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Thursday, 06/15/2023 8:40:12 AM

Thursday, June 15, 2023 8:40:12 AM

Post# of 195040
An estimated 35,200 polymer modulators will be inside 7,900 transceivers during 2024. The start of 2024 is 6 months away. The company would NOT have put out that guidance if they couldn’t meet it. They even finally showed us the design of the 4x200G modulator array. PROGRESS!!!! We didn’t see that last year.

They are working with >TWO transceiver makers.

ALD results are back. Lebby showed off the beautifully smooth picture.

PDK answer was MUCH better in the Belgian presentation a few days after the May 25th meeting. And that’s a juicy nugget no one is posting here. Literally strictly because of YOU.
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