These foundries manufacture Ethernet switches, AI processors, and now silicon photonics. The drive to adopt silicon photonics is found in the compute scaling that can be achieved with optical interconnects, thereby supporting LLM growth.
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The Analyst Team

Daryl Inniss
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Daryl Inniss is a Consultant in transport network and components. His focus areas include active and passive components. New business development, strategy development, and competitive analyses are his areas of expertise.
Daryl was director of new business development at OFS Fitel, LLC, a fiber optics and telecommunications manufacturer. Daryl has been in this industry for over 35 years. He was formerly a practice leader at market research firm Ovum and RHK and covered advanced telecommunication technologies. Daryl co-authored Silicon Photonics (Morgan Kaufmann, 2016). He was a technical manager at JDSU and at AT&T, Bell Labs. Daryl holds a PhD in chemistry from UCLA and a Bachelor of Arts from Princeton University.
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