Active Insight

On November 7, Lumentum announced its acquisition of optical component manufacturer Cloud Light for approximately $750 million. This move marked an unexpected return to the datacom transceiver market for Lumentum, which sold its business in 2019 to CIG.

Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets?

Optical and routing point to growing weakness in North American carrier Capex.

The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.

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

Optical revenue grew 27% as its large backlog is turned into revenue.

The Era of Pluggable Coherent – Don’t Bet Against IM-DD – What Does 3.2T look like?

Lackluster performance and a lowered forecast overshadowed optimism about revenue growth.

Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.

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

Nokia’s optical business continues to grow but routing sales abruptly pull back.

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.