Electronic Components
Case studies in electronic components.
Amphenol — Integrating CommScope CCS
Amphenol completed its acquisition of CommScope’s Connectivity and Cable Solutions business on 9 January 2026. Eight months later, the acquisition had materially expanded Communications Solutions, the segment that sells products into communications networks and IT datacom markets. Read case
Coherent Corp. — Sequencing the Datacom Ramp
On 1 March 2024, Coherent’s strategy team is preparing for its next operating review. Read case
Corning: Where should optical communications attention go next?
Corning’s Optical Communications business serves two broad groups. Its carrier network products support communications infrastructure for video, data and voice services. Its enterprise network products are optical networks sold to businesses, governments and individuals for their own use. The company sells fiber, cable, hardware and connectivity solutions across these markets.¹ Read case
TE Connectivity: Is industrial growth becoming durable?
By October 2026, TE Connectivity’s Industrial Solutions segment was growing rapidly. The company attributed much of its digital-data-network growth to AI applications and cited strength in grid hardening, data centers, factory automation, and aerospace. Its Transportation Solutions segment remained a large business, anchored by automotive connectivity and sensors. Read case