Spectra7 Microsystems Inc (SEV)

[Jimmer10]

This company is using and has started selling Spectra7 chips within it's data center cables. They call the analog chip "SEMI-ACC" instead of "Guagechanger". They just recently revamped their website last month and seem to have "elevated" their online presence.

http://web.zhaolong.com.cn:8080/zhaolong/wbx

Download a few of the data center publications and you will see all of the different cables and the ones that are using the "SEMI-ACC" analog chip. The thinness of this cable is 38AWG, or 3.8mm in diameter same as indicated on S7's website.

The real clue that it is Spectra7 chips is this (found under the "Innovation" section):

Based on SEMI-ACC technology and TWINAX technology (the world's smallest QSFP was released at Designcon in the US in January 2016, the OD is only 3.8 mm. The data center construction can achieve higher wiring density while lowering costs, and has better performance in use. Performance, high reliability, and better latency, QSFP PAM4 200G solution, QSFP28 100G solution, SFP28 25G solution, QSFP+40G solution, SFP+10G solution

Spectra7 first brought the GuageChanger chips to DesignCon in 2016.

I think Spectra7 is doing everything they need to to get the GuageChanger tech launched. The last NR indicated demand was ramping up, and the presentation updated to remove revenue from DC products expected in 2H to in 2018. Maybe that was an indication that revenues from non-prototype DC cables will begin here in Q2?

Let's hope this will be the start of the climb back up!