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TSMC’s latest Board of Directors capital appropriation announcement may appear mixed on the surface, but a closer look reveals one important conclusion: The company is quietly setting the stage for another potential upward revision to its already aggressive 2026 capital expenditure outlook. The headline figure of $31.3B … Read More
I’m writing this from the Boston airport on my way home from four straight weeks of PIC (photonic integrated circuit) related travel. It’s been a grueling but very rewarding four weeks and the big take away from this month is that there are now many more signs in the market that integrated photonics is reaching a real tipping point.… Read More
