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Re: None

Monday, 04/01/2024 3:26:33 PM

Monday, April 01, 2024 3:26:33 PM

Post# of 190062
Lebby has referred to the first licensing deal as a template for those agreements that follow. I am having a hard time thinking an agreement with Polariton would look anything like an agreement with Google.

With Polariton, I would think LW had to coerce Polariton to agree to larger volume minimums over the four year period. With Google, I would think Google would have to get LW to commit to larger volumes over the four year template.

For Google, time is money! The faster they can replace the pluggable transceivers in all of their data centers the better. X can probably figure that out. Thousands of PICs per 200mm wafer with extremely high yields are clues we know about. 25 wafers per foup if I recall correctly. We don’t know how fast PHIX can package them. Of course, we have multiple foundries and multiple packaging partners and we have been working on all of this for the last three years. I love it when a plan comes together (Hannibal Smith)!
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