Hey IA, have you taken a look at SMTC for DFB and other InP lasers? They acquired Emcors assets and look like they want to enter the space (Hiefo.com). Laser quality aside, do you see anything interesting they can do along side their signal integrity business ?
What are the potential implications of Lumentum's UHP laser performance on the broader semiconductor industry, particularly in terms of cost and scalability?
Hey IA, have you taken a look at SMTC for DFB and other InP lasers? They acquired Emcors assets and look like they want to enter the space (Hiefo.com). Laser quality aside, do you see anything interesting they can do along side their signal integrity business ?
TSMC seems to have botched their high-density 2D grating couplers. ---> Therefore, CORNING launched Glass Bridge.
So I can take it from this that $KOPN microLED is cooked then 😅 I thought it would take me out of bagholderdom from 5 years ago AR VR shit.
What are the potential implications of Lumentum's UHP laser performance on the broader semiconductor industry, particularly in terms of cost and scalability?
Don't care, I just bought LAZR cause I'm a normie when it comes to optics and lasers. GLHF
Other the LITE what else you recommend if VCSEL is going to work for NPO?
COHR