KCC said, We’ll get at least 1 T1 announcement this year. 100%.
I agree, there is no way 2024 is NOT the year of Customer Acceptance, this has been on Lebby's long-standing Timeline for Commercialization
2024 Customer Acceptance with Ramp into 2025 and Mass Commercialization in 2026
Lying scumbag Shorts do what lying scumbag Shorts do, they LIE!!!
At OFC Lebby showcased 200gbs modulators being mass produced on 200mm Wafers with
1 Perfect Attributes
2 Poling of 1000s devices in a split second in the Foundry PDK process!!!!
Lying scumbag Shorts have posted here 1000s of times this was IMPOSSIBLE!!
AND, on the lab tour 100+ people gave witness to "a constant flow of Wafers" coming from all around the world!!!
PDKs are working perfectly at FOUNDRIES ON 3 CONTINENTS!!!!!
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
Bullish
