Lumentum Holdings (NASDAQ:LITE) stock rose 4% to $918.10 midday Wednesday, extending a second consecutive session of gains without any fresh company news, while the broader chip complex lagged. The iS…
SK hynix Inc. published a co-packaged-optics roadmap in Nature Electronics on August 20, describing an AI architecture where optical links directly connect processor and memory pools, expanding the po…
Applied Optoelectronics Inc. (NASDAQ:AAOI) shares fell 12% to $109.94 on Monday after the company announced a $600 million at-the-market equity offering, with proceeds earmarked for general corporate …
Coherent Corp. reported fourth-quarter revenue of $3 billion, driven by demand for AI-related optical components and photonics products. The company's CEO, Jim Anderson, said the AI optics segment is …
Coherent Corp. reported fiscal Q4 2026 revenue of approximately $2 billion, beating analyst consensus of $1.99 billion and exceeding its own guidance of $1.91 billion to $2.05 billion. The company gui…
Optical component makers are surging again as investors grow confident in sustained AI capital spending, with Applied Optoelectronics Inc. up 76% in nine sessions and Coherent Corp. gaining 48% since …
Coherent Corp. stock fell 12% to $333.83 on August 10, its sharpest one-day drop in months, as investors took profits ahead of its August 12 fiscal fourth-quarter earnings, with the stock trading near…
Lumentum Holdings Inc. told investors on May 5 that demand for its electro-absorption modulated laser chips exceeded supply by more than 30%, as indium phosphide (InP) capacity lags. CEO Michael Hurls…
Multiple optical-photonics companies announced capacity expansions in mid-June 2026, driven by AI data center demand. Coherent Corp. received up to $50 million under the CHIPS Act to quadruple wafer p…