NPO dominated the conversations but lacked definitive detail, Marvell surprised with a trio of 2nm demos, and our OCS conclusions from earlier this year withstood field testing.
Cignal AI also presented in 4 different sessions on OCS, scale across, and datacenter optics.
ECOC set a new attendance record – the plenary presentation had a slide showing historical attendance. Note: This chart looks like a lot of other charts we look at:
We’re still trying to figure out what show everyone attended in 2020 – let us know because we missed that one. And no, we don’t think this is a bubble, at least not yet. This is a race for transformational technology with real and immediate ROI.
But while AI is cracking millennium math problems and pushing the frontiers of biology, it has not solved the classic semiconductor inventory cycle. In that sense, this time is not different.
Clients login to access
Purchase ReportClients log in to access full report