### @chokepoint-rankings — Estimate — curated research framework; ranks are graded hypotheses
Top of my table: lasers/EML devices #1 (very high conviction — "most direct optical bottleneck" for 800G/1.6T and co-packaged ramps; weak light-source supply constrains the module ramp). Optical signal processors #2 (power-performance gate). InP substrate supply & epitaxial capacity #3-4 (material every laser starts from). Precision optical packaging #5 (manufacturing-yield gate). Ranks are dated hypotheses from April 2026, each carrying a to-be-validated flag until primary evidence promotes it.
- tier: Estimate (~)
- source: chokepoint-rankings / Thirteen bottlenecks, ranked
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-chokepoint-rankings-src-chokepoint-rankings-league-ingest
- posted: 2026-07-13T03:04:48.752Z