Research Notes

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September 2023 research note

September 2023 Progress and surprises in many areas at CIOE 2023

September 2023

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September 2023 research note

September 2023 Optics Grab Attention at Hot Chips 2023

September 2023

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August 2023 research note

August 2023 Inventory dogs OC and semis vendors again in Q2 2023

August 2023

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July 2023 research note

July 2023 To 400G and Beyond

July 2023

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May 2023 research note

May 2023 Applications for F5.5G wireline broadband

May 2023

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May 2023 research note

May 2023 Inventory hits OC and semis vendors hard in Q1 2023

May 2023

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April 2023 research note

April 2023 Emerging market for Linear Drive Optics

April 2023

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April 2023 research note

April 2023 Debate on IP and DWDM continued in early 2023

April 2023

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February 2023 research note

February 2023 Optical Distribution Network Evolution

February 2023

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February 2023 research note

February 2023 Network and component makers face a subdued ICP/CSP spending outlook, a...

February 2023

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February 2023 research note

February 2023 Our industry is at a crossroads

February 2023

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January 2023 research note

January 2023 Priorities of Service Providers for DWDM Networks of the Future

January 2023

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December 2022 research note

December 2022 LightCounting comments on Marvell’s Analyst Day

December 2022

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December 2022 research note

December 2022 10G Everywhere - Highlights of UBBF 2022

December 2022

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December 2022 research note

December 2022 High-performance computing’s in-between period

December 2022

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November 2022 research note

November 2022 Special Focus on Optical Connectivity and AI at OCP Summit

November 2022

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November 2022 research note

November 2022 Cost cutting among the top customers is an early warning for the indust...

November 2022

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October 2022 research note

October 2022 Lots of steady progress and a few surprises at ECOC-2022

October 2022

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September 2022 research note

September 2022 Low latency and power consumption are important issues for Telecom Ser...

September 2022

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Stéphane Téral's Perspective

June 2023 research note

June 2023 NVIDIA’s GPU for AI momentum causes extreme “invidia,” will its 5G open vRA...

June 2023

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June 2023 research note

June 2023 AMD’s ascension in the Open RAN market is great news for the ecosystem

June 2023

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May 2023 research note

May 2023 Accelerating and Processing Traditional, Virtual, and Open 5G RAN

May 2023

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May 2023 research note

May 2023 Connect (X) Exposed the U.S. Ambivalence of Open RAN

May 2023

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April 2023 research note

April 2023 Ciena’s Coherent Routing Paves the Way for True IP/Optical Convergence

April 2023

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March 2023 research note

March 2023 As 5G matures, 5.5G steps in as the natural evolution and drives the need...

March 2023

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March 2023 research note

March 2023 MWC23: The Return of a Mobile Wise Congress

March 2023

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March 2023 research note

March 2023 Beam Calibration is in Cohere Technologies’ DNA

March 2023

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January 2023 research note

January 2023 We got 2022 almost right. Now on to 2023!

January 2023

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December 2022 research note

December 2022 Microsoft’s sudden appetite for hollow core fiber

December 2022

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November 2022 research note

November 2022 Mavenir’s Rage Against The (RAN) Machine is paying off

November 2022

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November 2022 research note

November 2022 ZTE’s 5G Summit & User Congress 2022 at Lago Maggiore, Italy

November 2022

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November 2022 research note

November 2022 5G Americas: Oops, we forgot voice!

November 2022

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November 2022 research note

November 2022 fÿuz unfused: disconnect between open RAN, network disaggregation, and...

November 2022

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