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Re: KCCO7913 post# 202811

Sunday, 10/20/2024 3:11:59 PM

Sunday, October 20, 2024 3:11:59 PM

Post# of 231887
KCC, what do you specifically mean when you say a T1 name attached when it comes.

Is this the transceiver company that will provide the final packaged Lightwave slot polymer product to hyperscalers/DC's?

Does this include the buyer(s) of the transceivers (AWS, Google, etc)? Or further up the chain, the larger Foundry that will be making the 200 mm wafers w/ PICs for multichannels (4 x 200G for example). Or can it include some or all of these names (companies that are also interested in "first mover" advantage with Lightwave's slot polymer modulators)?

I did find a good post of yours from back in March showing from your time talking with the company and others that Lightwave is working with a very large end user, which makes sense as those end users were even needed to prompt some Foundries to work with Lightwave as they have a key enabler material for modulators and DC's needs.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174119207

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