https://www.linkedin.com/feed/update/urn:li:activity:7180965591657185281/
From several sources, fibeReality has learned that Lumentum came in for a huge shock very soon after the acquisition closed for Cloud Light (please see: https://lnkd.in/gZzZd_2t). Apparently, there was an expectation of silicon photonics PICs being available, to be used in the acquiree’s 800G transceivers, that were to be produced by the dominant customer, Google (please see: https://lnkd.in/dvEuyKxs). Those components from the large user apparently did not work. The time it will take for the hypersclaler to do a respin is expected to be about an additional nine months. In the meantime, Google will employ an EML solution for its 800G requirements.
fibeReality understands that the initial pre-run parts are out of the fab at Google. Also, we are aware that the cloud services provider has a SiPh group made up of quite capable engineers, appearing to emphasize next-gen module solutions in its work.
