2023 OCP Global Summit Report
The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.
ECOC 2023 Show Report
800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules
The Linear Drive Market Opportunity
Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.
1Q23 Takeaways – MRVL CRDO AVGO
The A.I. messaging was strong but datacenter revenue appears to be bottoming.
OFC 2023 Show Report
Key technology takeaways from OFC 2023.
Weekly Earnings – CIEN AVGO CRDO MRVL
Broadcom and Marvell provide radically different revenue outlooks
OFC 2022 Show Report
Key technology takeaways from OFC 2022.
OFC 2022 – Sneak Peek
Here is a sneak peek of the hot topics of discussion at OFC 2022
OFC21: Co-packaged Optics
Co-packaged optics (CPO) moved from hero experiments to discussions of commercial roadmaps this year. In this update from OFC21, we cover the key points about CPO discussed at the show.
OFC2019 – Inside the Datacenter
The next major stop on the road to faster speeds in the datacenter is 400Gbps Ethernet, and activity at OFC2019 centered on making this speed a feasible commercial option.
OFC 2019 Preview and Predictions
The 2019 Optical Fiber Conference is less than a month away. Cignal AI’s analysts have compiled a list of predictions and expectations for what we expect to see from vendors and other OFC participants.
OFC 2018 – 400G Inside the Datacenter
When the conversation at OFC turned to short reach client optics, faster speeds were the central focus. Several companies announced products and gave demonstrations of 400G capable technology. The 100G…
OFC 2017 – Inside the Datacenter
100G and the Road to 400G
The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…
Investor Call – OFC 2017 Takeaways
Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.