# Ayar Labs

> Markdown twin of https://roboterminal.app/companies/ayar-labs · https://roboterminal.app/companies/ayar-labs.md

## On shared sources

- [AMD](https://roboterminal.app/companies/amd) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Wiwynn](https://roboterminal.app/companies/wiwynn) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2101296499745591475)
  Jefferies: Ayar Labs sees CPO ramps still starting in C28 and shipping in much larger quantities in C29. $LITE $COHR $NVDA $MTSI $AMD
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098557696064774443)
  Ayar Labs added $150M, taking its 2026 primary raise to $650M, with Wiwynn joining as an investor. The money is earmarked for moving co-packaged optics into high-volume manufacturing. An ODM on the ca…

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Source: Roboterminal · https://roboterminal.app/companies/ayar-labs.md