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.