EO Polymers acknowledged by Broadcom as a new materials option in the challenge to increase the performance of links past 400G while keeping the power budget of AI racks in checks!!! "Supporting 448 gigabit PAM4 with optics then potentially requires new materials to be integrated into silicon, like thin-film lithium niobate (TFLN) and Barium Titanate (BaTiO3), electro-optic (EO) polymers, and III-V materials like Indium Phosphate (InP) and Gallium Arsenide (GaAs)." We have all seen the spider-chart comparison in speed, power consumption, size, ease of integration on a foundry scalable award-winning hybrid platform, LT reliability...: LWLG is setting world records!!!
Now, that's the kind of Tier-1 public recognition that should shut off a lot of non-sensical commentators cluttering this board! I know it doesn't mean we are partners yet, but the mere fact that a company of that stature includes polymers as an option tells us a lot about how far we have come! Personally, it is my opinion that this also tells us a lot about the kind of partners LWLG is referring to when they mention being in qualification process in Tier-1 systems... Deal tomorrow? Next month? Next Q? I don't care, as I don't have to pay an ( adjustable rate) mortgage on my shares, in a rising rate environment!!! https://www.gazettabyte.com/home/2024/10/11/ecoc-2024-industry-reflections.html
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