Sumitomo Electric ADR — wire/optical components
“Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without I…” post →
| Date | Tweet |
|---|---|
| 2025-12-26 | It's multifaceted. However, InP is EXTREME because $AXTI and $SMTOY control roughly 60%+ of this critical global supply. The industry's shift from copper to photonics has created this structural single point of failure on the entire buildout. Every optical transceiver/interconnects in hyperscaler … → · 72 likes · 25,280 views |
| 2025-12-26 | Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $… → · 4032 likes · 6,552,541 views |
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