In August 2018, fibeReality published the article: “Co-Packaged Optics on Trial,” in which we offered this summary judgement: “It is not hard to see why…
Category: Silicon Photonics
Silicon Photonics: Widespread Usage on Active Components Doubtful
While the amount of industry chatter about silicon photonics rose substantially in 2014, partially because of certain market research firms looking to sell more reports,…
Cisco and Marvell/Inphi: 400ZR as Microcosm for Future Strategies
When fibeReality published its report on 400ZR in June 2020, we were clearly on the low end of the forecasts in the industry. Nevertheless, as…
Finisar Getting a Raw Deal with Silicon Photonics
When it comes to technology development, some of the leading analysts in the financial community have a tendency to blindly follow a template of conventional…
Intel Behind $200M Photonics Competition?
The US government did not call it a “silicon photonics contest.” Perhaps the federal funding for this new Institute for Manufacturing Innovation (IMI) would permit Intel…
OpSIS’ Demise: Politically Incorrect Si Photonic Wafers
This past July, OpSIS announced that the program funding its core operations for silicon photonic Multi-Project Wafers (MPWs) had ended and that it would cease…
Uncle Sam: Major VC for Optical Gear Development Indefinitely?
Where will the money come from to fund R&D for next generations of fiber optic equipment in the telecommunications and data communications markets? Clearly, the…
Integrated Photonics Manufacturing Institute: “Panoptic” Danger
One should hardly rule out the risk of the Integrated Photonics Manufacturing Institute (IPMI) morphing into an all-encompassing and permanent industrial policy for the US.…
Another Savior of Data Center MM Fiber?
In addition to the development of longer-distance and higher-speed VCSELs, there is a possibility that in the long term, polymer waveguide material embedded in electronics…
Optical Hardware Innovation Permanently
At the OFC 2015 show next month, the Rump Session is entitled, “Is it ‘Game Over’ for Hardware?” The discussion will be about “[s]ome industry trends…