Soitec Soitec - Where Silicon Photonics Begins The near-monopoly on Photonics-SOI wafers that every leading silicon photonics foundry depends on as the starting material for AI’s optical interconnect boom. 27 min read 30 Apr 2026
Lumentum Holdings 31 min read 06 Nov 2025 Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution Summary * Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–$670m; cloud/AI now >60% of mix, beating the $600m/quarter goal early. * Growth is structural as hyperscalers shift from copper scale-up to optical scale-out, accelerating 800G/1.6T transceiver demand. * LITE’s leadership
