Locked Out of U.S. Lasers, Huawei Built Its Own. Why Do LITE and COHR Still Get Paid? · @carrioresearch · TwKit

@carrioresearch

Every co-packaged optics switch shipping today, from $NVDA's Quantum-X Photonics to $AVGO's Tomahawk 6 Davisson, keeps its lasers in separate pluggable modules on the front panel. Only one silicon

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