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Showing Posts From: Silicon Photonics

100G PSM4 Pricing at $2/Gig and Lower

At the Rump Session at OFC 2017, the topic for debate will be “Sub $0.25/Gbps Optics; How and When will Fiber Finally Kill Copper Cable Interconnects in the Data Center (DC)?” One of the questions for discussion will be “What happened to the $1/Gbps optics cost target for switch interconnects?” As it turns out, our…

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Singapore: GlobalFoundries/Coherent/Poet

As a delegate to the EPIC mission to Singapore, this writer was impressed by the entrepreneurial enthusiasm, work ethic, and exceptional hospitality of the people in the country. While I am hardly a fan in general of public-private partnerships or too much of an emphasis on technology development at universities in which the best engineers…

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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 down the food chain with the intent of going head-to-head across the world with major competitors in the market, including Finisar, Lumentum Holdings, and Oclaro. It seems that a logical…

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All-Optical Switches: Still Illusory?

Over 30 years ago, there began discussions in the industry about the development of an all-optical switch. Some of the comments sound familiar to those of today. In April, 1983, The Economist addressed them: “[Optical] transmission performance is degraded by inefficient switching via electronic devices at either end of a system.” Also, there was the…

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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. For example, one can read, “Acacia: A Company That Will Need To Be Resistant To The Ire Of Investors.” Yet, the money to be made by at least certain institutional…

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Acacia’s Valuation: The Street’s Cruel Joke

While Acacia Communications’ recent business performance has been impressive, and deserves to be rewarded, there can be no justification for a market cap that comes even close to exceeding the valuations of either Finisar or Ciena. With the limited number of tech IPOs, it appears that some institutional investors have constructed a mini-bubble based on…

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