Nicholas Mugalli(@RealNickMugalli):BofA trading desk on optics: - $CRDO mgmt meeting suggested ZeroFlap optics could ramp to multiples of its AEC business, ALCs could become as large as AECs, and blind-mate optical backplanes could unlock a larger scale-up opp’ty. - $ALAB mgmt meeting outlined plans to pair optical drivers/TIAs with partner SiPho/VCSEL engines, Scorpio switches and COSMOS software, with future Scorpio content potentially exceeding $1,000/XPU before optics. - $MRVL highlighted 1.6T transmit-retimed optics, 400G/lane PAM4 and connectivity spanning active copper through optics... extending toward CPO-enabled custom XPUs. - $LITE demonstrated a 1060nm VCSEL PCIe-over-optics link with ALAB’s Scorpio and Corning fiber..

2026.10.17 16:15

BofA trading desk on optics: - $CRDO mgmt meeting suggested ZeroFlap optics could ramp to multiples of its AEC business, ALCs could become as large as AECs, and blind-mate optical backplanes could unlock a larger scale-up opp’ty. - $ALAB mgmt meeting outlined plans to pair optical drivers/TIAs with partner SiPho/VCSEL engines, Scorpio switches and COSMOS software, with future Scorpio content potentially exceeding $1,000/XPU before optics. - $MRVL highlighted 1.6T transmit-retimed optics, 400G/lane PAM4 and connectivity spanning active copper through optics... extending toward CPO-enabled custom XPUs. - $LITE demonstrated a 1060nm VCSEL PCIe-over-optics link with ALAB’s Scorpio and Corning fiber..