Showing Posts From: PLCs

Silicon Photonics’ Shift: Still Cost/Loss Issues

The lead article in the September 1969 issue of the Bell System Technical Journal was written by Stewart E. Miller, entitled “Integrated Optics: An Introduction,” which framed “a proposal for a miniature laser beam circuitry” along with the promise of “economy should ultimately result.” Close to a half of a century later, even with a…

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Inphi a Threat to InnoLight or Kaiam?

Once again, we have a natural affinity for the proposition of taking advantage of electronics, such as higher order modulation, to better enable optics by squeezing more data onto a single wavelength. However, by the time, Inphi is ready to ramp up production fully on its four-level pulse amplitude modulation devices, both InnoLight Technology and…

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InnoLight IPO: Google’s Vertical Integration Without a Mess

We have been pondering the question of what happens when emerging optical component vendors, being financed by mega-data center operators to achieve the lowest cost possible, need more money, especially for new research and development purposes. The best answer, which is starting to become self-evident, is for the componentry company to go public, because with…

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A Kaiam Strategic Partner: Google?

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 the other partner is Microsoft. In addition, we believe that the total valuation is two to three times revenue — so over $70 million. While Kaiam has clever packaging, we…

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