Photon Capital
@PhotonCap
Seeing tech through a different wavelength. Photonics & semiconductor research
가입 April 2025
2.1K 팔로잉 중 64.8K 팬
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One reason I keep watching $MRVL closely is its optical side.
Photonic Fabric, OMIB, and scale-up optics show that $MRVL is attacking the AI interconnect bottleneck from both the electrical and optical sides.
Seeing $MRVL only as a custom silicon story misses half the picture.
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