First, optical is now the core of Corning. Optical Communications brought in $2.38B this quarter, 49% of GAAP revenue, up from about 40% a year ago. Enterprise (data center) sales grew 84%, with Gen ...
Revenue beat, and margins were not diluted. The gross margin decline is a mix effect, as lower-margin compute racks grow fast inside CCS, yet operating margin hit a record. Operating leverage from ...
Signal 1: IP Networks turned Q2 orders into Q3 revenue. Last quarter, in Earnings Highlights: Nokia (NOK) | Q2 FY2026, the story was EUR 2.8B of AI & Cloud orders. This quarter those orders started to ...
First, MaxLinear is no longer a broadband chip company. Three years ago it was known as an SoC supplier for cable modems, Wi-Fi and PON gateways. This quarter, the data-center-driven infrastructure ...
免費文章會照常更新,一篇都不會少。訂閱是「加強版」——每週深度週評、財報法說的完整判讀、所有長篇深度報告全包。 免費讓你跟上,訂閱讓你看懂、能做判斷。 本系列 2/6 寫到同一塊 ...
免費文章會照常更新,一篇都不會少。訂閱是「加強版」——每週深度週評、財報法說的完整判讀、所有長篇深度報告全包。 免費讓你跟上,訂閱讓你看懂、能做判斷。 本系列 4/6 寫到多平面讓 ...
免費文章會照常更新,一篇都不會少。訂閱是「加強版」——每週深度週評、財報法說的完整判讀、所有長篇深度報告全包 ...
Both presenters come from outside the 3D MEMS camp. Burch is OCS Engineering Lead at Lumotive, and Sarathy is Vice President, Products at iPronics. According to public information (not from this talk) ...
There were many NPO sessions at this year's OCP, and Eshaghi opened by admitting the audience had probably heard the term a hundred times already. His topic was not "why NPO" but this: the closer ...
The talk was given by two CTOs: Dan Daly, CTO and co-founder of Delos Data, covered the architecture and data-hall layout; Promode Nedungadi, CTO of Eridu, covered how the switch would be built. The ...
The talk was split between Spencer Giacalone, Ciena's Senior Director of Cloud AI Architecture, on architecture, and Helen Xenos, Senior Director of Product Marketing, on products. Giacalone drew the ...
Most of the CPO, NPO and XPO talks at this OCP came from module makers, connector vendors or chip companies, each pushing its own packaging format. Dell sits somewhere else: it is a system integrator ...
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