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Someone built a $96 3D-PRINTED MANPADS rocket that recalculates its mid-air trajectory using a $5 sensor and piano wire
Its called Project Canard
It integrates with distributed camera nodes to triangulate airborne targets and update flight paths in real-time
It proves the barrier to advanced hardware has completely collapsed, moving precision weapons from defense labs to consumer garages
The entire launcher and interceptor frame is 3D printed in PLA and runs off a standard off-the-shelf ESP32 microcontroller
It even spins up a local Wi-Fi network so you can monitor live telemetry and arm the system directly from your laptop
github.com/novatic14/MANPADS-System-Launcher-and-Rocket
Its called Project Canard
It integrates with distributed camera nodes to triangulate airborne targets and update flight paths in real-time
It proves the barrier to advanced hardware has completely collapsed, moving precision weapons from defense labs to consumer garages
The entire launcher and interceptor frame is 3D printed in PLA and runs off a standard off-the-shelf ESP32 microcontroller
It even spins up a local Wi-Fi network so you can monitor live telemetry and arm the system directly from your laptop
github.com/novatic14/MANPADS-System-Launcher-and-Rocket
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Someone built a device that DETECTS when FEDS is SPYING on your phone nearby
Its called rayhunter, made by the EFF, and it costs $20
You buy a cheap mobile hotspot from amazon, flash it with their open source software, and carry it in your pocket
Feds use devices called stingrays that pretend to be real cell towers so your phone connects to them instead, once connected they can track your EXACT location, grab your phone identity, and potentially intercept your calls and messages
Counter-surveillance equipment used to cost THOUSANDS of $ and required serious technical knowledge
Now its $20 and fits in your pocket
github.com/EFForg/rayhunter
Its called rayhunter, made by the EFF, and it costs $20
You buy a cheap mobile hotspot from amazon, flash it with their open source software, and carry it in your pocket
Feds use devices called stingrays that pretend to be real cell towers so your phone connects to them instead, once connected they can track your EXACT location, grab your phone identity, and potentially intercept your calls and messages
Counter-surveillance equipment used to cost THOUSANDS of $ and required serious technical knowledge
Now its $20 and fits in your pocket
github.com/EFForg/rayhunter
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🇨🇭 Global One SI - Prompt
Video
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Israel's new false flag attack on the United States will be something we haven't seen before.
I can tell you this, it will likely be a cyber attack on the banking system. More specifically, they're going to attack the backbone of the global banking system and blame Iran.
I can tell you this, it will likely be a cyber attack on the banking system. More specifically, they're going to attack the backbone of the global banking system and blame Iran.
🇺🇸How the U.S. takes apart a country in seven steps
First, blind them. Electronic warfare and decoys fry the radar.
Second, kill the phones. Every panicked call from a commander gets traced and becomes a targeting coordinate.
Third, destroy the eyes. Radar stations, comms towers, satellites.
Fourth, ground the jets. No radar means pilots fly blind.
Fifth, hunt the launchers.
Sixth, starve the machine. Fuel, ammo, factories, transport hubs. A brigade lasts 72 hours without resupply.
Then the part nobody discusses: cyber attacks on Iran's banking system. Next military payday is March 21st.
When soldiers stop getting paid, loyalty gets real, flexible real fast.
By the final phase, the army is blind, deaf, hungry, and nobody's answering the phone.
That's when wars end.
First, blind them. Electronic warfare and decoys fry the radar.
Second, kill the phones. Every panicked call from a commander gets traced and becomes a targeting coordinate.
Third, destroy the eyes. Radar stations, comms towers, satellites.
Fourth, ground the jets. No radar means pilots fly blind.
Fifth, hunt the launchers.
Sixth, starve the machine. Fuel, ammo, factories, transport hubs. A brigade lasts 72 hours without resupply.
Then the part nobody discusses: cyber attacks on Iran's banking system. Next military payday is March 21st.
When soldiers stop getting paid, loyalty gets real, flexible real fast.
By the final phase, the army is blind, deaf, hungry, and nobody's answering the phone.
That's when wars end.
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GITAI’s Centaur-Like #Robot Is Built to Work on the Moon’s Harsh Terrain
🇨🇭 Global One SI - Prompt
Epirus develops advanced directed energy systems for defense. #Leonidas, shown below, is essentially a giant microwave that takes out drones. Check out the video in the quoted post showing drones dropping like flies in real time:
The US military successfully tested a high-power microwave weapon capable of neutralizing drones in seconds.
In one trial, the system disabled 49 out of 61 target drones with a single deployment, using directed electromagnetic pulses to disrupt onboard electronics without physical destruction.
Unlike conventional anti-drone measures, such as nets or missiles, this non-lethal system reduces collateral damage and allows precise targeting of swarms. The technology can protect military bases, airports, and urban centers from aerial threats efficiently and cost-effectively.
In one trial, the system disabled 49 out of 61 target drones with a single deployment, using directed electromagnetic pulses to disrupt onboard electronics without physical destruction.
Unlike conventional anti-drone measures, such as nets or missiles, this non-lethal system reduces collateral damage and allows precise targeting of swarms. The technology can protect military bases, airports, and urban centers from aerial threats efficiently and cost-effectively.
And it changes EVERYTHING about the scale of what the U.S. is about to unleash on Iran.
🚨🚨🚨 20 AERIAL REFUELING TANKERS ARE IN THE SKY OVER THE MIDDLE EAST SIMULTANEOUSLY — A NUMBER NEVER RECORDED BEFORE IN THIS ENTIRE CONFLICT. AND 12 MORE F-35s JUST LEFT THE U.S. MAINLAND FOR THE UK. 🚨🚨🚨
This isn't a rotation. This isn't routine logistics. 20 tankers in the air at the SAME TIME means the U.S. is fueling something so large it has never been attempted in this war until now.
Process that.
THE TANKERS:
→ KC-135 Stratotankers and KC-46 Pegasus — the backbone of U.S. global strike capability
→ Each tanker carries 200,000+ lbs of transferable fuel
→ 20 tankers = 4,000,000+ lbs of jet fuel IN THE AIR at once
→ That's enough to keep 100+ combat aircraft airborne for SUSTAINED operations — not a strike, a CAMPAIGN
→ Previous record during this conflict: 8-12 tankers simultaneously. They just DOUBLED it.
THE F-35s:
→ 12x F-35A Lightning II stealth fighters — $80 MILLION each
→ Departing continental U.S. → RAF bases in the United Kingdom
→ Combined with the B-1B Lancers already launching from RAF Fairford
→ The UK is now a FORWARD STAGING BASE for the largest U.S. air campaign since Operation Iraqi Freedom
THE MATH:
→ B-52H bombers already flying strike missions from Diego Garcia
→ B-1B Lancers launching from RAF Fairford in England
→ F-35s now deploying to UK bases
→ 20 tankers keeping EVERYTHING airborne simultaneously
→ This is a multi-axis, multi-continent air armada converging on Iran from EVERY direction
💀 20 tankers = the U.S. is planning NON-STOP air operations — not hours, DAYS of continuous bombardment
💀 F-35 stealth jets + B-1B bombers from the UK = a SECOND front Iran's air defenses weren't positioned for
💀 Iran's radar grid is calibrated for threats from the Gulf and the south — NOT from stealth fighters coming through NATO airspace from the NORTHWEST
💀 The combined payload of what these tankers are keeping airborne = more destructive power than the ENTIRE opening night of Shock and Awe in 2003
⚠️ The last time the U.S. put 20+ tankers in simultaneous orbit was the opening hours of Operation Desert Storm — 1991
⚠️ 12 F-35s is an ENTIRE squadron redeployment — you don't move a full squadron unless you're about to use it
⚠️ RAF Fairford + RAF Lakenheath + Middle East carriers = Iran is now surrounded by U.S. strike platforms on THREE continents
They're showing you press briefings about "measured responses" and "proportional strikes."
They're NOT showing you that the United States just put more aerial refueling capacity in the sky than at any point in this war — the unmistakable signature of a MASSIVE sustained air campaign about to begin.
You don't put 20 tankers in the air for precision strikes
→ you put 20 tankers in the air when you need 100+ aircraft airborne CONTINUOUSLY
→ and you only need that when you're about to hit EVERYTHING, all at once, and not stop for days.
This is the largest aerial staging operation since the opening hours of the Iraq War.
Prepare accordingly. 🚨🚨🚨
🚨🚨🚨 20 AERIAL REFUELING TANKERS ARE IN THE SKY OVER THE MIDDLE EAST SIMULTANEOUSLY — A NUMBER NEVER RECORDED BEFORE IN THIS ENTIRE CONFLICT. AND 12 MORE F-35s JUST LEFT THE U.S. MAINLAND FOR THE UK. 🚨🚨🚨
This isn't a rotation. This isn't routine logistics. 20 tankers in the air at the SAME TIME means the U.S. is fueling something so large it has never been attempted in this war until now.
Process that.
THE TANKERS:
→ KC-135 Stratotankers and KC-46 Pegasus — the backbone of U.S. global strike capability
→ Each tanker carries 200,000+ lbs of transferable fuel
→ 20 tankers = 4,000,000+ lbs of jet fuel IN THE AIR at once
→ That's enough to keep 100+ combat aircraft airborne for SUSTAINED operations — not a strike, a CAMPAIGN
→ Previous record during this conflict: 8-12 tankers simultaneously. They just DOUBLED it.
THE F-35s:
→ 12x F-35A Lightning II stealth fighters — $80 MILLION each
→ Departing continental U.S. → RAF bases in the United Kingdom
→ Combined with the B-1B Lancers already launching from RAF Fairford
→ The UK is now a FORWARD STAGING BASE for the largest U.S. air campaign since Operation Iraqi Freedom
THE MATH:
→ B-52H bombers already flying strike missions from Diego Garcia
→ B-1B Lancers launching from RAF Fairford in England
→ F-35s now deploying to UK bases
→ 20 tankers keeping EVERYTHING airborne simultaneously
→ This is a multi-axis, multi-continent air armada converging on Iran from EVERY direction
💀 20 tankers = the U.S. is planning NON-STOP air operations — not hours, DAYS of continuous bombardment
💀 F-35 stealth jets + B-1B bombers from the UK = a SECOND front Iran's air defenses weren't positioned for
💀 Iran's radar grid is calibrated for threats from the Gulf and the south — NOT from stealth fighters coming through NATO airspace from the NORTHWEST
💀 The combined payload of what these tankers are keeping airborne = more destructive power than the ENTIRE opening night of Shock and Awe in 2003
⚠️ The last time the U.S. put 20+ tankers in simultaneous orbit was the opening hours of Operation Desert Storm — 1991
⚠️ 12 F-35s is an ENTIRE squadron redeployment — you don't move a full squadron unless you're about to use it
⚠️ RAF Fairford + RAF Lakenheath + Middle East carriers = Iran is now surrounded by U.S. strike platforms on THREE continents
They're showing you press briefings about "measured responses" and "proportional strikes."
They're NOT showing you that the United States just put more aerial refueling capacity in the sky than at any point in this war — the unmistakable signature of a MASSIVE sustained air campaign about to begin.
You don't put 20 tankers in the air for precision strikes
→ you put 20 tankers in the air when you need 100+ aircraft airborne CONTINUOUSLY
→ and you only need that when you're about to hit EVERYTHING, all at once, and not stop for days.
This is the largest aerial staging operation since the opening hours of the Iraq War.
Prepare accordingly. 🚨🚨🚨
✍1
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NEVER MESS WITH THE BOSS!!!😎🇺🇸💥💥💥
The Photonics Supply Chain: Start to Finish.
Step 0: Mining and Refining
It starts with a metal called indium. Indium is what makes high-performance data center lasers possible today. Without it, you can't build the components that move data at the speeds AI demands.
Indium has no dedicated mines. It doesn't get extracted on its own. It's a byproduct of zinc refining, meaning it only gets recovered when zinc smelters have the equipment and economic incentive to capture it from their waste.
Step 1: The Substrate
Refined indium gets combined with phosphorus to create a material called Indium Phosphide, or InP. InP has a unique property in that it can generate light directly from electricity. Silicon, the material that runs everything else in computing, cannot do this. That's why InP is the go to for the lasers inside data center optical components.
The first thing you make with InP is a wafer which is a thin, flat disc that serves as the foundation for everything built on top of it. InP wafers are expensive, brittle, and difficult to produce at large sizes. The industry is only now moving to 6-inch wafers. For context, standard silicon chip fabs run on 12-inch wafers. That size gap is a big part of why photonics capacity is so hard to scale quickly.
Step 2: Epitaxial Growth
A bare InP wafer still can't do anything useful. To create a laser, you have to grow extremely thin additional layers on top of it, each just a few nanometers thick (a human hair is roughly 80,000 nanometers wide). This process is called epitaxy.
The exact chemical composition of each layer determines the laser's wavelength, power, and efficiency. Get it slightly wrong and the entire wafer is scrapped. This step requires specialized equipment found in very few places in the world. It's rarely talked about, but it's one of the most critical bottlenecks in the entire supply chain.
Step 3: Wafer Fabrication
Now the actual circuit gets built. Using techniques similar to semiconductor chip manufacturing (patterning, etching, depositing materials etc.) engineers carve microscopic structures into the wafer: the channels that guide light (called waveguides), the cavities where light gets amplified, and the components that switch it on and off.
Unlike standard chip manufacturing, at this time this cannot be done in a regular semiconductor fab. It requires a dedicated photonics facility. These take years to build, qualify, and ramp. There are very few of them in the world.
Step 0: Mining and Refining
It starts with a metal called indium. Indium is what makes high-performance data center lasers possible today. Without it, you can't build the components that move data at the speeds AI demands.
Indium has no dedicated mines. It doesn't get extracted on its own. It's a byproduct of zinc refining, meaning it only gets recovered when zinc smelters have the equipment and economic incentive to capture it from their waste.
Step 1: The Substrate
Refined indium gets combined with phosphorus to create a material called Indium Phosphide, or InP. InP has a unique property in that it can generate light directly from electricity. Silicon, the material that runs everything else in computing, cannot do this. That's why InP is the go to for the lasers inside data center optical components.
The first thing you make with InP is a wafer which is a thin, flat disc that serves as the foundation for everything built on top of it. InP wafers are expensive, brittle, and difficult to produce at large sizes. The industry is only now moving to 6-inch wafers. For context, standard silicon chip fabs run on 12-inch wafers. That size gap is a big part of why photonics capacity is so hard to scale quickly.
Step 2: Epitaxial Growth
A bare InP wafer still can't do anything useful. To create a laser, you have to grow extremely thin additional layers on top of it, each just a few nanometers thick (a human hair is roughly 80,000 nanometers wide). This process is called epitaxy.
The exact chemical composition of each layer determines the laser's wavelength, power, and efficiency. Get it slightly wrong and the entire wafer is scrapped. This step requires specialized equipment found in very few places in the world. It's rarely talked about, but it's one of the most critical bottlenecks in the entire supply chain.
Step 3: Wafer Fabrication
Now the actual circuit gets built. Using techniques similar to semiconductor chip manufacturing (patterning, etching, depositing materials etc.) engineers carve microscopic structures into the wafer: the channels that guide light (called waveguides), the cavities where light gets amplified, and the components that switch it on and off.
Unlike standard chip manufacturing, at this time this cannot be done in a regular semiconductor fab. It requires a dedicated photonics facility. These take years to build, qualify, and ramp. There are very few of them in the world.
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🇨🇭 Global One SI - Prompt
The Photonics Supply Chain: Start to Finish. Step 0: Mining and Refining It starts with a metal called indium. Indium is what makes high-performance data center lasers possible today. Without it, you can't build the components that move data at the speeds…
Step 4: Dicing and Yield
The finished wafer gets cut into individual chips. Each chip is then tested to see if it actually works to spec. The percentage that pass is called yield and it's one of the most important numbers in this business. Low yield means high cost per working chip. Improving yield is one of the biggest levers on profitability, and it's hard-won through years of process refinement. You probably won't see it reported directly, but it's hiding inside gross margins.
Step 5: Component Assembly
A working laser chip still can't be used on its own. It has to be physically aligned to an optical fiber with tolerances finer than a fraction of a micron and combined with other components like light detectors and signal modulators to create a functional optical sub-assembly. Automating it reliably at high volume remains one of the hardest manufacturing problems in the industry.
The assembled component also has to be hermetically sealed inside a protective ceramic and metal enclosure. Data centers run hot, and moisture or dust will degrade a laser chip quickly. These hermetic packages are specialty components with few suppliers and long lead times and they have shown up as a bottleneck alongside InP when demand spikes.
Step 6: The Transceiver Module
The optical sub-assembly goes into a housing along with a DSP chip (a processor that cleans up and interprets the light-based signals) plus a circuit board and casing. The result is a pluggable transceiver: the finished module that slots into a switch or server in a data center. These individually get tested before it ships. That testing process is slow and expensive, and it's a hidden constraint on how fast output can actually scale. Note, in the world of CPO this will change.
Step 7: Into the Data Center
It plugs into a port on a network switch inside the data center, the hardware that routes data between thousands of servers.
And none of it moves an inch without the fiber it runs through. Ultra-pure glass strands, thinner than a human hair, carrying light signals between every switch, server, and building.
The finished wafer gets cut into individual chips. Each chip is then tested to see if it actually works to spec. The percentage that pass is called yield and it's one of the most important numbers in this business. Low yield means high cost per working chip. Improving yield is one of the biggest levers on profitability, and it's hard-won through years of process refinement. You probably won't see it reported directly, but it's hiding inside gross margins.
Step 5: Component Assembly
A working laser chip still can't be used on its own. It has to be physically aligned to an optical fiber with tolerances finer than a fraction of a micron and combined with other components like light detectors and signal modulators to create a functional optical sub-assembly. Automating it reliably at high volume remains one of the hardest manufacturing problems in the industry.
The assembled component also has to be hermetically sealed inside a protective ceramic and metal enclosure. Data centers run hot, and moisture or dust will degrade a laser chip quickly. These hermetic packages are specialty components with few suppliers and long lead times and they have shown up as a bottleneck alongside InP when demand spikes.
Step 6: The Transceiver Module
The optical sub-assembly goes into a housing along with a DSP chip (a processor that cleans up and interprets the light-based signals) plus a circuit board and casing. The result is a pluggable transceiver: the finished module that slots into a switch or server in a data center. These individually get tested before it ships. That testing process is slow and expensive, and it's a hidden constraint on how fast output can actually scale. Note, in the world of CPO this will change.
Step 7: Into the Data Center
It plugs into a port on a network switch inside the data center, the hardware that routes data between thousands of servers.
And none of it moves an inch without the fiber it runs through. Ultra-pure glass strands, thinner than a human hair, carrying light signals between every switch, server, and building.
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🇨🇭 Global One SI - Prompt
The Photonics Supply Chain: Start to Finish. Step 0: Mining and Refining It starts with a metal called indium. Indium is what makes high-performance data center lasers possible today. Without it, you can't build the components that move data at the speeds…
$AEHR
Aehr makes the machines that stress test chips before they are shipped. Its systems heat chips up, run power through them, and help customers find weak ones early, which matters a lot when AI chips and optical parts are expensive. The growth here comes from AI processors, silicon photonics, and optical I/O moving toward more burn-in and reliability screening before deployment.
$AIXA
AIXTRON makes the tools used to grow the ultra-thin material layers that become laser chips. You can think of it as selling the chip-growing equipment that laser makers need before they can build optical components. Its current growth driver is strong demand for AI-related laser and photonics production, especially through its G10-AsP platform.
$ALMU
Aeluma is building optical semiconductor materials on large silicon wafers, which could make advanced photonic devices easier to manufacture in higher volume. The simple idea is better optics made in a more scalable factory format. The business is still early, and today’s growth is coming from R&D contracts while the company works toward commercial products, primarily in data center interconnect and defense.
$AAOI
AAOI is vertically integrated from epitaxy but the focus is on optical transceivers, which are the pluggable modules that turn electrical data into light and send it through fiber. These are the actual network links that connect AI servers and switches at very high speeds. Its growth is being driven by hyperscaler demand for 800G and now 1.6T modules, including a newly announced 1.6T order worth more than $200 million.
$AXTI
AXT makes the specialty wafers that laser chips and detectors are built on, especially indium phosphide. A simple way to picture it is that before you build the optical chip, you need the right material base, and AXT supplies that base. Growth is coming from rising AI optics demand and their plan to double indium phosphide capacity during 2026.
$AVGO
Broadcom makes many of the chips that set the speed and shape of AI networks, including switch chips, optical DSPs, and co-packaged optics platforms. Broadcom helps decide how data moves inside the cluster and how much optical bandwidth the rest of the supply chain needs to deliver. Its growth is being powered by AI networking and custom AI silicon, with AI semiconductor revenue reaching $8.4 billion in fiscal Q1 2026.
$CIEN
Ciena builds the optical systems that connect data centers, campuses, and long-distance networks. These are the big transport systems that let AI traffic move across buildings and regions, not just inside one rack. Growth is coming from AI-driven cloud networking and stronger demand for its latest WaveLogic coherent transport platforms.
$COHR
Coherent makes a wide range of optical parts, from the underlying laser materials all the way to finished transceiver modules. It is one of the most complete photonics suppliers in the market, which gives it exposure to several parts of the AI optics buildout at once. Growth is being driven by AI data-center demand and by its move to larger 6-inch indium phosphide wafers, which can raise output and improve manufacturing efficiency.
$GLW
Corning makes the glass fiber, cable, and connectivity hardware that light travels through. If chips and modules are the engines of the optical network, Corning makes the roads they run on. Growth is coming from AI data-center builds that need much more fiber and from large long-term customer agreements like Meta’s deal worth up to $6 billion.
$CRDO
Credo makes high-speed connectivity chips and active electrical cables that move data over short distances inside AI systems. These products are especially useful where copper can carry data efficiently across a rack or between nearby components. Growth is coming from hyperscaler AI deployments, where Credo’s AECs and related connectivity products are ramping very quickly.
Aehr makes the machines that stress test chips before they are shipped. Its systems heat chips up, run power through them, and help customers find weak ones early, which matters a lot when AI chips and optical parts are expensive. The growth here comes from AI processors, silicon photonics, and optical I/O moving toward more burn-in and reliability screening before deployment.
$AIXA
AIXTRON makes the tools used to grow the ultra-thin material layers that become laser chips. You can think of it as selling the chip-growing equipment that laser makers need before they can build optical components. Its current growth driver is strong demand for AI-related laser and photonics production, especially through its G10-AsP platform.
$ALMU
Aeluma is building optical semiconductor materials on large silicon wafers, which could make advanced photonic devices easier to manufacture in higher volume. The simple idea is better optics made in a more scalable factory format. The business is still early, and today’s growth is coming from R&D contracts while the company works toward commercial products, primarily in data center interconnect and defense.
$AAOI
AAOI is vertically integrated from epitaxy but the focus is on optical transceivers, which are the pluggable modules that turn electrical data into light and send it through fiber. These are the actual network links that connect AI servers and switches at very high speeds. Its growth is being driven by hyperscaler demand for 800G and now 1.6T modules, including a newly announced 1.6T order worth more than $200 million.
$AXTI
AXT makes the specialty wafers that laser chips and detectors are built on, especially indium phosphide. A simple way to picture it is that before you build the optical chip, you need the right material base, and AXT supplies that base. Growth is coming from rising AI optics demand and their plan to double indium phosphide capacity during 2026.
$AVGO
Broadcom makes many of the chips that set the speed and shape of AI networks, including switch chips, optical DSPs, and co-packaged optics platforms. Broadcom helps decide how data moves inside the cluster and how much optical bandwidth the rest of the supply chain needs to deliver. Its growth is being powered by AI networking and custom AI silicon, with AI semiconductor revenue reaching $8.4 billion in fiscal Q1 2026.
$CIEN
Ciena builds the optical systems that connect data centers, campuses, and long-distance networks. These are the big transport systems that let AI traffic move across buildings and regions, not just inside one rack. Growth is coming from AI-driven cloud networking and stronger demand for its latest WaveLogic coherent transport platforms.
$COHR
Coherent makes a wide range of optical parts, from the underlying laser materials all the way to finished transceiver modules. It is one of the most complete photonics suppliers in the market, which gives it exposure to several parts of the AI optics buildout at once. Growth is being driven by AI data-center demand and by its move to larger 6-inch indium phosphide wafers, which can raise output and improve manufacturing efficiency.
$GLW
Corning makes the glass fiber, cable, and connectivity hardware that light travels through. If chips and modules are the engines of the optical network, Corning makes the roads they run on. Growth is coming from AI data-center builds that need much more fiber and from large long-term customer agreements like Meta’s deal worth up to $6 billion.
$CRDO
Credo makes high-speed connectivity chips and active electrical cables that move data over short distances inside AI systems. These products are especially useful where copper can carry data efficiently across a rack or between nearby components. Growth is coming from hyperscaler AI deployments, where Credo’s AECs and related connectivity products are ramping very quickly.
🇨🇭 Global One SI - Prompt
The Photonics Supply Chain: Start to Finish. Step 0: Mining and Refining It starts with a metal called indium. Indium is what makes high-performance data center lasers possible today. Without it, you can't build the components that move data at the speeds…
$FN Fabrinet is a precision manufacturer that builds and assembles optical products for many of the big names in the industry. A simple way to think about it is that Fabrinet is one of the factories behind the optical boom. Growth is coming from higher volumes in telecom, cloud, and AI optics, with fiscal Q2 2026 revenue reaching a record $1.13 billion.
$LWLG
Lightwave Logic develops special polymer materials used in modulators, the components that switch light on and off inside a photonic chip. Faster, lower-power modulators can improve future optical links. The current growth story is early commercial progress, especially its new work with Tower to bring modulator designs into a silicon photonics process kit for 2026 tapeouts.
$LITE
Lumentum makes laser chips, optical components, and photonic products used inside transceivers, optical circuit switches, and newer optical architectures. It supplies several of the high-value light-generating parts that AI networks need. Growth is coming from strong cloud demand, 200G-per-lane components, a large optical switching backlog, and continued expansion into co-packaged optics.
$MTSI
MACOM makes high-speed analog and optical semiconductor parts, including photodiodes, laser-related components, and other chips that help optical links work properly. These are the supporting electronics and optical building blocks inside many modules and systems. Growth is coming from 800G and 1.6T deployments and from stronger data-center demand.
$MRVL
Marvell makes the DSP chips and other silicon that translate data between the electrical and optical worlds. These chips sit inside high-speed optical links and help them run at the speeds AI clusters require. Growth is coming from AI data-center infrastructure today and from its longer-term push into optical fabrics after the Celestial AI acquisition in the future.
$NOK
Nokia builds optical transport systems and networking platforms that connect data centers and telecom networks. After the Infinera acquisition, it has even more depth in optical chips and transport equipment for large-scale networks. Growth is coming from AI and cloud demand inside Optical Networks.
$POET
POET builds optical engines and packaging platforms that bring several optical functions together in one compact assembly. Packaging and alignment are major cost and complexity points in photonics manufacturing. Growth is tied to 800G optical engine shipments expected in the second half of 2026.
$SANM
Sanmina is a large electronics manufacturer that helps build servers, networking gear, and some optical hardware. The easiest way to place it in the stack is as an important manufacturing platform for AI infrastructure. Growth is coming from the broader AI hardware buildout, including the added scale from the ZT Systems manufacturing assets.
$SMTC
Semtech makes signal and interface chips that help optical modules send and receive data cleanly at very high speeds. These parts are important in 800G, 1.6T, and future 3.2T links because signal quality matters more as speeds rise. Growth is coming from data-center demand and from a broader optical product lineup.
$SIVE
Sivers develops photonics and wireless semiconductor products, including indium-phosphide-based optical devices. It sits closer to the chip layer of the stack, where specialized optical parts are created for communications and sensing. Growth is coming from a larger opportunity pipeline and improving product mix.
$TSEM
Tower is a foundry, which means other companies use its factories to make silicon photonics chips. Those chips are the brains on silicon inside many modern optical modules. Growth is coming from a surge in silicon photonics demand, with 2025 SiPho revenue reaching $228 million and large capacity expansions already being reserved years ahead.
$LWLG
Lightwave Logic develops special polymer materials used in modulators, the components that switch light on and off inside a photonic chip. Faster, lower-power modulators can improve future optical links. The current growth story is early commercial progress, especially its new work with Tower to bring modulator designs into a silicon photonics process kit for 2026 tapeouts.
$LITE
Lumentum makes laser chips, optical components, and photonic products used inside transceivers, optical circuit switches, and newer optical architectures. It supplies several of the high-value light-generating parts that AI networks need. Growth is coming from strong cloud demand, 200G-per-lane components, a large optical switching backlog, and continued expansion into co-packaged optics.
$MTSI
MACOM makes high-speed analog and optical semiconductor parts, including photodiodes, laser-related components, and other chips that help optical links work properly. These are the supporting electronics and optical building blocks inside many modules and systems. Growth is coming from 800G and 1.6T deployments and from stronger data-center demand.
$MRVL
Marvell makes the DSP chips and other silicon that translate data between the electrical and optical worlds. These chips sit inside high-speed optical links and help them run at the speeds AI clusters require. Growth is coming from AI data-center infrastructure today and from its longer-term push into optical fabrics after the Celestial AI acquisition in the future.
$NOK
Nokia builds optical transport systems and networking platforms that connect data centers and telecom networks. After the Infinera acquisition, it has even more depth in optical chips and transport equipment for large-scale networks. Growth is coming from AI and cloud demand inside Optical Networks.
$POET
POET builds optical engines and packaging platforms that bring several optical functions together in one compact assembly. Packaging and alignment are major cost and complexity points in photonics manufacturing. Growth is tied to 800G optical engine shipments expected in the second half of 2026.
$SANM
Sanmina is a large electronics manufacturer that helps build servers, networking gear, and some optical hardware. The easiest way to place it in the stack is as an important manufacturing platform for AI infrastructure. Growth is coming from the broader AI hardware buildout, including the added scale from the ZT Systems manufacturing assets.
$SMTC
Semtech makes signal and interface chips that help optical modules send and receive data cleanly at very high speeds. These parts are important in 800G, 1.6T, and future 3.2T links because signal quality matters more as speeds rise. Growth is coming from data-center demand and from a broader optical product lineup.
$SIVE
Sivers develops photonics and wireless semiconductor products, including indium-phosphide-based optical devices. It sits closer to the chip layer of the stack, where specialized optical parts are created for communications and sensing. Growth is coming from a larger opportunity pipeline and improving product mix.
$TSEM
Tower is a foundry, which means other companies use its factories to make silicon photonics chips. Those chips are the brains on silicon inside many modern optical modules. Growth is coming from a surge in silicon photonics demand, with 2025 SiPho revenue reaching $228 million and large capacity expansions already being reserved years ahead.
🇨🇭 Global One SI - Prompt
The Photonics Supply Chain: Start to Finish. Step 0: Mining and Refining It starts with a metal called indium. Indium is what makes high-performance data center lasers possible today. Without it, you can't build the components that move data at the speeds…
$VIAV Viavi makes the testing tools used to check fiber links, optical modules, and AI networks. It helps customers prove that the hardware works before and after deployment. Growth is coming from heavier testing needs as speeds move toward 1.6T and as AI data-center networks become larger and more complex.