InnoLight starts 200mm NPO production and tapes out 300mm designs - On Nov. 3, InnoLight said its first near-package optics device had entered early production on Tower’s ($TSEM) 200mm PH18M process in California. - InnoLight also taped out several follow-on NPO products on Tower’s 300mm silicon photonics platform. > InnoLight, an established pluggable module supplier, is designing optical engines that sit closer to the package. Watch shipment volumes for its first 200mm product and yields on the 300mm follow-ons. Lumentum secures more than $5B in purchase commitments on its second major NPO/CPO win - On Nov. 2, Lumentum ($LITE) said its second major NPO/CPO win carried more than $5B in customer purchase commitments. - The same day, Marvell ($MRVL) agreed to acquire Lumentum in an all-stock deal. The companies expect it to close in the first half of 2028. > If the deal closes, Marvell could co-design its DSPs with Lumentum’s lasers. Watch how quickly the $5B-plus commitment converts into quarterly shipments and revenue. Siltronic sees AI demand squeezing chip supply for PCs and smartphones - On Nov. 4, Siltronic’s CEO said chipmakers were prioritizing data centers, limiting growth in parts of the PC and smartphone markets. > When PC or smartphone shipments soften, separate end demand from chip availability. The same shipment decline can point to different inventory levels and follow-on orders.