While we wait to hear about the official announcement of a contract with SilOrix, I find myself wondering how can a small foundry make millions of modulator chips to fit into transceivers? It sounds almost too good to be true.
We talk a lot about Lightwave"s ability to help turn out chips that are 3X faster and saving power by up to 90% to what is currently being used. These are great selling points but in addition, the fact that they function so well that added hardware to the chips are not needed allows for smaller size. Yes, smaller size means greater flexibility introducing them into devices in the future. From a manufacturing standpoint it seems like smaller size means running wafers at the foundry with a far greater number of modulator chips incorporated into each wafer waiting to be sliced off in the separation process. When Dr. Lebby talks about modulators that could be as much as 30X smaller than current modulator chips, that is incredible. It means a small foundry can manufacture many more slot modulator chips per wafer making the process much more efficient. That is more cost effective. It is also going to be more profitable as a result.
Taking size into account one can imagine that when SilOrix has stated it can manufacture millions of slot modulator chips, 30X smaller is a big reason they can say that. Understanding what this means, if in fact SilOrix is the first contract, a small foundry can ramp volumes of chips faster and we all reach profitability faster as a result.
Market Data 
Markets 
AI
