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Lumentum Overtaken by Finisar at Apple?

When it comes to 3D-sensors, both Lumentum Holdings and Finisar are being gutsy in striving to make a tremendous amount of penetration, not only away from their traditional market strongholds, but also in a new product space, VCSEL dies, (arguably even a somewhat brand, new experience for Lumentum), which has technology challenges not meant for…

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Infinera’s Crack at Quasi-Reconstruction

Actions speak louder than words. The rather isolated introduction of the XTM II is a new attempt by Infinera to straddle the line between joining the rest of the community of optical system vendors, which determined a long time ago, the lack of merit with choosing a Photonic Integrated Circuit (PIC) approach, and the supplier’s…

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Lumentum and the Problem with Hubris

At least up until recently with the China boom, which has subsided for now, the extraordinary challenges in being an optical transceiver supplier have become manifold over the last 15+ years, including poor margins, direct competition from large customers, and a high level of market fragmentation. Such conditions would hopefully lead to a greater amount of…

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Acacia Casualty: Back to Si Photonics Hype

In addition to the start of out-of-whack valuations for optical component companies resulting from the convergence of two massive market forces, the initial overexcitement about Acacia Communications in general, and its focus on “silicon photonics” (“SP”) specifically (despite arguably, the superficiality of any positive impact on the firm’s cost), unfortunately made it more necessary for…

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MACOM’s Aggrandizement of Optical Space

After recently discussing Acacia Communication’s seemingly compelled retreat to a level further down on the food chain, MACOM Technology Solutions Holdings, which has products that are no higher than that third layer has a tendency to embellish expectations, most notably this month on the future potential of the data communications portion of the optical market….

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Will Xilinx Get Acquired?

Intel has owned Altera for almost a year and a half. Since that purchase, there has been continuous speculation that Xilinx, the other major FPGA player, would be next to get acquired. However, despite Altera recently having a tough run in getting the latest generations of solutions to market in time, which provide greater density,…

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