Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).If you're looking for my favorite names:Compounders: $Marvell Tech(MRVL.US), $Semtech(SMTC.US)CW Lasers: $SIVE, $Macom Tech(MTSI.US), $Applied Optoelectronics(AAOI.US)Foundries $Tower Semicon(TSEM.US), Win SemiSubstrates/Epitaxy: $AXT(AXTI.US), $SOI, $IQEGold Standard: $Lumentum(LITE.US), $Coherent Corp.(COHR.US)The next TAM expansion multiplier is CPO/Scale Up, largely driven by SiPh and external CW lasers.Source: Serenity
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