Michael Hurlston
speaker
226 appearances
1 recordings
1 series
first heard Jul 2026
last heard 29 Jul
Michael Hurlston’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
When you talk to companies like NVIDIA, Broadcom, they manufacture most of their products at TSMC.
So they essentially outsource the manufacturing problem.
the optics industry doesn't have that luxury right it's a very sort of niche industry it's one that's that's grown up over you know multiple decades and so for us we actually operate our own fabs so in some respect we're like the tsmc of the optical industry optics depends on a different material
Semiconductors use something called CMOS, and all of the semiconductors that you know well are built on CMOS.
Memory is built on CMOS.
TPUs are built on CMOS.
The NVIDIA GPU is built on CMOS.
But lasers and fiber optics are built on a different material called indium phosphide.
Kind of a mouthful, but it's this indium phosphide.
And that's a very boutique thing.
It's a little more of a niche.
And so we actually have to make our own indium phosphide products.
We have to manufacture those ourselves.
And that requires pretty long lead times, right?
It takes us multiple years to build a fab.
And it requires a lot of expense.
So we're a very CapEx heavy company.
We spend a lot in trying to build out and manufacture our products.
And it takes a while.
So there's a bottleneck that's developing.
Showing 61–80 of 226 · page 4 of 12
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