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Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app

800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules

40% of Coherent Modules deployed in 2026 will displace traditional transponders.

Fabrinet gets a big, legit, AI tailwind

Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.

Infinera and Viavi think a turnaround in demand is imminent.

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.

Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract

Companies indicate hyperscale and service provider weakness will persist through the rest of the year.

AI demand at TSMC is insufficient to offset weakness across all its other businesses.

Despite is relatively small size, Ribbon offers a complete IP/optical solution and is a challenger for Tier 1 business.

France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.

The best technical customer conference is back up and running.

Observations on IP over DWDM and the Optical Edge

The A.I. messaging was strong but datacenter revenue appears to be bottoming.

Inputs, Assumptions, and Feedback

Big weakness at the largest vendors of Telecom components

Arista gets cautious and MACOM sees optical module demand plunge

Service provider spending remains solid while cloud operators look shaky.

Good wireline results from Nokia and Calix but Mobile capex is tepid