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Sunday, May 19, 2024 6:30:27 PM
seriously, are you insane??? TFLN pales by comparison to LWLG Polymers in every possible way!!!!
Let's start with these facts:
1) TFLN has NOT been able to produce any of its modulators in scale on 200mm Wafers at any large Silicon Foundry!!! LWLG Polymer 200Gbs next-gen modulators are now being mass produced on large Foundry 200mm Wafers and were demonstrated at OFC with perfect Open Eyes and Tier 1's are now clamoring for LWLG's time so much that Lebby is picking and choosing which Tier 1's best suit LWLG's plan for rapid path to Ubiquity!!!
2) TFLN will have to be SHOEHORNED into any/all Silicon Foundries PDK's to begin with, it lacks by far & away EASE OF INTEGRATION of LWLG Polymers!!!
3) TFLN is likely only going to be good for one additional next-generation node!!! This means it is NOT worth the Foundries efforts to "shoehorn" TFLN into their PDK's at all!!!! PERIOD!!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
4) The MOST ADVANCED modulator that the #1 LEADING TFLN Company has is still in a GOLD BOX!!!!!
HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcased at CLEO!!! Too funny!!!
https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4
Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!! andHyperlight is supposed to be the #1 TFLN company in the world!!!!!
This is where LWLG was about 5 years ago!!!!
teddybear you say you won't read my post, and the REAL REASON is because it is the TRUTH and it does NOT fit your agenda of lies and deceptions here!!!!!
Investors here is the TRUTH again!!!!!!! don't be fooled by the lies and deceptions of paid Short bashers here!!!!
TFLN? here worth another LQQk,
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
(BTW, Lebby has told investors the Driver chip that LWLG ELIMINATES actually costs MORE than LWLG's modulator costs!!!!!)
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
![Bullish](/static/images/ih2-bull.png)
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