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Re: StockJumper25 post# 156377

Thursday, 09/07/2023 11:21:10 AM

Thursday, September 07, 2023 11:21:10 AM

Post# of 196174
Intel’s pluggable transceivers involve 25G per lane. I understood Intel outsources these from ST Microelectronics in France ( since 2019). Intel transferred it own transceiver production, but held on to it silicon Photonics development activity. As of last week staff was sent home. It appears it’s transceivers involve margin stacking from various component suppliers and are too expensive ( low margin). If you have different information, please share.
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