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$Sensata Tech(ST.US)/US/TTMII rose seven points, $POET Tech(POET.US) slightly up, $SIVERS SEMICONDUCTORS AB(SIVEF.US) slightly down, $Tuttle Capital Pure Play Photonics ETF(FOTO.US) basically unchanged, $Corgi Lithography & Smcndctr Phtncs ETF(EUV.US) rose four or five points—the photonics and PCB sector is moving a bit scattered.

$TTM Tech(TTMI.US) benefits from price increases for high-layer AI server PCBs, with a smoother rhythm; $POET Tech(POET.US) and $SIVERS SEMICONDUCTORS AB(SIVEF.US), these small-cap silicon photonics stocks are still waiting for real mass production orders, offering high potential but slow realization. Silicon photonics is indeed the next stop for AI interconnects, but the path from concept to revenue is bumpier for small caps than for PCB stocks.