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Re: WhiteSahara post# 182138

Friday, 03/01/2024 6:04:47 PM

Friday, March 01, 2024 6:04:47 PM

Post# of 194740
I just listened to it and I have no clue why anyone would be upset.

Not sure why they’re specifically calling out 200mm wafers because they’ve been using them with their foundry partners already. I think it’s likely that they hear shareholders ask about “scaling” and they just wanted to tell us 100% directly that scaling is not an issue. Potential partners already know photonics foundries do their work on 200mm wafers. Anyway, whatever.

Prototypes and demonstrations are coming. Lebby basically acknowledged the poor communication and said they’ll be more public this year.

No where was any delay mentioned.

If anything, they’re being dragged around by a large partner.

Kinda like a decade ago when Intel was dragging LWLG around in the mud. The difference today is that the market is finally ready and LWLG has all the infrastructure set up in-house.
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