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This is Transmit, a summary of our latest research and important trends in the industry.
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Previewing Co-Packaged Optics
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The hype is about to take off. TSMC, Nvidia, and Broadcom are pushing hard to get real, high-volume CPO across the finish line.
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Cignal AI will soon publish an in-depth Active Insight report on CPO. We are actively reaching out to companies to refresh and refine our opinions, and we invite you to contact us too.
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Coherent Optics - It's a Pluggable World
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Coherent pluggable optics were responsible for all of the WDM bandwidth growth in 2024. Who are the winners and losers, and is there a future for high performance coherent?
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Startup Tracker - Bigger and Better
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Cignal AI's new Optical Component Startup Tracker identifies these nascent companies and what they offer.
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We doubled the number of companies we're tracking in the last month!
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Cignal AI is a gold sponsor for this year's OFC party in San Francisco.
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Clear your calendar Wednesday night to join us and the rest of the industry.
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Optical Circuit Switching Market to Exceed $1B by 2028 as AI Applications Drive Widespread Adoption.
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Over 20 million 400G/800G Datacom Module Ship in 2024 as AI Deployments Create an Unprecedented Ramp.
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Metro WDM Market Faces Shift as Operators Move to Pluggable Coherent and Hyperscale Operators Grow Hardware Spending 7%.
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January 13, 2025 - Raymond James Investor Day - Virtual (Speaking)
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January 28, 2025 - Ribbon Sales Kickoff - Ft. Lauderdale, FL (Speaking)
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February 5, 2025 - NANOG93 - Atlanta, GA (Speaking)
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April 1-3, 2025 - OFC - San Francisco, CA (Speaking)
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April 14-15, 2025 - OIF 448Gbps Signaling for AI - San Jose, CA (Speaking)
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April 29-30, 2025 - OCP EMEA - Dublin, Ireland (Speaking)
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May 2025 - Ciena Vectors - Ottawa, Canada
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