I was able to watch the panel last night and Lebby dropped some bombshells in the Q&A about wafer scale poling. Thousands. At. A. Time. Foundry delivers poled wafers. Packaged modulators at 6,000 hours (my guess was 7k…I was close) Packaged modulators running at 200G per lane. Great. LWLG has been building a statistical model/database on devices for reliability. So it appears my suspicions were correct on that. Also…more confirmation that TFLN needs more time to commercialize.
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