CPO & Silicon Photonics — Timeline
40 milestones, source-traced.
Nov 6, 2024
Acquisition: MACOM acquired ENGIN-IC Inc for a total purchase price of $14.4 million ($12.7 million...
MACOM acquired ENGIN-IC Inc for a total purchase price of $14.4 million ($12.7 million cash plus $1.5 million payable) to expand MMIC and module design capabilities.
funding-research →Nov 6, 2024
Acquisition: MACOM acquired ENGIN-IC Inc, headquartered in Dallas, TX, for $14M on November 6, 2024.
funding-research →Dec 11, 2024
Funding: Ayar Labs closed a $155M Series D led by Advent Global Opportunities and Light...
Ayar Labs closed a $155M Series D led by Advent Global Opportunities and Light Street Capital at a valuation above $1B, with participation from AMD Ventures, Intel Capital, NVIDIA, 3M Ventures, Playground Global, and Autopilot.
funding-research →Dec 11, 2024
Funding: Ayar Labs raised $155 million in a Series D round led by Advent Global...
Ayar Labs raised $155 million in a Series D round led by Advent Global Opportunities and Light Street Capital, with AMD Ventures, Intel Capital, NVIDIA, 3M Ventures, and Autopilot participating, lifting its valuation to above $1 billion and total funding to $370 million.
funding-research →Dec 19, 2024
Funding: MACOM issued $344.3 million in 0.00% convertible senior notes due 2030, alongside $86.6 million...
MACOM issued $344.3 million in 0.00% convertible senior notes due 2030, alongside $86.6 million in additional 2029 Convertible Notes.
funding-research →Jun 1, 2025
Customer Win: Ranovus and Cerebras Systems secured a $45M USD contract with DARPA to connect Cerebras'...
Ranovus and Cerebras Systems secured a $45M USD contract with DARPA to connect Cerebras' AI chips with Ranovus' networking technology for high-performance computing.
funding-research →Jun 1, 2025
Funding: MACOM received a $180M federal grant in 2025 to advance U.S. semiconductor manufacturing.
funding-research →Jun 1, 2025
Funding: NVIDIA made a $2 billion equity investment in Coherent Corp. for R&D and production...
NVIDIA made a $2 billion equity investment in Coherent Corp. for R&D and production expansion in co-packaged optics.
funding-research →Jun 1, 2025
Acquisition: Lumentum completed the acquisition of Cloud Light for approximately $750 million in early 2025,...
Lumentum completed the acquisition of Cloud Light for approximately $750 million in early 2025, securing module-level manufacturing capabilities for 800G/1.6T transceivers.
funding-research →Aug 21, 2025
Product Launch: Ranovus announced a $100M investment to expand optical semiconductor manufacturing in Ottawa, Ontario, creating...
Ranovus announced a $100M investment to expand optical semiconductor manufacturing in Ottawa, Ontario, creating 125 new jobs, supported by a $2M grant from Invest Ontario Fund.
funding-research →Aug 22, 2025
Funding: On August 22, 2025, Ranovus announced a C$100M investment to expand its optical semiconductor...
On August 22, 2025, Ranovus announced a C$100M investment to expand its optical semiconductor manufacturing facility in Ottawa, with Invest Ontario providing a grant of up to C$2M, and the project expected to create 125 new jobs.
funding-research →Jan 29, 2026
Partnership: Celestica announced collaboration with AMD on the Helios rack-scale AI platform architecture, with initial...
Celestica announced collaboration with AMD on the Helios rack-scale AI platform architecture, with initial units expected by year-end 2026.
funding-research →Mar 1, 2026
Partnership: Lumentum announced a multi-year partnership with NVIDIA including a multibillion-dollar purchase commitment for Indium...
Lumentum announced a multi-year partnership with NVIDIA including a multibillion-dollar purchase commitment for Indium Phosphide EML lasers, with Lumentum as sole supplier of lasers for NVIDIA's SpectrumX and QuantumX AI networking switches.
funding-research →Mar 1, 2026
Partnership: Ayar Labs solidified strategic partnerships with Alchip and MediaTek, who joined as strategic investors...
Ayar Labs solidified strategic partnerships with Alchip and MediaTek, who joined as strategic investors alongside AMD, to accelerate co-packaged optics (CPO) deployment following the Series E close.
funding-research →Mar 1, 2026
Customer Win: Celestica secured a design and manufacturing award from a hyperscaler customer for a 1.6...
Celestica secured a design and manufacturing award from a hyperscaler customer for a 1.6 Terabit Co-Packaged Optics (CPO) Ethernet switch, with mass production expected in 2027.
funding-research →Mar 1, 2026
Funding: NVIDIA made a $2 billion strategic investment in Lumentum via a Series A Convertible...
NVIDIA made a $2 billion strategic investment in Lumentum via a Series A Convertible Preferred Stock private placement to fund advanced optical manufacturing capacity for AI data centers.
funding-research →Mar 1, 2026
Funding: Lumentum raised $2.0 billion through a private placement of Series A Convertible Preferred Stock...
Lumentum raised $2.0 billion through a private placement of Series A Convertible Preferred Stock at $695.31 per share, led by NVIDIA, with proceeds received by March 28, 2026.
funding-research →Mar 1, 2026
Partnership: NVIDIA signed multibillion-dollar purchase commitments with Lumentum for co-packaged optics and advanced optical components...
NVIDIA signed multibillion-dollar purchase commitments with Lumentum for co-packaged optics and advanced optical components as part of a multiyear strategic agreement in March 2026.
funding-research →Mar 1, 2026
Acquisition: Lumentum completed a final escrow settlement of $27.5 million related to the Cloud Light...
Lumentum completed a final escrow settlement of $27.5 million related to the Cloud Light acquisition's indemnification and working capital adjustments in March 2026.
funding-research →Mar 1, 2026
Partnership: Ayar Labs announced strategic partnerships with Alchip Technologies and MediaTek as commercial strategic investors...
Ayar Labs announced strategic partnerships with Alchip Technologies and MediaTek as commercial strategic investors and co-packaged optics (CPO) technology collaborators, unveiled alongside the Series E round.
funding-research →Mar 1, 2026
Acquisition: Lumentum finalized a $27.5 million escrow settlement for indemnification and working capital adjustments related...
Lumentum finalized a $27.5 million escrow settlement for indemnification and working capital adjustments related to its Cloud Light acquisition.
funding-research →Mar 3, 2026
Funding: Ayar Labs raised $500 million in a Series E round led by Neuberger Berman,...
Ayar Labs raised $500 million in a Series E round led by Neuberger Berman, with participation from ARK Invest, Insight Partners, QIA, Sequoia Global Equities, 1789 Capital, AMD, Alchip Technologies, MediaTek, and NVIDIA, valuing the company at $3.75 billion and bringing total funding to $870 million.
funding-research →Mar 3, 2026
Funding: Ayar Labs closed a $500M Series E led by Neuberger Berman at a $3.75B...
Ayar Labs closed a $500M Series E led by Neuberger Berman at a $3.75B post-money valuation, with participation from AMD, ARK Invest, QIA, Insight Partners, NVIDIA, MediaTek, Alchip, and 1789 Capital, bringing total funding to $870M.
funding-research →Mar 16, 2026
Partnership: On March 16, 2026, Celestica and AMD announced a collaboration to advance the next...
On March 16, 2026, Celestica and AMD announced a collaboration to advance the next era of AI with the 'Helios' Rack-Scale AI Platform.
funding-research →Mar 23, 2026
Ipo Event: Lumentum was added to the S&P 500 index effective March 23, 2026, triggering mandatory...
Lumentum was added to the S&P 500 index effective March 23, 2026, triggering mandatory buying by passive funds and a ~12% share surge on the March 18 announcement.
funding-research →Apr 27, 2026
Funding: On April 27, 2026, Celestica amended and upsized its senior secured credit facility to...
On April 27, 2026, Celestica amended and upsized its senior secured credit facility to approximately $2.5 billion, raising its revolver from $750 million to $1.75 billion and refinancing into a new $250 million Term A loan, with maturity extended to April 2031.
funding-research →Apr 27, 2026
Funding: Celestica amended and upsized its credit facility to $2.5 billion, increasing its revolver to...
Celestica amended and upsized its credit facility to $2.5 billion, increasing its revolver to $1.75 billion and refinancing a term loan to $250 million.
funding-research →Apr 29, 2026
Product Launch: Celestica's DS6000-Series 1.6TbE Switches became available to order, accelerating AI-scale networking.
funding-research →Apr 29, 2026
Product Launch: On April 29, 2026, Celestica announced that its DS6000-Series 1.6TbE Switches are now available...
On April 29, 2026, Celestica announced that its DS6000-Series 1.6TbE Switches are now available to order, targeting AI-scale networking.
funding-research →May 13, 2026
Product Launch: Celestica provided an update on new operational facilities in Fort Worth, Texas to support...
Celestica provided an update on new operational facilities in Fort Worth, Texas to support capacity expansion.
funding-research →May 26, 2026
Funding: Coherent Corp. secured a $1 billion co-investment from DENSO and Mitsubishi Electric ($500 million...
Coherent Corp. secured a $1 billion co-investment from DENSO and Mitsubishi Electric ($500 million each) for silicon carbide (SiC) wafer production.
funding-research →Jun 16, 2026
News Mention: World Silicon Photonic Chips - Market Analysis, Forecast, Size, Trends and Insights - IndexBox...
World Silicon Photonic Chips - Market Analysis, Forecast, Size, Trends and Insights - IndexBox <a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxPZUt3OEI5TjFqa0xXTE5uTkpQUzZROHNfMUc1TEJJQzZOSjMzWTh1cE41VHJiTFdWY0RTQllra3Y1RWQyOGJMc0RNOFpQVTV1bXNIOGRXVzRUWnlYT2x0aTRDeW9odVlwNWpscmg5QmFEQTZQbjMtQTg5czM1M0ctU050WWhPWlVrTy01SkJ0NDBPZFR4a3dkbHVjRVJGYzJ4eTBrakZVMi1yeWdfVW1YRG9oV1pOdw?oc=5" target="_blank">World Silicon Photonic Chips - Market Analysis, Forecast, Size, Trends and Insights</a> <font color="#6f6f6f">IndexBox</font>
gnews-coherent-cpo →Jun 17, 2026
News Mention: Coherent’s New Texas Plant Replaces Copper With Light, Powering NVIDIA’s 576-GPU Vera Rubin Data...
Coherent’s New Texas Plant Replaces Copper With Light, Powering NVIDIA’s 576-GPU Vera Rubin Data Centers & The Silicon Photonics Era - Wccftech <a href="https://news.google.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?oc=5" targ
gnews-coherent-cpo →Jun 17, 2026
News Mention: Silicon Photonics Market Size, Share | Growth Report 2035 - Market Research Future <a...
Silicon Photonics Market Size, Share | Growth Report 2035 - Market Research Future <a href="https://news.google.com/rss/articles/CBMif0FVX3lxTE5fRHQzVXotdHRNbWg4UGl3bG1nS3lLMEZScjFXX0NJdFVDRUVVWk9xcGI3N2dZY1RxdkZUY254R01ZVUtjaTNRd0hGSmR4eThoaTQ2MzdCd1RhaWRkZGdvaEs0LUlTWVFSeUxxQnNRWmFnSHN1SXdTYmc4S3FfRXM?oc=5" target="_blank">Silicon Photonics Market Size, Share | Growth Report 2035</a> <font color="#6f6f6f">Market Research Future</font>
gnews-coherent-cpo →Jun 18, 2026
News Mention: Tower Semiconductor ships 5 million coherent photonic circuits to Marvell for AI data centers...
Tower Semiconductor ships 5 million coherent photonic circuits to Marvell for AI data centers - Crypto Briefing <a href="https://news.google.com/rss/articles/CBMiggFBVV95cUxNVlprcVMyQjYtSGg4N1A3ZEhucU4wb1ZTZUhmZWNfMzRER3RodUNQY1dwZklldHNHaEpOWnVmQTdEb2toVnZHZGpxYTd4dzZEcl9qMXJ1S2dOdDFES1ZQdUdRWFdCWERHQUc0YjJsOENMdVhHMHM5N055NjlmZ28teFZn?oc=5" target="_blank">Tower Semiconductor ships 5 million coherent photonic circuits to Marvell for AI data centers</a> <font color="#6f6f6f">Crypto Briefing</font>
gnews-coherent-cpo →Jun 24, 2026
News Mention: Photonics100 Nominations Open: Shaping Optical Communications Infrastructure - fibre-systems.com <a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxOTGZiOFQ2dk5RcmdZUzJsX0R6ZXdHdkpiX0J2Ul9KNkVldG5kT0NHR2hTM3VuUy0yOHlhVUVvU3E1NWY3UjhxOHJQTzRwc1Y5TUlkbXdudm1FdXJKaUx5M3JMSzl1UzhHTFlPR1o5SjJnYi1fTU0yQzU3d25kRHIwNE5veHhnRUNvekxKN05jajJYZ2lVbmpUYWNjLVE3WDdkbnR1Qmt2aWxTaGhHSDBzb2I4TQ?oc=5" target="_blank">Photonics100 Nominations Open:...
Photonics100 Nominations Open: Shaping Optical Communications Infrastructure - fibre-systems.com <a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxOTGZiOFQ2dk5RcmdZUzJsX0R6ZXdHdkpiX0J2Ul9KNkVldG5kT0NHR2hTM3VuUy0yOHlhVUVvU3E1NWY3UjhxOHJQTzRwc1Y5TUlkbXdudm1FdXJKaUx5M3JMSzl1UzhHTFlPR1o5SjJnYi1fTU0yQzU3d25kRHIwNE5veHhnRUNvekxKN05jajJYZ2lVbmpUYWNjLVE3WDdkbnR1Qmt2aWxTaGhHSDBzb2I4TQ?oc=5" target="_blank">Photonics100 Nominations Open: Shaping Optical Communications Infrastructure</a> <font color="#6f6f6f">fibre-systems.com</font>
gnews-coherent-cpo →Jun 25, 2026
News Mention: World Silicon Photonic Transceivers - Market Analysis, Forecast, Size, Trends and Insights - IndexBox...
World Silicon Photonic Transceivers - Market Analysis, Forecast, Size, Trends and Insights - IndexBox <a href="https://news.google.com/rss/articles/CBMi2wFBVV95cUxPNUszeWtRQWVTcF9JcHBtZUxrYkFrOVRWZGppNmtnRng2cS04WWg2cXh0emxtZ2VwOGltckNOZTlFWHZ6NGdSRXRVNGVDc01qZ2NMZ2FPVU9kTWZlcXA1elpZYlptTnlsTzlQSEUwcDFab0pOMkd6OGxyczVYT0hfeU8wbmJKRVEwY19WcUwwREJWeUp5eUo5ZWdNVkgtZW5sNVpCSWNKb1JQN3RmV0hNd05FbVdxV1hucjR1SlQwXzVuQ3g4am1IRjJzV3M4SXd6SHZLVGdINGtrSWc?oc=5" target="_blank">World Silicon Photonic Transceivers - Market Analysis, Forecast, Size, Trends and Insights</a> <font color="#6f6f6f">IndexBox</font>
gnews-coherent-cpo →Jul 3, 2026
News Mention: Ayar Labs raises $500M at $3.75B valuation as investors chase AI semiconductor plays beyond...
Ayar Labs raises $500M at $3.75B valuation as investors chase AI semiconductor plays beyond Nvidia - Crypto Briefing <a href="https://news.google.com/rss/articles/CBMieEFVX3lxTE1MQ25iMnh6NTczdkJtV1lIeGpoaUlCNjNCcVJkNmZTLUdYSVhDT1NDb0JwQ0V5VXJRWS1zOXRqdFRKd0ZJVXVyS1BrekM4Q3V1SW5FTE00NVdWVXZtYm5kQy1RRGlfeWY3RV85dllSWDJ5Mk9QY1Fsbg?oc=5" target="_blank">Ayar Labs raises $500M at $3.75B valuation as investors chase AI semiconductor plays beyond Nvidia</a> <font color="#6f6f6f">Crypto Briefing</font>
gnews-ayar →Jul 10, 2026
News Mention: InP or out: the real reason behind Coherent’s $50 million bet - Yole Group...
InP or out: the real reason behind Coherent’s $50 million bet - Yole Group <a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxQTGxSUExGbUNKX2JlRkFJWlQ3c1RvTElkT3RraFlVLVlrbWsxSEI3NW92eThvUlo3VnJGaG9CNC1xZ0gwUFE2TjYxVkZVXzN6TGpoTlZJOHR1X1Nnc2QtZVlZSm83R2thOUhFb2F6LVI1YmJBbjdiQzNXMTJFVHgyaGd0QUhacl9aTHNKODdfZFZJTkwxb1kxVHg4dl9nZmVuaVNYbE93?oc=5" target="_blank">InP or out: the real reason behind Coherent’s $50 million bet</a> <font color="#6f6f6f">Yole Group</font>
gnews-coherent-cpo →Jul 22, 2026
News Mention: AXT Eyes Co-Packaged Optics: Can It Become the Next Growth Driver? - TradingView <a...
AXT Eyes Co-Packaged Optics: Can It Become the Next Growth Driver? - TradingView <a href="https://news.google.com/rss/articles/CBMivAFBVV95cUxNaHBXT2hxN3lZV09vOHN1a2UwendRRWVaUm50OWg2WDc0VjFJYmstNXRqVDFhTlBHMWJxTFNoRVZsbE5qd1hBVXAtdDl5RFZ6Y2dENHp3TE5iU3hpajEtU2hXZHg1SUk1WnhoM1gxZjlpeDBDVTZFOGI1eTFMWnQ2ZTE3bXpndFdzMEtra251enhMcGxfRU9QaTNqZ01OMWxWT0lEODRTZ0dYQzg5RXZqSjlfZ2J6dW9OWXNVTQ?oc=5" target="_blank">AXT Eyes Co-Packaged Optics: Can It Become the Next Growth Driver?</a> <font color="#6f6f6f">TradingView</font>
gnews-coherent-cpo →
Milestones merged from 0 curated events, 0 verified facts (with observed dates), and 40 business signals from the last 24 months. Deduped by date + label; curated entries take precedence.
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