Global logistics for optics: 2026 Lead times & Risks
Discover how 2026 global logistics for optics and DSP lead times impact 800G data center deployments. Learn to troubleshoot PAM4, FEC, and CMIS failures.
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Optical Module Shipments
Optical Module Supply Chain Financial Data Tracking · Issue 1, May
Optical Module Supply Chain Financial Data Tracking · Issue 1, May 2026 This week covers the disclosure window from late April to early May. Core signals indicate that leading
POET: Flush With Cash, POET Starts to Ship Production Orders in
It is now flush with cash, with approximately $350 million in the bank, and we expect it will start to ship production orders in Q4, beginning with an initial shipment of optical modules...
LightCounting: supply shortages are slowing Ethernet transceiver sales
Optical transceiver suppliers are expecting slowed growth in Q4 and early 2025. LightCounting reported in its recently released Q4 Quarterly Market Update that sequential sales growth rates...
800GbE Optics Shipments to Grow 60% in 2025
Cignal AI''s Optical Components Report is published quarterly and provides revenue-based market share of company sales into four optical component markets: Datacom, Telecom,
AI Drives Doubling of 800G Optical Transceiver Shipments in 2025
Furthermore, driven by escalating demands from AI technology, shipments of 800G optical transceivers are projected to grow by 100% year-over-year in 2025. The market will also see the initial shipments
POET Technologies Reports Fourth Quarter 2025 Financial Results
TORONTO, Ontario, March 31, 2026 – POET Technologies Inc. (“ POET ” or the “ Company ”) (NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs),
LightCounting :: Component shortages limit growth in
Demand for optical connectivity remains strong, but component shortages hobbled growth in sales of optical transceivers in Q4 2024. The first half of 2025 will be
Cignal AI: 400G and 800G Optical Module Shipments Quadruple
The demand for high-speed datacom optical modules has surged, with shipments of 400G and 800G units exceeding 20 million in 2024, totaling over $9 billion in revenue, according to Cignal
LightCounting :: Component shortages limit growth in transceiver sales
Demand for optical connectivity remains strong, but component shortages hobbled growth in sales of optical transceivers in Q4 2024. The first half of 2025 will be impacted as well.
800GbE optics shipments to grow 60% in 2025
The datacom optical component market will grow 60%+ to reach over US$16 billion in revenue during 2025, based primarily on continued growth in 400G and 800G shipments. Innolight,