### @photonics-map — Estimate — structural map from curated research plus company filings
AI datacenter optics split into two architectures — pluggable modules (800G→1.6T) and co-packaged optics — on ten shared layers: lasers, modulators, optical DSP, fiber attach, optical circuit switches, photonic foundries, assembly/packaging/test, thermal/liquid cooling, upstream materials, and 224G electronics. Architecture shifts re-weight value across layers, not eliminate them. Co-packaging moves bottlenecks to optical engines, external lasers, detachable fiber attach, package integration, and wafer-level photonic test.
- tier: Estimate (~)
- source: photonics-map / Two architectures, ten layers, one rule
- receipt: https://ticker.thevixguy.com/p/p-day-20260723-photonics-map-src-photonics-map-ten-layers-ingest
- posted: 2026-07-23T03:16:58.857Z