEAR POWER REVERSAL ☢️ Taiwan approved a preliminary plan to restart an idled atomic power plant, marking a reversal of the ruling party’s anti-nuclear stance. It closed its last reactor last year The earliest the plant may resume is 2028 bloomberg.com/news/articles/…
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山外青山樓外樓,西湖歌舞幾時休? 暖風薰得遊人醉,直把杭州作汴州。@LIWEI_TWCapital @RYANHINGSHING @ShanghaoJin
Replying to @Llorens_MRC
been telling friends much of our pain and suffering is because we are no longer spending enough time chopping wood and picking berries
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👀👀,@LIWEI_TWCapital @lithos_graphein @RYANHINGSHING, 我讀書少,你們向文韜兄學習吧
Replying to @GodsLibtard
this is how we are optimizing InP lasers right now btw, adjusting the epi parameters like sliders, and wait months for the "frame" to "render"
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Replying to @XkilledTiggy
tfln is so far mostly for a better modulator (mostly lower optical IL than silicon or InP ones), the propagation loss is no better than Si or nitride waveguides. it is a cool material and will have its place, I'm more bullish in it than some of my friends. Sadly theres more related startups and supply chain ecosystem in China and they'll probably ship first at real scale.
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Lol, can you help give me a serious Korean name (with associated hanja) for me to use around Korean semis friends, @PhotonCap sunbae?
Im changing my name to Herman Kim
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唉,你看,這位先生才識貨,@ShanghaoJin @RYANHINGSHING @cherylwoooo - 如果只看第一印象,我衡量對方的品味很簡單,就只看飲食。輕輕淡淡才可以深交?清水出芙蓉,天然去雕飾。如果你有料,又何必加任何其他的雜物?
可惜大班没有了😭
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華夷之別,@RYANHINGSHING - 不過其他地區的月餅🥮(例如蘇式月餅)也是可以接受的, @cherylwoooo
誰說的🤔🤔🤤🤤
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Lol, what is the point of how low loss (and other desirable adjectives) your fibre or waveguide is if you lose significant light at each fibre-chip interface, @QuentinWach? That said, this is still a useful tradeoff curve, but I will note that not all points are equally scalable.
there is no ABF for optics/photonics.
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Some food for thought in the brave new world (which might need some more mechanism design, Alvin Roth style), @cherylwoooo @RYANHINGSHING
Super cool research. My take away: for people to trust agents for their transactions, we need better methods of getting agents to understand the preferences of their users.
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大家中秋快樂🥮!對了,有沒有人知道我在美國哪裡能買到港式的冰皮月餅?
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👀👀, I am just a country bumpkin so I have some Qs. What is the throughput? Repeatability? Tolerance? Basically, I want to see some ranges instead of point estimates and operating conditions. How compatible is it with existing flow? How easy is learning curve for a new operator?
- $FORM officially introduced the Pharos™ Optical Probe Series on September 23 for SiPh and CPO testing. - Pharos supports both edge coupling and surface/grating coupling using FAUs with micro-optics tailored to the DUT. - The key is not just optical coupling, but the combination of low-loss coupling, precise alignment, automated calibration, and repeatability in a single probe family. - The family includes short and long configurations for both edge and surface coupling, including applications such as beam expanders and CPO interfaces. - Pharos integrates with $FORM’s SiPh-Tools 4.0 AutoCal and automated alignment workflow and is compatible with TRITON, CM300xi-SiPh, and SUMMIT200 platforms. > The bigger point is that $FORM is expanding beyond the probe station itself and moving further into the optical interface layer of the SiPh/CPO test stack. > As CPO moves toward HVM, repeatable wafer-level optical alignment and coupling could become a major test bottleneck, and Pharos directly targets that layer. > With TRITON positioned at ECOC 2026 as a production-ready SiPh test cell and Pharos now extending into optical probing, $FORM’s strategy to capture more of the wafer-level SiPh test stack is becoming increasingly clear.
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👀👀
This article takes a closer look at Fabrinet ($FN) and Ciena ($CIEN), two companies that receive less attention than some of their peers in optics, but that I believe have significant potential. Their business models are very different, yet both have exposure to the same opportunity, scale-across. That connection makes them particularly interesting to examine together. The question is how each company can translate that opportunity into growth, and what investors need to understand about their respective strengths and limitations. For this piece, I partnered with Aurelion Research to pair an engineering perspective on optics with investment research grounded in detailed company analysis and conversations with management.
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科普一下,Mems是有成熟生態圈。至於如果你是真想學基礎,可以拜讀Cleland寫的一本書Introduction to Nanomechanics裡面講的方法部分,@RYANHINGSHING @LIWEI_TWCapital. 至於靠近現代科技的東西,你們就讀@PhotonCap 先輩寫關於Ming Wu組的研究內容。
I think his search might be missing MEMS-related technologies for semiconductor lasers, photodetectors, and SiPho. In Japan, NTT coined that vague buzzword 'photo-electric fusion,' which is pretty out of step with global trends. It might be better to search by CPO or NPO components instead.
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