KawzInvests(@KawzInvests):$LITE showing the ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside Molex, Samtec and TeraHop. Publicly traded contributors shown here include Credo $CRDO Intel $INTC MaxLinear $MXL Applied Optoelectronics $AAOI Astera Labs $ALAB Amphenol $APH Keysight $KEYS TE Connectivity $TEL VIAVI $VIAV Lumentum $LITE NPO reuses the existing pluggable supply chain, making it much easier to scale.

KawzInvests

@KawzInvests

Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD

가입 October 2021

616 팔로잉 중 118.6K 팬

KawzInvests@KawzInvests

2026.10.14 00:05

$LITE showing the ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside Molex, Samtec and TeraHop. Publicly traded contributors shown here include Credo $CRDO Intel $INTC MaxLinear $MXL Applied Optoelectronics $AAOI Astera Labs $ALAB Amphenol $APH Keysight $KEYS TE Connectivity $TEL VIAVI $VIAV Lumentum $LITE NPO reuses the existing pluggable supply chain, making it much easier to scale.