AI optical stocks are under pressure ahead of the open. 📉 $COHR fell over 3% in premarket trading, while $LITE and $CRDO dropped more than 2%. $MRVL and $GLW also moved lower. Oil prices and Treasury yields are climbing, adding pressure to high-growth AI infrastructure names. With AI capital spending under greater scrutiny, optical networking stocks are worth watching as the market opens. Trade $COHR on StableStock: → #AIInfrastructure# #OpticalNetworking# Not investment advice. For informational purposes only.

Everyone is talking about AI. But behind every AI breakthrough is a massive infrastructure challenge. More compute. More data. More connectivity. More pressure on the systems that keep everything moving. As AI infrastructure scales, photonics is becoming a critical technology enabler. In the first episode of “Following the Photons”, Sivers CEO #VickramVathulya# joins #JustineMurphy# with to discuss how photonics and AI are converging to enable the next generation of high-performance, energy-efficient computing. Curious where AI infrastructure is heading? Worth a listen. 🎧 #Photonics# #AI# #Semiconductors# #OpticalNetworking# #DataCenter#

Abstract - Semtech (SMTC) Initiated Buy on 1.6T and NPO • Initiates with Buy, $180 PT (25x FY28E P/E). • Transitioning from an analog chip company to an AI interconnect beneficiary w portfolio spanning ACC, TIA, drivers, lasers and NPO analog solutions. • Guides FY27 AI revenue >$350M; we forecast $466M (FY27E) → $1.22B (FY28E), driven by 1.6T. • Google TPU expansion to be a key catalyst for CopperEdge ACC. • NPO adoption could be the next major growth leg beyond 2027 as DSP removal increases analog content. • Believes NVIDIA and leading CSPs are evaluating NPO deployments. • NPO market size : we forecast 38M NPO optical engines in 2028, suggesting a multi-billion-dollar TIA/driver TAM • Acquisition of HieFo strengthens its laser portfolio and expands optical content opportunities. #AI# #Semiconductors# #OpticalNetworking# #SMTC#

OPTICAL NETWORKING DAILY DIGEST, SATURDAY, OCTOBER 31, 2026 SCREENING • Adtran: Adtran Holdings, Inc. Total Voting Rights Announcement under Article 41 WpHG (EQS News Service 2425924, published Oct. 31, 2026, 10:00 CET, opened firsthand via ad-hoc-news): publication of the new total number of voting rights under Sec. 41 WpHG following a conditional capital increase (Sec. 41 para. 2 WpHG) effective Oct. 31, 2026. New total number of voting rights 81,495,825, of which multiple voting rights 0. The new total is 3,769 higher than the 81,492,056 total stated in the Oct. 29 Goldman Sachs notifications reported Oct. 30. Non-product, no optical change. • Applied Optoelectronics: Vanguard Capital Management LLC filed a Schedule 13G for Applied Optoelectronics, Inc. on Oct. 30, 2026 (EDGAR accession 0002100119-26-001557; the filing document was read firsthand on EDGAR): beneficial ownership of 4,305,787 shares of common stock, 5.09 percent of the class, with sole voting power over 652,746 shares and sole dispositive power over all 4,305,787 shares; event date requiring the filing Sep. 30, 2026; filed under Rule 13d-1(b) as an investment adviser. An ownership disclosure only, no company release and no optical change. A late Oct. 30 item. • Mitsubishi Electric: Mitsubishi Electric announced a share buyback of up to 3.91 percent of its own shares worth JPY 200 billion, announced Oct. 30, 2026 alongside its first-half fiscal 2027 results (Reuters headline via TradingView News, published Oct. 30, 2026, 06:36 UTC; corroborated by an Oct. 31 ad-hoc-news analysis opened firsthand stating the buyback was announced with the Oct. 30 results). The Oct. 30 results release did not record a buyback, and no separate Mitsubishi primary release text was opened, so this item is wire-grade. A capital return only, no optical product content. A late Oct. 30 item. • YOFC: YOFC (Yangtze Optical Fibre and Cable) announcement on the use of proceeds from its placing of 70 million new H shares (TipRanks summary of the HKEX announcement, published Oct. 30, 2026, opened firsthand; summary-grade, single-source, the primary HKEX filing text was not opened): net proceeds about HK$2.23 billion, of which about HK$1.03 billion had been spent as of Sep. 30, 2026, leaving about HK$1.20 billion unutilised for overseas business development; the board extended the expected deadline for using the remaining overseas expansion funds from December 2026 to December 2027, citing stronger operating cash flow and longer construction periods for overseas production bases; the allocation strategy is unchanged. Corporate finance only, no product item, no revenue observation. A late Oct. 30 item. NEW COMPANY • Mixx Technologies: New company added (catch-up): Mixx Technologies, Inc., a venture-backed deep-tech company headquartered in San Jose, California, building co-packaged optics for hyperscale AI infrastructure, with its SxC Connector (PR Newswire launch release datelined SAN JOSE, Calif., Aug. 31, 2026, opened firsthand in full; the company was not previously covered). The SxC Connector is an optical connector for the front plane and the backplane, the first product in the SxC family and the connectivity layer of the HBxIO platform: each connector scales up to 64 fibers (single-mode and polarization-maintaining in the same form factor), and a single rack unit terminates up to 24,576 fibers. No part number is stated in the release. The primary dateline is Aug. 31, 2026, so this is a catch-up addition surfaced by the Oct. 30-31 discovery scans, not an Oct. 31 announcement.

OPTICAL NETWORKING DAILY DIGEST, FRIDAY, OCTOBER 30, 2026 STATUS CHANGES • Intel: Intel third quarter 2026 financial results released Oct. 29, 2026 after market close (Business Wire release opened in full; Form 8-K filed Oct. 29, 2026, items 2.02, 9.01): revenue $16.5 billion, up 21 percent year over year (an initial $13.7 billion figure was the Q3 2025 comparative column in the same release and was corrected on a second pass); GAAP EPS $0.60, non-GAAP EPS $0.52; GAAP gross margin 43.0 percent, non-GAAP 44.1 percent; Data Center and AI (DCAI) revenue $7.3 billion, up 78 percent; Client Computing and Physical AI Group $8.1 billion, down 5 percent; Intel Foundry $6.7 billion, up 58 percent; operating cash flow $5.1 billion; fourth quarter 2026 guidance revenue $15.0 billion to $16.0 billion. Revenue observations recorded for total company and the DCAI segment. A late Oct. 29 item (results were scheduled after the close, so no release existed at the 2026-10-29 noon check). • Eoptolink: Eoptolink Q3 2026 report released Oct. 30, 2026, the scheduled date recorded in the 2026-10-29 run (secondary reporting on the report: Q3 revenue growth of 80.30 percent year over year, nine-month revenue growth of 92.97 percent on AI computing investment, Q3 net profit up 61.15 percent year over year; operating cash flow declined on higher material and tax payments). No primary SZSE filing text was opened in this run and no absolute revenue or profit amount was verified, so NO revenue observation is recorded. Financial only, no product item. • Cambridge Industries Group: Cambridge Industries Group (CIG Shanghai) Q3 2026 interim report, original document dated Oct. 30, 2026 (the filing's summary record opened firsthand; summary-grade): Q3 and nine-month revenue and attributable profit rose sharply, driven by high-speed optical modules amid AI infrastructure demand; operating cash flow was negative on higher raw-material procurement, and new share and convertible-bond proceeds are earmarked largely for capacity and upstream investment. No absolute revenue or profit amount appears in the opened summary, so NO revenue observation is recorded, per the Innolight and Luxshare treatment on 2026-10-29. Financial only, no product item. • Furukawa Electric: Furukawa Electric release dated Oct. 30, 2026 (company newsroom, opened firsthand): the Snap-Beam Connector, a compact multi-fiber optical connector for photonics-electronics convergence developed with Lightera, won the Fibre Infrastructure Innovation Award at the ECOC Exhibition Industry Awards 2026 (ECOC2026, Malaga, Spain, September 2026). The connector is compact and easily detachable, developed for CPO and PIC, using a lens-based photonics coupling method with a wider optical pathway, automatic connection via magnet, and reflow soldering support, aimed at compact high-density optical connections at hyperscale data centers; an 8x40 channel gang connector using multiple Snap-Beam Connectors, enabling one-touch connection of a 320 fiber count suitable for CPO, was presented at the ECOC2026 technology meeting. An award and status item for an existing, previously announced product, not a new product launch; no part number stated. • Mitsubishi Electric: Mitsubishi Electric consolidated financial results for the first half of fiscal 2027 (April to September 2026), released Oct. 30, 2026 (TOKYO, release No. 3949; the release page and the full results PDF were opened firsthand): revenue 3,125,147 million yen, up 14.4 percent year over year; operating profit 358,112 million yen, up 59.6 percent; net profit attributable to Mitsubishi Electric Corp. stockholders 297,025 million yen, up 56.8 percent; basic EPS 145.12 yen. Full-year fiscal 2027 forecast revised upward: revenue 6,550,000 million yen, net profit attributable 465,000 million yen. Group financial statement with no optical networking product content; NO revenue observation is recorded (JPY figures, per the NEC H1 precedent in the 2026-10-29 run). • Sumitomo Electric Industries: Sumitomo Electric Industries consolidated financial results for the six months ended September 30, 2026 (first half of fiscal 2026, year ending March 31, 2027) released Oct. 30, 2026, verified firsthand on the official PR News and Articles page and the official IR Library (companion Oct. 30 items: Supplementary Sheet for the 1st Half of FY2026, Fact Book FY2026 2nd Edition, Notice of Revision to Dividend Forecast). Headline characterization only, summary-grade from the filing's summary materials: record first-half sales and operating profit, full-year guidance raised. NO absolute figure was verified firsthand in this run (the primary PDFs did not resolve to readable text in this run), so NO revenue observation is recorded, per the Innolight and Luxshare treatment on 2026-10-29. No product item. • YOFC: YOFC (Yangtze Optical Fibre and Cable) third quarter / nine-month 2026 results released Oct. 30, 2026, the board meeting date recorded in the 2026-10-29 run (the filing-summary record opened firsthand names the original document as the YOFC Class A [601869] earnings release dated Oct. 30, 2026): Q3 and nine-month revenue and profit surged, with growth attributed to AI data-center demand, improved product mix, higher sales volumes and average prices. All figures are filing-summary grade in this run and NO absolute figure was verified firsthand, so NO revenue observation is recorded. No product item. SCREENING • Adtran: Adtran Holdings, Inc. appointed Dr. Christian H. Terlinde as an independent member of its Board of Directors effective October 27, 2026, expanding the board from seven to eight members (Business Wire release dated Oct. 29, 2026, published after the 2026-10-29 noon run; Form 8-K filed Oct. 29, 2026, accession 0001193125-26-438101, items 5.02, 8.01, 9.01, verified firsthand on EDGAR: unanimous election on the Nominating and Corporate Governance Committee's recommendation, independent under Nasdaq standards, no related person transactions, no special selection arrangements). Dr. Terlinde is Group CFO of Flender International GmbH and previously Group CFO of JOST Werke SE. Governance only, no product item. A late Oct. 29 item. • Adtran: Adtran Holdings, Inc. voting rights notification (EQS News Service 2425012, published Oct. 29, 2026, 22:48 CET, opened firsthand via ad-hoc-news): The Goldman Sachs Group, Inc. crossed to a total position of 5.36 percent of voting rights (0.65 percent attached to shares, 4.72 percent through instruments), threshold crossed Oct. 23, 2026, total voting rights 81,492,056; previous notification 5.57 percent. Non-product, no optical change. A late Oct. 29 item, distinct from the Goldman notification logged 2026-10-29 (EQS 2423970, 5.31 percent, crossed Oct. 21). • Adtran: Adtran Holdings, Inc. voting rights notification (EQS News Service 2425014, published Oct. 29, 2026, 22:58 CET, opened firsthand via ad-hoc-news): The Goldman Sachs Group, Inc. crossed to a total position of 5.70 percent of voting rights (0.43 percent attached to shares, 5.27 percent through instruments), threshold crossed Oct. 26, 2026, total voting rights 81,492,056; previous notification 5.36 percent, confirming succession from the EQS 2425012 notification logged in this run. Non-product, no optical change. A late Oct. 29 item. • Innolight: Zhongji Innolight HKEX governance announcement set summarized by TipRanks on Oct. 29, 2026 (both summaries opened firsthand; summary-grade, the HKEX announcements themselves were not opened): the company has called a third extraordinary general meeting for November 25, 2026 at its Suzhou headquarters to approve appointing PricewaterhouseCoopers as 2026 H-share auditor, changing the use and cancelling repurchased A shares, and amending the registered capital and Articles of Association (reflecting the capital changes and Hong Kong's move toward an uncertificated securities market). The set arises from the Oct. 29 board meeting that also approved the Q3 2026 report logged 2026-10-29. Governance only, no product, no revenue impact. A late Oct. 29 item. • Celestica: Celestica Inc. announced Oct. 30, 2026 that the Toronto Stock Exchange has accepted its notice to launch a Normal Course Issuer Bid (GlobeNewswire release datelined TORONTO, Oct. 30, 2026, opened firsthand in full; furnished the same morning by Form 8-K filed Oct. 30, 2026, accession 0001030894-26-000054, items 7.01 and 9.01, verified firsthand on the EDGAR index page): Celestica may repurchase up to 3,132,127 common shares, about 2.5 percent of the public float of 125,285,094 shares as at Oct. 20, 2026, during Nov. 3, 2026 to Nov. 2, 2027, with daily TSX purchases limited to 109,076 shares other than block purchases; an automatic share purchase plan has been cleared by the TSX. Under the prior bid, 205,184 shares were repurchased and cancelled through Oct. 20, 2026 at a weighted average price of US$271.75. A share repurchase authorization, financial only, no product, no revenue observation. • Ciena: SINGLE-SOURCE TRADE PRESS: Entelar Group, a subsidiary of New Zealand operator Spark, has signed a distribution agreement with Ciena to provide networking technology to digital infrastructure providers in New Zealand (Telecompaper item published Oct. 30, 2026, opened firsthand): local customers get access to Ciena's networking systems, software and services, supported by Entelar Group's technical expertise, network design and commercial support. No Ciena or Entelar primary release was found and the item does not appear on Ciena's own newsroom listing, so the evidence tier is single-source trade press, not a confirmed Ciena release. No named product, no part number, no value stated. • NEC Corporation: NEC Corporation achieves Fortinet's Engage Preferred Services Partner designation, Oct. 30, 2026 (PR Newswire release datelined TOKYO, opened firsthand in full): the designation recognizes NEC's ability to deploy, operate and maintain Fortinet end-to-end security solutions for organizations in Southeast Asia, with access to specialized Fortinet training and expert assistance. A cybersecurity services partner designation; no optical product, no figures. • Marvell: RUMORED, update: prospective Marvell acquisition of Lumentum, Oct. 30, 2026 reporting (CNBC's David Faber, relayed in a Seeking Alpha news item opened firsthand): a transaction, if reached, would be all stock and not at a big premium for Lumentum. No agreement has been announced, no definitive terms exist in the reporting, and neither Marvell nor Lumentum has confirmed any deal. A Reuters signing headline and a $10 billion deal figure circulating in secondary items could NOT be verified against any wire source and were rejected (the same rejection pattern as the $100 billion and $830 billion aggregator figures on Oct. 29). One check found only recirculation of the Oct. 28 Bloomberg talks report in window and no new development; the CNBC prospective-terms reporting is the new element. Evidence tier remains rumored; the original Oct. 28 Bloomberg talks report stands as logged 2026-10-29. • Lightwave Logic: Lightwave Logic electro-optic polymer technology integrated into a Hon Hai Technology Group (Foxconn) optical transceiver demonstrated at Hon Hai Tech Day 2026 (ACCESS Newswire release datelined ENGLEWOOD, Colo., Oct. 29, 2026, opened firsthand): the demonstration transceiver, shown October 30 and 31, 2026 at the Nangang Exhibition Center, Taipei, incorporates a silicon-organic hybrid (SOH) optical engine using Lightwave Logic's proprietary electro-optic polymer technology; the collaboration targets 200G and 400G per lane transceiver applications. A partner demonstration using Lightwave Logic technology, not a Lightwave Logic product launch; no part number stated. A late Oct. 29 item.

OPTICAL NETWORKING DAILY DIGEST, TUESDAY, OCTOBER 27, 2026 STATUS CHANGES • Broadcom: A $63 billion financing structure to enable AI compute was announced on October 26, 2026 by Bank of America, Blackstone, Citi and Morgan Stanley: a newly formed special purpose vehicle will purchase Broadcom XPU AI accelerators and networking solutions and lease them to Anthropic, under a previously announced strategic compute capacity agreement, with deliveries starting in calendar 2027 and Broadcom providing residual value support equal to the first lien portion. A financing and demand signal for Broadcom networking products, not a new product. • Celestica: Third quarter 2026 results, released October 26, 2026: revenue $5.83 billion, up 83 percent year over year, and adjusted EPS $3.30. Connectivity and Cloud Solutions segment revenue was $4.87 billion, up 102 percent, including Hardware Platform Solutions revenue of approximately $2.3 billion, up 70 percent; Advanced Technology Solutions segment revenue was $0.96 billion, up 23 percent. The 2026 revenue outlook was raised to $21.0 billion, and an initial 2027 outlook of $40.0 billion in revenue was given. No new product. • Corning: Third quarter 2026 results: GAAP sales $4,855 million, up 18 percent; core sales $5,081 million, up 19 percent; core EPS $0.91. Optical Communications segment net sales were $2,379 million, up 44 percent, with segment net income of $532 million, up 80 percent; Enterprise Networks sales grew 84 percent and Gen AI product sales grew more than 100 percent. Corning secured four long-term, multibillion-dollar customer agreements in the quarter, including with Verizon and AT&T, with no per-agreement value stated. No new product. • ZTE: Third quarter 2026 results, filed October 26, 2026: nine-month operating revenue RMB 116.84 billion, up 16.2 percent year over year; third quarter revenue RMB 38.81 billion, up 34.0 percent; third quarter net profit attributable to shareholders RMB 1.31 billion, up 394.5 percent. Computing accounted for 38 percent of revenue, and data center solutions revenue increased approximately 130 percent. No new product. ACQUISITION • Intel: Intel announced a definitive agreement on October 26, 2026 to acquire Classiq, a Tel Aviv quantum algorithm synthesis software company, to create a full-stack quantum computing platform. The acquisition is expected to close in the first half of 2027, subject to regulatory approvals. The release discloses no price; a value of about $2.3 billion reported by Reuters, attributed to Bloomberg News citing people familiar, was not confirmed by Intel. Quantum software, non-optical. SCREENING • Corning: A claimed October 24, 2026 GlobeNewswire release announcing a Corning and Samsung Electronics memorandum of understanding for glass-based optical interconnect and advanced packaging could not be verified from a primary source on the third day of checking: exact-title searches returned no matching release, GlobeNewswire listings show no October 24, 2026 Corning item, and Samsung sources show no such agreement. No product or design win was recorded. Re-check next run. • Arista Networks: The Arista security advisories source was unchecked this run after two failed fetches, so its advisory list was not verified today. An individual advisory opened directly carries a revision dated October 26, 2026 to a release first dated October 23, 2026, which is not a new advisory. Re-check next run. • Adtran: Adtran Networks SE published a voting rights notification on October 26, 2026: UBS Group AG crossed to a total position of 3.2 percent (3.19 percent in voting rights attached to shares plus 0.01 percent through instruments), with the threshold crossed on October 22, 2026, up from a previous notification of 2.84 percent. Non-product, no optical change. • Intel: Intel and Oracle plan an expanded collaboration, announced October 27, 2026: a multiyear plan to expand Xeon-based computing on Oracle Cloud Infrastructure, including planned offerings on the next-generation Diamond Rapids server processor, with Oracle Acceleron networking mentioned in passing. Compute collaboration, no optical product. • Lightwave Logic: A timing notice dated October 26, 2026 sets the third quarter 2026 financial results and business update call for Tuesday, November 10, 2026 at 4:30 p.m. Eastern Time. Timing notice only, no product content. • Microchip: Microchip announced program milestones for its PIC64-HPSC spaceflight computing series on October 27, 2026, including radiation characterization of the radiation-hardened variant and evaluation kits for select early access customers. Spaceflight computing, not an optical networking product. • NVIDIA: NVIDIA and Meta announced an expanded collaboration on October 27, 2026, covering the Muse family of models, a planned NVIDIA investment of $3 billion in a Meta equity offering, and Meta's stated intent to expand deployment of NVIDIA Spectrum-X Ethernet networking and BlueField-4 alongside Vera Rubin and Vera CPUs. Spectrum-X is an existing product line; no new optical or networking product was announced. • NEC Corporation: NEC announced on October 27, 2026 that it will contribute to AI powered vaccine design through the EU funded PREPAIR VAC pandemic preparedness project, through NEC OncoImmunity, with about EUR 6.5 million in Horizon Europe funding. Non-optical, no product change.

OPTICAL NETWORKING DAILY DIGEST, OCTOBER 16, 2026 NEW COMPANY • Salience Labs (private, Oxford, England): a silicon photonics optical circuit switching vendor for AI data centers, founded in 2021, added after its $125M Series B announced October 14, 2026 (Bullhound Capital led; AMD Ventures and Intel Capital participated). The announcement was picked up a day late and is recorded with its true date. NEW PRODUCTS • Salience Labs: Optical Circuit Switch (64-port), an all-optical circuit switch on a fully integrated silicon photonics architecture, demonstrated live at ECOC 2026. Vendor figures: 10 ns switching, under 1 W per port, 200 Gbit/s interface. Announced status only; the funding supports high-volume manufacturing, and 128-port and 256-port versions are in development. No public part number. SCREENING NOTES • Ayar Labs: A claimed S1Pro 6.4T CPO announcement remains unverified after four days of checking across the Ayar newsroom and the major wires; it should not be treated as a confirmed product. Ayar's actual newest news is the October 13, 2026 Wiwynn and GUC live CPO demonstration at OCP (TeraPHY optical engine plus SuperNova light source). • Applied Optoelectronics: Its only October 15, 2026 release is a timing notice for its Q3 2026 results (to be released November 5, 2026). No new product, status change, or design win. • Semtech: Semtech held its Data Center Analyst Day on October 15, 2026 and furnished an 8-K with an updated Q3 fiscal 2027 outlook and a fiscal 2030 financial framework (data center net sales of $2.1B targeted for fiscal 2030). Strategy and financials only; no new optical product was announced. • Nokia: Its 6-K dated October 15, 2026 encloses only managers' transactions and a share settlement. Its in-window press items are those share releases and an October 16, 2026 SoftBank AI-RAN field trial, which is radio, not optical. No optical product change. • Ribbon Communications: A claimed October 14, 2026 acquisition of INSITECH remains unverified after a second day of checking; no Ribbon release, wire item, or trade coverage of any such acquisition was found, and it was not recorded. Ribbon's latest release is its October 13, 2026 Q3 results notice. • Huawei: Its October 16, 2026 unveiling in Florence covered the upgraded Stellar Intelligent Network Solution for Europe (Fabric, WAN and Campus). The named hardware is SME gateways, campus switches and access points; the fabric claim is a 30% reduction in switches and optical modules from its 100T switches. No standalone optical product was announced, so nothing was added. • Luxshare Precision: Its pinned newsroom listing was checked live on October 16, 2026 after two days when it could not be verified. The newest item is dated September 24, 2026 and there are no October 2026 items, so nothing is new.

OPTICAL NETWORKING DAILY UPDATE - OCTOBER 15, 2026 NEW COMPANY • Eliyan (private, Santa Clara, California): a connectivity chiplet vendor added after its NuLight 2D microVCSEL optical interconnect platform launch at OCP Global Summit 2026, verified from its October 14, 2026 release. NEW PRODUCTS • Eliyan: NuLight Nexus, a 1.6T reverse gearbox chiplet (TSMC 3nm) converting each 212G PAM4 host link into four 53G NRZ optical lanes for microVCSEL arrays; modular slices scale to 6.4T near-package and 12.8T XPO configurations. Introduced October 14, 2026, sampling now. No public part number in the release. • Eliyan: NuLight Oscar, the electrical interface chip of the NuLight platform, providing laser driver and TIA interfaces to microVCSEL and photodiode arrays; with Nexus it forms a fully retimed slow-and-wide optical link with on-the-fly spare-lane repair. Introduced October 14, 2026, sampling now. No public part number in the release. SCREENING NOTES • Ayar Labs: A claimed S1Pro 6.4T CPO announcement remains unverified after three days of checking across the Ayar newsroom and the major wires; it should not be treated as a confirmed product. Ayar's actual in-window news is the October 12 to 13 Wiwynn and GUC live CPO demonstration at OCP (TeraPHY optical engine plus SuperNova light source). • Astera Labs: No new product on October 14 or 15. Aries 7 was announced October 8, 2026, not October 14, and a claimed October 14 Leo CXL sampling item could not be verified. In-window items are OCP demonstrations of existing products. • Credo: An EDGAR rescan found no 8-K or 6-K dated October 14 or 15, 2026 across all 28 covered US tickers. Credo's October 14 EDGAR entries are Form 4 insider filings only, and its October 13 OmniConnect Weaver demonstration was a press release, a memory fanout gearbox demo on AMD Versal, which is not optical. Claims of Celestica or Nokia 6-Ks dated October 14 do not exist in EDGAR. • Coherent: Its only October 14, 2026 release is the fiscal 2027 first-quarter earnings timing notice (results November 4, 2026), which is not a product announcement. Optical product items circulating with October dates are March and September conference items recrawled. • FS: October 2026 dates on FS product pages are dynamic page elements, not launch dates: the newest verifiable FS launch remains the July 1, 2026 800G ZR/ZR+ coherent family. • Huawei: Its October 15, 2026 NetworkX presentation in Vienna covered the LIGHTS all-optical network vision and next-generation OTN framing, with no named new product, part number, or availability date. • Lightmatter: The open-rack CPO release (Passage CPO switch tray with Flex, Guide DR laser modules, vClick Optics, SENKO SEAT connectivity) is datelined October 12, 2026, not October 14, and was already reported. October 14 and 15 items are coverage of that release, with no status change. • Marvell: October 14 coverage is a recrawl of the October 13 Alaska E and Alaska A release already reported, plus OCP booth demonstrations of existing parts. No new product or status change. • NVIDIA: No new optical product on October 14 or 15. Circulating items are recrawls (the US AI supercomputer manufacturing announcement is from April 2025) and non-optical software news. • POET Technologies: No company release on October 14 or 15; its latest newsroom release is dated October 1, 2026. No status change. • Ribbon Communications: A claimed October 14, 2026 acquisition of INSITECH could not be verified in Ribbon's newsroom or EDGAR and was not recorded. • Luxshare Precision: UNCHECKED on October 15, 2026. Its pinned newsroom listing could not be verified in two attempts: a text fetch failed and a live browser found the domain presenting as parked or for sale, with no newsroom content. Cached copies still show a May 28, 2026 item as newest, but that is not a live check, so the source does not count as checked today. This is the second consecutive failed run for this source.

OPTICAL NETWORKING DAILY UPDATE - OCTOBER 14, 2026 NEW PRODUCTS • Marvell: Alaska E 3.2T protocol-aware retimer (16x 224G PAM4, 3.2 Tbps aggregate, Ethernet/UALink/ESUN, 3nm), announced October 13, 2026 at OCP Global Summit 2026 and now sampling to customers. No public part number in the release. • Marvell: Alaska A 1.6T AEC DSP, second generation (3nm, 8x 224G PAM4, 12.8W, AEC reach beyond 6m, double the first generation), announced October 13, 2026 and now sampling. Successor to the first-generation Alaska A. No public part number in the release. DESIGN WIN • Ciena: Space Norway awarded Ciena a turnkey contract on October 13, 2026 to modernize its legacy Svalbard subsea cable systems and power the new Arctic Way system (service expected 2028), using the 6500 Packet-Optical Platform, WaveLogic 6 Extreme, Spectrum Sharing and Navigator NCS. No contract value disclosed. SCREENING NOTES • Ayar Labs: A claimed October 13 S1Pro 6.4T CPO announcement remains unverified after two days of checking across the Ayar newsroom and the major wire services; it should not be treated as a confirmed product. Ayar's actual October 13 news is a live CPO demonstration with Wiwynn and GUC at OCP (TeraPHY optical engine plus SuperNova light source), a demonstration only. • FS: A claimed October 13, 2026 launch of 800G ZR/ZR+ coherent modules does not check out: the family launched July 1, 2026, and the October 13 date on the product pages is a dynamic page element, not a launch date. • NVIDIA: Spectrum-6 coverage circulating with October dates is not a new launch: Spectrum-6 was unveiled in July 2026, and the in-window items are the October 12 Vera Rubin OCP contribution and Meta's adoption of Spectrum-6 switches. • Astera Labs: No new product or status change. In-window items are re-posts of the Aries 7 signal-conditioning portfolio (announced October 8, 2026), the Orion rack-scale reference design (October 12), and the previously reported 1060 nm VCSEL PCIe-over-optics demo (October 12). • POET Technologies: No company release on October 13 or 14, 2026; the coverage is third-party stock analysis. No sampling-to-production or GA transition is stated, and no status change. • Lumentum: No change. The CEI-448G interoperability framework dates to late 2025, not an October 13 announcement, and the October 12 VCSEL PCIe-over-optics demo was already reported. • Lightmatter: Analyst coverage dated October 13, 2026 describes the Passage open-rack systems reported earlier in the week; Passage M1000 is already generally available, so the analyst "now shipping" wording changes nothing. A Guide DR laser module is mentioned without a vendor product page, part number or GA date. • Credo: ams OSRAM joined the Credo-led OCP short-reach micro-emitter optics (SRMO) workstream on October 13, 2026. Standards participation only, no product.