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Re: None

Thursday, 05/02/2024 10:14:35 AM

Thursday, May 02, 2024 10:14:35 AM

Post# of 192009
Are you afraid of any competitive threats?

The datacenter market is expected to grow and it is huge and therefore attracts competitive interest. As witnessed at the last two big conferences, their performance enhancements are negatively impacting their reliability and/or power consumption. The incumbent technologies can’t keep up. We have world class performance now and future opportunities for further improvements. That's what customers really like. The two new technologies Barium Titanate and Thin Film Lithium Niobate are more difficult to be used in silicon photonics foundries and TFLN devices are 10-100X bigger than ours.
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