At OFC 2023, the real buzz should have been about the mounting public support by vendors of the form factor, OSFP-XD, which will ultimately lead…
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II-VI Takeout of Broad Duopoly with Lumentum
While it could turn out to be a blessing in disguise for Lumentum Holdings down the road, II-VI’s actions over the last 18 months or…
400ZR+ and Arbitrarily Locked-In Narrative
Despite the unequivocal remarks on not currently planning to use 400ZR+ or necessarily for that matter, even higher capacity, inter-data center ZR modules by Ashish…
Broadcom on CPO/NPO: Countervailing Theories
Last October, fibeReality wrote an article defending a proposition that Broadcom’s big expenditure push for co-packaged optics has been based on a bluff. Since that…
Adtran Plus ADVA Equals Better Buyout Target
One would struggle to remember a discussion among veterans of the optical equipment space recently contemplating potential mergers, considering a combo between Adtran and ADVA.…
Our Optical Realizations in Bordeaux
It was so much fun to speak in person at ECOC 2021 and directly make eye contract with individuals in a live audience rather than…
Broadcom’s Big Bluff on CPO
Broadcom has appeared solidly behind its public engagement with co-packaged optics, developing switches with optical I/O. In fact, the supplier seems to be pulling out…
Quantum Productization Quackery and Exceptions
Experimental work on the quantum effect in photonics goes back to 1976 at AT&T-Bell Labs which resulted in the formation of a set of photodiodes.…
Lumentum/NeoPhotonics: Revenue Pressures
The implications for the inability of Lumentum to acquire Coherent, despite the financial benefits in failing to do so, have become increasingly profound for the…
II-VI vs Lumentum: 3D Sensing Challenge
Several days ago, fibeReality wrote an article referring to intelligence we acquired around the middle of last month and we stated Lumentum Holdings “has maintained…
