Akros SCHK HK-U.S. AI Optical Infrastructure Index

Ciena is scheduled to report fiscal third-quarter 2026 financial results on September 3, 2026.

Broadcom announced that it will report fiscal third-quarter 2026 financial results after market close on September 2, 2026.

Coherent is expected to file its fiscal 2026 Form 10-K by August 31, 2026, covering the year ended June 30, 2026.

Marvell formally confirmed that it will release second-quarter fiscal 2027 results on August 27, 2026, followed by a 1:45 p.m. Pacific Time conference call.

Semtech is estimated to report second-quarter fiscal 2027 results on August 24, 2026.

Fabrinet officially scheduled its fourth-quarter and fiscal-year 2026 results release for after market close on August 17, 2026, followed by a 5:00 p.m. EDT conference call.

Coherent confirmed that it will report fiscal fourth-quarter and full-year 2026 results after the NYSE close on August 12, 2026, followed by a 4:30 p.m. ET webcast.

Lumentum is scheduled to release fiscal fourth-quarter and full-year 2026 results after market close on August 11, 2026, followed by a 2:00 p.m. PT webcast.

Applied Optoelectronics reported Q2 2026 revenue of $191.9 million and non-GAAP diluted EPS of $0.06, while guiding Q3 revenue to $255 million-$290 million.

MACOM reported fiscal Q3 2026 revenue of $342.2 million and adjusted diluted EPS of $1.40, and guided fiscal Q4 revenue to $415 million-$425 million.

e& UAE announced deployment of Ciena optical and network-control solutions for a new high-capacity DWDM network.

Tower reported record Q2 2026 revenue of $460.1 million and GAAP diluted EPS of $0.79, while guiding Q3 revenue to $520 million (±5%).

Tower raised its 2028 model to $3.6 billion of revenue and $1.2 billion of net profit, saying the model is fully spoken for by customers, while silicon-photonics revenue reached a $680 million annual run rate in Q2.

Quantum Corridor, Ciena, and Toshiba completed a 1.6 Tb/s quantum-safe optical-encryption trial on Quantum Corridor's live commercial network.

Reuters reported that the U.S. administration was drafting restrictions on imports of new Chinese optical transceivers, a development viewed as potentially favorable to Coherent and that coincided with a sharp share-price gain.

Reports said the FCC is preparing restrictions on imports of Chinese-made optical transceivers used in data centers, creating a potential domestic optical-networking supply-chain read-through for Corning.

Reuters reported that the U.S. administration is drafting restrictions on imports of new Chinese optical transceivers, which could benefit alternative suppliers including Lumentum if implemented.