Intel has owned Altera for almost a year and a half. Since that purchase, there has been continuous speculation that Xilinx, the other major FPGA…
Category: Data Centers
100G PSM4 Pricing at $2/Gig and Lower
At the Rump Session at OFC 2017, the topic for debate will be “Sub $0.25/Gbps Optics; How and When will Fiber Finally Kill Copper Cable…
Finisar: 3D-Sensing Opportunity in Context
As we pointed out in a recent blog post, Finisar’s potential for diversifying its VCSEL business into the smart phone business should not be characterized as…
Higher Stakes with Web 2.0 Undersea Apps
One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks –…
Google Hates Building All Networks
According to our Clash of Metro 100G Optical Vendors with Shifting Network Paradigm report: “As…the case with several of the…big Web 2.0 data center operators,…
100G Will Remain Dominant for Decades
The understatement of the first half century involving optics may have come from a Ciena executive at the Deutsche Bank Technology Conference in September 2016:…
II-VI & Lumentum: 6″ 3-D Sensor Fixations
There are apparently mutual types of obsessions regarding the state of the 3D-sensing businesses of II-VI and Lumentum Holdings, which raise seven serious questions: 1)…
Applied Optoelectronics’ Freneticism
AOI’s major hyperscale data center customers are undoubtedly sitting back and enjoying the vendor’s frantic activity in making heroic efforts to cut its manufacturing costs…
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…
Finisar-Oclaro Merger Very Plausible Now
In the past, we would have thought at least twice about Finisar buying Oclaro, given the less than stellar experience the former had earlier in…
