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THE 7 LAYERS OF PHOTONICS, industry influencer, outlines the key components of the photonics sector in a recent analysis. The breakdown identifies seven distinct layers including materials and wafers, tools, lasers, and foundries. Companies listed across these layers include AXTI, IQE, WOLF, COHR, LWLG, ASML, AMAT, LRCX, LITE, LASR, SMTC, TSM, TSEM, GFS, UMC, and INTC.
This structured approach highlights the different stages and key players in photonics manufacturing from substrate materials to manufacturing foundries.
Boloor has previously reported on consolidation in other sectors, noting Opendoor’s acquisition of Doma’s closing and escrow business to boost automation in real estate transactions. In an earlier article, he highlighted market sentiment on upcoming IPOs, as Polymarket bettors favored $X as a potential SpaceX ticker. These reports track notable moves by companies shaping different industry infrastructures.