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[@nagendraputhane](/creator/twitter/nagendraputhane)
"@danielapilcoj15 @zephyr_z9 thoughts on $FN Fabrinet"  
[X Link](https://x.com/nagendraputhane/status/1976623015996830037) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-10T12:17Z XXX followers, XX engagements


"🧵10/10 Stack recap: Wafer $TSEM / $GFS Laser $LITE / $COHR Assembly $FN Timing $SITM Retimer $MRVL / $AVGO Fiber $GLW Connect $APH / $TEL Switch ( $NVDA Spectrum $AVGO Tomahawk)"  
[X Link](https://x.com/nagendraputhane/status/1979554785675362477) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:26Z XXX followers, XXX engagements


"Optical Stack map: Lasers $LITE Si-Pho wafers $TSEM CPO / module build $FN Timing $SITM DSP / AEC silicon $MRVL / $AVGO Long-haul coherent $CIEN GPUs & switch ASICs $NVDA Own every toll-booth photons pass through. 🧵👇"  
[X Link](https://x.com/nagendraputhane/status/1976615190889476314) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-10T11:45Z XXX followers, XXX engagements


"5/10 📶 Clock: At XXX Gb/s a few ppm drift kills the link. SiTime $SITM MEMS clocks lock lanes to X ppm. Tiny chip huge enable"  
[X Link](https://x.com/nagendraputhane/status/1979552596114469256) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:18Z XXX followers, XX engagements


"7/10 🛣 Glass highway: More light = more fiber. Corning $GLW"  
[X Link](https://x.com/nagendraputhane/status/1979552911932920132) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:19Z XXX followers, XX engagements


"9/10 📈 Why #bullish ASIC lanes double wafer & laser demand double. Move to CPO boosts yield premium for FN timing attach for SITM. Fiber/connector TAM rises with every rack. Secular tailwind not a one-off upgrade"  
[X Link](https://x.com/nagendraputhane/status/1979553301495681185) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:21Z XXX followers, XX engagements


"@IvanaSpear @OpenAI thoughts on $FN Fabrinet and $LITE Lumentum"  
[X Link](https://x.com/nagendraputhane/status/1976329770158936525) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-09T16:51Z XXX followers, XXX engagements


"🧵 Thread 1/10 on CPO: Copper traces cant keep up at XXX Gb/s. So NVIDIA & Broadcom now bolt light engines right onto the switch chip. Thats Co-Packaged Optics (CPO). 💡⚡ 👇"  
[X Link](https://x.com/nagendraputhane/status/1979550472274153890) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:09Z XXX followers, XX engagements


"2/10 🏭 The wafer: NVIDIA rings = Tower Semi $TSEM Broadcom engines = GlobalFoundries $GFS Both run special silicon-photonics lines that print waveguides + modulators"  
[X Link](https://x.com/nagendraputhane/status/1979550916820025414) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:11Z XXX followers, XX engagements


"6/10 💾 Signal brains: Pluggables use full DSPs. In CPO retimers & SerDes IP still matter Marvell $MRVL & Broadcom $AVGO"  
[X Link](https://x.com/nagendraputhane/status/1979552788947599438) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-18T14:18Z XXX followers, XXX engagements


"NVIDIA Spectrum-X CPO switch: $TSMC / $TSEM makes the SiPh die $LITE pump rack lasers $FN seat the engines $GLW fiber feed the rack. CPO leads to 2x more $TSEM wafer starts 2x $LITE laser units 2x more $FN capacity"  
[X Link](https://x.com/nagendraputhane/status/1979787361283432805) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-19T05:51Z XXX followers, XX engagements


"Broadcom Tomahawk-6 Davisson CPO: wraps XX optical engines round a $TSM SiPh ASIC. $GLW supplies the dense fiber harnesses . CPO parts lift SiPh demand XXX and $LITE/ $COHR laser power +120 % over"  
[X Link](https://x.com/nagendraputhane/status/1979796123419390144) [@nagendraputhane](/creator/x/nagendraputhane) 2025-10-19T06:25Z XXX followers, XX engagements