PhotonCap

X · 41 atoms · 2026-06-23 → 2026-06-28 · 信用档先验 cred3

🟦 fact 18 · 🟥 take 23 · stance ▲18/▼2/◆3

覆盖实体 (top 10)

• AAOI — 11 atoms
• Intel — 4 atoms
• MU — 3 atoms
• Advantest — 2 atoms
• FORM — 2 atoms
• HBM — 2 atoms
• OpenLight — 1 atoms
• Samsung Electronics — 1 atoms
• QQQM — 1 atoms
• Ayar — 1 atoms

话题分布 (top 8)

持仓变动 (3) · 光学路径 (2) · 产能扩张 (2) · 制造产能 (2) · 测试基建 (2) · 营收前置 (2) · 供应链 (2) · 区域采购 (2)

样例 atoms

• 2026-06-23 · Advantest · Advantest and OpenLight have announced a partnership to co-develop scalable, high-volume manufacturing (HVM) test solutions for silicon photonics (SiPh) devices.
• 2026-06-23 · OpenLight · the release citing a recent $50M Series A-1 round (total funding $84M) as evidence of commercial momentum.
• 2026-06-24 · Micron · Micron announced a memory deal with Anthropic and traded at record-high levels.
• 2026-06-26 · @elonmusk · Production shortfall relative to demand is insane. MUCH higher production is needed.
• 2026-06-24 · AAOI · ClassOne booked its largest-ever Solstice S8 order from AAOI.

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