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Morphotonics
2026-09-22 06:06:23

Dutch optics company Morphotonics raises €40 million to expand into data centers

Dutch deep-tech company Morphotonics has raised €40 million in a funding round backed by 3M Ventures, Innovation Industries, BOM, and Invest-NL. The company focuses on optics and photonics technologies and has mainly supplied optical components for displays. According to the report, the new capital will be used to extend its display technology into data center applications. The update was cited by Techub News, which referenced TechCrunch.

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Dutch optics company Morphotonics raises €40 million to expand into data centers
memory
2026-08-09 08:56:07

'New Stock God' Remains Bullish on Memory, Says Photonics Fundamentals Intact

According to ChainCatcher, a figure dubbed the 'New Stock God' has reiterated their bullish stance on memory chip makers, including Micron (MU) and Samsung, arguing that markets tend to rotate between different supply bottlenecks. This week, photonics names from AXTI to LITE are back in focus; compared with the July selloff, the main change has been in share prices, followed by scattered narratives and business updates. The investor noted that the market already knew during July that COHR and LITE's laser products were sold out for the next two years and had learned about demand imbalances from AAOI's last quarter's earnings call. Aside from post-liquidation price moves, photonics fundamentals have not deteriorated; bottlenecks in optical transceivers and indium phosphide substrates remain unchanged, possibly even worsening. On memory, the 'New Stock God' said retail investors are showing capitulation, though the same crowd was extremely bullish after MU signed 16 SCAs and delivered solid guidance. They believe the current ratio of memory operating profit to market cap is 'extremely unreasonable,' and demand imbalance may worsen next year. The same companies have only seen changes in valuation and narrative, while the market rotates across sectors.

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'New Stock God' Remains Bullish on Memory, Says Photonics Fundamentals Intact
Serenity
2026-08-09 01:16:04

Serenity stays bullish on memory names as attention swings back to AXTI and LITE

Serenity said in a post on X that he remains bullish on memory stocks such as Micron and Samsung, while adding that this week’s focus in the photonics space has shifted back to AXT and Lumentum. He pointed to earlier signs of tight supply across the photonics sector, saying laser capacity at Coherent and Lumentum has already been sold out for the next two years. He also cited AAOI’s previous earnings report as evidence that demand for optical modules remains strong. On the memory side, Serenity said many retail investors have gone through panic selling, even as the broader setup has not fully broken down. He acknowledged that the market has changed in some respects, including memory optimization tied to Nvidia Rubin Ultra and the fact that memory prices have not risen as sharply as previously expected. Even so, he argued that at current prices, operating profit at storage companies still looks unusually large relative to market capitalization, especially with storage demand seeing structural growth. He added that the supply-demand imbalance could become more severe next year and said market sentiment often shifts faster than industry bottlenecks or underlying fundamentals.

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Serenity stays bullish on memory names as attention swings back to AXTI and LITE
Roundhill
2026-08-06 16:08:52

Roundhill’s LYTE photonics and optics ETF starts trading, last seen at $25.73

Roundhill said its Photonics and Optics ETF, LYTE, has started trading. The fund is aimed at companies in the global photonics and optics sector, with holdings that include Lumentum Holdings, Coherent, and Chinese names including Eoptolink, Innolight, and Tianfu Communication. BIT market data showed LYTE up more than 3% at $25.73. Roundhill also said the AI optical module market is expected to grow 57% this year, from $16.5 billion to $26 billion.

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Roundhill’s LYTE photonics and optics ETF starts trading, last seen at $25.73