May. 15 at 10:19 PM
Photonics stack in 5 layers — AI’s optical backbone:
$AXTI → compound semiconductor substrates (small, cyclical, early chain supplier)
$AAOI → optical transceivers for AI datacenters (high beta, high upside, high risk)
$LITE → diversified photonics exposure (more stable, slower growth vs AAOI)
$ONTO → metrology/inspection layer (picks & shovels of chip quality control, niche but critical)
$ASML → EUV monopoly layer (irreplaceable bottleneck in advanced lithography)
Stack tells the story: from raw materials → connectivity → validation → fabrication monopoly.
AI isn’t just compute… it’s optics, yield, and infrastructure depth
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