Photon Capital(@PhotonCap):- Gemtek and Starman partner to establish U.S.-based optical transceiver manufacturing - Domestic production capacity reduces supply chain dependency for the market > The partnership signals effort to nearshore optical transceiver production, likely responding to supply chain resilience concerns and potential tariff considerations. > This could reshape regional manufacturing dynamics and create new sourcing options for customers.

Photon Capital

@PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research

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Photon Capital@PhotonCap

2026.10.23 02:24

- Gemtek and Starman partner to establish U.S.-based optical transceiver manufacturing - Domestic production capacity reduces supply chain dependency for the market > The partnership signals effort to nearshore optical transceiver production, likely responding to supply chain resilience concerns and potential tariff considerations. > This could reshape regional manufacturing dynamics and create new sourcing options for customers.