Optical-subassembly supplier (TOSA/ROSA, DFB/CW lasers) for fibre-optic transceivers; product roadmap spans the high-speed datacenter transceiver upgrade cycle (400G/800G and beyond).
Optical & Connectivity · 9 peers, this one outlined
below −10%above +50%
Revenue (TERMI)87Profitability75Quality48Sentiment83
0–100, mostly how each is changing against the company’s own history, not its level
Sep 2026 flash, provisional: TECHI 83 (+4.9) · TERMI 98 (+10.8)