Internal indium phosphide capacity ramp: double output capacity by end of the current quarter, then more than double again by end of calendar 2027.
Ultra-high-power CW laser for CPO, including the NVIDIA partnership, starts revenue ramp in fiscal Q2 from Texas production.
PhotonLink integrated-optics platform begins initial revenue in the December quarter following its September launch.
Multi-rail communications systems begin revenue ramp in first-half calendar 2027 after customer sampling.
Optical circuit switch revenue expected to grow significantly through fiscal 2027, led by the 320x320 platform and production expansion.
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