Lightwave Logic Inc (LWLG)

[tkg]

Great find RL...

SALES OF PRODUCTS BASED ON CO-PACKAGED OPTICS WILL START IN 2022
Dec. 8, 2020
LightCounting Updates Forecast for High Speed Cables (AOCs, ACCs, AECs and DACs) as well as Embedded and Co-Packaged Optics.

This means that first products using ASICs co-packaged with optics will be announced in 2021. Do we know this for sure? No. Market research is just like quantum mechanics – nothing is 100% certain, but the probability of this event is very high, as detailed in the report.

Skeptics would argue that development of the co-packaged optics technology is just starting. COBO and OIF just announced their working groups in the end of 2020. Co-packaged optics (CPO)collaboration launched by Facebook and Microsoft in 2019 is just offering guidelines for suppliers. The standards for CPO are years away.

All of this is true, but first implementations of CPOs will be based on proprietary solutions. Several large companies are working on this technology now, including AMD, Broadcom, Cisco, Huawei, Intel, Nvidia, Samsung and TSMC. All this work is highly confidential and LightCounting has no insider knowledge of the status of these projects, but this is a race and first announcements are probably just months,if not weeks away.

http://www.lightcounting.com/light-trends/sales-products-based-co-packaged-optics-will-start-2022/