# ![@Maxwell_DD Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2008322382642245638.png) @Maxwell_DD Maxwell Research

Maxwell Research posts on X about ai, $lite, key, $poet the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2008322382642245638/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008322382642245638/c:line/m:interactions.svg)

- [--] Week [-------] +175%

### Mentions: [--] [#](/creator/twitter::2008322382642245638/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008322382642245638/c:line/m:posts_active.svg)

- [--] Week [--] +200%

### Followers: [--] [#](/creator/twitter::2008322382642245638/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008322382642245638/c:line/m:followers.svg)

- [--] Week [--] +200%

### CreatorRank: [---------] [#](/creator/twitter::2008322382642245638/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008322382642245638/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [finance](/list/finance) 

**Social topic influence**
[ai](/topic/ai), [$lite](/topic/$lite) #40, [key](/topic/key), [$poet](/topic/$poet) #14, [in the](/topic/in-the), [ip](/topic/ip), [if you](/topic/if-you), [$cohr](/topic/$cohr), [$aaoi](/topic/$aaoi), [education](/topic/education)

**Top accounts mentioned or mentioned by**
[@jukan05](/creator/undefined) [@photoncap](/creator/undefined) [@jaysyoon](/creator/undefined)

**Top assets mentioned**
[Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Texas Instruments (TXN)](/topic/texas-instruments) [Silicon Laboratories Inc (SLAB)](/topic/$slab)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Everyone focuses on LiDAR but youre missing the real value in $AEVA: Photonics for AI infrastructure. Their new Semiconductor Optical Amplifier (SOA) is a game changer for Co-Packaged Optics. Achieving [--] dBm output power at 20% wall-plug efficiency (at 50C) is massive for reducing power consumption in next-gen Data Centers. This is cutting-edge tech solving a critical bottleneck. Education Saturday📓 Photonics Glossary and Key Terms If you follow $LITE $COHR $POET $AAOI $ALMU etc. these are some the terms that you should know that will show up on the calls Photonics Photonics is the use of"  
[X Link](https://x.com/anyuser/status/2020453151850074204)  2026-02-08T11:02Z [--] followers, [----] engagements


"@PhotonCap Solid list of photonics plays $LITE and $POET looking strong today. Missing $AEVA on your radar Their latest high-power SOA (validated Jan [----] [--] dBm output with 20% wall-plug efficiency) isnt just a LiDAR edge its a key enabler for co-packaged optics in AI data centers (lower losses in optical engines for 3.2T+ scaling). Curious why its not on the list more LiDAR-focused play for you or waiting for clearer traction in infra https://twitter.com/i/web/status/2020957574166872411 https://twitter.com/i/web/status/2020957574166872411"  
[X Link](https://x.com/Maxwell_DD/status/2020957574166872411)  2026-02-09T20:26Z [--] followers, [---] engagements


".@jukan05 Great highlights from UBS TPU report MediaTek cost edge + acceptable 224G SerDes is a notable shift. Photonics angle: higher TPU density (v9 with EMIB + HBM4E direct) amplifies interconnect bottlenecks. Electrical 224G SerDes helps intra-chip but rack-scale still pushes toward co-packaged optics for lower power/loss beyond short reaches. Ibiden substrate ramp could enable tighter optical engine integration too. Thoughts on optical I/O timeline in future TPU clusters #Photonics #AI #Semiconductors UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service"  
[X Link](https://x.com/anyuser/status/2021225595791708556)  2026-02-10T14:11Z [--] followers, [---] engagements


"$LITE Lumentum's 0.375% Convertible Notes: Institutional "Anointing" of Photonics Half a year ago (Sep 2025) $LITE issued $1.265B in 0.375% Senior Convertible Notes due [----] massively oversubscribed in a private placement to qualified institutions. That's an absurdly low coupon in a world where 10Y Treasuries yield 4.5%. Institutions essentially accepted near-zero yield for the conversion option (initial price $187.77 30-40% premium). Why Theyre betting hard on multi-year equity upside in datacenter optics. Fast-forward to Q2 FY2026 earnings (just out): record $665.5M revenue profit"  
[X Link](https://x.com/anyuser/status/2021279546155397572)  2026-02-10T17:46Z [--] followers, [---] engagements


"@jaysyoon Spot on with terminal value risk in memory cycles compress margins fast once supply hits. China factor accelerating this: CXMT sampling HBM3 (late 2025) and mass production in [----] with state subsidies + domestic tools (NAURA etching etc.). HBM3E targeted for [----]. Could bring forward margin squeeze pre-2029 amplifying the caution. https://twitter.com/i/web/status/2021301680852378050 https://twitter.com/i/web/status/2021301680852378050"  
[X Link](https://x.com/Maxwell_DD/status/2021301680852378050)  2026-02-10T19:14Z [--] followers, [---] engagements


"INFRA: The Quantum Memory Bottleneck Just Shattered. For years scalable quantum networks have hit a wall: integrated (on-chip) memory efficiency. Existing integrated systems were suffocating below 27.8%. Useless for practical repeaters. Today's drop in Nature Photonics changes the hardware paradigm. The Alpha: A team from USTC just demonstrated a massive leap in efficiency using rare-earth-ion-doped crystals (Eu3+Y2SiO5) coupled with impedance-matched microcavities. The numbers are no longer theoretical: 80.3% efficiency for weak coherent pulses (Waveguide Cavity). 69.8% efficiency for single"  
[X Link](https://x.com/anyuser/status/2021722886327894441)  2026-02-11T23:07Z [--] followers, [--] engagements


"$LITE Lumentum's 0.375% Convertible Notes: Institutional "Anointing" of Photonics Half a year ago (Sep 2025) $LITE issued $1.265B in 0.375% Senior Convertible Notes due [----] massively oversubscribed in a private placement to qualified institutions. That's an absurdly low coupon in a world where 10Y Treasuries yield 4.5%. Institutions essentially accepted near-zero yield for the conversion option (initial price $187.77 30-40% premium). Why Theyre betting hard on multi-year equity upside in datacenter optics. Fast-forward to Q2 FY2026 earnings (just out): record $665.5M revenue profit"  
[X Link](https://x.com/anyuser/status/2021279546155397572)  2026-02-10T17:46Z [--] followers, [---] engagements


"INFRA: The Quantum Memory Bottleneck Just Shattered. For years scalable quantum networks have hit a wall: integrated (on-chip) memory efficiency. Existing integrated systems were suffocating below 27.8%. Useless for practical repeaters. Today's drop in Nature Photonics changes the hardware paradigm. The Alpha: A team from USTC just demonstrated a massive leap in efficiency using rare-earth-ion-doped crystals (Eu3+Y2SiO5) coupled with impedance-matched microcavities. The numbers are no longer theoretical: 80.3% efficiency for weak coherent pulses (Waveguide Cavity). 69.8% efficiency for single"  
[X Link](https://x.com/anyuser/status/2021722886327894441)  2026-02-11T23:07Z [--] followers, [--] engagements


"https://www.nature.com/articles/s41566-026-01845-y https://www.nature.com/articles/s41566-026-01845-y"  
[X Link](https://x.com/anyuser/status/2021722935195754666)  2026-02-11T23:08Z [--] followers, [--] engagements


".@jukan05 Great highlights from UBS TPU report MediaTek cost edge + acceptable 224G SerDes is a notable shift. Photonics angle: higher TPU density (v9 with EMIB + HBM4E direct) amplifies interconnect bottlenecks. Electrical 224G SerDes helps intra-chip but rack-scale still pushes toward co-packaged optics for lower power/loss beyond short reaches. Ibiden substrate ramp could enable tighter optical engine integration too. Thoughts on optical I/O timeline in future TPU clusters #Photonics #AI #Semiconductors UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service"  
[X Link](https://x.com/anyuser/status/2021225595791708556)  2026-02-10T14:11Z [--] followers, [---] engagements


"UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears satisfied with MediaTeks 224G SerDes IP quality even though it still doesnt fully match Broadcoms. [--]. Not only MediaTeks TPU v9X but also Broadcoms TPU v9AX could adopt Intels EMIB solution. [--]. Ibiden is entering Google TPU substrate business in a meaningful way. [--]. Google TPU is expected to skip HBM4 and move directly to HBM4E. https://twitter.com/i/web/status/2021223323997438134 https://twitter.com/i/web/status/2021223323997438134"  
[X Link](https://x.com/anyuser/status/2021223323997438134)  2026-02-10T14:02Z 70.3K followers, 177.1K engagements


"Solid progress on GaN-based DC-DC with 98.5% efficiency at [--] kW and [---] kW/in density. This directly addresses power delivery bottlenecks in AI data centers where high-voltage (400 VDC) distribution reduces IR losses and enables tighter integration of high-power optics. In context of photonics scaling (CPO/SOA for 3.2T+ transceivers) lower conversion losses translate to higher rack density and better thermal headroom for co-packaged modulators/lasers. Curious about measured efficiency across load range and any near-term plans for integration with optical engine power rails. #Photonics #AI"  
[X Link](https://x.com/anyuser/status/2020960019282526622)  2026-02-09T20:36Z [--] followers, [---] engagements


"$NVTS unveiled a [--] kW all-GaN DC-DC platform for AI data centers $NVTS https://t.co/Quo6WnKlqN $NVTS https://t.co/Quo6WnKlqN"  
[X Link](https://x.com/anyuser/status/2020909125723443616)  2026-02-09T17:14Z 11K followers, 92.1K engagements


"Chinas Semi-Equipment 2026: Consolidation or Death 🦾 The "Trial-and-Error" era for startups is dead. With China controlling 40% of the $138B global equipment market the internal divide is now a canyon. Youre either the hammer or the nail. [--]. The Platform Hegemons 👑 -AMEC: Crushing it. 12.38B RMB revenue (+36%). Their 5nm etching is already validated by top-tier fabs. -Naura: The monster. Covers 80% of front-end processes. -Strategy: M&A is the new R&D. They aren't building tools; theyre buying the competition (Vacuum CMP you name it). [--]. The SME Death Trap ⚰ -Zero Tolerance: Tier-1 Fabs"  
[X Link](https://x.com/anyuser/status/2020569336931369325)  2026-02-08T18:44Z [--] followers, [---] engagements


"https://36kr.com/p/3674081070178948 https://36kr.com/p/3674081070178948"  
[X Link](https://x.com/anyuser/status/2020569384838717822)  2026-02-08T18:44Z [--] followers, [--] engagements


"Everyone focuses on LiDAR but youre missing the real value in $AEVA: Photonics for AI infrastructure. Their new Semiconductor Optical Amplifier (SOA) is a game changer for Co-Packaged Optics. Achieving [--] dBm output power at 20% wall-plug efficiency (at 50C) is massive for reducing power consumption in next-gen Data Centers. This is cutting-edge tech solving a critical bottleneck. Education Saturday📓 Photonics Glossary and Key Terms If you follow $LITE $COHR $POET $AAOI $ALMU etc. these are some the terms that you should know that will show up on the calls Photonics Photonics is the use of"  
[X Link](https://x.com/anyuser/status/2020453151850074204)  2026-02-08T11:02Z [--] followers, [----] engagements


"Education Saturday📓 Photonics Glossary and Key Terms If you follow $LITE $COHR $POET $AAOI $ALMU etc. these are some the terms that you should know that will show up on the calls Photonics Photonics is the use of light to move information instead of electricity. AI data centers are hitting physical limits in copper at higher speeds so more of the network shifts to optical. Laser A laser is the light source that makes optical links possible. When laser supply is tight the entire optical stack feels it because everything downstream depends on that photon supply. Indium Phosphide (InP) Indium"  
[X Link](https://x.com/anyuser/status/2020191159780626859)  2026-02-07T17:41Z 12.6K followers, 23K engagements


"Silicon photonics just found its "Limitless" pill. The latest research from Niels Vanackere and colleagues (2026) confirms: the [---] GHz ceiling for traditional silicon modulators has been shattered. By heterogeneously integrating Lithium Tantalate (LiTaO3) onto silicon chips they've unlocked a new tier of AI infrastructure performance. What changes -Breaking the Speed Barrier: While standard silicon (Si) is physically limited by carrier dynamics to [---] GHz this new LiTaO3 hybrid reached [---] gigabaud (NRZ) and [---] Gbps (PAM-4). -Mass-Scale Manufacturing: Unlike previous exotic materials this"  
[X Link](https://x.com/anyuser/status/2020174811964522546)  2026-02-07T16:36Z [--] followers, [---] engagements


"https://www.nature.com/articles/s41566-025-01831-w https://www.nature.com/articles/s41566-025-01831-w"  
[X Link](https://x.com/anyuser/status/2020176342785122764)  2026-02-07T16:42Z [--] followers, [--] engagements


"Big move by $TXN. Acquiring $SLAB isn't just about IoTit's about the infrastructure. As AI demands faster light-based communication (photonics) the integration of $SLABs wireless expertise with TIs scale will be key for the next generation of smart interconnected AI hardware. TEXAS INSTRUMENTS $TXN TO BUY SILICON LABS $SLAB FOR $231/SHR IN CASH https://t.co/5LNtNoHJEf TEXAS INSTRUMENTS $TXN TO BUY SILICON LABS $SLAB FOR $231/SHR IN CASH https://t.co/5LNtNoHJEf"  
[X Link](https://x.com/anyuser/status/2019045698138710191)  2026-02-04T13:49Z [--] followers, [---] engagements


"TEXAS INSTRUMENTS $TXN TO BUY SILICON LABS $SLAB FOR $231/SHR IN CASH"  
[X Link](https://x.com/anyuser/status/2019018805276737594)  2026-02-04T12:02Z 126.2K followers, 14K engagements


"The market still underestimates the coming dominance of photonics. $LITE recent earnings are merely the tip of the iceberg. Despite its current valuation Lumentum holds essential 'core' IP in the deep tech sector. Photonics is without a doubt the definitive technology of the future $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3"  
[X Link](https://x.com/anyuser/status/2018827506590130670)  2026-02-03T23:22Z [--] followers, [---] engagements


"$LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢"  
[X Link](https://x.com/anyuser/status/2018794584214778054)  2026-02-03T21:11Z 126.2K followers, 54K engagements


"🚨 AI just stopped needing electricity to "think." The latest Maxwell Research report on DPNN (Deep Photonic Neuromorphic Networks) confirms: the era of power-hungry hardware just hit a wall. Xi Li and the team (2026) have delivered the first 100% photonic neural network that learns on the fly. What changes -End of the Bottleneck: Eliminating Optical-Electrical-Optical (O-E-O) conversion allows signals to flow at light speed with near-zero latency. -True Autonomy (Hebbian Learning): The network learns unsupervised directly on-chip. Synaptic weights update themselves autonomously ("cells that"  
[X Link](https://x.com/anyuser/status/2018443864164716992)  2026-02-02T21:58Z [--] followers, [---] engagements


"Link to the report: https://arxiv.org/abs/2601.22300 https://arxiv.org/abs/2601.22300"  
[X Link](https://x.com/anyuser/status/2018444125360840757)  2026-02-02T21:59Z [--] followers, [--] engagements

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