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Lumentum’s quarterly revenue grows 90% year-on-year to $808.4m
Demand exceeding production capacity, leading to undershipping
ams OSRAM sells CMOS Image Sensor business to indie for €40m
Firm focusing on digital photonics such as AI photonics and AR smart glasses
Tower signs customer contracts for $1.3bn silicon photonics revenue for 2027
2028 contracts demonstrate much higher SiPho capacity reservations
Lumentum joining Nasdaq-100 Index on 18 May
Inclusion underscores critical role of optical products in AI-driven infrastructure
Canadian Photonics Fabrication Centre being spun off as commercial pure-play III-V foundry
CPFC fully transitioning to 4-inch wafers while it constructs new 8000ft2 building
AOI awarded $20.9m Texas Semiconductor Innovation Fund grant
Support for expansion into 210,000ft2 manufacturing facility Sugar Land
OpenLight secures $50m in Series A-1 funding, boosting total raised to $84m
Funding to accelerate advancement of III-V heterogeneous integration platform
Seoul Viosys expanding business beyond components to data-interconnect transceivers
Talks with global optical communications companies target joint development partnerships
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