OE Solutions

It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.

This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.

Initial Optical Components report, in Beta – for access to the report, please contact [email protected].

Mentioned: Scott Wilkinson on Marvell and OE solutions announcement.