Bottleneck file
Optics and networking
System throughput can be constrained outside the package, so manufacturing control must be mapped across the whole deployment path.
Control questions
What the diligence has to answer
- Where is the qualified bottleneck?
- Is upstream supply matched to customer demand?
- What is the replacement lead time?
- Which claims remain unregistered?
Governed evidence
Current claim set
The strongest semiconductor businesses own the bottleneck, finance it, or control it through contracts that survive scarcity.
Caveat. Editorial synthesis, not a quoted fact.