In August 2018, fibeReality published the article: “Co-Packaged Optics on Trial,” in which we offered this summary judgement: “It is not hard to see why…
Category: Chips
Ciena Decides to Hit Back on 400ZR Impact
“As Mike Tyson said, ‘Everybody has got a plan until they get a punch in the face.’” Rob Keys, Senior Director Optical Transmission, Ciena at…
Microsoft/Facebook Will Never Deploy Co-Packaged Optics as Defined
Co-Packaged Optics (CPO) is a serious risk to the well-being of the photonics industry, which can ill-afford the expenditure of such valuable resources. The concept…
II-VI & Lumentum: Struggle for Horizontal Integration Supremacy
A little over a year ago, this writer made a presentation to an audience of mainly CTOs and CEOs that the maturation of the traditional…
Data Centers Moving to “Sweat” Shops
What is really happening in the greening of the data center? We are not seeing orders of magnitude reduction of power consumption. We are not seeing…
Infinera: Potential for Exit by Chip Firm Buyout
fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor…
Cisco: Buyer of Potential Finisar-JDSU Combo?
If Finisar purchases JDSU’s CCOP division, would a systems integrator be interested in buying the combination? Unquestionably, there have been rumors in the past that…
Cisco and Marvell/Inphi: 400ZR as Microcosm for Future Strategies
When fibeReality published its report on 400ZR in June 2020, we were clearly on the low end of the forecasts in the industry. Nevertheless, as…
The Guts of the CFP2
For the next generation of 100G coherent line interface form factor CFP2, will it be a split implementation — analog CFP2 and separate digital DSP…
Silicon Photonics: Widespread Usage on Active Components Doubtful
While the amount of industry chatter about silicon photonics rose substantially in 2014, partially because of certain market research firms looking to sell more reports,…