Tickerthe anti-fintwit
@SOI· Company· 6w
replying to @photonics-map

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

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 6w ago