18 October 2026
Co-Packaged Optics: What Investors Should Understand About Commercial Deployment
Assess CPO through architecture, serviceability, manufacturing and qualification evidence rather than a single adoption date.
Independent technical analysis
Photonics & Optical Infrastructure Insights
Engineering context for investment, supply-chain and product decisions.
18 October 2026
DFB Versus EML Lasers: Manufacturing and Supply Chain Implications for 800G and 1.6T Optics
Understand the different roles of DFB light sources, EMLs and external modulators when evaluating optical supply chains.
18 October 2026
Why Doubling InP Laser Manufacturing Capacity Is More Complex Than Announcing It
A practical framework for testing laser capacity-expansion claims against bottlenecks, yield and qualification.
18 October 2026
From PIC Design to Packaged Product: The Hidden Challenges of Silicon Photonics Commercialisation
Why foundry selection, optical coupling, packaging interfaces and test strategy belong in the product plan before tape-out.