PRESENTATION OBSERVATIONS
1. Brand New platform for Internet. Disrupt and Displace semiconductor industry
2. Radical Innovation
3. Macro Trends in favor of less space, faster, more bandwidth, low power
4. Bandwidth is the Achilles heel of the Data center industry
5. Need for 100x per two years coming from Moore’s law 2X every two years
6. AI is huge and a new driver, industry ready to look for solutions outside the semiconductor industry.
7. We are changing the engine in the box
8. Markets for Lightwave (see highlighted extensions on the slide 12 investor presentation) now Fiber Comms, HPC/Compute/AI, DCI/Data Center, 5 G systems
9. Chemistry Lab in Denver can scale
10. All our competitors have a problem in combination with Silicon and CMOS fabrication
11. 200 mm wafers shown, Lebby: thousands of modulators per wafer, ready to scale. Normal silicon photonics foundry. No name given. Commercial grade silicon wafers
12. World class performance of 1 V, 200 Gbps or 100 Gbaud PAM4 is today's industry requirement, tomorrow they want polymers to work at 400G and we know we can go to 800 G. Perk 6 is really great performance
13. Disruption requires careful management. We found the right commercial balance.
14. We have been in serious discussions since last year. Decided to go for 1,2,3 license deals with multinational Tier 1’s.
15. OLED has two big dominating companies: Samsung and LG. We need to pick our customers carefully to optimize volume.
16. OFC slide brand new: showed world class results to the industry HPC, Telecom, Systems Co’s, OSAT/CM’s Silicon Foundry engineers. Interest is growing fast. Also to research analysts who are following us for some time. Defense Industry and Universities.
17. The Progress we made since 2023 is incredible according to Michael.
18. Atikem and Laila Partridge are very helpful in customer relations. With Laila I have been doing deals since Intel.
