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.