Dr Photon

physicist, musician, amateur photography, cycling

[Dr Photon @DrPhotonix]

@Frenchie_ @amitisinvesting Also they showed 850nm VCSEL for datacom, adding to years of VCSEL product for sensing and facial recognition

[Dr Photon @DrPhotonix]

@vikramskr NRZ to PAM4 was giving up. PAM4 to PAM6 is a death knell.

[Dr Photon @DrPhotonix]

@AnalysisOp They talk about density yet use 127um flip chip vcsel from WinSemi...weak sauce

[Dr Photon @DrPhotonix]

@damnang2 But two very different execution teams...one is scrappy, the other is sleepy

[Dr Photon @DrPhotonix]

@Frenchie_ Peut être

[Dr Photon @DrPhotonix]

@Frenchie_ Nobody is designing in CPX. This is just Ciena trying to keep Nubis alive. And Nokia will never accelerate shit...they've been an integrated InP vendor for 30 years and missed this entire AI boat.

[Dr Photon @DrPhotonix]

@damnang2 @PhotonCap Is it possible that hyperscalers want to disagg with HBF to treat it like house infrastructure, and not be so reliant on NVDA and AMD for memory?

[Dr Photon @DrPhotonix]

@insane_analyst Absolutely

Best bet for Ayar is to IPO and become a SiPho IP vendor. LM is dead and they just don't know it yet.

[Dr Photon @DrPhotonix]

@jukan05 More like...

You can't just build chips...and expect them to ship right away

NVDA makes it look too easy.

[Dr Photon @DrPhotonix]

@PhotonCap Today's GaAs global capacity _today_ dwarfs the potential InP capacity, even accounting for everyone's investments. So if Scale Up is 10x of Scale Out, it stands to reason that GaAs or GaN optics would be a nice choice...wasn't that OSRAM ceo's point during his talk?

[Dr Photon @DrPhotonix]

@iamfabian Great article! Those LEDs look familiar...
:)

[Dr Photon @DrPhotonix]

@insane_analyst Hope you enjoyed that lift last week

[Dr Photon @DrPhotonix]

💫 The $BLAST airdrop is officially LIVE!

💰 You may be eligible to claim up to $100,000, check eligibility now! ⬇️

https://t.co/e6FPPupAyp

[Dr Photon @DrPhotonix]

💫 The $BLAST airdrop is officially LIVE!

💰 You may be eligible to claim up to $100,000, check eligibility now! ⬇️

https://t.co/e6FPPupAyp

[Dr Photon @DrPhotonix]

💫 The $BLAST airdrop is officially LIVE!

💰 You may be eligible to claim up to $100,000, check eligibility now! ⬇️

https://t.co/e6FPPupAyp

[Dr Photon @DrPhotonix]

💫 The $BLAST airdrop is officially LIVE!

💰 You may be eligible to claim up to $100,000, check eligibility now! ⬇️

https://t.co/e6FPPupAyp

[Dr Photon @DrPhotonix]

💫 The $BLAST airdrop is officially LIVE!

💰 You may be eligible to claim up to $100,000, check eligibility now! ⬇️

https://t.co/e6FPPupAyp

[Dr Photon @DrPhotonix]

💫 The $BLAST airdrop is officially LIVE!

💰 You may be eligible to claim up to $100,000, check eligibility now! ⬇️

https://t.co/e6FPPupAyp

[Dr Photon @DrPhotonix]

@MSFS_Support - why do i see no buttons or text in my world map view?