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Optics Stocks Divide: Coherent and Cisco Drop After Earnings While Nokia and Ciena Soar
Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that mo
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The Battle For AI Optics: EUV Still Beats FOTO And LYTE (BATS:FOTO)
Compare AI optics ETFs: EUV leads on scale, liquidity and cost, with diversified risk.
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Coherent (COHR) Stock Is Tumbling Today After Massive Optics vs. Memory Debate on Social Media This Weekend
A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.
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The Next Wave Of AI Is Optics, And The EUV ETF Owns It (BATS:EUV)
Corgi Lithography & Semiconductor Photonics ETF offers concentrated exposure to optics and optical interconnects. Click here to read an analysis of the EUV ETF now.
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Soft Demapping of Spherical Codes from Cartesian Powers of PAM Constellations
Abstract page for arXiv paper 2404.04776: Soft Demapping of Spherical Codes from Cartesian Powers of PAM Constellations
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A Complete Deep Dive of NVIDIA DWDM Co-Packaged Optics for Scaling beyond 200Gbps
Key physics constraints and architecture challenges for scaling data rates in DWDM - ring modulator physics, clocking, CW-DFB Laser, and package integration
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The Silicon Photonics & Co-Packaged Optics supply chain
Map of 90+ companies in the co-packaged optics supply chain. SOITEC, EV Group, Sivers Photonics, IQE, Sumitomo Electric, Lumentum, Coherent, NVIDIA etc
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