Solid breakdown of the copper bottleneck problem and the optics value chain. The AAOI Microsoft contract is getting attention but what's intresting is the co-packaged optics shift with AVGO locking customers into their switch ecosystem. MTSI's LPO approach skipping DSPs entirely is a clever mid-market play, though it remains to be seen if eliminating teh DSP layer holds up at ultra-high speeds beyond 800G.
Solid breakdown of the copper bottleneck problem and the optics value chain. The AAOI Microsoft contract is getting attention but what's intresting is the co-packaged optics shift with AVGO locking customers into their switch ecosystem. MTSI's LPO approach skipping DSPs entirely is a clever mid-market play, though it remains to be seen if eliminating teh DSP layer holds up at ultra-high speeds beyond 800G.
🤝🤝