Serenity on X
Wow, Largan Chairman dropped a nuke and stated MicroLEDs unlikely to become viable for AI DC buildouts As for what's up and coming... Feels like $AMD, $NVDA, and everyone in the industry is clearly going out of their way to procure CW laser supply this year. EML was the market's focus last year with $LITE / $COHR (and still partially is). But future architectures with microleds was something to keep watch for 2028 onwards... Since $CRDO was pretty focused on it with their acqusition of Hyperlume, $AMS Osram was a popular name (working with Credo too), hyperscalers like $MSFT were developing in the space too. Largan is also a $TSM COUPE supply chain player that does FAU like Foci/microlens/passive components, so they're more impartial. But yeah... was a surprise to see Largan Chairman citing concerns over "power consumption, size, and transmission efficiency" for microled commercialization and said it's unlikely to become viable. (source: Digitimes) TLDR: -> MicroLED as a technology unlikely to become viable from Largan Chairman -> If it turns out correct, indirectly positive for lasers like VCSEL, then CW/SiPH since there's some overlap for CPO scale up applications
