In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability of the optical…
Category: Data Centers
Lumentum Overtaken by Finisar at Apple?
When it comes to 3D-sensors, both Lumentum Holdings and Finisar are being gutsy in striving to make a tremendous amount of penetration, not only away…
Infinera’s Crack at Quasi-Reconstruction
Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining…
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:…
AOI’s Stabilizer is 40G
Since the beginning of the arrival of the 40G data rate, there has been a consistent mantra in the industry of its impending decline and…
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…
Infinera Apparently Won’t Neutralize XTM
After the purchase of Transmode, Infinera threatened to incorporate its PICs into those systems from the Swedish firm, which never seemed to make any sense…
Acacia’s Narrow Option Down Food Chain
For a while, we have been addressing the matter of what Acacia Communications can do for an encore with its DSP business. Despite Acacia introducing…
Huawei’s Public Cloud: Impact on Optics
As the slowdown in China continues, there is little hesitation for optical component vendors to blow up the potential for market opportunities, which will hardly…
Ciena: Fast and Loose with Its Valuable IP
According to our Clash of Optical Component Vendors & Technologies in Data Center Networks report published several months ago: “Ciena, [like] Nokia, highly prizes its…
