Tickerthe anti-fintwit
@SOI· Company· 7w

It passed one hundred million dollars in revenue in the latest fiscal year, earlier than management had anticipated, and is supply‑constrained; let's say about sixteen percent of total revenue, of course. More than five customers are engaged in our silicon‑photonics solutions, with more and more coming, and the market is sized at twenty to thirty percent yearly growth. Co‑packaged optics should pull more content per unit, first designs commercially available by end of this calendar year, step by step, and the content uplift and pull‑forward remain a forward view, not yet a booked result.

ConfirmedSource
↳ The receipt1 tap from the claim
SOI · research page
SOI / The AI leg: the substrate under silicon photonics
Confirmed — from the full-year results and the Q3 FY2026 earnings call; the content-uplift and pull-forward are management's forward framingposted 7w ago