lisasufanclub(@lisasufanclub):yesterday Huber+Suhner announced that Microsoft is going to deploy its Hollow-Core Fiber, which allows data to travel abt 50% faster (it's air filled instead of solid glass) since you're buying HCF from Huber+Suhner might as well try their OCS too (Microsoft is rumored to be Huber+Suhner's mystery OCS hyperscaler customer)

2026.04.22 11:16

yesterday Huber+Suhner announced that Microsoft is going to deploy its Hollow-Core Fiber, which allows data to travel abt 50% faster (it's air filled instead of solid glass) since you're buying HCF from Huber+Suhner might as well try their OCS too (Microsoft is rumored to be Huber+Suhner's mystery OCS hyperscaler customer)

lisasufanclub@lisasufanclub

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