The companies building silicon photonics — sourced, cited, contested.
Working knowledge bases for the public and private companies bringing photonic integration into AI-scale optical interconnects. Long-form notes, falsifiable theses, primary-source citations on every load-bearing claim.
Recent material events
cross-sector · last 30 daysSector universe — value chain
Every entity in the optical-interconnect commercialization value chain. Click a covered tile to open its KB. Planned + referenced tiles show one-line context on hover. Adjacent layers (custom silicon, hyperscalers, EDA, equipment) have a primary home in another sector hub and are shown here for cross-reference only.
Universe boundary: pure-play silicon-photonics commercialization. Adjacent sectors (AI silicon, networking, EDA, equipment) get their own hubs — companies appear in multiple hubs but each has one canonical KB.
Coverage roadmap
Full KB at <ticker>.primarysourced.com. Daily data refresh, falsifiable thesis, source log, dashboards.
On the coverage queue. Selection criteria: clean public filer, sector-strategic position, mentioned in ≥2 existing KBs.
Named in covered KBs but no standalone site. Useful for cross-context; not currently scheduled for full coverage.
Primary sources
SEC filings, company press releases, conference materials. Every load-bearing claim traced to a citable source or flagged with explicit confidence.
Falsifiable theses
Each thesis is structured around named conditions that would make it wrong — tracked over time, not just the bull case.
Open disagreements
Where our reading conflicts with company statements, sell-side, or community consensus, we name the disagreement and the evidence on both sides.