I just want to stress Lebby´s latest statements and put them in perspective of the "global foundries" statement ( three global foundries) and the impact this may have on all chip design industry participant companies which completely depend on ( largerly Asian) foundry contract manufacturing cooperation.
Whether AMD, Amazon, NVIDIA, Intel, IBM or any other semiconductor chip design company or end users like Google or Facebook.....they all have their chip designs manufactured at one of the three biggest global foundries. Of course there are a few others, but the 80% bulk comes from just three, where Samsung mainly supports and manufacturers for itself.
From the latest PR. Lebby will present to an audience of industry experts and industry participants.
These are folks across hundreds of start ups across the photonic industry, not boardroom members.This is Lebby's "last act" in a long and dramatic awareness drive, the last and final presentation to this diverse audience, which started in earnest already a few years ago. This the last stone in the pond or the proverbial " kill a chicken to scare the monkeys" act.
`...implementation of electro-optic polymer modular platforms into foundry PDKs (process development kits) for mass production with global foundries'
If LWLG designs can be implemented an produced in 'global foundries' and customers from all sectors of the data communication industry can make use of these designs, this will truly revolutionize the internet.
Next BOLD statement.
`We believe that our polymer-based silicon photonic modulators can double the speed of existing devices while using less power, which is revolutionary and could forever transform internet infrastructure”
I cannot think of any more 'scary' statements to this audience. Lightwave goes directly to the last most important step in the supply chain where no Tier 1 design company has control over its destiny. Freedom of manufacturing with mass production (scale not niche) and commercialization.
Of course the critical folks will say ' show us the money'. I firmly believe we will know that before this conference.
