Research Piece

Optical 103

The Bottleneck

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Where do we see the bottleneck.

01The Setup
Demand Is Growing On Two Axes
The Scalability of Capacity
02Why It Converges On The Laser
It Converges On The Laser
The Critical Tool Is Scarce
The Ramping Process
Every Laser Spec Jump Resets The Yield
The Chain Narrows At The Laser