Assuming Microsoft goes ahead with a proposed project of a flattened switch architecture in its data centers, the use of Active Optical Cables (AOCs) for…
Category: Modules
Inphi’s COLORZ: New Buyer Constrictions
Although Microsoft’s major push to try to create a market for Inphi’s COLORZ solution was memorable, it was unsuccessful, as the former has remained the…
Microsoft’s Flatter Data Center Difficulty
Despite the greater efficiency of the newer networks of the hyperscalers, as their infrastructure continues to grow in size, they will gradually start grappling with…
Co-Packaged Optics on Trial
Recently, fibeReality has written about the latest catchphrase in the optics space, co-packaged optics, and mentioned the potential challenges with expense and yield, as well…
Finisar: An Attack Plan vs Broadcom
Will Finisar engage in all of this development work on VCSEL bare die in its new fab in Texas just to take advantage of it…
Fabrinet: Nuggets Search in Optics Mess
All of the previous, unusual amount of commotion going on in the telecom/datacom optical market has been further complicated with the ban on sales to…
$2B AOI Cap Worse Than Old $3B Acacia
While we would find it impossible to ever recommend securities of any kind because of the irrational ups and downs of the prices, we have…
Amazon’s Whole Foods Buyout and DCI
Over the last week, those individuals following our second blog read that we were at least inclined to dismiss several narratives making the rounds, including:…
Acacia Casualty: Back to Si Photonics Hype
In addition to the start of out-of-whack valuations for optical component companies resulting from the convergence of two massive market forces, the initial overexcitement about…
MACOM’s Aggrandizement of Optical Space
After recently discussing Acacia Communication’s seemingly compelled retreat to a level further down on the food chain, MACOM Technology Solutions Holdings, which has products that…
