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Special performance-stock awards for James Anderson and four executives target retention, with payouts tied to four-year share-price and relative-return hurdles.
NVIDIA backs the AI optics capacity ramp, but inventory buildup and capital spending drain cash.
Datacenter demand drives margin expansion and a ramp in internal indium phosphide output.
Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.
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Company data: Wikidata Q15109887
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