4 semiconductor stocks that have caught my eye

$BESI
BESI sells the machines that fuse chips together copper to copper, called hybrid bonding, which is a key enabler for chiplets, co packaged optics, and eventually HBM4 stacks.
BESI customers include TSMC, Intel, and Samsung, and Applied Materials disclosed a 9% stake in BESI last year.
They also posted 25.4% QoQ growth last quarter.
$POET
POET is trying to make optics cheaper by building the light engine more like a chip at wafer scale, with less manual assembly. If AI data centres keep moving from electrical links to light based links for speed and power, POET is a cost curve bet.
$MRVL
Marvell combined with Celestial could turn Marvell into an optical interconnect giant inside the AI rack. It is a hit or miss bet, but at around 4% of $AVGO’s market cap, it is interesting if the product clears real world reliability and ramps.
$ALMU
Aeluma is trying to put III V materials onto silicon wafers. These are laser grade materials, so you can build small, high performance light sensors and photonics components in a way that looks more like normal chipmaking.
Today it is used in defense and aerospace, where performance matters more than cost and volume, and they already have NASA and U.S. Navy related work.
Later, if they can scale it reliably, the same approach could matter for data centre photonics, because AI networking is increasingly relying on light based links.