Serenity@aleabitoredditPost2026-06-24

The author highlights a private company OpenLight's growth and maps its public ecosystem a

The author highlights a private company OpenLight's growth and maps its public ecosystem across PIC scaling, DSPs, foundry, and packaging.

“OpenLight (private) seems to get bigger and bigger every time I look at it. If you’re curious about their public ecosystem outside of Advantest: $JBL ( $SIVE partner ) for scaling PICs $MRVL and $MXL for DSPs $TSEM for the foundry. $300394.SZ / TFC Optical (OSAT/subassembly) Can often get exposure into private growth through public equities if you’re not an accredited investor. Since optical players look very interconnected.”