Wow, Largan Chairman dropped a nuke and stated MicroLEDs unlikely to become viable for AI DC buildouts
As for what's up and coming... Feels like $AMD(AMD.US), $NVIDIA(NVDA.US), and everyone in the industry is clearly going out of their way to procure CW laser supply this year. EML was the market's focus last year with $Lumentum(LITE.US) / $Coherent Corp.(COHR.US) (and still partially is). But future architectures with microleds was something to keep watch for 2028 onwards... Since $Credo Tech(CRDO.US) was pretty focused on it with their acqusition of Hyperlume, $American Shared Hosp(AMS.US) Osram was a popular name (working with Credo too), hyperscalers like $Microsoft(MSFT.US) were developing in the space too. Largan is also a $Taiwan Semiconductor(TSM.US) COUPE supply chain player that does FAU like Foci/microlens/passive components, so they're more impartial.But yeah... was a surprise to see Largan Chairman citing concerns over "power consumption, size, and transmission efficiency" for microled commercialization and said it's unlikely to become viable. (source: Digitimes)TLDR:-> MicroLED as a technology unlikely to become viable from Largan Chairman-> If it turns out correct, indirectly positive for lasers like VCSEL, then CW/SiPH since there's some overlap for CPO scale up applications
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Expert Takeaways: Meta's Optical Demand
> Meta signed a $6B deal with Corning for MPO fiber cables to power its next-gen AI data center infrastructure.> Zhongji, Eoptolink, and Cohr lead Meta’s optical supply chain, with new entrants Dongshan, Cambridge, and Lumentum gaining share across 800G & 1.6T.> Low risk of a full FCC ban, but if hit, Meta plans to buffer 6+ months of optical inventory and pull forward CPO adoption by 6–12 months.> Meta shifts to NPO starting 2027 (85% non-optical port mix) before fully scaling Co-Packaged Optics (CPO) around 2029–2030.> Broadcom powers Meta's NPO silicon photonics platform, with Cohr, Zhongji, Eoptolink, Lumentum, and Dongshan supplying optical engines.$Meta Platforms(META.US) $Broadcom(AVGO.US) $Corning(GLW.US) - L
Have been holding my horses and observing CFA and CLR REIT ETFs. One of them is steadily approaching the levels which I am interested.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory RoutMemory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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Remember to watch it
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory RoutMemory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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The memories semiconductors stocks have been hit hard recently however they have performed well year to date. So I do not know if the confidence of memory stocks have gone or that we have seen the top for the year and might be a slow and steady bleed to the downside till it reaches value area after 70-80% drop if earnings plus macro crisis cause the whole market to drop in a sea of red
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory RoutMemory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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Rotation going on again as the market keeps shifting capital around. When everything goes up in tandem, it is when the real bull market will begin.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory RoutMemory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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The much-anticipated tech pullback and rotation into financials is well underway! I believe this will carry on into late October which will be a fantastic opportunity to load up on tech again!
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory RoutMemory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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Interesting news but it remaina to be seen if this is indeed a serious threat or would end up like a "deepseek" moment. Until more info is available, I think reaction is more kneejerk.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory RoutMemory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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Fed Warsh sharing is more important although any hawkish words he say might not translate to any credible actions. But any dovish words will probably be true.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory RoutMemory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
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Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
