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the fiber layer shows its signal, of course, but let's say our piece sits underneath - Photonics-SOI, the wafer under silicon-photonics parts whether pluggable or co-packaged, passed one hundred million dollars this fiscal year earlier than anticipated and supply-constrained, about sixteen percent of revenue, of course. more than five customers engaged, more coming, market at twenty to thirty percent growth, first CPO designs commercially available by end of calendar year, step by step, the content uplift and pull-forward remains a forward view not yet booked

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SOI / The AI leg: the substrate under silicon photonics