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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.

AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.

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.

The Bandwidth Must Flow: Up 39% YoY

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

North American Cloud operators were the growth engine for optical and packet transport sales.

Observations on IP over DWDM and the Optical Edge

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

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The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.

Revenue tumbled across the board as customers adjust inventory.

Big weakness at the largest vendors of Telecom components

Nokia’s optical and routing businesses post record quarters.

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

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.