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Re: WayHaw post# 95879

Saturday, 03/19/2022 10:23:01 PM

Saturday, March 19, 2022 10:23:01 PM

Post# of 195958
And this is why polymers will succeed! The tech has to be able to ramp.

Andy Bechtolsheim: From a business level, you have all the competition in the current supply chain. There are many companies making these pluggable optics modules, you can also have competition in the new technology space, because the company that is betting on barium titanate modulators is not going to bet on lithium niobate. One will succeed better than the other, but it is too early to tell. I couldn’t tell you. And if you talk to these startups, they are wildly optimistic, they got the best thing since sliced cheese.

TPM: And another will say they have the next best thing since sliced white bread, and we can make little sandwiches. . . .

Andy Bechtolsheim: [Laughter] Right. On a lab basis, they all have valid points. But none of them are in production, which means millions of units. In the end, if you can’t make it the millions, it’s not a solution for the market because they couldn’t ramp it.


Innovative polymer plus modulator
Minimizing polymer layers for a more- simpler, easy to integrate, high performance, low voltage device. Fabrication is using spin on polymers in standard fabs


ENGLEWOOD, Colo., March 7, 2022 /PRNewswire/ -- Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic polymers to transmit data at higher speeds with less power, today announced the receipt of a new U.S. patent on an invention that will simplify modulator integration for high-volume foundry manufacturing operations while enhancing polymer reliability to enable a more effective photonic engine.
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