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Spectra7 Microsystems Inc

Spectra7 Microsystems Inc (SEV)

0.125
-0.01
( -7.41% )
Updated: 09:46:00

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GARYM1 GARYM1 26 minutes ago
We may never here from them again under that scenario
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PowrrrPlayz PowrrrPlayz 2 hours ago
In regards to ACC RH has misled retail investors since 2017. Best the company shut up until concrete results.
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GARYM1 GARYM1 7 hours ago
For a tech company on the verge of a tech boom thru AI they sure don't have alot to say.
The market thru buying is not even endorsing them.
At what point do we give up ,2nd half of 2024 is a bust so will all of 2025 be the same.
Time will tell
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yp_1 yp_1 8 hours ago
Outlook? There was not a single positive news for several years.
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SEV123 SEV123 2 days ago
Maybe outlook is brighter.
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Robert31 Robert31 2 days ago
s://futurism.com/the-byte/environment-openai-chatgpt?utm_source=flipboard&utm_content=topic%2Ftechnology
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prototype_101 prototype_101 2 days ago
SVE said, On news of orders you will be able to buy at maybe a dollar if you're lucky

while I would like to believe that because then I would be buying hand over fist today for a very quick 10 bagger, somehow I doubt the order size being great enough to warrant such a quick rise in the PPS

Here is a post from earlier this year where I used RH's 60% CAGR to project future revenue, do you believe RH was way low in his slides? if so, what revenues are you expecting? and what are you basing it on?

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174231591&txt2find=RH
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GARYM1 GARYM1 3 days ago
Yes
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SiliconValleyExec SiliconValleyExec 3 days ago
Heavens. On news of orders you will be able to buy at maybe a dollar if you're lucky. Will you be glad you waited then?
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GARYM1 GARYM1 3 days ago
I'm waiting for first order,glad I did wait because I would have had dead money if I bought counting on 2nd half of this year.
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RiskyRascal RiskyRascal 3 days ago
Just to let you know I have been buying at these low levels and have averaged down alot. Incase you think I am a phony.
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d3t0x d3t0x 3 days ago
Man, I am so sorry. I was looking at doubling again here but at a fraction of the loss you are talking about. I assume it's all relative but either way I hope somehow this turns into a miracle recovery for you.
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SEV123 SEV123 3 days ago
I can't figure which side of the trade Gary is on. I guess he's not buying since he was ask and didn't respond.
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$$$83 $$$83 3 days ago
I agree so they than short sell if it ever begins to gain value , don't you agree
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SEV123 SEV123 3 days ago
They want everyone else to buy but they won't.
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SiliconValleyExec SiliconValleyExec 4 days ago
I am here to read a little about a company I've recently discovered. I couldn't care less up where you put your thumbs, so long as you keep them far from me
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yp_1 yp_1 4 days ago
All those lately activated on the board and collecting thumb-ups are likely phonies at this point.
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yp_1 yp_1 4 days ago
Lots of thumb-ups, but no one is buying
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SiliconValleyExec SiliconValleyExec 4 days ago
Are you buying?
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GARYM1 GARYM1 4 days ago
Seems silly that no one wants to buy at these levels
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RiskyRascal RiskyRascal 5 days ago
Here is a better comparison between semtechs and spectra 7s product.

The Spectra7 GC1122 GaugeChanger and Semtech GN8112 are both critical components designed for high-speed data communication applications, particularly in supporting PAM4 (Pulse Amplitude Modulation with 4 levels) signaling, which is used for 100Gbps, 400Gbps, and higher data rates over copper and fiber links. Below is a comparison of the two:

1. Target Application

Spectra7 GC1122 GaugeChanger: This chip is specifically designed to enable the use of lower-cost and thinner-gauge copper cables while maintaining high data throughput. It is targeted at reducing the size and weight of interconnects in data centers and high-performance computing applications. The focus is on improving signal integrity for passive copper cables.

Semtech GN8112: This device is a PAM4 clock and data recovery (CDR) retimer, designed for extending reach and improving signal integrity in high-speed copper and optical interconnects. It is focused on reconditioning signals and mitigating the effects of channel loss and distortion in long-reach connections.


2. Key Functionality

Spectra7 GC1122: Primarily a cable signal booster, the GC1122 enhances the performance of copper cables by amplifying and compensating for signal degradation due to cable length or gauge size. It allows the use of thinner and cheaper cables without sacrificing performance, and it supports both NRZ (Non-Return-to-Zero) and PAM4 signaling.

Semtech GN8112: A PAM4 CDR Retimer that reconditions and regenerates high-speed signals. It reduces jitter and compensates for signal degradation by recovering clean clock and data signals in long-reach high-speed communication links.


3. Performance and Data Rate

Spectra7 GC1122: Supports data rates up to 112 Gbps (56 Gbps PAM4 per lane). Its primary strength lies in compensating for signal degradation in passive copper links, enabling cost-effective copper interconnects for shorter distances.

Semtech GN8112: Supports 112 Gbps PAM4 data rates. Its primary role is to act as a CDR retimer, which helps recover and clean up the signal to extend the reach over both copper and optical links.


4. Signal Integrity Enhancement

Spectra7 GC1122: The GaugeChanger enhances signal integrity by compensating for the signal loss that occurs in long or thinner-gauge copper cables, helping to maintain signal fidelity over short to medium distances.

Semtech GN8112: The GN8112 retimer significantly enhances signal integrity by recovering and reconditioning the signal, which is essential for long-distance high-speed connections. It reduces jitter and compensates for ISI (Inter-Symbol Interference) and other channel distortions.


5. Power Consumption

Spectra7 GC1122: Known for its ultra-low power consumption, the GC1122 enables power-efficient designs, making it ideal for data centers looking to reduce energy costs and heat dissipation.

Semtech GN8112: While the GN8112 is designed for efficiency, retimers typically consume more power than signal boosters like the GC1122 because they perform clock recovery and signal regeneration.


6. Reach Extension

Spectra7 GC1122: Extends the reach of copper cables, typically for short-to-medium reach applications (a few meters) in data centers or between high-speed devices.

Semtech GN8112: Extends the reach of both copper and optical connections, with an emphasis on long-distance communication, often used for longer-reach applications or across multiple hops in a network.


7. Use Cases

Spectra7 GC1122: Ideal for high-speed copper interconnects in environments where cost and space efficiency are crucial. It is well-suited for shorter, intra-data-center applications where thinner and less expensive cables are desired.

Semtech GN8112: Typically used in applications requiring long-reach interconnects and is essential for signal recovery and extending the reach in long-haul networks or between data centers.


Conclusion:

Spectra7 GC1122 excels in cost and power efficiency for shorter copper cable links, focusing on boosting signal quality in a compact and low-power manner, ideal for intra-data center connections.

Semtech GN8112 offers robust signal reconditioning and extension capabilities, especially suitable for long-reach and high-performance networks, albeit with higher power consumption.


Both components target different segments of the high-speed communication market, with Spectra7 focused on optimizing short-reach, cost-effective copper solutions, and Semtech providing retimer technology for long-distance, high-integrity data transmission.

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Semtech’s Active Copper Cables (ACCs) typically use retimers or CDRs (Clock and Data Recovery) circuits, like the GN8112, to enhance signal quality over longer distances. These retimers help recondition and clean up the signal, reducing jitter and compensating for losses that occur as data travels through copper cables.

By incorporating retimers, Semtech's ACCs can support higher data rates (like PAM4 for 100Gbps and 400Gbps) and longer reaches compared to passive copper cables. The retimers regenerate the signal, ensuring reliable transmission over extended distances where signal degradation would normally limit performance. This makes Semtech’s ACCs suitable for longer data center interconnects, where signal integrity is critical.

In contrast, Spectra7’s ACCs focus on signal boosting without the use of retimers, offering a lower-power, lower-cost solution for shorter cable lengths.

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Also compared macoms product below:
To compare the Spectra7 GC1122 GaugeChanger with MACOM's MAEQ-39904, let's examine key differences and similarities between the two in terms of functionality and specifications.

Spectra7 GC1122 GaugeChanger

Purpose: The GC1122 is designed as a redriver for Active Copper Cables (ACCs). It enhances signal integrity without the need for a power-hungry retimer.

Data rate: Supports PAM4 signaling at up to 112 Gbps per lane.

Power efficiency: Spectra7 emphasizes ultra-low power consumption, an essential feature for data center applications where power efficiency is crucial.

Form factor: Typically used in cables to extend reach and minimize signal degradation, enabling cost-effective, high-speed data transmission over longer distances with lower power usage.


MACOM MAEQ-39904

Purpose: The MAEQ-39904 is a linear equalizer used in high-speed data communication systems, such as in data centers and 5G infrastructure.

Data rate: Supports PAM4 signaling and is designed for rates up to 112 Gbps per lane.

Technology: Like the GC1122, the MAEQ-39904 works to maintain signal integrity, but MACOM’s product is more focused on equalizing the signal, compensating for loss over copper channels. It can be deployed in multiple scenarios, including 800G optical modules.

Power efficiency: MACOM emphasizes power savings but in a different way, focusing on optimizing performance for applications needing signal recovery over long distances.

Use case: MACOM's linear equalizers are often found in both active copper and optical modules, supporting high-speed data transmission over both mediums.


Retimer/Redriver

Spectra7's GC1122 is a redriver, meaning it amplifies and cleans up signals without adding significant latency, making it highly power-efficient.

MACOM's MAEQ-39904 behaves similarly to a redriver in its linear equalization function but without the complexity of a full retimer. MACOM does offer retimers in other product lines for more complex signal recovery scenarios.


In summary, both devices are geared toward improving signal integrity for high-speed data transfer, but the GC1122 is optimized for low-power cable-based solutions, while the MAEQ-39904 is more versatile, handling both copper and optical interconnects in various data center environments.
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RiskyRascal RiskyRascal 5 days ago
Here is a comparison of technical specifications from semtec and spectra 7 acc from chat gpt.

To compare Semtech's Active Copper Cables (ACC) with Spectra7's, let's look at the available specs:

Semtech CopperEdge ACC:

Uses the GN8112 PAM4 quad linear equalizer, offering ultra-low power (<0.75W per 400G link) and ultra-low latency (<10ps).

Extends the copper cable reach to up to 5 meters at 112Gbps PAM4 data rates.

Targets data center interconnects for 400G and 800G applications, specifically designed for high-volume switch-to-server connections.


Spectra7 GaugeChanger ACC:

Spectra7’s ACCs claim to deliver up to 70% power savings compared to traditional ACCs.

Supports data rates up to 100G and 400G.

The reach can extend to 3 meters for 400G data center interconnects.


Key Differences:

1. Power Efficiency: Spectra7 emphasizes better power efficiency, claiming up to 70% less power consumption compared to other ACC solutions.


2. Latency: Semtech ACCs provide ultra-low latency (<10ps), which may be slightly better than Spectra7, but Spectra7 focuses more on power efficiency than latency.


3. Reach: Semtech ACCs offer a 5-meter reach, whereas Spectra7 ACCs typically max out at 3 meters.



In summary, Semtech ACCs offer better reach and very low latency, whereas Spectra7 focuses more on power savings. Which is better depends on your specific application needs—whether power efficiency or longer reach and lower latency are more critical.

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Heres what it found when comparing macom and spectra 7.

MACOM's active copper cables (ACC) and linear equalizers are specifically designed for high-speed data transmission in data centers. Their MAEQ-39904, for example, supports 56GBaud PAM4, delivering a max data rate of 112 Gbps over four channels. It extends the reach of passive Twinax cables, offering up to 16dB signal boost at Nyquist frequency, ideal for 2m active copper cables.

Spectra7's ACC technology, on the other hand, is known for its lower power consumption (up to 80% lower than AECs) and efficient signal conditioning across varying lengths, typically more power-efficient than MACOM's solutions. Spectra7 has also gained significant attention for offering longer reaches at lower power, which gives it an edge in some use cases where power efficiency is critical.

Overall, MACOM focuses more on high-speed linear equalizers with lower latency, while Spectra7 stands out with power efficiency and longer cable reach, especially in data centers focused on minimizing power consumption.
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SiliconValleyExec SiliconValleyExec 5 days ago
I must have missed that train into an alternate universe.
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FlashyEnchanter111 FlashyEnchanter111 5 days ago
Semtech Corporation, a leading supplier of high-performance analog and mixed-signal semiconductors, announced in September 2022 the acquisition of Spectra7 Microsystems Inc., a pioneer in high-perfor-mance analog semiconductor products for broadband connectivity markets. This acquisition aimed to expand Semtech's portfolio into the active copper cable (ACC) market, particularly in data centers, 5G, and other high-speed connectivity applications.
Spectra7's technology is known for enabling high-speed connectivity solutions that are lower power and cost-efficient compared to traditional fiber optics. Their products are primarily used in data centers, virtual and augmented reality (VR/AR), and consumer electronics, where they provide significant advantages in bandwidth and signal integrity over long distances.
Semtech's acquisition of Spectra7 is seen as a strategic move to strengthen its position in the data center market and to offer more comprehensive solutions to its customers,
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prototype_101 prototype_101 5 days ago
does anyone here believe that MACOM or Semtech are using S7 chips? I remember once RH said that S7 technology would not be easy to replicate from scratch, that it was very complicated technology developed over the years, anyone remember this too?
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prototype_101 prototype_101 5 days ago
wonder if future is still hopeful, haven't heard anything from him lately
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yp_1 yp_1 5 days ago
The hope is still alive. It will die last, as always.
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RiskyRascal RiskyRascal 6 days ago
Hopefully Spectra 7 gets a small percentage of this global-infrastructure-partners-blackrock-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure
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PowrrrPlayz PowrrrPlayz 6 days ago
... and more dilution coming for the new ceo's compensation package
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yp_1 yp_1 6 days ago
Market thinks that yet another CEO would not make any difference
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GARYM1 GARYM1 1 week ago
Would be nice to hear about orders,revenue and in general supply agreements.
I guess that comes later
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yp_1 yp_1 1 week ago
Houston, we are going down...
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yp_1 yp_1 1 week ago
Late night? Do you live in India?
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SEV123 SEV123 1 week ago
Speaking to a friend last night who also owns SEV shares, told me we should hear something shortly on a new leader. Late night so corrected previous post. :)
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SEV123 SEV123 1 week ago
Speaking to a friend last night who also owns SE shares, told me we should hear something shortly on new head leader.
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yp_1 yp_1 1 week ago
https://www.similarweb.com/website/the-sun.com/#traffic
The source you quoted is only read by north Americans, and mostly those from the US.
It says it all...
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Robert31 Robert31 2 weeks ago
Market Opportunity materializing ? https://www.the-sun.com/motors/12439887/volvo-ex90-nvidia-self-driving-road-tech-safety/?utm_source=flipboard&utm_content=topic%2Fautomotive
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yp_1 yp_1 2 weeks ago
Thanks. I published the break down of what I have. It is over $500k invested with 90+ % paper loss
Current share count is about 360k
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GARYM1 GARYM1 2 weeks ago
I feel for you,I'm glad I didn't keep buying on promises made 2 years ago and finally did a buy to get my breakeven in what I call a possible range if they simply announce 1 order.
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yp_1 yp_1 2 weeks ago
mine is x10 of the current price...
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Robert31 Robert31 2 weeks ago
https://www.cnbc.com/2024/09/10/oracle-is-designing-a-data-center-that-would-be-powered-by-three-small-nuclear-reactors.html?utm_source=flipboard&utm_content=topic%2Fnews
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GARYM1 GARYM1 2 weeks ago
Whats your B/E number.

Mine is 27 cents on my 175000 shares.
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yp_1 yp_1 2 weeks ago
Breaking even has become a dream for me…
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SEV123 SEV123 2 weeks ago
I'm fairly certain that SEV said their cables(chips) have interoperability, signal integrity, reliability and power savings. I believe they were top dog at conferences back in the winter, especially because of how well they did when it came to latency. I guess as it stands right now CRDO could be the to go to but from what I heard, SEV when recently tested by some of the top hyperscalers, SEV passed in flying colors.

### Competition Between AECs and Other Cable Solutions:
- **Question (Karl Ackerman, BNP Paribas):** Active copper cables (ACCs) with redrivers are receiving attention. How do they compare to AECs with retimers, and how do you view the market for both solutions?
- **Answer (Bill Brennan):** We do not see the market for **passive copper cables** or **ACCs** as large in the long term. ACCs are primarily driven by **NVIDIA’s strategy** and are not a broad market trend. **Hyperscalers prefer AECs** due to their **interoperability, signal integrity, and reliability**. AECs are the **de facto choice** for **100G per lane** and above.
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yp_1 yp_1 2 weeks ago
NVIDIA has not changed their insight into the cable tech: https://docs.nvidia.com/networking/display/cableovpub/dacs,+accs,+aocs,+and+transceiver+interconnects
Still no AEC.
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SiliconValleyExec SiliconValleyExec 2 weeks ago
This chat gpt is handy but what it replies is nothing more than what you can gain from all of the information available by just reading it. It is not providing anything new or unknown. But thanks. It's fun to read what a computer writes.
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Robert31 Robert31 2 weeks ago
Ghat GPT - Which is better? If you're choosing between ACC and AEC, it largely depends on your particular requirements such as distance, data rate, power consumption, and cost. ACC is more common and generally used in situations where high-bandwidth, shorter distances are involved. AEC might be chosen for specialized applications or where specific performance characteristics are needed.
In summary, both technologies aim to enhance signal quality and extend the effective range of copper cables, but your decision should be guided by the specific technical and budgetary constraints of your application.
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yp_1 yp_1 2 weeks ago
Besides, what else one would expect from a Credo speaker? Of course the person would say game is over and AEC cables will be the standard moving forward.
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Spectra777 Spectra777 2 weeks ago
Success is not always straight forward :)
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Spectra777 Spectra777 2 weeks ago
Then again....while Spectra 7 chips do improve signal integrity and can reduce noise compared to basic linear amplifiers, whether they entirely resolve the noise issue compared to AEC’s re-timers depends on the specific implementation and application context. In some cases, the advanced processing of Spectra 7 chips might bring performance closer to or even surpass that of AEC’s re-timers, but AEC’s re-timers generally offer a more straightforward and proven approach to signal reconditioning and noise reduction.

Goes to show why time and testing is so critical.
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