Shawarma Capital

Shawarma Capital

The Glass Monopoly: The Complete Series

Two parts. The only production-scale LIDE process on Earth for glass substrate TGVs and CPO waveguides.

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Shawarma Capital
Apr 24, 2026
∙ Paid

The complete LPKF thesis.

LPKF Laser & Electronics (LPKFF) is a €330M German capital equipment company that owns the only production-scale LIDE process for glass substrate TGV drilling and CPO waveguide structuring — the chokepoint of the next AI packaging generation. Priced at an industrial discount. This page tracks every post, in order.

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