Concerning the recent $35 million announcement by Kaiam of equity funding, our intelligence indicates that one of the two strategic partners is Google. We also think…
Category: PLCs
InnoLight IPO: Google’s Vertical Integration Without a Mess
We have been pondering the question of what happens when emerging optical component vendors, being financed by mega-data center operators to achieve the lowest cost…
Inphi a Threat to InnoLight or Kaiam?
Once again, we have a natural affinity for the proposition of taking advantage of electronics, such as higher order modulation, to better enable optics by…
Silicon Photonics’ Shift: Still Cost/Loss Issues
The lead article in the September 1969 issue of the Bell System Technical Journal was written by Stewart E. Miller, entitled “Integrated Optics: An Introduction,”…