@PhotonCap (Photon Capital) — 2026-02-25 220 기업 9029bf
@PhotonCap (Photon Capital) $AEHR
This is a brilliant piece of analysis that accurately captures how AI infrastructure is shifting from '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.
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