// Supply Chain
Coherent 400G 800G QSFP-DD OSFP OpenZR+ OpenROADM Optical Networking Pluggable Supply Chain

Pluggable Coherent in 2026: What's Shipping, What's Vaporware

800G ZR modules are announced. 1.6T is on the roadmap. Meanwhile, half the 400G ZR+ SKUs take 14 weeks to ship. Here's what's real in pluggable coherent today.

Rene Fichtmueller / 2026-05-07 / ~2 min read min read
Silicon Photonics Indium Phosphide Optical Networking SiPh InP Photonic Integrated Circuit CMOS Coherent Optics Supply Chain Intel Cisco Lumentum Coherent Corp Foundry Semiconductor

Silicon Photonics vs Indium Phosphide — The Foundry War Behind Your Optics

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 TCO Optical Transceiver Cost Analysis MTTR Spare Management Compatible Optics Network Operations Procurement Secondary Market Optical Networking Data Center Supply Chain Vendor Validation Programmable Optics Network Engineering

The Real Cost of Optical Components

Optical components are often compared based on unit price. This does not reflect the total cost. The most cost-effective component is the one that integrates without requiring ongoing effort to keep it stable.

Rene Fichtmueller / 2026-04-17 / ~2 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

Coherent 400G ZR+ — When Lead Time Becomes a Design Problem

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