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KCCO7913

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KCCO7913

Re: Lewrock post# 169375

Wednesday, 11/29/2023 4:58:39 PM

Wednesday, November 29, 2023 4:58:39 PM

Post# of 236179
The SOM figures represent the 4x200G PIC chips for 800G and 1.6T pluggable transceivers.

If the May deal was with Polariton, it would not be accounted for in those projections since Polariton is not currently making modulator PIC chips that go inside pluggable transceivers.
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