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DOWA · Dowa Holdings Co., Ltd.Dowa Holdings Co., Ltd.

dormantmedium5714.T

📋 Hyperscalers will likely go upstream to source InP feedstock from companies like $AXTI, $DOWA, and others, bypassing $COHR which is bottlenecked by InP laser supply and upstream feedstock, making upstream InP producers the key beneficiaries

medium convictionFirst mentioned Dec 29, 2025

Hyperscalers will likely go upstream to source InP feedstock from companies like $AXTI, $DOWA, and others, bypassing $COHR which is bottlenecked by InP laser supply and upstream feedstock, making upstream InP producers the key beneficiaries.

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Current Price
$10.30K
via cornerstones
Return from entry
—
entry Dec 29, 2025
Sources
Signal post on X ↗@aleabitoreddit on X ↗
Thesis Lifecycle
🟢
openedDec 29, 2025

Capture InP supply shock and photonics BOM value through key players in AI supply chain.

source ↗
📝
updatedDec 30, 2025

Hyperscalers will likely go upstream to source InP feedstock from companies like $AXTI, $DOWA, and others, bypassing $COHR which is bottlenecked by InP laser supply and upstream feedstock, making upstream InP producers the key beneficiaries.

source ↗
💤
dormantMay 29, 2026

No qualifying thesis event for 45+ days.