Silicon Photonics – OFC 2016
The optical component industry is changing from one in which existing InP and discrete designs are replicated in SiPho to a new approach under which the unique benefits of SiPho…
USA Stops All Exports to ZTE
The US Commerce department just dropped a bomb on ZTE, requiring all US companies to obtain an export license if they wish to do business with the company. Article updated…
OFC 2016 Preview
OFC is just a few short weeks away now, and some key themes are coming into focus for the conference. Registered users may read this article, no subscription required.Continue…
Lumentum 4Q15 Earnings Call
Lumentum is the second largest optical component supplier and like Finisar, a bellwether of demand for both telecom and datacom equipment. We look at why their ROADM business is ramping…
Intel 4Q15 Earnings Call
Virtually all of the CPUs used in data centers come from Intel, therefore the Data Center group sales are a useful macro barometer for the growth and outlook of data…
Adtran 4Q15 Earnings Call
Adtran has a small optical transport business, but it’s strength in access makes it a good bellwether for tier-1 spend.
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Verizon 4Q15 Earnings Call
Verizon talks mobile fronthaul and datacenter business sales.
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Ciena buys TeraXion InP Modulator Assets for $32M
Ciena applies for membership to the exclusive Indium Phosphide club.Continue Reading