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.