AI is igniting demand for optical substrates. Driven by EML and silicon photonics, AXT's InP backlog has topped $100M. Here are the key takeaways from the latest call and how AXT plans to double capacity for the CPO era.

Record revenue and earnings! Despite Datacom component shortages, Fabrinet delivered a strong quarter on robust DCI and HPC demand. More importantly, FN announced its entry into the direct-to-hyperscaler supply chain and a move into CPO through a strategic investment in Raytek.