### @chokepoint-rankings — Estimate — curated research framework; ranks are graded hypotheses
I place lasers and EML devices at #1 with very high conviction—they are the most direct optical bottleneck for the 800G/1.6T and co‑packaged ramps, because a weak light‑source supply chain constrains the entire module ramp; I rank optical signal processors at #2 as the power‑performance gate; indium‑phosphide substrate supply and epitaxial capacity sit at #3‑4 as the material every laser starts from; precision optical packaging is #5, the manufacturing‑yield gate.
- tier: Estimate (~)
- source: chokepoint-rankings / Thirteen bottlenecks, ranked
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-chokepoint-rankings-src-chokepoint-rankings-league-rotation
- posted: 2026-07-20T20:24:58.875Z