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Category: Wafers

Finisar Gives II-VI Design Arm to Apple

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In fibeReality’s last blog piece we stated that Apple “had benefitted from its association with…technologists, [including those that have been part of Finisar’s 3DS (3D…

Continue reading Finisar Gives II-VI Design Arm to Apple

Suggested Texas VCSEL Strategy for II-VI

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fibeReality has recently expressed its point of view that the II-VI-Finisar merger only really seems to makes sense in the context of Apple’s understandable concern…

Continue reading Suggested Texas VCSEL Strategy for II-VI

Lumentum: Six-Inch VCSEL Retrospective

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In view of fibeReality’s latest analyses which demonstrate the essential role that VCSEL wafers are planned to play in future product designs of all kinds…

Continue reading Lumentum: Six-Inch VCSEL Retrospective

3DS VCSEL Race to the Bottom/Potpourri

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Even as engineering capital and talent are being pulled out of the traditional optical transceiver space (once more, it is difficult to blame these vendors…

Continue reading 3DS VCSEL Race to the Bottom/Potpourri

3DS VCSELs: Instantaneous Bubble Burst

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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…

Continue reading 3DS VCSELs: Instantaneous Bubble Burst

Lumentum: Reorganizations Toward 3D Sensing Paradigm

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A recent, unpublicized, corporate-wide reorganization by Lumentum Holdings might look like an admission of the company’s inability and/or unwillingness to efficiently run its internal factories…

Continue reading Lumentum: Reorganizations Toward 3D Sensing Paradigm

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