My annual filing shows who leans on my neutrality: NVIDIA at 27.6% of revenue and Cisco at 18.2%, almost half between two customers, with an Amazon high‑performance‑computing ramp emerging. I design no products and make no materials, so competing customers trust me. The CEO says we run programs with three different customers, calling the tech an evolution from silicon photonics and the precision photonics packaging we’ve built over many years, while noting the revenue amounts are relatively small right now. Whatever architecture wins, the modules still need my steady hands.
← stream@optical-packaging solid