With the acquisitions of Emulex and Broadcom, Avago Technologies is clearly shifting more of its focus from the less appealing optical components space to the…
Category: Transceivers
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…
IBM Dimming Silicon Photonics Hype Level
Although the hoopla over silicon photonics (SP) has not been as pronounced at IBM as at Intel, including consistent involvement by technologists at the highest…
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…
Finisar: New VCSEL Opportunities Possible
In June, this writer was honored to be a keynote speaker at EPIC’s meeting on “Singlemode vs Multimode Communication” in Kessel-Lo, Belgium. Our preliminary judgement…
400GbE: Wakeup Call for Hyperscale Operators
When it comes to the critical development efforts for 400GbE, the big-four hyperscale data center operators do not appear to be doing much more than…
COBO’s Scheme: Odd Life/Demise Likely
fibeReality expressed our point of view that if COBO ever happens, it would be in the form of Co-Packaged Optics (CPO). In our opinion, it…
Finisar Could be Telegraphing 5G Fronthaul Gear
fibeReality is aware of some speculation that Finisar’s CEO, Michael Hurlston, was supposedly brought in to build up the 3D-sensing business in order to sell…
Nokia Networks is a Wireless Firm — Period
While Nokia continues to sell optics solutions, and fibeReality even sees the possibility for a significant upside for it in the space in the short…
Inphi Could Not Resist Hyperscale Vortex
fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction…
