lisasufanclub(@lisasufanclub):best report i've seen on Huber+Suhner, an underrated Swiss company with a growing optics business. H+S has multi-year orders for its OCS from a global hyperscaler (Google?) opened a huge production facility in Poland last year with plans to increase capacity at least 5x over two years UBS says that OCS order alone is worth around 10% of its total revenue Chinese hyperscalers might also use H+S's OCS cause the company has no US-origin content or manufacturing Fabian is one of my fav semis/optics writers. in-depth and provides all citations. his reports on testing and measurement companies (eg keysight, viavi) are the best on substack

2026.04.08 15:43

best report i've seen on Huber+Suhner, an underrated Swiss company with a growing optics business. H+S has multi-year orders for its OCS from a global hyperscaler (Google?) opened a huge production facility in Poland last year with plans to increase capacity at least 5x over two years UBS says that OCS order alone is worth around 10% of its total revenue Chinese hyperscalers might also use H+S's OCS cause the company has no US-origin content or manufacturing Fabian is one of my fav semis/optics writers. in-depth and provides all citations. his reports on testing and measurement companies (eg keysight, viavi) are the best on substack

Fabian فابيان@iamfabian

2026.04.06 13:17

Published my deep dive on HUBER+SUHNER (HUBN.SW) Should have been Suhner rather than later, but here we are! They are 160-year-old Swiss mid-cap that tripled in 6 months. Engineering precision on par with a Swiss watch except they make optical circuit switches (so $LITE are not the only ones making them with good insertion loss), RF cables, and crosslinked polymer insulation. CHF 1B+ in orders for the first time ever. A hyperscaler POLATIS deal that kicked off a violent re-rating (is it $MSFT?). Add to it a China OCS angle that almost nobody is paying attention to yet. Full piece below, and as always always open for feedback!