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…
Category: Silicon Photonics
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…
Inphi: Boosting Valuation for Later Exit
While fibeReality is unaware of the exact date of when Chuck Mattera, the CEO, of II-VI, negated the proposal to buy out Finisar’s IC group,…
Broadcom: Selective Focus on Transceivers
As fibeReality pointed out in a recent article, the counseling from Hock Tan, CEO of Broadcom, to his former executive on the wireless side of…
Throwing Down the Gauntlet at ECOC 2019
On our second blog, it was mentioned that fibeReality tried to get formal confirmation on the coming death of COBO as well as challenged the…
Finisar: Agonizing Wait to Cultural Disaster
Some previous assumptions go out the window, and certain, subsequent actions make greater sense, with our current understanding that Finisar’s destiny was out of the…
MACOM: Volte-Face Analogous to Infinera
There are striking similarities between MACOM Technologies Solutions and Infinera – not only regarding the most obvious characteristic that they have likely, more or less,…
Rockley Headship Legacy: SiPh Hangover
Rockley Photonics’ founder and CEO, Andrew Rickman, could never seem to escape dealing with Silicon Photonics (SiPh) throughout his ventures over the years, paradoxically, representing…
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…
On Cisco’s Rationalization for Luxtera Buy
At the OFC 2019 Media/Analyst Luncheon – “Hot Topics in Data Center Optics: Emerging Standards/MSAs, Silicon Photonics, 400G and Beyond,” Bill Gartner, Vice President/GM Optical…
