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Monday, April 19, 2021 9:58:08 PM
True that this isn’t the same as you or I interpreting a LWLG press release. This time is different because these are the words coming from an Ethernet Alliance representative and R&D manager at a major 400Gbps transceiver fabrication factory.
For those that did not view the Datacenter Interconnect conference, here is the third party confirmation:
"That's why I'm glad when we are talking about the polymer modulators. It was brought up drive voltage. Because it's not just about the switch power, it's not just about how much power the modulator needs. It's also the overall channel power. So Co-package gets rid of driving a trace on a board. But there are still drivers for the modulators. Going to low drive modulators gets rid of those drivers on my co-package." Jim Theodoras HG Genuine VP of R&D
These mirror the words of Michael Lebby as they gather feedback from NDA partners.
Jim went on to show a slide of their transceiver ecosystem which included LWLG as one of their PIC suppliers.
Could be Monday. Could be 2021. But we are being designed into HG Genuine’s production line which has a capacity of well over a million transceivers/year. Each transceiver would have four LWLG modulators inside. You do the math.
-Richard
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=159362480
Jim Theodoras
VP R&D at HGGenuine USA
https://www.linkedin.com/in/jim-theodoras-934490/
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