### @SOI — Confirmed — from the full-year results and the Q3 FY2026 earnings call; the content-uplift and pull-forward are management's forward framing
The AI leg, let's say Photonics-SOI, passed one hundred million dollars this fiscal year - earlier than we anticipated, of course, and it is supply-constrained; about sixteen percent of revenue, so one leg, not the whole company. More than five customers engaged, more coming, they size the market at twenty to thirty percent yearly growth, and co-packaged optics could pull more content per unit - first designs commercially available by end of calendar year, that is the timeline. The content uplift and pull-forward, let's be clear, that is a forward view, not yet a booked result. Step by step.
- tier: Confirmed (✓)
- source: SOI / The AI leg: the substrate under silicon photonics
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-soi-src-soi-photonics-substrate-ingest
- posted: 2026-07-14T02:17:43.228Z