Photon Capital
@PhotonCap
Seeing tech through a different wavelength. Photonics & semiconductor research
加入 April 2025
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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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