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.

Optical transceiver shipments today are dominated by 400G and 800G units. But 800G and 1.6T are expected to take over the market as the buildout progresses, with 2.4T units expected to enter the mix by 2027 and 3.2T by 2028. Every speed jump is an upgrade cycle for the companies supplying the hardware, and the Roundhill Photonics & Optics ETF $LYTE holds them all. Consider investing:

Optical backplanes are gaining traction and so is the ecosystem surrounding it. Senko showcased the expanded beam backplane connector at CIOE and we estimate that there are ~1500 strands or more of fiber per connector. Optical backplanes will become relevant when hyperscalers and neoclouds eventually implement in-rack optics to connect GPUs and switches within the rack for scale-up. Granted, in-rack optics for scale-up is still rather far out in the roadmap but we think tracking the ecosystem and evaluating its maturity would be indicative of the rate of adoption of optical scale-up.

OPTICAL TRANSCEIVER PCBs: MS highlighting ZDT $4958 TT as beneficiary of team's recent upward revision of optical transceiver TAM. Will gain share due to technical ability & capacity to make the denser, more complex mSAP PCBs needed for 800G/1.6T transceivers, which command 2-4x the ASP of 400G. Worried about CPO pushout? Pluggable demand will remain strong.

OPTICAL / CPO Negativity: Optical names didn't get much boost from Computex and are underperforming during the correction. Some negativity on CPO rollout related to manufacturing yields noted by MS today. Not what the names needed (admittedly, CPO not directly relevant for all). FOCI $3363; LANDMARK $3081; SANTEC $6777; FURUKAWA $5801; SEI $5802; YOFC $6869