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◆ TESSARA JULY 23, 2026 WIN Semiconductors fabs the lasers for optical AI links $55M PER MONTH +0.7% MoM · +29.6% YoY WIN Semiconductors monthly revenue from MOPS filings. III-V foundry for the InP lasers behind co-packaged... $0M $10M $20M $30M $40M $50M Breakout Jul '25 Nov '25 Feb '26 Jun '26 tessara.tech Source: Taiwan MOPS filings

WIN Semiconductors fabs the lasers for optical AI links

WIN is a III-V compound-semiconductor foundry that fabricates the indium-phosphide lasers carrying data between racks as light. As co-packaged optics moves inside the rack, its monthly revenue tracks the early ramp.
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