Concerning the recent $35 million announcement by Kaiam of equity funding, our intelligence indicates that one of the two strategic partners is Google. We also think…
Category: Coherent
Acacia Communications IPO: A Compelling Story?
The optical industry was standing by for Acacia Communications’ S-1 for a lengthy amount of time, and there had been some recent conjecturing that it…
Ciena’s New Obsession with Vertical Integration
Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from…
Acacia Will Likely Push 400G DSP
The message that the Street may be going way overboard with Acacia Communications’ valuation, let alone its new secondary offering, may be beginning to resonate.…
Metro 100G “Heresy”
In a 2015 post discussing an OFC presentation of a well-known engineer in the business, titled “ROADMs Instead of Metro 100G Systems?”, the response from…
Huawei May Hit Optics Component Space with Both Barrels
fibeReality believes that Huawei Technologies is striving to develop coherent optics and optical switching components, as well as potentially other types of new devices further…
Inphi/ClariPhy: Solider Acquisition Aspirant
fibeReality believes that the factor that makes Inphi the most attractive as a buyout candidate is its recent purchase of ClariPhy Communications. With PAM4 technology…
Silicon Photonics: Last Gasp of Hype
The optics industry is approaching 50 years since the concept of Silicon Photonics (SiPh) was mentioned for the first time. During an upsurge in excitement…
CFP2-ACO Modules: Lingering Cash Cow
In fibeReality’s last blog article, “Oclaro: Waiting for the Other Shoe to Drop,” we analyzed some of the probable consequences for the vendor after the…
Inphi Could Not Resist Hyperscale Vortex
fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction…
