Marvell 4Q21 Vendor Summary Report
Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.
3Q21 Optical Components Report
Initial Optical Components report, in Beta – for access to the report, please contact [email protected].
II-VI 3Q21 Vendor Summary Report
Despite supply chain issues, II-VI expects revenue growth in optical communications and consumer components.
Lumentum 3Q21 Vendor Summary Report
Lumentum’s revenue above guidance was overshadowed by the announcement to purchase Neophotonics.
Lumentum & Neophotonics Merger
Cignal AI’s observations on the proposed merger.