Photonics Tracker

You've seen the hype, now track the progress. The web's most comprehensive database of Photonics stocks and supply chain. Not financial advice.

[Photonics Tracker @PhotonicsTrackr]

Pinned Research Notes Mega Thread.

We will add the research notes posts below 👇

Not financial advice. DYOR.

[Photonics Tracker @PhotonicsTrackr]

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[Photonics Tracker @PhotonicsTrackr]

Photonics Morning Brief, Wed 7 Oct. JNTC +12.4% in Seoul; BE Semiconductor -8.7%; LG Innotek -8.2% after Tuesday's rally. $AAOI -6.3%, $COHR -5.2%, $TER -5.2%. Aehr announces $6M in new orders; $AEHR -2.2%. Core -1.7%, 20 of 109 up; mainland China still closed. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

For more, head to https://t.co/cSpUh3dfTX

[Photonics Tracker @PhotonicsTrackr]

Photonics Close Brief, Tue 6 Oct. Enablence +22.5% in Vancouver, $CIEN +13.8%, LG Innotek +12.2% as Seoul reopens. $AEHR -11.7%; $STX -9.2% on a disputed TDK bid report. $MRVL +5.8% on its Investor Day targets. Core +0.9%; mainland China still closed. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

For more, head to https://t.co/cSpUh3dfTX

[Photonics Tracker @PhotonicsTrackr]

Photonics Morning Brief, Tue 6 Oct. LG Innotek +12.2% as Seoul reopens; $ALAB +9.5%, $MRVL +9.2% on its Investor Day targets, $CIEN +6.1%. $STX -6.1% on a disputed TDK bid report; Visual Photonics -6.4% in Taipei. Core +1.1%; mainland China still closed. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

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[Photonics Tracker @PhotonicsTrackr]

Photonics Close Brief, Mon 5 Oct. Largan +7.0% in Taipei, Disco +5.7% and Anritsu +5.6% in Tokyo; $AAOI +5.2% after its share sale. $UMC -8.9% on a $1.8B convertible, $TSM +2.8% on Terafab talks. Core +0.8%; Seoul and mainland China closed. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

@JSCC2020Lee Tokyo carried it, 17 of our 20 names up. The US equipment names didn't join in.

[Photonics Tracker @PhotonicsTrackr]

Photonics Morning Brief, Mon 5 Oct. Largan +7.0% in Taipei, Disco +5.7% and Anritsu +5.6% in Tokyo; $STX rebounds 5.2%. $UMC -10.8%, $GFS -4.1% on a downgrade, $INTC -2.2% after Musk confirmed TSMC $TSM Terafab talks. Core -0.1%; Seoul and mainland China closed. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

For more, head to https://t.co/cSpUh3dNJv

[Photonics Tracker @PhotonicsTrackr]

For more, head to https://t.co/cSpUh3dfTX

[Photonics Tracker @PhotonicsTrackr]

For more, head to https://t.co/cSpUh3dfTX

[Photonics Tracker @PhotonicsTrackr]

Photonics Weekly Close Brief, Fri 2 Oct. ams OSRAM +15.4% in Zurich, $MXL +15.0%, LandMark +10.0% at Taipei's limit; $STX -10.2% on Toshiba's capacity plan. Week: core layers +4.6%, the most since 7 Aug; GlobalWafers +25.5%, $LITE +15.3%. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

For more, head to https://t.co/cSpUh3dNJv

[Photonics Tracker @PhotonicsTrackr]

Photonics Morning Brief, Fri 2 Oct. $MXL +13.4%; LandMark +10.0% and IntelliEPI +9.9% at Taipei's limit. $STX -11.8% on Toshiba's capacity plan; $AVGO +3.2%. Hong Kong reopens, China still closed. Core layers +2.6%, 93 of 111 up. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

Photonics Close Brief, Thu 1 Oct. $SNPS +12.8%, $COHR +10.9%, $LWLG +8.8%. $LITE +7.7% to $1,045.78 as optics rally; $AVGO -2.1%. China and Hong Kong closed for National Day. Core layers +1.2%, 82 of 112 up. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

For more, head to https://t.co/cSpUh3dfTX

[Photonics Tracker @PhotonicsTrackr]

Photonics Morning Brief, Thu 1 Oct. $SNPS +12.7% after its Investor Day guide, Ibiden +8.7% in Tokyo, $CDNS +7.3%. $LITE +6.0% to $1,029.40, $COHR +5.7%. China and Hong Kong closed for National Day. Core layers +0.6%, 66 of 111 up. Full recap below.

[Photonics Tracker @PhotonicsTrackr]

For more details, head to https://t.co/cSpUh3dNJv

[Photonics Tracker @PhotonicsTrackr]

Photonics Close Brief, Wed 30 Sep. WIN Semiconductors +9.9% in Taipei, $FORM +9.6%, GlobalWafers +9.5%. $SNPS +4.8% on an AWS deal, $HPE +3.9%; $JBL -10.0% despite beating forecasts. Core layers flat, 55 of 112 up. Full recap below.