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  • Teardown of Eoptolink Optical Transceiver: High "US Content"

    The term "optical transceiver" is now so widely known that even everyday people can chat about it. Its massive popularity boils down to the explosive global buildup of AI infrastructure. As a core component in this buildup, optical transceivers are incredibly hot both on the industry front line and in the secondary market. In particular, the latest 1.6T and 800G products not only command high prices but also frequently face supply shortages. In this issue, EEFocus plans to directly teardown an o

    September 14, 2026

    Teardown of Eoptolink Optical Transceiver: High "US Content"
  • Credo to Acquire Israeli Silicon Photonics Firm DustPhotonics for Up to $1.3B to Boost Optical Communications Business

    Compiled by | ZeR0 Edited by | Mo Ying Chip Insider reported on April 15 that , Credo, a U.S. giant in data center connectivity solutions, announced it has reached a definitive agreement to acquire DustPhotonics, an Israeli silicon photonics chip company, for up to $1.3 billion (approximately RMB 8.8 billion) in cash and stock. Under the agreement, Credo will pay $750 million in cash and $123 million in stock upon the closing of the transaction. The deal also includes potential upside of up to 3

    April 16, 2026

    Credo to Acquire Israeli Silicon Photonics Firm DustPhotonics for Up to $1.3B to Boost Optical Communications Business

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