Serenity
2026.04.02 14:42

Lightcounting: "This is not a typo"

Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).

If you're looking for my favorite names:

Compounders: $Marvell Tech(MRVL.US), $Semtech(SMTC.US)

CW Lasers: $SIVE, $Macom Tech(MTSI.US), $Applied Optoelectronics(AAOI.US)

Foundries $Tower Semicon(TSEM.US), Win Semi

Substrates/Epitaxy: $AXT(AXTI.US), $SOI, $IQE

Gold Standard: $Lumentum(LITE.US), $Coherent Corp.(COHR.US)

The next TAM expansion multiplier is CPO/Scale Up, largely driven by SiPh and external CW lasers.

Source: Serenity

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