Cignal AI: Linear optics and 800G optics forecast

A new report from Cignal AI finds that linear optics face sizable business and technical challenges despite the promise of significant system power savings.According to the newly released Active Insight report “The Linear Drive Market Opportunity,” only a fraction of Cignal AI’s 800GbE datacenter optics forecast will employ Linear Drive by 2027. “There is tremendous excitement for Linear Drive architecture because it addresses the most challenging...

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SK hynix previews 321-layer 4D NAND

SK hynix previewed samples of its 321-layer 4D NAND at this week’s Flash Memory Summit (FMS) 2023 in Santa Clara, California. The company plans to raise the level of completion of the 321-layer product and start mass production from the first half of 2025.The device is the first NAND memory to exceed 300 layers.SK hynix expects its 321-layer 1Tb TLC NAND comes will bring a 59% improvement in productivity, compared with the earlier generation of 238-layer...

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Deutsche Telekom raises guidance following strong Q2

For Q2 2023, Deutsche Telekom Group service revenue was up 1.4 percent to 23.0 billion euros (up 3.2 percent in organic terms), while net revenue was down 2.4 percent to 27.2 billion euros. The drop in net revenue was primarily due to the planned withdrawal from the terminal equipment business in the United States. Reported net profit were up 5.4 percent to 1.5 billion euros.“We continued our successful course in the second quarter,” said CEO Tim...

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Intel cites progress with fabs in Ohio, Arizona, Oregon

On the one year anniversary of the CHIPS and Science Act being enacted into law, Intel provided an update on the new manufacturing facilities and programs.Some highlightsIntel is doubling down on research and development (R&D) that will fuel new, leading-edge chip manufacturing facilities Intel is investing in much-needed workforce development programs to ensure American workers have the necessary skills and talent to out-innovate the competition...

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Dell'Oro: Service Provider router market to hit $77B over 5 years

 The cumulative revenues spent on Service Provider (SP) Router and Switch equipment are projected to approach $77 billion over the next five years, according to a new report from Dell'Oro Group. This represents a 9 percent increase compared to the cumulative revenue of the previous five-year period, propelled largely by a combination of applications driving higher volumes of traffic such as proliferation of 5G on mobile networks, residential...

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GlobalFoundries posts Q2 sales of $1.845B, down 7% yoy

GlobalFoundries Inc. (GF) reported Q2 revenue of $1,845 million, net income of $237 million, and adjusted net income of $297 million. Gross margin was 28.8% and adjusted gross margin was 29.6%."In the second quarter, GF delivered financial results at the upper end of the guidance ranges we provided in our May earnings release" said Dr. Thomas Caulfield, president and CEO of GF. "Despite the cyclical headwinds impacting our industry and continued...

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Infinera posts Q2 sales of $376.2 million

Infinera reported Q2 GAAP revenue of $376.2 million compared to $392.1 million in the first quarter of 2023 and $358.0 million in the second quarter of 2022.GAAP gross margin for the quarter was 38.0% compared to 37.5% in the first quarter of 2023 and 30.5% in the second quarter of 2022. Non-GAAP net loss for the quarter was $(0.7) million, or $(0.00) per diluted share, compared to non-GAAP net income of $5.7 million, or $0.02 per diluted share,...

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