Monday, December 12, 2022 10:20:40 PM
Are you aware of how small the modulators are, and how many fit on a 100mm wafer? What's the cost/benefit versus 300mm wafers?
Is it possible that small foundries see an advantage to being the first to bring this tech to the market and are willing to go the extra mile? Maybe they have more flexibility in their production schedules than big foundries and can schedule test runs faster.
Is the tech limited to 100mm wafers? (No, it's not.)
I understand you and others have doubts, but I'm not seeing is substantive information supporting the doubts about technical issues. What I'd like to see is somebody provide an argument as to why the 100mm wafer "concern" is actually meaningful. I never saw convincing information supporting past concerns, like stability, poling, etc., just "it can't be done" or "they'll never figure it out". Lebby said the company is talking to foundries on a daily basis. They know what the real issues are, and I see evidence that those issues are being addressed.
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