Marvell

Worldwide DWDM deployed bandwidth declined YoY for the first time.

Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.

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

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

Bandwidth growth and compact modular sales slow as Hyperscalers take their foot off the gas.

Fabrinet gets a big, legit, AI tailwind

Mentioned: Scott Wilkinson and Marvell’s 800ZR DSP and module announcements.

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.

The Bandwidth Must Flow: Up 39% YoY

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

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

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.

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

The Optical Components report is expected to release in mid-April. In the meantime, this interim report provides an overview of how quarterly results are trending.

Gen60C shipments slow, ROADM shipments in line with hardware as supply chain issues resolve

Key technology takeaways from OFC 2023.

Broadcom and Marvell provide radically different revenue outlooks

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.