Key risks are delayed 800V CPO deployments, TFLN modulators threatening InP assets, compute deflation, and unresolved BIS export control investigations. I monitor TFLN vs. InP commercialization, ...
AI coding benchmark MirrorCode published its full results June 26, showing Claude Opus 4.7 autonomously rebuilt a 60,000-line interpreter and scored 56% overall — completing tasks that take human ...
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