Hi F2, good to hear from you. I'm primarily referring to the MACOM/Global Foundries connection that many here have discussed. Thanks to theroc66 and others for posting about the MACOM conference call Q&A session that led to this. This message board provides better due diligence than any industry analyst.
Today this is from memory, but I made a post about a year ago spelling out the entire Gigpeak/MACOM/LWLG connection and referenced all source material where I pulled this publicly available information. Maybe I can find it later today.
MACOM and GF have a public development deal. MACOM has two on-record attempts at using electro-optic polymers to develop transceivers. Once was in partnership with Gigpeak. The second attempt was after MACOM hired away Gigpeak's lead technologist. This ultimately ensued a legal battle over the IP. MACOM paid Gigpeak without admitting fault, then ceased development on its polymer devices. It is likely MACOM still has a strong appetite for the polymer platform.
Fast forward, 2017 LWLG acquired the same IP that MACOM battled over.
Fast forward, 2022 MACOM holds an earnings call and states the following:
"And so that's exciting for us. And we're doing -- we're entering programs at 400G. And if we're successful here that will break the dam on moving that as a more adopted technology for broader applications inside the data center. So we're very focused on that as a company where we have very unique technology. We have close relationships with some major companies that are looking at effectively there's different words for it, you can call it direct detect, or direct drive, but the goal would be to eliminate the DSP in certain applications."
They then went on to discuss their plans to introduce their leading edge technology products in March and June at the major industry events.
There is only one company I'm aware of capable of reducing the power level enough to eliminate drivers and digital signal processors for direct detect at high speed. LWLG.
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