3Q21 Optical Components Report
Initial Optical Components report, in Beta – for access to the report, please contact [email protected]
II-VI 3Q21 Vendor Summary Report
Despite supply chain issues, II-VI expects revenue growth in optical communications and consumer components.
Lumentum 3Q21 Vendor Summary Report
Lumentum’s revenue above guidance was overshadowed by the announcement to purchase Neophotonics.
Lumentum & Neophotonics Merger
Cignal AI’s observations on the proposed merger.