Cignal AI

Insatiable AI demand propels Coherent Corp. revenue growth in Datacom while new optimism emerges for Telecom.

Pluggable coherent modules are reshaping how network operators deliver datacenter interconnect and wavelength services. Join euNetworks, Ciena, and Coherent Corp. to learn how Open Line Systems allow service providers to meet the challenges of DCI and wavelength services. https://lnkd.in/euUY8ZST

Lumentum called the Telecom market bottom and revenues shot up QoQ. Datacom revenues declined due to an expected pause from one customer but are on track to drive double digit QoQ increases for the next 12 months.

The number of venture-backed optical component startups has exploded. Our new?Optical Component Startup Tracker?identifies these nascent companies and what they offer. Check it out! Aloe Semiconductor AttoTude Avicena Tech Ayar Labs Bright Silicon Technologies CELERO COMMUNICATIONS INC Celestial AI Drut Technologies Inc DustPhotonics EFFECT Photonics HyperLight iPRONICS LESSENGERS Inc. Lightmatter Lucidean Lumiphase Mixx Technologies Inc NewPhotonics nEye Systems Nubis Communications OpenLight Oriole Networks Phanofi Pilot Photonics POET Technologies Point2 Technology RANOVUS Inc. Retym, Inc SCINTIL Photonics Sicoya GmbH Skorpios Technologies, Inc. TeraSignal Xscape Photonics Inc

New Ciena and Colt Technology Services 6250km 1.2T record transmission up on our tracker. Wavelogic 6e is showing significant performance advantages in the field. https://lnkd.in/e9HsMntZ

Cisco PONC features customer testimonials, product and technology updates, and live demonstrations. We independently compiled our notes and opinions on the event, read them now!

We just shipped our October newsletter, including a free copy of our OCP24 report. https://lnkd.in/eraRsVFu The newsletter summarizes all of our key takeaways from CIOE (China International Optoelectronic Exposition), ECOC Exhibition, Cisco Packet Optical conference, and Open Compute Project Foundation.

Our ECOC Exhibition 2024 report is out! It's massive: Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO still Lives, 1600ZR slipping, L-Band ramping. OIF - NVIDIA - Marvell Technology - Ciena - Coherent Corp. - Acacia - Lumentum

Mentioned: Kyle Hollasch on Coherent Corp. announcement of C+L 800ZR modules.

We published our in-depth report on CIOE24, where we gathered the Chinese perspective on the optical component market in the context of Datacom/AI and Telecom. Scott Wilkinson and Andrew Schmitt attended.