The brief China boom in optics attracted a lot of fascination from members of the financial community, many of whom had no appreciation of the…
Category: Transceivers
AOI: Lesson of Hyperscale Operators Trap
Although Applied Optoelectronics’ inevitable fall from grace was at least partially self-inflicted, the actual moral of the story has to do with the potential hazards…
Lumentum and the Problem with Hubris
At least up until recently with the China boom, which has subsided for now, the extraordinary challenges in being an optical transceiver supplier have become…
Oclaro: No Longer Counting on Buyout
Evidently, Oclaro is starting to think outside the box in selecting Walter Jankovic as its new President, Optical Connectivity, as he was formerly with Contract…
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…
Calix: Long-Term Optical Powerhouse
During the first Market Watch panel at OFC 2018, MKM Partners’ Mike Genovese, one of a relatively few prominent investment analysts, who has real intimacy…
MACOM and Fabrinet: Sound of Silence
On our daily market perspectives page, we have been discussing the mystery surrounding the lack of discussion on Amazon at public events involving MACOM Technology…
Lumentum: Reorganizations Toward 3D Sensing Paradigm
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…
PAM4 vs NRZ: Growing Irrelevance of Standards Bodies
At the OFC 2021 Rump Session, there will be two sides debating the following propositions: “Did the Optics Industry Blunder by Switching Intra-Datacenter Links from…
Sumitomo’s Datacom VCSELs: Saving Face
Despite being a data communications module producer, Sumitomo’s purchase of Emcore’s VCSEL business in 2012 was a mistake. The former did not really know what…
