Silicon Photonics
Indium Phosphide
Optical Networking
SiPh
InP
Photonic Integrated Circuit
CMOS
Coherent Optics
Supply Chain
Intel
Cisco
Lumentum
Coherent Corp
Foundry
Semiconductor
Two materials. Two manufacturing ecosystems. Two different bets on the future of optical networking. The choice between Silicon Photonics and Indium Phosphide determines who can build your optics, how fast,
Rene Fichtmueller
/
2026-04-30
/
~3 min read min read
400G
400ZR
400ZR+
Coherent Optics
QSFP-DD
OSFP
DWDM
Optical Networking
Data Center
Network Design
Supply Chain
Capacity Planning
Lead Time
DP-16QAM
Indium Phosphide
Optical Transceiver
ECMP
The design is complete. Procurement comes back: 400ZR+ optics are not available for four to five months. That is not a supply chain problem. It is a design assumption problem.
Rene Fichtmueller
/
2026-04-13
/
~3 min read min read