Tuesday, November 8, 2022

VMware Cloud on Equinix Metal targets low latency

VMware and Equinix announced a new distributed cloud service that will deliver a more performant, secure, an cloud option to support enterprise applications. 

VMware Cloud on Equinix Metal will combine VMware-managed and supported cloud infrastructure as a service with Equinix’s interconnected, global Bare Metal as a Service offering. The service will extend customers’ cloud environments into distributed metro locations. The service is targeted at distributed cloud use cases including smart cities, video analytics, game development, real-time financial market trading, retail POS, and a variety of use cases using IoT and ML/Inference. The service will include VMware Cloud for consistent multi-cloud infrastructure and operations and Equinix Metal, an automated bare metal and interconnection offering delivered as a service across Equinix’s global International Business Exchange (IBX) footprint. 

“Customers to date have lacked a suitable cloud option that combines on-premises security and control “As companies accelerate their digital transformation by adopting hybrid multi-cloud architectures, they require consistent application experiences that span private and public clouds, and reach from the core to the edge,” said Zachary Smith, Global Head of Edge Infrastructure Services at Equinix. “We are pleased to partner with VMware to provide an on-demand, dedicated cloud infrastructure solution that can be deployed globally. Customers benefit from secure connections to their critical private or on-prem environments and also to the thousands of clouds, networks and other ecosystem participants that come together at Equinix.”


Equinix: Bare Metal for Telco Clouds

Telcos need to be in a lot places and have the most demanding requirements, says Zachary Smith, Head of Edge Infrastructure Services, Equinix. The high-intensity workloads driven by billions of packets are what powers the underlying rails of our digital lives. 

The telco environment usually is a multi-tenant, multi-application proposition. All of these factors point to bare-metal as an enabling solution for telco clouds.


HPE GreenLake + VMware Cloud targets hybrid cloud

Hewlett Packard Enterprise and VMware are promising to deliver a joint solution with a simple pay-as-you-go hybrid cloud consumption model that combines HPE GreenLake and VMware Cloud.

VMware Cloud can be fully integrated across the HPE GreenLake portfolio including HPE GreenLake for Private Cloud Enterprise and customers will be able to deploy on-premises, in colocation facilities or at the edge, all managed by HPE GreenLake.

The HPE GreenLake edge-to-cloud platform provides customers and partners with a unified experience and access to more than 70 cloud services. 

HPE GreenLake currently supports more than 120,000 users, powers more than two million connected devices, and manages more than one exabyte of data with customers worldwide. Among the top 100 HPE customers, nearly 80 percent have already adopted the HPE GreenLake platform. Organizations benefit from one platform from which to automate, orchestrate, and run their hybrid cloud strategy.

“Today’s announcement with VMware represents the next step in the expanding partner ecosystem of HPE GreenLake, which offers a differentiated edge-to-cloud solution that resonates with customers and partners,” said Antonio Neri, president and chief executive officer, HPE. “Together, HPE and VMware will give organizations greater choice and flexibility with a fully integrated hybrid cloud offering designed to accelerate innovation and data first modernization.”

“Organizations are looking to evolve from a state of cloud chaos where cost and complexity reign, to a more cloud smart approach,” said Raghu Raghuram, chief executive officer at VMware. “VMware Cloud is the trusted platform for enterprise workloads on private and public clouds that gives customers the flexibility and choice to become cloud smart. VMware and HPE will enable customers to combine VMware’s state-of-the-art multi-cloud software with HPE GreenLake’s cloud operating model and consumption economics to support any workload on a modern hybrid cloud.”

HPE GreenLake for VMware is expected to be available in the first half of calendar year 2023.

Aviz Networks launches platform for SoNic integration

Aviz Networks, a start-up based in San Jose, California, launched its multi-platform application for network orchestration, visibility, assurance, with vendor neutral Software for Open Networking in the Cloud (SONiC) support.

The Aviz Open Networking Enterprise Suite (ONES) is an enterprise network management and support solution for helping enterprises transition to open source SONiC while ensuring interoperability with existing infrastructure running traditional NOS.

Aviz ONES supports Community SONiC and its vendor-specific distributions and providesNetOps capabilities for switches running SONiC. ONES also consumes telemetry from switches running a vendor NOS such as NVIDIA Cumulus Linux, as well as telemetry from Arista EOS or Cisco NX-OS, and if they utilize standard OpenConfig (gNMI) telemetry models. The sum of these capabilities makes ONES the most comprehensive and inclusive solution that can deliver end-to-end visibility for a multi-vendor, multi-NOS network.

“With the rapid adoption of open-source SONiC, network infrastructure teams are looking for solutions that not only provide support capabilities for different flavors of SONiC, but also provide NetOps across existing network infrastructure." said Vishal Shukla, CEO of Aviz Networks. “ONES enables orchestration, deep telemetry and assurance for multi-vendor deployments. The option for 24x7 SRE support enables users to introduce SONiC in their networks with confidence.”


Tektronix and BRIDG offer domestic semiconductor package testing

Tektronix announced a collaboration with BRIDG, a not-for-profit, public-private partnership specializing in advanced system integration and integrated circuit packaging. This collaboration will expand advanced semiconductor package testing capabilities in the US.

The partnership leverages Tektronix' state-of-the-art package test services and capabilities to provide semiconductor testing, advanced package testing, and 2.5D/3D testing for BRIDG customers. With a focus on the military and defense industry, Tektronix Component Solutions and BRIDG are U.S. Department of Defense, Defense Microelectronics Activity Category 1A trusted suppliers. This partnership will help strengthen domestic semiconductor supply chain, design, and manufacturing capabilities. Tektronix is expanding domestic packaging production by integrating innovative solutions driving advanced packaging technology such as 2.5D/3D architectures, which reduce size, weight, power, and cost versus traditional semiconductor packaging.

"BRIDG is at the forefront of advanced packaging innovation, and we're thrilled to partner with them as their preferred test partner to drive critical advancements in the U.S. semiconductor industry," said Lindsay Ramirez, General Manager, Tektronix Component Solutions.

Wipro invests in new dedicated VMware business unit

Wipro will launch a new dedicated VMware-focused business aligned to Wipro’s broader strategy of driving growth through strategic partnerships. 

The unit will focus on the power of Wipro FullStride Cloud Services’ in-depth expertise across industries along with VMware Cross-Cloud services to help enterprises drive enhanced agility, speed, and innovation. The goal will be to streamline VMware implementations and accelerate deployment of applications, leading to better, faster ROI. Wipro will offer a full portfolio of digital transformation services in collaboration with VMware across industries, with major focus on Banking & Financial Services, Healthcare, and Consumer and Retail. The unit will leverage Wipro’s 10,000+ domain experts in these verticals including the expertise acquired through acquisitions like Capco and Designit.

“Multi-cloud, modern applications and anywhere workspace strategies are increasingly more critical to enterprise success,” said Monty Bhatia, Vice President, Global Systems Integrators, VMware. “We are thrilled to join forces with Wipro to tap into our collective strengths and help make adoption of digital transformation strategy easier for large enterprises. Together, we look forward to providing enterprises with the Cloud Smart solutions and services they need to achieve value from technology investments faster, compete more effectively, and operate their businesses more efficiently and securely.”

“The innovative solutions we have created with VMware thus far enable enterprises to accelerate the development and deployment of more secure modern apps and empower their global workforce while dramatically simplifying the management of a multi-cloud infrastructure,” said Jason Eichenholz, Senior Vice President, Global Head of Ecosystems & Partnerships, Wipro Limited. 


Keysight offers USB 80Gbps test solutions

Keysight Technologies announced a new set of USB 80Gbps test solutions to ensure compliance with the specifications implemented by the USB Implementers Forum (USB-IF) standard. 


  • D9050USBC USB 80Gbps Transmitter Test (Tx) Software that rapidly and easily tests, debugs, and characterizes complex USB4 designs
  • N5991U42A USB 80Gbps Receiver Compliance (Rx) Test Software automates complex stress signal calibration and receiver test procedures to ensure consistency and repeatability
  • N7019A USB Type-C Active Link Fixture, which provides access to all Type-C signals via a live link to debug or decode acquired signals
  • D9010USBP USB Protocol Trigger and Decode, in conjunction with Keysight’s N7019A USB Type-C Active Link Fixture, offers configurable protocol-level searches and software-based triggering to debug and decode USB low-speed and high-speed traffic
  • S96011B enhanced time-domain analysis with TDR and S94USBCB USB Type-C interconnects compliance test applications simplifies and automates the complex test and characterization process of USB Type-C interconnects compliance testing to support the USB4 / USB ecosystem
  • PathWave Advanced Design System, PathWave ADS, which includes the W3081E USB4 Version 2.0 IBIS-AMI model maker to facilitate the development of models for 80Gbps USB devices

In accordance with the USB standard and to ensure the interoperability of USB devices, Keysight offers:

  • UXR real-time oscilloscope, providing accuracy in waveform representation across a wide frequency range
  • Highly integrated Bit Error Ratio Testers (BERTs), which identify errors introduced into the system when data is received – a critical capability in physical layer characterization, validation, and compliance testing
  • Vector Network Analyzers, which measure the amplitude and phase responses caused by a device, where the resulting transmission and reflection measurements, impedance, and s-parameters are then used for compliance tests and characterization

John Koeter, Senior Vice President of Marketing and Strategy for the Solutions Group at Synopsys, said: “USB4 is the ubiquitous standard for secure, seamless connectivity of high-definition displays and high-throughput peripherals requiring speeds of up to 80Gbps. Synopsys USB controller, PHY and verification IP solutions leverage Keysight’s design and validation technologies to ensure robustness and compliance of the IP at maximum speeds, enabling designers to quickly deliver interoperable products with less risk.”

The next USB4 spec hits 80 Gbps 

The USB Implementers Forum (USB-IF) published the USB4 Version 2.0 specification, a major update to enable USB 80 Gbps performance over the USB Type-C cable and connector. This doubles the maximum aggregate bandwidth of USB to the benefit of higher-performance displays, storage, and USB-based hubs and docks. The USB Type-C and USB Power Delivery (USB PD) specifications have also been updated to support this higher level of data performance.Highlights:Up...

Lumentum posts sales of $507m, robust demand for lasers

Lumentum reported net revenue for its fiscal first quarter of 2023 of $506.8 million, with GAAP net loss of $0.4 million, or $0.01 loss per diluted share. Net revenue for the fiscal fourth quarter of 2022 was $422.1 million, with GAAP net income of $34.7 million, or $0.49 per diluted share. Net revenue for the fiscal first quarter of 2022 was $448.4 million, with GAAP net income of $81.5 million, or $1.08 per diluted share. 

Non-GAAP net income for the fiscal first quarter of 2023 was $119.2 million, or $1.69 per diluted share. 

"Solid execution drove first quarter revenue above the midpoint of our guidance, earnings per share to the high end of our range, and operating margin above guidance," said Alan Lowe, President and CEO. 

"Demand is robust from our Telecom and Industrial Lasers customers. Looking forward, and consistent with industry trends, supply of specific IC components has not materialized as quickly as expected, and we now expect these shortages to continue into our fiscal 2024. Also, our near-term Datacom and 3D sensing outlook is lower than our prior projections."

  • In August 2022, Lumentum completed its merger with NeoPhotonics and the acquisition of IPG Photonics' telecom transmission product lines for an aggregate purchase price consideration of $990.3 million. 

ADVA posts Q3 sales of EUR 179.6M, up 18%, supply challenges

Citing growth in demand from network operators and internet content providers (ICPs), ADVA reported record Q3 2022 revenues of EUR 179.6 million, an increase of 8.0% from EUR 166.3 million in Q2 2022 and a considerable increase of 18.3% compared to EUR 151.8 million in Q3 2021. 

Pro forma gross profit in Q3 2022 reached EUR 60.9 million (33.9% of revenues), an increase of 12.0% compared to EUR 54.3 million (32.7% of revenues) in Q2 2022 and an improvement of 16.7% versus the EUR 52.2 million (34.4% of revenues) reported in Q3 2021. Compared to the year-ago quarter, gross profit was impacted by increased purchasing costs caused by the semiconductor crisis and a stronger US Dollar. The improvement in gross margin compared to the previous quarter is attributable to a more favorable customer and product mix.

Net income was EUR 0.9 million in Q3 2022, a decrease of 87.9% from EUR 7.3 million in Q2 2022, and a decrease of 95.2% from the EUR 18.5 million reported in Q3 2021.

The company’s cash and cash equivalents totaled EUR 61.4 million, representing a slight decrease of EUR 1.8 million compared to EUR 63.2 million at the end of Q2 2022. Year-over-year cash 

“After nine months, our 2022 revenues remain at record levels. Our order books are well-filled and we’re working tirelessly to find solutions to maintain or even expand our ability to deliver,” said Christoph Glingener, CEO of ADVA. “The already high complexity in procurement, production and logistics is further increased by rising energy costs, inflation and strong currency fluctuations. We’re facing up to all these challenges. Our teams are working closely with our customers on a daily basis to provide them with the best possible support for their network expansion. We’re in a unique investment cycle that’s driving the rollout of a secure, digital communications infrastructure based on optical fiber. Our innovation adds significant value to any network and our company will continue to grow profitably.”

“Our revenues reached a new record in Q3. Despite the still tense supply situation, we managed to grow by 8.0% compared to the previous quarter and even by 18.3% compared to Q3 2021. This results in nine-month revenues of EUR 516.4 million, which represents a growth of 15.9% compared to EUR 445.6 million in the nine-month period 2021,” said Uli Dopfer, CFO of ADVA. 


GlobalFoundries posts record Q3 revenue of $2.1B, up 22% yoy

GlobalFoundries reported record revenue of $2.1 billion for Q3 2022, up 22% year-over-year. There was record adjusted EBITDA of $793 million.

“In the third quarter, the GF team continued to execute on its commitments to customers and shareholders despite ongoing macroeconomic and geopolitical challenges,” said CEO Dr. Thomas Caulfield. "300mm-equivalent wafer shipments of 637 thousand was a record for GF, an increase of 5% year-over-year. Our revenue grew 22% year-over-year, and we delivered record gross, operating, and net profits, making significant progress towards our long-term financial model. We remain on track to deliver a strong year of growth and profitability.”

GF recenly qualified a proprietary automotive eNVM product for one of the largest automotive MCU suppliers in the industry. The qualification allows GF to ship this product from both the Dresden and Singapore facilities, establishing a high-volume, secure supply chain for the automotive industry. 

U.S. Senator Patrick Leahy and GF announced the award of $30 million in federal funding to advance the development and production of next-generation gallium nitride (GaN) on silicon semiconductors at GF's facility in Essex Junction, VT.