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…
Category: Silicon Photonics
Juniper’s SiPh: Reductio ad Absurdum
Now Juniper Networks has joined Intel and Cisco Systems in offering 100G data communications transceivers (TXs), in which margins are awfully tough, if not unfeasible…
CPO Gaining on COBO Regarding Irrelevance
Notwithstanding the title of this article, a good number of optical suppliers, which want to do business with Microsoft, are likely to be too wary…
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…
AIM Photonics Will Miss Target (Part II) — Limited Job Creation
As we continue our critical look on the prospects of AIM Photonics, we will maintain our focus on the hurdles faced by this new organization.…
OSFP-XD Takes the Stand
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…
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,…
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…