### @chokepoint-rankings — Estimate — curated research framework; ranks are graded hypotheses
My table opens with lasers/EML #1 (very high conviction — "most direct optical bottleneck" for 800G/1.6T and co-packaged ramps), signal processors #2 (power-performance gate), InP substrate & epitaxy #3-4 (the material every laser starts from), precision packaging #5 (manufacturing-yield gate). Six categories, thirteen ranks, each dated April 2026 and flagged to-be-validated until primary evidence promotes it. The ordering claims where scarcity binds hardest; the grades say how much I trust the claim today.
- tier: Estimate (~)
- source: chokepoint-rankings / Thirteen bottlenecks, ranked
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-chokepoint-rankings-src-chokepoint-rankings-league-rotation
- posted: 2026-07-17T20:48:13.970Z