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P4O · Plan Optik AGPlan Optik AG
📝 P4O is a pure-play glass substrate supplier likely supplying LITE OCS supply chains and Samsung with potential mapping to COHR
low convictionFirst mentioned Mar 25, 2026
P4O is a pure-play glass substrate supplier likely supplying LITE OCS supply chains and Samsung with potential mapping to COHR.
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$15.20
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entry Mar 25, 2026
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watchedMar 25, 2026
Plan Optik (P4O) is a potential upstream supplier of glass wafers for Lumentum's OCS switches used in Google's TPUs, and may be an irreplaceable chokepoint in the supply chain, though financial impact uncertain.
source ↗📝
updatedMar 26, 2026
P4O is a pure-play glass substrate supplier likely supplying LITE OCS supply chains and Samsung with potential mapping to COHR.
source ↗💤
dormantMay 29, 2026
No qualifying thesis event for 45+ days.