InvestorsHub Logo
Followers 119
Posts 9517
Boards Moderated 1
Alias Born 04/22/2010

Re: Reanimator post# 183685

Friday, 03/15/2024 9:23:13 AM

Friday, March 15, 2024 9:23:13 AM

Post# of 194799
Shame on you, you are short and make up lies to try and scare others.

Fact, there are no reliability or stability issues, that statement is 100% totally made up. Period

I could not live my life that way, certainly you are capable of doing something honest with your life.

For Shame, For Shame

X

Here is some of KCC's work

Modulators for 200G per lane are 100% needed. Ask anyone in the industry…

There’s only 4 options: InP, TFLN, BTO, and EOP. I’m not including silicon because they can’t do 200G with PAM4.

InP based transceivers are hitting the market first with initial deployments this year. Compared to EOP, InP is more expensive, higher loss, suffer from chirp, consume more power, and are not scalable past ~100Ghz.

There have been TFLN prototypes but no indication of deployments. Also a January white paper from a TFLN leader provided insight into some issues they’re having. Compared to EOP, TFLN is like InP but even more complicated to manufacture. Bandwidth can go a bit higher and a bit less power consumption.

BTO is the least mature and I’ve seen no evidence of any work with BTO modulators for pluggable transceivers. The only advantage of BTO is the higher EO activity. However, in time it is projected that the r33 for EOP will surpass that of BTO. In-device r33 is already getting close.

None of the above categories are proprietary materials where one company dominates like LWLG does with EOP.

None of the above categories except EOP utilize standard tooling inside existing silicon foundries.

Looking into the future…ONLY EOP or BTO can provide the path to the 400G per lane that is already being discussed for the roadmap in a few years. EOP will naturally win this battle simply due to the cost advantages. Even the head of Silicon Photonics at Nvidia recently said BTO is “super expensive”.
Bullish
Bullish
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News