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OFC 2026 - The 1.6T Boom and the 3.2T Roadmap: Pluggables vs. Silicon Photonics vs. CPO - OFC Panel (Broadcom, Marvell, Ciena, Source Photonics, OpenLight, Inpho)
2026 is the breakout year for 1.6T. Amid EML shortages and a split over the 3.2T path, Broadcom brought 50 million device-hours of CPO stability data, while Marvell and OpenLight showed breakthroughs in heterogeneous SiPh integration and coherent technology.
2 days ago
US Curbs on Chinese Optical Modules Start at 3.2T: Taiwan's Re-sourcing Rally Is a Theme for Now, Revenue Comes After 2028
Taiwan's optical stocks hit limit-up on Oct 2, but the Senate bill and the reported FCC route are two different paths. The 3.2T start line and the 65% US-BOM threshold decide who wins orders, and when.
2 days ago
Articles: Blog2
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