KawzInvests(@KawzInvests):Recent data at the OCP Summit confirms what has been clear for a while... qualification and testing remain the central gating factor for optical transceivers at scale. Celestica's numbers show how testing windows have continuously compressed with each generation: > 400G: 36 months > 800G: 24 months > 1.6T: 18 months With GPU architectures refreshing every 12 months and 224G per lane leaving no margin for error, the core structural thesis hasn't changed. Ramping laser fab capacity doesn't solve the problem on its own if transceivers can't be validated and qualified fast enough to match the silicon cadence. $VIAV $AEHR $COHU $FORM $TER

2026.10.12 21:23

Recent data at the OCP Summit confirms what has been clear for a while... qualification and testing remain the central gating factor for optical transceivers at scale. Celestica's numbers show how testing windows have continuously compressed with each generation: > 400G: 36 months > 800G: 24 months > 1.6T: 18 months With GPU architectures refreshing every 12 months and 224G per lane leaving no margin for error, the core structural thesis hasn't changed. Ramping laser fab capacity doesn't solve the problem on its own if transceivers can't be validated and qualified fast enough to match the silicon cadence. $VIAV $AEHR $COHU $FORM $TER