Data / Optics

What the wires between the chips are telling us.

What the filings saywe gathered it

—

not fetched yet

There is no line here yet — these filings carry words, not numbers. First numbers land in October.

Where it comes from

what we read, and how often

The sources behind this tracker
Source	Cadence
fcc.govwhat's about to ship, per optical/networking name	continuous
SEC EDGARbacklog language across Coherent, Lumentum, Fabrinet, Ciena; custom-ASIC guidance at Broadcom/Marvell	quarterly