Newcomers, be alert for the false entities and fearmongers on this forum who broadcast red flags, claim that this is an internal lab experiment, or provide additional explanations that it cannot be scaled or implemented in foundries. An SEC filing gives you a clear answer. Do your research well and read these documents, instead of the posts from Pumpkin, TedPelee, Lurker, etc. They have only one objective: shorting! A measure of a successful implementation of a PDK is receiving a working (modulator) chip. See the statement below in the SEC filing:
"Our differentiation at the modulator device level is in higher speed, lower power consumption, simplicity of manufacturing, small footprint (size), and reliability. We have demonstrated higher speed and lower power consumption in packaged devices, and during 2023, we continued to make advances in techniques to translate our world class material properties to efficient, reliable modulator devices with commercial foundries. We are currently focused on testing and demonstrating the simplicity of manufacturability and reliability of our devices, including in conjunction with the silicon photonics manufacturing ecosystem. In 2023, we worked with silicon-based foundry partners to help scale in volume our polymer modulator devices and we received working modulator chips from these foundries. We have advanced and matured our interactions with our foundry partners and we continue to receive working modulator chips for prototyping. Silicon-based foundries are large semiconductor fabrication plants developed for the electronics IC business, that are now engaging with silicon photonics to increase their wafer throughput. Partnering with silicon-based foundries not only demonstrates that our polymer technology can be transferred into standard production lines using standard equipment, it also allows us to efficiently utilize our capital. The foundry partnerships will allow us to scale our high-performance polymer optical engines quickly and efficiently. We have now received silicon wafers that range up to 200mm in diameter, which aligns well with foundry manufacturing. Using 200mm silicon wafers, we showed packaged polymer modulators operating with open (clean) eye diagrams at 100GBaud PAM4 (or 200Gbps PAM4) at voltage drive levels at 1V at the 2024 Optical Fiber Conference in San Diego, California in March 2024 (“OFC 2024"). OFC is a leading international conference bringing together the complete value chain of fiber communications, datacentric, and telecommunications industrial players. We also showed polymer modulators with voltage drive levels that were below 1V. Driving voltage levels of around 1V is important as it allows our polymer modulators to be driven directly from CMOS ICs (as opposed to dedicated driver integrated circuit chips). This performance is ideal to enable 4 lanes at 200Gbps per lane pluggable transceivers that can operate at an aggregate data rate of 800Gbps. Since the invited talk at OFC 2024, a number of Tier 1 pluggable transceiver companies have both reviewed our technical results and viewed operating packaged polymer slot modulators at 200Gbps PAM4 with drive voltages at 1V."
The focus should now solely be on commercialization, and it has been demonstrated that the interest from TIER 1 parties is immensely high. An estimated market value of 150 billion in 2030 for photonics, energy consumption heading towards a crisis in 2030, better and faster solutions necessary in the sector, higher speeds, etc., etc. This technology is ready to conquer the world. The only question is when. Hopefully, we will soon see the commercial deal, and the shorters, distasteful accusations, and statements will disappear from this forum.
Don't be misled or frightened by the $100,000,000 issue. This is an application and an opportunity to raise additional capital for potential opportunities. It does not mean that they will immediately use it. Don't be deceived by the false entities on this forum who immediately claim that this will dilute the stock further.
Good day!
AI
