Optical circuit switches
Product family described in the fiscal 2026 annual report; no revenue or launch date disclosed.
What it is
Switches that route optical signals without converting them to electrical form, aimed at AI and hyperscale datacenter fabrics. The company describes it as a product family for AI and machine learning clusters.
Why it matters to the stock. A new switching product would widen the company's addressable market beyond components. Traders watch for customer wins and revenue disclosure, neither of which the company has quantified yet.
News
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