fibeReality retraced the last three years of the six-inch 3D Sensing (3DS) VCSEL wafer marketplace as part of our preparation efforts in presenting at an…
Category: Chips
Infinera’s XR Optics: “Fat & Happy” Front
At first blush, it seems illogical for Infinera, a supplier, which has been fighting for its survival, to be promoting a revolutionary change in the…
II-VI: Ordinary “Intel” of Optoelectronics
During the firewall period, waiting for the merger with Finisar to be completely approved, from the CEO of II-VI, Chuck Mattera, people in the industry got the…
II-VI’s Gloomy Look Under Finisar’s Hood
In fibeReality’s opinion, irrespective of II-VI leadership’s original plans with its big merger, figuring out what to do with the mess that was left by…
Infinera: An Unanticipated Destination Point
Given this writer’s justifiable criticism of Infinera for almost the entire existence of the firm, it has been a little awkward to begin suggesting to…
Broadcom: Selective Focus on Transceivers
As fibeReality pointed out in a recent article, the counseling from Hock Tan, CEO of Broadcom, to his former executive on the wireless side of…
Inphi: Boosting Valuation for Later Exit
While fibeReality is unaware of the exact date of when Chuck Mattera, the CEO, of II-VI, negated the proposal to buy out Finisar’s IC group,…
CPO Gaining on COBO Regarding Irrelevance
Notwithstanding the title of this article, a good number of optical suppliers, which want to do business with Microsoft, are likely to be too wary…
Cisco: Accelerating Pace Away from Systems
The critical reason for Cisco Systems’ elaborate dog and pony show focusing on its latest ASIC, Silicon One, appears to be the simplest one: to…
Acacia: Frantically Grasping for a Miracle
In what seems to be a feverish attempt to extract itself from what may turn out to be one of the biggest exit blunders in…
