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  1. Ciena, Coherent, and Lumentum are noted for having different approaches within the optical networking market.

MACOM Announces 3.2-Terabit Optical Chipset for AI Clusters

2 reports, 1 independent Updated Wed 00:00
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What happened

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MACOM Technology Solutions announced a 3.2-terabit optical chipset on September 17, which is built around eight 448-Gbps PAM-4 channels. The company stated that its components, including drivers, photodiodes, and transimpedance amplifiers, are currently available for next-generation optical modules. This places MACOM and Coherent in the conversation regarding the optical connectivity needed to support larger AI clusters.

From insidermonkey.com

Why it matters

Some supportBrind's analysis of the reports

The development highlights the increasing demand for sophisticated analog and photonic components as data links push toward 3.2T. Coherent and MACOM both supply the necessary optical connectivity for high-data-rate AI infrastructure. This market focus is driving investor sentiment, with BMO Capital raising its target price for companies in the sector.

Ciena, Coherent, and Lumentum are noted for having different approaches within the optical networking market.

From insidermonkey.com

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