Best Optical Interconnects Newsletters in 2026
NewsletterFIT tracks 4 newsletters that cover Optical interconnects as a primary topic, 3 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are PhotonCap (11K) and Fabian's Substack (4K).
Updated Nov 15, 2026 · sorted by publicly shown subscribers · methodology
- 1PhotonCap11K subscribers
SubstackWeekly · last post 22 days ago
Seeing tech through a different wavelength. Photonics & semiconductor research
Likely audience: Semiconductor industry analysts
- 2Fabian's Substack4K subscribers
Substacklast post Jun 26, 2026
From recent posts: Fabian's Substack publishes weekly technical analysis on semiconductor earnings, optical networking infrastructure, and telecom equipment M&A alongside occasional career reflections. The content targets investors and…
Likely audience: Network engineers
- 3
SubstackDaily · last post 10 days ago
From recent posts: ChipPub covers semiconductor industry developments, including roadmaps for DRAM and NAND flash technology, consolidation in optical interconnects via semiconductor M&A, advanced packaging and thermal management for…
Likely audience: semiconductor industry analysts
- 4
SubstackDaily · last post 9 days ago
From recent posts: Lumentum announced a merger with Marvell, exchanging shares to integrate optical components into system architecture design, following a record-breaking quarter with significant revenue and margin growth. The deal shift…
Likely audience: Investors analyzing semiconductor M&A
Latest posts from these newsletters
- Lumentum 1QFY27:…Kristal Lens by Kristal.AI
- Uber 3Q26:…Kristal Lens by Kristal.AI
- Arm 2QFY27:…Kristal Lens by Kristal.AI
- MercadoLibre 3Q26:…Kristal Lens by Kristal.AI
- Toast 3Q26:…Kristal Lens by Kristal.AI
- Micron's Latest…ChipPub
- The Battle…ChipPub
- Lumentum's Stunning…ChipPub
