Working knowledge bases on the
companies building silicon photonics.
Long-form research notes, primary-source citations, and falsifiable theses on the public companies bringing photonic integration into AI-scale optical interconnects. Built and maintained by an independent investor-analyst.
Coverage
Electro-optic polymer (Perkinamine) integrated into silicon-photonics modulators at four foundries. Thesis on whether the platform lands in 1.6 Tb/s and 3.2 Tb/s datacenter optical interconnects.
Custom AI silicon and electro-optical interconnects. Polariton acquisition (Apr 2026) bridges directly to LWLG's electro-optic polymer stack. Coverage initiated; KB depth fills in over time.
Primary sources
SEC filings, company press releases, conference materials, and direct disclosures. Every load-bearing claim is traced to a citable source — or flagged with explicit confidence.
Falsifiable theses
Each company's investment thesis is structured around named conditions that would make it wrong. We track those conditions over time, not just the bull case.
Open disagreements
Where our reading conflicts with company statements, sell-side notes, or community consensus, we name the disagreement and the evidence on both sides.