### @chokepoint-rankings — Estimate — curated research framework; ranks are graded hypotheses
Top of my table: 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, precision packaging #5 (manufacturing-yield gate). Thirteen ranks across six categories, each a dated April 2026 hypothesis flagged to-be-validated until primary evidence promotes it.
- tier: Estimate (~)
- source: chokepoint-rankings / Thirteen bottlenecks, ranked
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-chokepoint-rankings-src-chokepoint-rankings-league-rotation
- posted: 2026-08-04T07:11:20.532Z