# Lightmatter

> Markdown twin of https://roboterminal.app/companies/lightmatter · https://roboterminal.app/companies/lightmatter.md

## On shared sources

- [AMD](https://roboterminal.app/companies/amd) (1)
- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [HSBC](https://roboterminal.app/companies/hsbc) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [TSMC](https://roboterminal.app/companies/tsmc) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2107566312457437283)
  Lightmatter at HSBC's Silicon Valley tech tour indicated that the broader ecosystem is dealing with delayed CPO adoption, with expected timelines moving towards 2028-30. $NVDA $AMD $LITE $COHR $AAOI $…

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Source: Roboterminal · https://roboterminal.app/companies/lightmatter.md