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Friday, 08/16/2024 10:10:14 AM

Friday, August 16, 2024 10:10:14 AM

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Global_Foundries_Yu's first words "new materials"===>> Optical Polymers!!!!



Listen starting at 9 minutes and 30 seconds to hear Jose question Yu on new materials!!!

Also, when asked about Lasers Integration Yu basically PARROTED what Lebby just told investors at the ASM!!!!

Lebby from the ASM on Lasers >> Michael Lebby
That is definitely dependent on customer requirements. When you look at PICs in general, each customer has their own way of mounting lasers. As you probably are aware, every company has a different technique to do that. We want to have a platform that is generic so that if a customer wants to use their particular laser of choice, then we can accommodate it. We could take the position of going to develop lasers and work with a laser supplier and come up with our design, but what happens if a particular customer says I don’t like that supplier, I don’t like that laser type or I don’t feel the way you’ve put it down on paper is reliable enough

Also, When Yu mentioned the general concerns about having new materials, he mentioned having a reliable supply. Now think about LWLG’s lab expansion!!

Bottom line folks, the OFC demos were a huge success, so much so that teams of engineers tripped out to CO for a deeper dive, the ALD meeting we got further confirmation that all systems are GO, in the Q2 summary there was no more talk about continuing to collect data for proof for Tier 1's, instead we got talk about Lebby is working to scale up Materials & Devices production capabilities to meet Tier 1's "manufacturing scale", we already are able to produce on 200mm Wafers so successfully that AMF was the one who wanted to go public with it!!! That means the PDK's are perfectly working!!! And now we hear the first words out of Yu's mouth when addressing "new materials" is Optical Polymers!!! BOOYAH!!!
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