Fabrinet (FN) FY 2025 Conference June 10, 2025 11:00 AM ET Speaker0 Hi, everybody. Welcome. Good morning, good afternoon, depending on where you are. Welcome to the Rosenblatt Age of AI conference, to our June session. I am Mike Genovese, the cloud and communications equipment infrastructure analyst. I'm super happy that you're all joining us today and very pleased to have the management team from Fabrinet. We have Seamus, we have Saba, and we have Garo, CEO, CFO, and head of investor relations. Great to se ...

寻找光电板块上游物料的弹性和突破 20250610 摘要 中国 DSP 芯片市场潜力巨大，一级市场已涌现优秀企业，未来几年或有 投资机会，但 A 股上市公司尚未充分受益。关注江浙沪地区相关企业。 光源环节在光模块成本中占比高，国产化率低，随着 CPU 和 TOYO 技 术发展，市场规模将显著增长，头部企业突破后弹性空间大。 电信市场预计 2025 年触底，下半年至 2026 年宽带接入市场将迎来万 兆网络 50G PON 建设周期，有线侧投资将成重点，局端设备价值量更 高。 数通市场受益于 AI 发展迅速扩张，高端芯片需求持续提升，100G EML 仍是主力，同时推动 400G、800G、1.6T 及 ICPOIO 发展。 2024 下半年至 2025 年，硅光光源市场需求显著增长，特别是 100G CW 硅光光源，市场规模达数十亿美元，预计 2026 年 800G 将继续扩 展，1.6T 也将有显著提升。 共封装光学（CPO）将以硅光为主体，功耗逐步提升，单颗芯片价格大 幅增加，主要由于功率密度增加带动物料成本增加，同时良率下降和行 业门槛提高。 MPO 光跳线需求与光模块端口数相关，AI 集群部署密度增加 ...

无锡市德科立光电子技术股份有限公司 第二届监事会第十二次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：688205 证券简称：德科立 公告编号：2025-019 表决结果：同意 3 票，反对 0 票，弃权 0 票。 本议案无需提交股东会审议。 （二）审议通过《关于 2023 年限制性股票激励计划首次授予部分第一个归 属期符合归属条件的议案》 一、监事会会议召开情况 无锡市德科立光电子技术股份有限公司（以下简称"公司"）第二届监事 会第十二次会议于 2025 年 6 月 9 日在公司会议室召开。本次会议的通知于 2025 年 6 月 6 日通过书面及电话等方式送达全体监事。本次会议应参加监事 3 名， 实际参加监事 3 名，会议由监事会主席陈英女士主持，本次会议的召集、召开 方式符合《公司法》等法律、行政法规、部门规章、规范性文件和《公司章程》 的规定。 二、监事会会议审议情况 （一）审议通过《关于调整 2023 年限制性股票激励计划相关事项及作废处 理部分限制性股票的议案》 经审议，监事会认为：鉴于公 ...

光库科技表示，通过本次收购，可以进一步优化公司客户结构，丰富公司产品线，扩大公司生产规模， 实现优势互补和战略协同。 公开资料显示，光库科技成立于2000年，从事光纤激光器件、光通讯器件和激光雷达光源模块及器件的 研发、生产和销售。2017年3月，公司成功登陆深交所创业板上市。 从主要业务来看，光库科技旗下光纤激光器件业务为公司传统业务。2022年至2024年，该业务在公司总 营收中的占比分别为53.46%、60.11%和42.47%，相较2018年以前约70%的占比有所下降。2024年，该 业务营收为4.24亿元。 长江商报奔腾新闻记者杨蝶 光库科技（300620）(300620.SZ)借助收购寻求在光模块领域的协同效应。 6月4日晚间，光库科技发布公告称，公司拟以"1700万美元+交割时标的公司的净现金-标的公司承担的 交易费用"为对价，收购捷普科技(武汉)有限公司(以下简称"武汉捷普")100%股权。收购完成后，公司将 持有武汉捷普100%股权，成为其唯一股东。 公告显示，武汉捷普成立于2005年，注册资本为7785万元，具有完整的光有源、无源器件制造和光器件 封装能力，具备优质的客户资源及供应链优势， ...

PRESS RELEASEMÉRIGNAC, FRANCE – 26 MAY 2025 COMBINED GENERAL MEETING OF 23 MAY 2025 The Combined General Meeting (ordinary and extraordinary) of Exosens shareholders (the ‘Company’) was held on Friday 23 May 2025, chaired by Mr Jean-Hubert Vial, Chairman of the Board of Directors. The meeting was attended by Mr Jérôme Cerisier, Chief Executive Officer, Ms Quynh-Boï Demey, Chief Financial Officer, Ms Bella Zisère, Human Resources Director, and the Company's Statutory Auditors. HLD Europe and Bpifrance Partic ...

Core Points - POET Technologies Inc. has completed a non-brokered private placement with a strategic investor, issuing 6,000,000 common shares and one common share purchase warrant, raising aggregate gross proceeds of US$30,000,000 [1][2] - The offering price for one common share and the warrant was set at US$5.00, with the warrant exercisable until May 22, 2030, at an exercise price of C$8.32 per share [1] - The net proceeds from the offering will be utilized for working capital and general corporate purposes [2] Company Overview - POET Technologies specializes in designing and developing high-speed optical engines, light source products, and custom optical modules for the artificial intelligence systems market and hyperscale data centers [5] - The company's products are based on the POET Optical Interposer™, which integrates electronic and photonic devices into a single chip, offering lower costs, reduced power consumption, and scalability for high production volumes [5] - POET's offerings include optical engines and modules for AI clusters and hyperscale data centers, as well as novel light source products aimed at improving chip-to-chip data communication [5]

Core Viewpoint - POET Technologies Inc. is amending its previously announced non-brokered public offering to increase the offering size to US$30 million in response to significant interest from a strategic investor [1][3] Group 1: Offering Details - The revised offering will consist of 6,000,000 common shares and one common share purchase warrant, which is exercisable for an additional 6,000,000 common shares at a price of C$8.32 per share for five years [2] - The combined price for one common share and the warrant will be US$5.00 [2] - The offering is expected to be completed around May 22, 2025 [3] Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for working capital and general corporate purposes [3] Group 3: Regulatory and Distribution Information - All common shares and warrants issued will be distributed outside of Canada, not subject to a Canadian statutory hold period [4] - The offering is subject to final acceptance by the TSX Venture Exchange [4] Group 4: Company Overview - POET Technologies Inc. specializes in high-speed optical engines, light source products, and custom optical modules for the AI systems market and hyperscale data centers [6] - The company’s products are based on the POET Optical Interposer™, which integrates electronic and photonic devices into a single chip, offering lower costs, reduced power consumption, and scalability [6] - POET is headquartered in Toronto, Canada, with operations in Singapore, Penang, Malaysia, and Shenzhen, China [6]

Group 1: Event Overview - The 20th "China Optics Valley" International Optoelectronic Exposition was held in Wuhan from May 15 to 17, showcasing nearly a hundred cutting-edge technological innovations in the global optoelectronic field [1][2]. - The event highlighted the integration of advanced optical technologies across various industries, emphasizing their role in enhancing everyday life [1]. Group 2: Key Innovations - A portable laser device showcased by Huagong Technology Co., Ltd. can effectively remove rust and oil, demonstrating the versatility of laser applications in manufacturing [1]. - The newly developed hollow-core fiber optic by Yangtze Optical Fibre and Cable Joint Stock Limited Company can transmit data at a rate of 1.2TB per second, equivalent to 150 HD movies of 8GB each, offering significant advantages over traditional glass-core fibers [2]. - The humanoid robot developed by Wuhan Haocun Technology Co., Ltd. features a motion control system that achieves a precision of 0.001 degrees and a response time of under 3 milliseconds, indicating advancements in robotics and AI integration [3]. Group 3: Industry Insights - The optoelectronic information industry is recognized as a strategic high-tech sector with broad applications, poised for breakthroughs in China [3]. - The exposition serves as a platform to showcase China's innovation capabilities in the optoelectronic information field and aims to gather global expertise to drive industrial chain upgrades [3].

5月16日，第20届"中国光谷"国际光电子博览会（简称"光博会"）在武汉开幕。本届光博会首次纳入"国 际光日"全球系列活动，吸引全球12个国家和地区的390家知名企业参展，集中发布近百项光电领域前沿 技术成果。 作为国内光电子领域首个深度融入"国际光日"的行业盛会，本届光博会迎来全球顶尖"追光者"——来自 世界各地的近200位国内外专家、超300位知名企业家共赴"光谷之约"，共探"光联万物、智引未来"的产 业新图景。 证券时报记者从现场了解到，共有20个重大招商项目签约落户湖北，总金额达195.2亿元，涵盖光通 信、集成电路、化合物半导体、新型显示、人工智能等领域。此外，现场还有10个重大技术贸易合作签 约。 在"光+智能终端应用"展区，观众可近距离体验激光雷达赋能的无人驾驶巴士、物流配送车等装备，感 受光电子技术在智慧交通领域的落地应用；光谷东智人形机器人"小智"既会迎宾，又会解说互动，而传 神任度大模型则让外国专家和采购商与大家"零延时"交流。 值得注意的是，本届光博会亮出三张"国际牌"——全球朋友圈再扩容、国际生意经更务实、产业秀场再 升级。 5月15日，73位来自冈比亚、马来西亚、巴拿马等国的外宾在光 ...

"光"打通人形机器人的神经系统 方圆100平方公里内都是上下游 "光+机器人"展位，武汉灏存科技工程师付龙演示人形机器人运动神经中枢系统，通过穿戴设备操控机械臂灵巧手和小朋友 握手 无人车避障、无人机升空、无人船探测，都离不开光技术。 光博会每一届展会都会前沿设置产业议题。今年，"光+智能装备""光+AI""光+机器人"的未来图景在场馆里徐徐展开。 "以'用'为导向，以用户为主体！" 今天，第二十届光博会在汉开幕。聚光灯下，湖北科创供应链中心展区被设在展会一楼，入口最显眼处。这家首次登台的创新平台成 立不到两年，已促成1.5万余项供需对接。展板上，这样两行大字清晰夺目。 实现高水平科技自立自强、发展新质生产力，对科技创新和产业创新融合提出了更为迫切的需求。 武汉以光谷为基础，担负起更强使命：强化"支点"的创新引擎功能，"一束光"照亮"一条链"融合"一个生态"。 如今，光电子信息技术已成为武汉新一代信息产业的底层支撑，并与新能源智能网联汽车、生命健康、高端装备制造等产业加速融 合，为经济发展带来巨大的倍增效应。 来自东湖科学城的东智机器人首次亮相。这个融合了光感知、AI算法与人形设计的项目，短时间内完成了从孵化 ...