Microsoft has been caught in the undesirable middle with its Data Center (DC) infrastructure between striving to innovate with the lowest cost, state-of-the-art optical solutions…
Category: High-Performance Computing
Avago’s Spinoff of Optics in Short Term?
While for now, Avago Technologies will be preoccupied with the immense and time-consuming effort of its integration process with Broadcom, not too long afterwards, it…
AIM Photonics Will Miss Target (Part I)
At “The Workshop on Integrated Photonics High Volume Packaging” that took place in Anaheim the week of OFC 2016, Thomas L. Koch, the Dean at…
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…
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…
Infinera: Potential for Exit by Chip Firm Buyout
fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor…
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…