https://x.com/PhotonCap/status/202644681 — 2025-01-20 220 기업 3f43ae

https://x.com/PhotonCap/status/2026446810672492692?s=20

출처: https://x.com/PhotonCap/status/2026446810672492692?s=20

원문 내용

$AEHR

This is a brilliant piece of analysis that accurately captures how AI infrastructure is shifting [[FRO]]m 'GPU stacking' to overcoming physical bottlenecks.

From my perspective on the test equipment names in the "Optics and Silicon Photonics field", the emphasis on Aehr Test Systems $AEHR besides $FORM is particularly spot-on because as we transition from copper to optical interconnects (CPO), wafer-level reliability becomes a mandatory insurance policy for high-value AI clusters.

Since optical components like laser diodes are highly sensitive to thermal stress, AEHR’s role as a 'reliability gate' is essential for ensuring the yields required for next-gen 1.6T networking.

Ultimately, the winners of this cycle will be those who can mass-produce reliable optical interconnects at scale, not just those with the fastest designs.

관련 노트

• [[FRO]]