Sunday, April 30, 2023

ViaSat-3 brings terabit class switching to geostationary orbit

SpaceX successfully launched ViaSat-3 Americas satellite to geostationary orbit aboard a Falcon Heavy rocket from Kennedy Space Center in Florida. Also on board this mission was Astranis's first MicroGEO satellite and Gravity Space’s GS-1 satellite. 

ViaSat-3 Americas is the first of three geostationary satellites that will form a new constellation. Each of the satellites offers over 1 Tbps of onboard switching capacity with the ability to redirect bandwidth as needed. Each of the satellites in the upcoming ViaSat-3 global constellation is expected to be able to temporarily concentrate capacity at geographic points of demand, reducing coverage to places that need less capacity. Enormous solar panels will offer 25 kilowatts of power.

ViaSat-3 also features anti-jamming capabilities for government and defense applications.

"That additional capacity gives us all kinds of leverage to grow the business and provide even better services on the commercial side, and the military and defense side as well,” said Craig Miller, president of Viasat’s government services segment. “The ViaSat-3 constellation will give us global capability and opens the door to a wider variety of government missions.”

“Jamming is highly successful and commonly used in war time,” Miller said. “ViaSat-3 is designed to be incredibly difficult to disrupt. So you’re going to have a system that has a large amount of capacity that is designed to work even when our adversaries are trying to make it stop working. That’s really important, and it will set ViaSat-3 apart from basically all other systems. ViaSat-3 is expected to outperform even some purpose-built military satellites in that regard. That’s a really exciting capability.”

ViaSat-3’s ground network will be composed of hundreds of Satellite Access Nodes (SANS), ensuring redundancy.

SpaceX noted that one of the side boosters on this mission previously supported Arabsat-6A, STP-2, COSMO-SkyMed Second Generation FM2, KPLO, and three Starlink missions, and the second previously supported launch of Arabsat-6A and STP-2.

Video: What's next for NaaS?

Network-as-a-Service (NaaS) is a cloud-based networking model that allows businesses to outsource network deployment and operations to a third-party provider. Is a subscription-like model for network infrastructure right for your business?

In this video, Larry Lunneta provides some key insights on NaaS.

Recorded at this year's atmposhere'23 conference in Las Vegas.

Also, check out our New Middle Mile (#nmm2023) video showcase here:

Want to be in one of videos? Contact us at

SES launches 2 more O3b mPOWER satellites

SES confirmed the successful launch of two additional O3b mPOWER satellites aboard a SpaceX Falcon 9 rocket from Cape Canaveral Space Force Station in Florida.

The second pair of O3b mPOWER satellites will join the first two satellites launched in December 2022, which have arrived at their target medium earth orbit (MEO) and are currently undergoing in-orbit check out. 

The O3b mPOWER initial constellation consists of 11 high-throughput satellites built by Boeing. 

O3b mPOWER commercial service is expected to begin in the third quarter of 2023. Key customers who have signed up for the next-gen system include Microsoft, Princess Cruises, Marlink, Jio Platforms, Orange, Claro Brasil, Vodafone Cook Islands, the Government of Luxembourg (subject to parliamentary approval) and the newly-announced CNT Ecuador.

“Today we are closer to delivering our promise of a new era of connectivity. Our team has been working with more than 30 technology partners to prepare the O3b mPOWER space and ground segments to offer the differentiated and high-perfomance services that our customers need to run their operations,” said Steve Collar, CEO of SES. “We have already rolled out and tested O3b mPOWER terminals over the existing O3b constellation, and are delighted to hear positive customer feedback about their increased reliability and performance, as well as the ease of self-installation, activation, and maintenance.”

“It’s been an incredible journey with an exceptional and dedicated team at the Boeing satellite factory, and an invaluable partnership with SES,” said Michelle Parker, vice president of Space Mission Systems at Boeing Defense, Space & Security. “As we near completion on the remaining satellites, we’re excited to showcase on-orbit how our fully flexible 702X payload architecture allows operators to adapt to changing business needs and reallocate resources instantly.”

Video: What's next for AIOps?

AIOps, which is the application of artificial intelligence (AI) capabilities, such as natural language processing and machine learning models, to automate and streamline operational workflows in IT and network operations.

There is a big opportunity to learn from the vast number of daily interactions across networks and to then implement new management policies automatically.

In this video, David Hughes, Chief Product and Technology Officer, HPE Aruba Networking, reflects on the rapidly evolving market for enterprise connectivity. 

Recorded at this year's atmposhere'23 conference in Las Vegas.

Also, check out our New Middle Mile (#nmm2023) video showcase here:

Want to be in one of videos? Contact us at

Saturday, April 29, 2023

RSA 2023 attendance topped 40,000

Last week's RSA Conference in San Francisco's Moscone Center ttracted over 40,000 attendees, including 650+ speakers, 500+ exhibitors and 500+ members of the media.

Key session and seminar presentations included:
Security as Part of Responsible AI: At Home or At Odds? - Rumman Chowdury, Founder, Bias Buccaneers; Ram Shankar Siva Kumar, Data Cowboy, Microsoft; Harvard (Moderator); Daniel Rohrer, VP of Software Product Security, NVIDIA; Vijay Bolina, CISO, Deep Mind
The Cryptographers’ Panel - Whitfield Diffie, Cryptographer and Security Expert, Cryptomathic (Moderator); Clifford Cocks, Former Chief Mathematician, Government Communications Headquarters, United Kingdom; Anne Dames, Distinguished Engineer, IBM Security; Radia Perlman, Fellow, Dell Technologies; Adi Shamir, Borman Professor of Computer Science, The Weizmann Institute, Israel
Five Most Dangerous New Attach Techniques – Heather Mahalik, DFIR Curriculum Lead, SANS Institute and Senior Director of Digital Intelligence, Cellebrite; Steven Sims, Offensive Operations Curriculum Lead and Fellow, SANS Institute; Katie Nickels, Certified Instructor and Director of Intelligence, SANS Institute and Red Canary; Johannes Ullrich, Ph.D., Dean of Research, SANS Institute; and Ed Skoudis, President, SANS Institute (Moderator)
Hugh Thompson Show: Quantum Edition – Shohini Ghose, Professor of Physics and Computing, Wilfrid Laurier University; Paul Kocher, Independent Researcher and Cryptographer; Christopher Lloyd, Actor; and Hugh Thompson, Program Committee Chair, RSA Conference (Moderator)

RSA Conference 2024 will take place May 6-9, 2024, in San Francisco at the Moscone Center.

Friday, April 28, 2023

Ericsson adds Dell serves to its Cloud RAN portfolio

Ericsson is partnering with Dell as a supplier of Dell PowerEdge servers for its Cloud RAN offering.

Ericsson said adding Dell PowerEdge servers, including the PowerEdge XR8000 and XR5610, which are specifically designed for telecom, Open RAN and mobile edge-computing workloads, brings even more choice and flexibility for Cloud RAN customers. D

Freddie Södergren, Head of Technology and Strategy for Networks, Ericsson, says: “Collaborating with Dell exemplifies our commitment to deliver added flexibility for our Cloud RAN customers, allowing them to choose their own infrastructure while ensuring telco-grade performance at the far edge. This collaboration will further enable open cloud infrastructures while supporting Dell’s high-performing server offerings.”

Ericsson strikes Cloud RAN agreement with AMD

Ericsson entered into an agreement with AMD to strengthen the Open RAN ecosystem and vendor-agnostic Cloud RAN environment.

The Ericsson-AMD collaboration will see additional processing technologies in the Ericsson Cloud RAN offering. The expanded offering aims to enhance the performance of Cloud RAN and secure high-capacity solutions. The collaboration will enable joint exploration of AMD EPYC processors and T2 Telco accelerator for utilization in Cloud RAN solutions, while also investigating future platform generations of these technologies.

Freddie Södergren, Head of Technology and Strategy for Networks, Ericsson, says: “Our work with AMD is a great example of our efforts to expand our support and add more choices for our customers looking to advance their Cloud RAN and Open RAN journey. Adding this technical partner furthers our commitment to enable Ericsson Cloud RAN to run on multiple platforms, delivering a truly cloud-agnostic platform that provides the highest performance required for delivering 5G connectivity and beyond.”

Thursday, April 27, 2023

Intel reports steep drop in Q1 revenue, looks for stability in 2nd half of year

Citing steep drops for its Client Computing Group and Data Center and AI groups, Intel reported Q1 revenue of $11.7 billion, down 36% year over year. First-quarter GAAP earnings (loss) per share (EPS) attributable to Intel was $(0.66); non-GAAP EPS attributable to Intel was $(0.04).

Despite challenges, Intel said it now expects some modest recovery in the second half of the year along with increasing stability in the PC market as inventory corrections are worked through. However, the server and networking markets have yet to reach their bottoms, as cloud and enterprise remain weak.

“We delivered solid first-quarter results, representing steady progress with our transformation,” said Pat Gelsinger, Intel CEO. “We hit key execution milestones in our data center roadmap and demonstrated the health of the process technology underpinning it. While we remain cautious on the macroeconomic outlook, we are focused on what we can control as we deliver on IDM 2.0: driving consistent execution across process and product roadmaps and advancing our foundry business to best position us to capitalize on the $1 trillion market opportunity ahead.”

David Zinsner, Intel CFO, said, “We exceeded our first-quarter expectations on the top and bottom line, and continued to be disciplined on expense management as part of our commitment to drive efficiencies and cost savings. At the same time, we are prioritizing the investments needed to advance our strategy and establish an internal foundry model, one of the most consequential steps we are taking to deliver on IDM 2.0.”

AWS sales increased 16% y-o-y in Q1, operating income drops 21%

AWS  sales increased 16% year-over-year in Q1 2023 to reach $21.4 billion, representing 16% of overall revenue for the quarter. 

Q1 operating income for AWS amounted to $5.123 billion, down 21% year-over-year and down 26% when adjusting for constant currency.

Andy Jassy, Amazon CEO, states "while our AWS business navigates companies spending more cautiously in this macro environment, we continue to prioritize building long-term customer relationships both by helping customers save money and enabling them to more easily leverage technologies like Large Language Models and Generative AI with our uniquely cost-effective machine learning chips (“Trainium” and “Inferentia”), managed Large Language Models (“Bedrock”), and AI code companion CodeWhisperer. We like the fundamentals we’re seeing in AWS, and believe there’s much growth ahead.”

Amazon also highlighted the following AWS customer wins for Q1:

  • Southwest Airlines selected AWS as its preferred cloud provider for a large-scale modernization as part of the airline’s long-term plan to optimize airline operations, streamline infrastructure costs, and provide a more seamless and enjoyable travel experience to customers.
  • Zurich Insurance Group is moving its enterprise information technology infrastructure, including 1,000 applications over the next three years, to AWS to deliver new digital customer experiences and drive automation at scale.
  • BBVA is employing AWS’s extensive portfolio of cloud services to launch new financial solutions that will help BBVA Corporate and Investment Banking expand its business to accelerate innovation, reduce costs, scale quickly, and increase flexibility.
  • Broadridge’s LTX electronic trading platform completed a successful migration of its corporate bond e- trading platform to AWS.
  • S&P Global and AWS announced a multiyear strategic collaboration to extend the delivery of advanced, secure, cloud-based services to more than 100,000 of S&P Global’s government and enterprise customers in 43 countries around the world.
  • Snowflake and AWS announced a new commitment to build joint industry-specific solutions, increase sales collaboration, and deepen product integration, including further streamlining running Snowflake on Graviton processors. Approximately 84% of Snowflake’s customers run their deployments on AWS to rapidly innovate.
  • Stripe announced a new global agreement to run virtually all their infrastructure on AWS while reliably serving millions of internet companies.
  • Westpac, one of Australia’s leading banks, expanded its collaboration with AWS through a new five-year agreement that will tap into advanced AWS capabilities, like machine learning, compute, and data analytics, to further accelerate the bank’s digital transformation, drive cost efficiencies, and personalize its banking applications.
  • T-Mobile is integrating its 5G Advanced Network Solutions portfolio with AWS to help customers more easily discover, customize, and deploy 5G edge computing.
  • Marvell selected AWS to rapidly scale its electronic design automation in the cloud to address increasingly complex chip design processes and deliver continuous innovation for expanding needs across the automotive, carrier, data center, and enterprise infrastructure markets.
  • TELUS, one of Canada’s leading telecommunications providers, is collaborating with AWS to develop a new smart-living solution that will reduce the need for multiple smart-home apps, simplify installation, and enable new multidevice automation.
  • Iberdrola, one of the world’s largest clean energy companies, selected AWS as its preferred cloud provider to support the energy company as it embarks on further digitalization to enable smarter grids, customer engagement, and connected clean power.

T-Mobile US posts growth in customers and profitability, raises guidance

T-Mobile US reported Q1 service revenues of $15.5 billion, up 3% year-over-year, including postpaid service revenue growth of 6% year-over-year.

Net income of $1.9 billion grew 172% year-over-year and diluted earnings per share (“EPS”) of $1.58 grew 177% year-over-year.

"T-Mobile’s focused execution against our intentional growth plan delivered best-in-class postpaid and broadband customer and profitability growth in Q1 that gave us confidence to raise our 2023 guidance for customers and profitability,” said T-Mobile CEO Mike Sievert. 

Some highlights:

  • Postpaid net account additions of 287 thousand decreased 61 thousand year-over-year, reflecting continued industry-leading share of net account additions in an environment of industry growth normalization toward pre-pandemic levels.
  • Postpaid net customer additions of 1.3 million decreased 25 thousand year-over-year, reflecting continued normalization of industry growth.
  • Postpaid phone net customer additions of 538 thousand decreased 51 thousand year-over-year while reflecting a higher share of industry net additions. Postpaid phone churn of 0.89% improved 4 bps year-over-year.
  • Prepaid net customer additions of 26 thousand decreased 36 thousand year-over-year, and Prepaid churn was 2.76%.
  • High Speed Internet net customer additions of 523 thousand increased 185 thousand year-over-year. T-Mobile ended the quarter with 3.2 million High Speed Internet customers.
  • Total net customer additions of 1.3 million decreased 61 thousand year-over-year. The total customer count increased to a record high of 114.9 million.

POET Technologies intros light source for AI applications

POET Technologies introduced a packaged light source solution for AI applications. 

POET’s Starlight products integrate active components like lasers and certain other passive optical and electrical components into the optical interposer to provide a complete light source solution that can be integrated on a host board and connected to chips and ASICs with built-in silicon photonics.  POET achieves its low-cost solution through the use of features and benefits of the POET Optical Interposer platform and the “semiconductorization” of photonics fabrication processes.

POET’s Starlight C-Band and O-Band LightBar products incorporate monolithically integrated passive components like multiplexers, demultiplexers, splitters, combiners, and waveguides. Known-good high power CW lasers and monitor photodiodes are flip chipped and passively attached to the optical interposer platform. POET expects to complete design verification testing and reliability qualification of the Starlight engines by the end of 2023 and start production in the second half of 2024. 

POET also noted an agreement with Celestial AI, creators of the Photonic Fabric, for development and production of POET Starlight packaged light sources and has received an advanced purchase order for initial production units.

“External light sources for Artificial Intelligence applications has been one of the key verticals for POET Technologies. We are delighted to continue to work with Celestial AI to provide a high-volume manufacturable solution for their optical interconnect technology platform,” said Dr. Suresh Venkatesan, Chairman and CEO of POET Technologies.  “The ability for POET to passively attach high power CW lasers on its optical interposer at wafer scale enables the use of single known-good laser chips and eliminates the need for laser arrays which can be cost prohibitive for high-volume applications. The POET team has worked closely with Celestial AI to define a low-cost packaging solution that is up to 75% lower in cost than competing solutions and is highly scalable for the volumes that Celestial AI is projecting.”

Google Cloud Security AI Workbench leverages LLMs

Google Cloud introduced a security platform powered by specialized large-language-model (LLM) artificial intelligence.

Google Cloud Security AI Workbench addresses three top security challenges: threat overload, toilsome tools, and the talent gap. The platform le customers make their private data available to the platform at inference time. It is also extensible for third-party security tools.

Vodafone appoints Margherita Della Valle as Group CEO

 Vodafone has appointed Margherita Della Valle as its new Group Chief Executive.

Della Valle currently serves as the company's CFO. Her previous roles within Vodafone were Deputy Chief Financial Officer from 2015 to 2018, Group Financial Controller, Chief Financial Officer for Vodafone’s European region and Chief Financial Officer for Vodafone Italy. She joined Omnitel Pronto Italia - which later became Vodafone Italy - in 1994 and held various consumer marketing positions in business analytics and customer base management before moving to finance.

Jean-François van Boxmeer, Vodafone Group Chairman said:

“On behalf of the Board, I am delighted to announce the appointment of Margherita as Group Chief Executive, following a rigorous internal and external search. Margherita has a strong track record during her long career at Vodafone in marketing, operational, commercial and financial positions. Over the last few months as interim Group Chief Executive, the Board and I have been impressed with her pace and decisiveness to begin the necessary transformation of Vodafone. Margherita has the full support of myself and the Board for her plans for Vodafone to provide better customer experience, become a simpler business and accelerate growth.”

Wednesday, April 26, 2023

HPE Aruba: What comes next?

At its atmosphere’23 conference in Las Vegas this week, HPE Aruba Networking unveiled a number of product innovations for enterprise IT and disclosed key strategic directions as it integrates with the HPE GreenLake

What’s next?  Major items include the next generation of HPE Aruba Networking Central, its cloud-native network management solution, Network-as-a-service (NaaS) capabilities for customers and channel partners to acquire, deploy, and manage on the HPE GreenLake platform with a monthly subscription, private 5G via its pending acquisition of Athonet, improved artificial intelligence for IT operations (AIOps) to reduce manual tasks, and Zero Trust / SASE capabilities. 

“A modernized network is the backbone for powering next-generation digital experiences and enabling new business models,” said Phil Mottram, executive vice president and general manager, HPE Aruba Networking. “The evolution of our AIOps in HPE Aruba Networking Central and Agile NaaS represents the next step toward more effectively managing operational complexity, while connecting with ever-expanding workloads from edge to cloud for a seamless hybrid work experience.”

Some notes from the event:

  • Over 4,300 attendees at the atmosphere’23 event
  • Aruba has shipped over 27.6 million APs since 2006
  • Over 23 million switch port shipped
  • In the data center, the partnership with AMD Pensando is progressing and delivering significant performance, efficiency and functionality gains

  • The HPE Aruba Networking Central cloud network management platform has been re-designed to simplify operations and improve productivity. The interface offers “solar system” views to promote intuitive navigation and reduce cognitive loads; a “time-travel” feature for a contextually correlated ‘point-in-time’ view of the network that allows recovery in minutes to a specific point; multi-layer physical and logical “sunburst” topology views to transform visualization of large, complex networks; Intelligent assurance indicators for device health and client experience, enabling rapid first-level triage; and AI-powered full-stack insights for enhanced root cause analysis (RCA), impact assessment, and precise recommendations platform.
  • A new Agile NaaS framework aims to make on-demand networking easier for partners to sell and end-user customers to consume. New service pack capabilities added to HPE GreenLake for Aruba networking enable partners to bundle their design and delivery services for their customers with a monthly NaaS technology subscription.
  • New Service Pack enhancements on HPE GreenLake for Aruba networking adds a new standardized NaaS network policy offering to complement eight previously introduced wired, wireless, and SD-Branch NaaS service packs from 2022.

  • The recent acquisition of Axis Security, which occurred in March, adds SASE security capabilities. 
  • The pending acquisition of Athonet, will bring private 5G capabilities. 

Video: What's next for HPE Aruba Networking?

At its atmosphere'23 event, HPE Aruba Networking highlighted investments in three new areas: data center networking, private 5G, and SASE.  Phil Mottram, EVP and General Manager, highlight key takeaways from this evolution.

Also, check out our New Middle Mile (#nmm2023) video showcase here:

Want to be in one of videos? Contact us at

TSMC: 3nm now in volume production, 2nm coming in 2025

At its 2023 North America Technology Symposium in Santa Clara, California, TSMC introduced new variants on its 3nm process node while stating that 2nm technology remains on track.


Broader 3nm Portfolio: N3P, N3X, and N3AE – With 3nm technology now in volume production with the N3 process and the enhanced N3E version on the way in 2023, TSMC is adding new variants to the roadmap to suit customers’ diverse needs.

  • N3P, scheduled to enter production in the second half of 2024, offers an additional boost to N3E with 5% more speed at the same leakage, 5-10% power reduction at the same speed, and 1.04X more chip density.
  • N3X, which prioritizes performance and maximum clock frequencies for HPC applications, provides 5% more speed versus N3P at drive voltage of 1.2V, with the same improved chip density as N3P, and will enter volume production in 2025.
  • N3AE, or “Auto Early”, available in 2023, offers automotive process design kits (PDKs) based on N3E, and allows customers to launch designs on the 3nm node for automotive applications, leading to the fully automotive-qualified N3A process in 2025.

2nm Technology Making Solid Progress – Development of TSMC’s 2nm technology employing nanosheet transistors is making solid progress in both yield and device performance, and is on track for production in 2025. It will provide up to 15% speed improvement over N3E at the same power, and up to 30% power reduction at the same speed, and greater than 1.15X chip density.

Pushing the Limits of CMOS RF Technology with N4PRF – Beyond the N6RF technology announced in 2021, TSMC is developing N4PRF, the industry’s most advanced CMOS radio frequency technology for digital-intensive RF applications such as WiFi 7 RF system-on-chip. N4PRF will support 1.77X greater logic density and 45% less logic power at the same speed compared with N6RF.

TSMC 3DFabric Advanced Packaging and Silicon Stacking – major new developments in TSMC’s 3DFabric system integration technologies include:

  • Advanced Packaging – To support the demands of HPC applications to fit more processors and memory in a single package, TSMC is developing Chip on Wafer on Substrate (CoWoS) solution with up to 6 times reticle-size (~5,000mm2) RDL interposer, capable of accommodating 12 stacks of HBM memory.
  • 3D Chip Stacking – TSMC announced SoIC-P, microbump versions of its System on Integrated Chips (SoIC) solutions providing a cost-effective way for 3D chip stacking. SoIC-P complements TSMC’s existing bumpless solutions for high-performance computing (HPC) applications, which are now known as SoIC-X.
  • Design Support – TSMC introdued 3Dblox™ 1.5, the newest version of its open standard design language to lower the barriers to 3D IC design. 3Dblox™ 1.5 adds automated bump synthesis, helping designers deal with the complexities of large dies with thousands of bumps and potentially reducing design times by months.

“Our customers never stop finding new ways to harness the power of silicon to create innovations that shall amaze the world for a better future,” said Dr. C.C. Wei, CEO of TSMC. “In the same spirit, TSMC never stands still, and we keep enhancing and advancing our process technologies with more performance, power efficiency, and functionality so their pipeline of innovation can continue flowing for many years to come.”

Orange Group revenues increased 1.3% in Q1

Citing growth in retail services and fueled in particular by repricing in Europe and by the growth driver Africa and Middle East, Orange Group reported Q1 revenue of 10.619 billion euros, up 1.3% compared to a year earlier.

Africa & Middle East was the main contributor to this growth with a sharp 9.1% increase in revenues (+141 million euros), followed by Europe with 3.8% growth (+102 million euros), driven by Poland (+7.1%) and Spain, which has confirmed its return to growth (+2.8%) for the third consecutive quarter.

Revenues in France were 1.8% lower (-78 million euros) as a result of the downward trend in wholesale.

The slight 0.7% decrease in Enterprise revenues (-14 million euros) continued to be driven by the sharp decline in fixed voice revenues (-11.6%), partially offset by growth in IT & Integration services revenues (+5.3%). 

Additional highlights

  • Mobile services had 243.4 million accesses (+5.0%), including 95.8 million contracts (+8.5%). 
  • Fixed services totaled 45.0 million accesses (down 2.7%), including 14.7 million very high-speed broadband accesses, that continued to grow strongly (+14.7%). 
  • Fixed narrowband accesses continued to decline (-14.2%).
  • The number of households connectable to FTTH reached 66.6 million (+13.8%) and the FTTH customer base increased to 14.2 million (+15.1%).

Christel Heydemann, Chief Executive Officer of the Orange group, said: “The continued increase in revenues and EBITDAaL, as well as the decrease in eCapex compared to Q1 2022, are in line with our objectives for 2023 and reinforce our ambition for the years to come. We have started to execute our "Lead the Future" strategic plan with an even more value-oriented commercial strategy thanks to the quality of our networks and services which, combined with our cost controls, allow us to partially offset inflation. Our performance is once again driven by the remarkable growth in Africa and the Middle East and our strong value-driven growth in Europe. This quarter our retail services returned to growth in Spain, a country that has now seen growth for three consecutive quarters, and we’ve had double-digit revenue growth in our Orange Money business in Africa. Both demonstrate the strength of the Group and our ability to respond to increased competitive pressure. In France, retail services continue to grow and this should further accelerate in the second half of the year due to the recent price increases. Finally, in the Enterprise segment, we are executing our transformation plan.”

Prosimo adds Cloud-Native Networking Suite

Prosimo, which offers an Application eXperience Infrastructure (AXI) platform for secure application delivery in multi-cloud environments, introduced a Cloud-Native Networking Suite to help enterprises securely interconnect applications and services across regions and clouds.

Key capabilities:

  • Visual Transit Builder - provides a drag & drop approach that simplifies the process for cloud network architects to onboard networks, applications, and services across any cloud using the same visual builder, saving resources and shortening deployment times.
  • Cloud Tracer - a tool that helps enterprises track network topology and flow tracing across different regions and data centers.  It reduces MTTR by identifying and anticipating real-time issues across networking, security, and applications.
  • Adaptive Service Insertion - simplifies compliance in the cloud by allowing fine-grained policy definition and real-time visibility to insert stateful services such as firewalls in the path for networks and apps.  This reduces the risk of human error, simplifies ongoing maintenance, and helps right-size the services to save costs.

"The distributed and digital enterprise requires an app-centric multi-cloud network architecture.  This architecture must ensure cloud networking teams can build connectivity to any cloud region in minutes versus weeks or days, enabling the application teams to move fast and self-onboard their services while staying compliant with all the governance policies," said Head of Product Mani Ganesan, Prosimo. "The Prosimo Full Stack Cloud Transit was built for enterprises to connect networks, applications, PaaS, and users into a single unified fabric.  With the launch of the Cloud-Native Networking Suite, we're introducing a transformative set of tools for enterprises to rapidly adopt native services from cloud service providers and elevate them to meet the scale, operational flexibility and compliance needs."

Bosch to acquire US-based TSI Semiconductors

 Bosch announced plans to acquire TSI Semiconductor, which operates an ASIC foundry in Roseville, California. Financial terms were not disclosed.

TSI mainly develops and produces large volumes of chips on 200-millimeter silicon wafers for applications in the mobility, telecommunications, energy, and life sciences industries. 

Bosch said it intends to invest more than US$1.5 billion in the Roseville site and convert the TSI Semiconductors manufacturing facilities to state-of-the-art processes. Starting in 2026, the first chips will be produced on 200-millimeter wafers based on the innovative material silicon carbide (SiC). SiC chips are especially significant for electric cars.

“With the acquisition of TSI Semiconductors, we are establishing manufacturing capacity for SiC chips in an important sales market while also increasing our semiconductor manufacturing, globally. The existing clean-room facilities and expert personnel in Roseville will allow us to manufacture SiC chips for electromobility on an even larger scale,” says Dr. Stefan Hartung, the chairman of the Bosch board of management. “The location in Roseville has existed since 1984.

Edgecore debuts PoE switch with TIP OpenLAN support

Edgecore Networks introduced an enterprise PoE network switch that supports the Telecom Infra Project (TIP) OpenLAN Switching (OLS). 

The ECS4125-10P switch can support all TIP OpenWiFi devices, providing an open network solution that spans both wired and wireless environments.

The OLS project, initiated by TIP’s Open Converged Wireless Project Group in 2022, seeks to address the next major network upgrade demands for high power, high throughput, and low latency. The project aims to provide diverse and competitive alternatives for PoE switches and accelerate innovation, enabling an ecosystem that provides end-to-end solutions. 

Edgecore said it plans to release further switch models that support TIP OLS in 2023. The Edgecore OLS series will include PoE switches ranging from 8 to 48 ports and from 1G to multi-G speed.

"We are excited to be participating in the OLS project and collaborating with TIP OpenWiFi and other partners to expand end-to-end solutions under the OpenWiFi architecture that addresses the next major network upgrade," said Tengtai Hsu, VP of Edgecore Networks. 

"This product launch demonstrates the strong momentum we have seen for OpenWiFi around the globe. With commercial deployments expanding and new Managed Service Providers launching OpenWiFi deployments, this is another example of how OpenWiFi accelerates innovation in the industry and provides customers with more choice and flexibility," said Jack Raynor, Co-Chair TIP OpenWiFi.

NETGEAR Q1 revenue down 14.1%, cites inventory

 NETGEAR reported Q1 2023 net revenue of $180.9 million, a decrease of 14.1% from the comparable period a year ago. First quarter 2023 GAAP operating loss was $12.0 million, or (6.6)% of net revenue, as compared to operating loss of $58.5 million, or (27.8)% of net revenue, in the comparable prior-year quarter. First quarter 2023 non-GAAP operating loss was $7.1 million, or (3.9)% of net revenue, as compared to operating loss of $9.3 million, or (4.4)% of net revenue, in the comparable prior-year quarter.

Patrick Lo, Chairman and Chief Executive Officer of NETGEAR, commented, “Due to unprecedented inventory reduction by our largest Service Provider partner, as well as a similar reduction in SMB inventory by our largest e-commerce partner, our first quarter revenue and operating margin came in below our expectations. As a result of the uncertain macroeconomic environment and concerns over their own operations, our channel partners continue to materially reduce their inventory to historically low levels, greatly impacting our top line and resulting in lost operating leverage. However, propelled by ProAV, SMB end user sales grew by double digits year over year, and our premium CHP products again vastly outperformed the broader market, growing sequentially despite normal seasonal patterns. Buoyed by the shift to our higher-margin, premium products, and improved transportation costs, NETGEAR delivered an impressive non-GAAP gross margin of 33.6% for an improvement of 540 basis points year over year.”

Bryan Murray, Chief Financial Officer of NETGEAR, added, “We expect to continue to experience strong underlying demand in the SMB business and the premium portion of our CHP product portfolio, even in the face of ongoing broad-based inflationary pressures and an uncertain macroeconomic environment. We will continue to work with our channel partners across both businesses to optimize their inventory carrying levels, and expect a revenue impact from these efforts to be at a similar level as experienced in the first quarter. Accordingly, we expect our second quarter net revenue to be in the range of $150 million to $165 million.”

MaxLinear posts Q1 revenue of $248M, down 15%

MaxLinear posted net revenue was $248.4 million, down 15% sequentially and down 6% year-over-year. GAAP gross margin was 56.5%, compared to 56.2% in the prior quarter, and 58.6% in the year-ago quarter.

In the first quarter, we delivered $248.4 million in revenues, improved our gross margins, and generated strong cash flow from operations of approximately $42 million. Our infrastructure category was strongly up 46% sequentially and 40% year over year, primarily driven by the expanding roll-out of multi-band millimeter wave and microwave 5G wireless backhaul platform solutions. We also continue to work towards the antitrust approval of our pending acquisition of Silicon Motion, and are excited by the future growth prospects of our comprehensive combined product portfolio.

“Even as we navigate a challenging demand environment with fiscal discipline and operational efficiency, our solid execution and innovative product offerings are enabling us to maximize strategic business opportunities across all our end markets. In 2023, we continue to lay important groundwork in Wi-Fi, fiber broadband access gateways, and wireless and optical datacenter network infrastructure, which will be the foundation for our growth later this year and throughout 2024,” commented Kishore Seendripu, Ph.D., Chairman and CEO.

Ribbon posts 7% rise in Q1 revenue citing strong IP/Optical sales

Ribbon Communications reported Q1 GAAP revenue of $186 million, up 7% compared to $173 million for the first quarter of 2022. There was a GAAP net loss of $38 million.

"I'm pleased to report that we generated 7% revenue growth year over year, with Cloud & Edge sales up 4% on the strength of 62% higher sales to Enterprises, coupled with IP Optical Networks sales up 13%. This is our third quarter in a row of double-digit year-over-year revenue growth in our IP Optical Networks segment. Bookings in the quarter for this segment were 1.6x led by robust demand in India and EMEA," stated Bruce McClelland, President and Chief Executive Officer of Ribbon Communications. McClelland continued, "Based on the solid start to the year and bookings strength, and the implementation of previously announced spending reductions, we are maintaining our positive outlook and guidance for 2023."

"In the first quarter of 2023, we made progress on two of our key financial objectives. First, we enhanced our capital structure with an $80 million debt repayment funded by $25 million of cash on hand and the proceeds from a $55 million private placement of preferred stock and warrants. Second, we continued to execute on our plan to improve efficiency with operating expenses 4% lower year over year, and we believe we are on track to meet or exceed our targeted expense reductions for 2023," said Mick Lopez, Chief Financial Officer of Ribbon Communications.


Tuesday, April 25, 2023

Alphawave Semi demos 112G SERDES on TSMC 3nm

Alphawave Semi demonstrated its first connectivity silicon platform on TSMC’s most advanced 3nm process with its ZeusCORE Extra-Long-Reach (XLR) 1-112Gbps NRZ/PAM4 serialiser-deserialiser (SerDes) IP.

Alphawave Semi’s silicon platform with 112G Ethernet and PCIe 6.0 IP on TSMC 3nm process will be unveiled at the TSMC North America Symposium in Santa Clara, CA on April 26, 2023.

The company says its ZeusCORE XLR Multi-Standard-Serdes (MSS) IP on the 3nm process will pave the way for the development of future high performance AI systems. It is a highly configurable IP that supports all leading edge NRZ and PAM4 data center standards from 1112 Gbps, supporting diverse protocols such as PCIe Gen1 to Gen6 and 1G/10G/25G/50G/100 Gbps Ethernet.

This flexible and customizable connectivity IP solution together with Alphawave Semi's chiplet-enabled custom silicon platform which includes IO, memory and compute chiplets, allows end-users to produce high performance silicon specifically tailored to their applications. Customers can benefit from Alphawave Semi’s application optimized IP-subsystems and advanced 2.5D/3D packaging expertise to integrate advanced interfaces such Compute Express Link (CXL™), Universal Chiplet Interconnect Express™ (UCIe™), High Bandwidth Memory (HBMx), and Low-Power Double Data Rate DRAM (LP/DDRx/) onto custom chips and chiplets.

“We are thrilled to be one of the first companies to successfully demonstrate our highest performance silicon platform with our XLR 112G Ethernet and PCIE6.0 SerDes IP on TSMC’s most advanced 3nm technology,” said Tony Pialis, CEO and co-founder of Alphawave Semi. “This represents a significant step forward in our execution of Alphawave Semi’s strategy to be a vertically integrated semiconductor leader in high-speed connectivity. Thanks to our rapidly growing partnership with TSMC through the Open Innovation Platform® (OIP), we continue to deliver innovative, high-performance custom silicon and IP solutions to our customers in data center, compute, networking, AI, 5G, autonomous vehicles, and storage applications.”

“Alphawave Semi continues to see growing demand from our hyperscaler customers for purpose-built silicon with very high-speed connectivity interfaces, fueled by an exponential increase in processing of AI-generated data,” said Mohit Gupta, SVP and GM, Custom Silicon and IP, Alphawave Semi. “We're engaging our leading customers on chiplet-enabled 3nm custom silicon platforms which include IO, memory, and compute chiplets. Our Virtual Channel Aggregator (VCA) partnership with TSMC has provided invaluable support, and we look forward to accelerating our customers' high-performance designs on TSMC's 3nm process.”

Microsoft posts Cloud revenue of $28.5 billion, up 22%

Microsoft reported Q1 revenue of $52.9 billion, up 7% (up 10% in constant currency) and net income of $18.3 billion, up 9% (up 14% in constant currency).

“The world’s most advanced AI models are coming together with the world’s most universal user interface – natural language – to create a new era of computing,” said Satya Nadella, chairman and chief executive officer of Microsoft. 

“Across the Microsoft Cloud, we are the platform of choice to help customers get the most value out of their digital spend and innovate for this next generation of AI.”

“Focused execution by our sales teams and partners in this dynamic environment resulted in Microsoft Cloud revenue of $28.5 billion, up 22% (up 25% in constant currency) year-over-year,” said Amy Hood, executive vice president and chief financial officer of Microsoft.

Revenue in Productivity and Business Processes was $17.5 billion and increased 11% (up 15% in constant currency), with the following business highlights:

  • Office Commercial products and cloud services revenue increased 13% (up 17% in constant currency) driven by Office 365 Commercial revenue growth of 14% (up 18% in constant currency)
  • Office Consumer products and cloud services revenue increased 1% (up 4% in constant currency) and Microsoft 365 Consumer subscribers grew to 65.4 million
  • LinkedIn revenue increased 8% (up 10% in constant currency)
  • Dynamics products and cloud services revenue increased 17% (up 21% in constant currency) driven by Dynamics 365 revenue growth of 25% (up 29% in constant currency)

Revenue in Intelligent Cloud was $22.1 billion and increased 16% (up 19% in constant currency), with the following business highlights:

  • Server products and cloud services revenue increased 17% (up 21% in constant currency) driven by Azure and other cloud services revenue growth of 27% (up 31% in constant currency)

Revenue in More Personal Computing was $13.3 billion and decreased 9% (down 7% in constant currency), with the following business highlights:

  • Windows OEM revenue decreased 28%
  • Devices revenue decreased 30% (down 26% in constant currency)
  • Windows Commercial products and cloud services revenue increased 14% (up 18% in constant currency)
  • Xbox content and services revenue increased 3% (up 5% in constant currency)

Search and news advertising revenue excluding traffic acquisition costs increased 10% (up 13% in constant currency)

Google extends estimated life of network equipment to 6 years

Alphabet reported Google Cloud revenue o $7.454 billion for Q1, up from $5.821 billion. Google Cloud delivered operating income of $191 million for Q1, up from a loss of $706 million for the same period a year earlier.

Alphabet also noted that it has completed an assessment of the useful lives of its servers and network equipment. The estimated useful life of servers has been extended from four years to six years and the estimated useful life of certain network equipment from five years to six years. This change in accounting estimate was effective beginning in fiscal year 2023 and the effect for the three months ended March 31, 2023 was a reduction in depreciation expense of $988 million and an increase in net income of $770 million, or $0.06 per basic and $0.06 per diluted share.

Juniper's Q1 revenue hits $1.372 billion, up 17% yoy, raises guidance

Juniper Networks reported quarterly net revenues og $1,371.8 million, an increase of 17% year-over-year and a decrease of 5% sequentially. Non-GAAP net income was $156.6 million, an increase of 54% year-over-year, and a decrease of 27% sequentially, resulting in non-GAAP diluted net income per share of $0.48.

GAAP operating margin was 8.4%, an increase from 5.0% in the first quarter of 2022, and a decrease from 14.0% in the fourth quarter of 2022.

“We experienced strong revenue results during the March quarter, delivering year-over-year growth across all customer solutions and all geographies,” said Juniper’s CEO, Rami Rahim. “Despite market uncertainties, I remain confident in our strategy and our ability to deliver another year of healthy revenue growth based on the momentum we are seeing with our customers, the continued strength of our backlog, and the improvements we are seeing with respect to supply.”

“We delivered better than expected profitability during the March quarter, as non-GAAP gross and operating margin both came in well above the mid-point of our guidance, which enabled us to exceed the high-end of our non-GAAP EPS outlook,” said Juniper’s CFO, Ken Miller. “We remain focused on delivering improved profitability and expect to expand operating margin by greater than 100 basis points in 2023.”

Some highlights:

* Enterprises business grew 30% year-over-year

* Enterprise accounted for more than 40% over revenue

* Revenue from the products driven by Mist AI grew by nearly 60% yoy 

* Total orders softened during the March quarter, declining more than 30% year-over-year

* Juniper is raising its full year revenue outlook and now expects to deliver 9% growth for the year

Vantage Data Centers plans 2nd campus in London

Vantage Data Centers is building a second data center campus (LHR2) in London supported by an investment of £250 million. 

LHR2 will consist of a single data center that will deliver 20MW of IT capacity across 194,000 square feet (18,000 square meters). Located in Park Royal, London’s largest industrial area, the site is less than 30 minutes from the London Heathrow airport and nearby hotels in the city center, offering critical accessibility for customers. LHR2 will open its doors to customers in early 2025.

The news comes just three months after the company announced its initial entrance into the market with a £500 million 48MW campus (LHR1).

“Expanding our presence in London, the largest of the FLAP data center markets and one of the largest global markets, enables Vantage to meet unprecedented demand for critical IT capacity and helps strengthen the region’s digital infrastructure,” said Antoine Boniface, president, EMEA for Vantage Data Centers. “Vantage’s unique ability to rapidly scale to this magnitude continues to set the company apart from the rest of the industry.

“To support our ongoing developments, operations and business across EMEA, Vantage is also increasing our regional team by nearly 55% this year. Adding new team members positions us to best serve our current and future customers to enable their growth and ongoing success.”

Video: Dust Photonics overview and demo

Dust Photonics is a silicon photonics company that has developed a product called Carmel. Carmel is a silicon photonics chip that is used for 400 gig and 800 gig applications.

It includes DustPhotonics’ special IP for attaching the laser onto a silicon photonics PIC which provides very low loss and very good performance. The Carmel chip is a cost-effective transmitter that converts electrical signals to optical signals using DustPhotonics’ Low Loss Laser Coupling (L3C technology).

DustPhotonics presented their evaluation board at ECOC 2022 in Switzerland. The system enables very good performance and also the lowest power that you can get in a transceiver. They demonstrated operation across different temperatures from room temperature to high temperature. 

DustPhotonics has made a shift last year from being a transceiver company to being a silicon photonics component company. They are selling their products to transceiver companies and have a roadmap for next generation applications as well.

AtlasEdge secures €725 million for European edge data centers

AtlasEdge secured a scalable €725 million facility for its European data center expansion plans.

The funding was underwritten by mandated lead arranger ING Bank, as well as ABN Amro, Crédit Agricole CIB, The Bank of Nova Scotia, National Westminster Bank Plc, Banco Santander and UniCredit Bank AG.

The financing also includes sustainability-linked targets focussed on efficiency and renewable energy usage. This aligns AtlasEdge’s mission to build a truly sustainable digital society with the shared importance of sustainable investment by the lending group.

“We are delighted to have partnered with a group of top-tier financial institutions whose ambition matches our own and are willing to continue to support us in the future”, commented Ron Huisman, CFO, AtlasEdge. “This is a bespoke and highly sought-after facility with in-built flexibility that allows us to move rapidly to realise new growth opportunities."

Monday, April 24, 2023

Cadence tapes out UCIe chaplet die-to-die on TSMC 3nm

Cadence Design Systems confirmed the tapeout of its 16G UCIe 2.5D advanced package IP on TSMC’s 3nm (N3E) process technology. 

Cadence UCIe IP provides an open standard for chiplet die-to-die communication, which is becoming more critical for artificial intelligence/machine learning (AI/ML), mobile, automotive, storage and networking applications.

Cadence said it is currently engaged with a pipeline of Tier 1 customers, and UCIe advanced package IP collateral from the N3E test chip tapeout is shipping and available. The pre-verified solution can save customers time and effort through rapid integration.

The heterogeneous integration of Cadence’s UCIe PHY and controller eases chiplet solutions with die reusability. The complete solution includes the following, which can be delivered with a complement of Cadence Verification IP (VIP) and TLM models:

  • UCIe Advanced Package PHY: Designed for a bump pitch that enables greater than 5Tbps/mm of die edge bandwidth density, the UCIe advanced package PHY offers options that allow greater throughput performance while significantly improving power efficiency. It is flexible for integration on multiple types of 2.5D advanced packages, such as silicon interposer, silicon bridge, RDL and fanout-based packaging.
  • UCIe Standard-Package PHY: Options allow customers to reduce costs while maintaining high bandwidth and power efficiency. Cadence’s circuit design allows customers to design down to the lower limits of the standard’s bump pitch range to allow maximum BW/mm while also enabling longer reach.
  • UCIe Controller: A soft IP that can be synthesized for multiple technology nodes, the UCIe controller is offered in a variety of options for different target applications and enables streaming, PCI Express® (PCIe), and CXL protocols.

“The UCIe Consortium supports companies designing chiplets for use in standard and advanced packaging. We are thrilled to extend our congratulations to Cadence on reaching the tape out milestone for the advanced package test chip which uses the die-to-die interconnect based on the UCIe 1.0 specification,” said Dr. Debendra Das Sharma, chairman at the UCIe Consortium. “Member company advancements in IP (scaling) and VIP (testing) are important components in the ecosystem. When paired with participation in UCIe work groups the industry will continue to see new chiplet based designs entering the market that are based on open industry standards that foster interoperability, compatibility, and innovation.”

Cadence speeds up SoC design with 112G SerDes IP on TSMC's N4P process

Cadence Design Systems introduced its 112G Extended Long-Reach (112G-ELR) SerDes IP on TSMC’s N4P process for hyperscale ASICs, artificial intelligence/machine learning (AI/ML) accelerators, switch fabric system-on-chips (SoCs) and 5G wireless infrastructure. 

The extended long-reach SerDes PHY supports insertion loss (IL) of 43db with BER of 10e-7—thereby providing additional performance margin beyond the standard long-reach specifications—and enables exceptional system robustness for lossy and reflective channels observed in open box platforms as well as lengthy direct attach copper (DAC) cables.

The Cadence 112G-ELR SerDes PHY IP on TSMC’s N4P process, a performance-focused enhancement of the TSMC 5nm technology platform, incorporates DSP-based SerDes architecture with maximum likelihood sequence detection (MLSD) and reflection cancellation technology. The SerDes PHY IP is compliant with IEEE and OIF Long-Reach (LR) standards while providing extra performance margin for ELR applications. The optimized power, performance and area are ideal for different user scenarios, including high port-density applications. In addition to ELR and LR channels, the IP also supports Medium Reach (MR) and Very Short Reach (VSR) applications with a flexible power-saving capability over different channels. The supported data rates range from 1G to 112G with NRZ and PAM4 signaling, enabling reliable high-speed data transfer over backplane, direct-attached cable (DAC), chip-to-chip and chip-to-module channels.

“Cadence’s latest 112G-ELR IP on TSMC’s N4P process will benefit our mutual customers with significant performance improvement in silicon, helping them address design challenges with the continuous technology advancement from Cadence’s leading IP solutions and TSMC’s advanced process technologies,” said Dan Kochpatcharin, head of the Design Infrastructure Management Division at TSMC. “Our latest collaboration with Cadence promotes the development of new technologies for hyperscale, AI/ML, 5G infrastructure and other applications.”

A10 Networks adds next-gen Web Application Firewall powered by Fastly

A10 Networks introduced a combined solution of its Thunder Application Delivery Controller (ADC) and a new A10 Next-Generation Web Application Firewall (WAF), powered by Fastly, to enable automated, multi-layered security, and resilience.

A10 said its integrated A10 Next-Gen WAF provides deep web application security services. As the solution sits at the primary application ingress point, a single deployment can efficiently front-end one, hundreds, or thousands of applications without the need for individual server end-point deployments. 

"A10 Networks provides high-performance application delivery and security, and its solution is a natural fit for our next-gen WAF to help provide mutual customers with deep web application security for hybrid cloud environments. This is the first software and hardware application delivery controller implementation for Fastly, which expands our addressable market and provides A10 with the most advanced WAF technology for its customers,” said Emily Friedberg, group vice president, global partnerships at Fastly.

Key capabilities:

  • Layered Defense – Counters modern web threats, and includes OWASP Top 10 mitigation, DDoS protection, authentication, and TLS/SSL decryption.
  • Simplification via Consolidation – Converges under Thunder ADC as a fully integrated single appliance solution that is optimized with advanced load balancing, ADC caching, and the Fastly cloud service; customers have a single point of support with A10.
  • Ease of Use – No learning period for IT teams with near-zero false positives; almost 90 percent of Fastly users run in blocking mode, ensuring only bad traffic is stopped.
  • Lower Costs – Provides superior protection with little or no tuning; uses a combination of thresholding, along with Fastly’s proprietary Network Learning Exchange (NLX) and SmartParse technology, to reduce false positives, for highly effective automated detection and blocking.
  • Reduced Risk – Protects against modern attack vectors like account takeover (ATO), enumeration, and DDoS; integrates with popular DevOps and SIEM tools, making it a great fit for enterprise DevSecOps teams.

“When selecting a partner to deliver superior web application firewall security for our hybrid cloud solutions, Fastly was an obvious choice. It has been a Gartner Peer Insights Customers’ Choice for Cloud Web Application and API Protection (WAAP) for the last five years. Our combined solution will help customers ensure security and resiliency while reducing the operational overhead for security teams,” said Mikko Disini, VP of product line management at A10 Networks.