May 10, 2026
Six photonics names reported in nine days. All beat. Half sold off anyway. NVDA committed up to $3.2B to GLW; LITE joins the Nasdaq-100 on May 18; NOK raised optical guidance 800bps mid-cycle. The original 8-name framework is now 14 names across 6 tiers: GLW #1 (catalyst), LITE #2 (index inclusion), COHR #3 (highest quality), NOK #4 (structural value). Two whole tiers added: foundry (TSEM) and optical DSP (MRVL/CRDO/ALAB).
May 10, 2026
9 天里 6 家 photonics 公司公布业绩，全部超预期，半数照样大跌。NVDA 投 GLW $3.2B、LITE 加入 QQQ、NOK 把 Optical+IP 全年指引上调 800bps。原 8 名单的尺子换了——14 名 6 层重排：GLW #1（催化剂）、LITE #2（指数）、COHR #3（最高质量）、NOK #4（结构性价值）。漏掉的两层（foundry + 光 DSP）补上。
May 4, 2026
Five weeks ago I ranked 8 photonics companies. Last night, Mag-7 Q1 2026 raised combined 2026 capex to $695-725B. 7 of 8 names unchanged in ranking, 1 trimmed (LITE short-term), 2 internal weight tweaks — but conviction in every name went up.
May 4, 2026
5 周前我把光通信 8 家公司排了个序。昨晚 Mag-7 公布 Q1 2026 财报——$695-725B AI capex 全部上调。原排名 7 个不变、1 个调（LITE 短期下调）、2 个内部权重微调。但每一个名字的可信度都因昨晚而上升。
Mar 22, 2026
8家光通信上市公司横向对比——从COHR到IPGP，覆盖估值、AI营收占比、风险回报的完整排名。COHR排第一，VIAV是隐藏赢家，IPGP是价值陷阱。
Mar 22, 2026
A definitive ranking of 8 photonics companies powering the AI infrastructure supercycle — from Coherent to IPG Photonics. Covering COHR, FN, CIEN, GLW, VIAV, LITE, AAOI, and IPGP with actionable buy/hold/pass verdicts, valuation analysis, and portfolio allocation.