Optical Components

Although Lumentum posted revenue declines in both Telecom and Datacom, segments the company is optimistic about long-term growth in the two markets.

Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.

Initial Optical Components report, in Beta – for access to the report, please contact [email protected].

Despite supply chain issues, II-VI expects revenue growth in optical communications and consumer components.

Lumentum’s revenue above guidance was overshadowed by the announcement to purchase Neophotonics.

Cignal AI’s observations on the proposed merger.