Nominal works with companies across air, space, land, and sea — which means being where that work happens. We're opening a permanent Seattle office and growing the team there. More via @geekwire's @johnhcook

Nomura’s report cites $AXTI and $IQE as the leading players. Then regarding ASP updates: - 2in InP substrate price hike 42-76% - 3in InP substrates price hike 78% - 2in EML Epiwafer price hike 50-75% - 3in CW Epiwafer price hike ~40%+ - Prices lower domestically in China as expected. Hyperscalers bottlenecking upstream photonics confirmation validation… on all fronts from pricing, demand, to supply shortages. My personal expectation was that price hikes would keep going up like $SNDK given ramping optical demand. We’ll see if this turns out right given another 2 years of the demand curve.

Nomadz checkout now supports private payments. Pay with stablecoins and route the transfer through @HoudiniSwap to hide your sender wallet from the recipient. +5% fee, few-minute settlement. Choose standard or private before payment ↓

Nom nom, I wanna eat up the whole world hehe (っ˘ڡ˘ς) 🥤🥗🍔🍗🍟🥓 𝙑𝙖𝙧𝙚𝙨𝙖 𝙂𝙚𝙣𝙨𝙝𝙞𝙣 𝙄𝙢𝙥𝙖𝙘𝙩 𝙛𝙤𝙧 𝙈𝙖𝙮 𝙋𝙖𝙩𝙧𝙚𝙤𝙣 #原神# #GenshinImpact#