Wow, it is great to hear what was given 'to the industry' at the conference. So, as I read it, the onboard chip is so small that a customer could order a participating foundry to put it on a chip for the purpose of moving the data from point to point to speed up bottlenecks. I haven't seen the details, but on chip would most likely mean electronic data, to light to waveguide on the chip (now some of those other patents are making sense about moving thru the layers on a silicon chip, mirrors, graters etc.) and back to electrons. Notice that I didn't say fiber but waveguides. Also agreed this is about on chip. So once foundries are comfortable, the customers can order these placed wherever they want. Lightwave would supply the EO polymer, license the patents. It will be difficult for Lightwave to prioritize interest because they can not serve everyone at once. That's a good problem to have. Still, say a buyout in eminent. The stock market is forward looking, AI is frantically looking to reduce the significant pain point issues (latency), so we should see a hugh increase in the demand on the business side and on the equity (stock price) side as well, but once again until the shorts "get it" and cover they will try to hold this down.
And more important than the red green stock market game thing is that I wonder how Lightwave will go about handling all the queries on the ground during the last day of the conference? It is going to be a busy holiday weekend for the Lightwave crew.
X
