Optical Active Insight

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 are better exploited. Several announcements made recently at OFC 2016 underscore that companies are beginning to migrate to these key applications for silicon photonics.Continue…

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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 as well as their strategy for CFP2-ACO and QSFP28.

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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 center spending.

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