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Re: tedpeele post# 174949

Wednesday, 01/10/2024 10:08:17 AM

Wednesday, January 10, 2024 10:08:17 AM

Post# of 195700
Here’s all the validation I need:

1. USA based foundry saying they’ll be offering polymer modulators in the future

2. Programmable photonics company saying they’ll use polymer modulators when available

3. PIC design company using GF Fotonix telling me they’d love to use polymer modulators

4. Employee of European foundry giving Lebby extremely high praise

5. Tier 1 foundry mentioning that they’ve had discussions on adding polymers to their platform

6. Anthony Yu from GFS saying heterogenous integration of Pockels materials is REQUIRED in the future. If you don’t understand, EOP is the ONLY Pockels material that does NOT require exotic epitaxial growth, etching, or bonding processes. EOP can simply be dropped onto an existing SiPh wafer.

7. Head of Silicon Photonics at NVDIA saying new materials need to be added to SiPh. Specifically calls out BTO as being super expensive.

8. Transceiver company mentioning they’ve in discussions with polymer company (and I know this isn’t LWLG’s #1 transceiver company)

9. Quantum computing company mentioning they’re currently investigating “TFLN and other materials” for their platform.

10. One of the top 10 photonics people in the industry (maybe even more ‘famous’ than Lebby) tells me to my face that he doesn’t doubt EOP will commercialize.

This is all stuff I’ve heard with my own ears or seen with my own eyes.

And your source says he isn’t hearing a peep? What a joke. Oh that’s right…who will open up to a contrarian journalist with a big mouth - especially while under NDA? My sources tell me Mark L has little respect in the industry.

How am I hearing all this and he isn’t? Rhetorical I don’t care to engage with you any more.
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