Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications
Message: Mark Lutkowitz comments on latest optical sector developments etc
https://www.linkedin.com/feed/update/urn:li:activity:7141054113512869888/
One of fibeReality’s themes this month has been about the tendency of corporations to get less than the most desirable news out late in the calendar year, as happened with the announcements from both Credo and Marvell Technology on HALO (please see: https://lnkd.in/eyvKUKv2) -- with both firms, it could be falsely interpreted as an endorsement for linear drive optics, rather than a true tech innovation that stands up to an erroneous market narrative (please see: https://lnkd.in/gX-qqbmb). Another example a few days ago was the issue of a news release at Ayar Labs that may be construed as the decision of the “captain” not to go down with his ship. (https://lnkd.in/ewYexz5s). We have pointed out that the supplier looks like a textbook example of what an optical startup should avoid to be successful (please see: https://lnkd.in/dhj2s_gK
). On its face, although a greater focus on the realities of technology is a step in the right direction by putting the ex-CTO in charge, it is difficult to foresee a way out to an attractive exit, particularly for its funding partners. Sadly, it represents another case of venture capitalists failing to do the necessary due diligence in a silicon photonics play, that includes all of the illogical investments in optical computing (please see: https://lnkd.in/gH5e5GaY). In these situations, just a quick call to an engineer with intimacy with these applications, could have prevented hundreds of millions of dollars being used for financing in such an impractical manner.
One aspect that should be taken as a given is that Intel will not bail Ayar out with a buyout, particularly after the former abandoned the pluggable business (please see: https://lnkd.in/etexcABA) for the second time (there was a division in 2008 that was divested). Nevertheless, the timing of the CEO’s departure at the latter may not be a coincidence, partly because it was so relatively close to that last pullout from modules by the former (as well as to the head of the silicon photonics division leaving the firm -- please see: https://lnkd.in/d9qtywFH). fibeReality’s best guess right now is that Intel will give itself one more attempt to make it just as pure SiPh chip vendor.
). On its face, although a greater focus on the realities of technology is a step in the right direction by putting the ex-CTO in charge, it is difficult to foresee a way out to an attractive exit, particularly for its funding partners. Sadly, it represents another case of venture capitalists failing to do the necessary due diligence in a silicon photonics play, that includes all of the illogical investments in optical computing (please see: https://lnkd.in/gH5e5GaY). In these situations, just a quick call to an engineer with intimacy with these applications, could have prevented hundreds of millions of dollars being used for financing in such an impractical manner.
One aspect that should be taken as a given is that Intel will not bail Ayar out with a buyout, particularly after the former abandoned the pluggable business (please see: https://lnkd.in/etexcABA) for the second time (there was a division in 2008 that was divested). Nevertheless, the timing of the CEO’s departure at the latter may not be a coincidence, partly because it was so relatively close to that last pullout from modules by the former (as well as to the head of the silicon photonics division leaving the firm -- please see: https://lnkd.in/d9qtywFH). fibeReality’s best guess right now is that Intel will give itself one more attempt to make it just as pure SiPh chip vendor.
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