News Focus
News Focus
Followers 115
Posts 21870
Boards Moderated 1
Alias Born 04/22/2010

Re: None

Thursday, 03/27/2025 8:00:48 AM

Thursday, March 27, 2025 8:00:48 AM

Post# of 236422
Polariton 1THz modulators can scale!!! listen to the interview, only minor engineering left to be done!!! the science is PROVEN!!! LWLG INSIDE!!!!

https://picmagazine.net/video/610/Record-breaking_bandwidth_of_1.1_THz_for_plasmonic_modulators

Nokia and @googlecloud are teaming up to revolutionize energy efficiency in telecom networks.



Adagium's quoted from Polariton, (Nvidia) InfiniBand 1600G GDR (x4): implemented with 4x 400G per lane channels, 224 GBaud PAM4
InfiniBand 3200G GDR (x4): implemented with 4x 800G per lane channels, 448 GBaud PAM4
Ethernet 3.2TbE: implemented with 8x 400G per lane, 224 GBaud

While the industry is evaluating various electro-optic platforms, Polaritons enables customers today. At OFC 2025 we release new eye diagrams measured of ring resonator modulators measured with 1550 nm devices. O-band 1310 nm are on the way and can be sampled for customers as early as Q2/2025.

Reducing the number of lanes in transceivers improves yield, enhances reliability, and lowers power consumption. With a corner frequency of approximately 145 GHz, our ring resonator modulators (RRMs) support data rates beyond 200 GBaud PAM4 — exceeding 400G per lane.

Our Key Enabling Product

RR4-C145: 145 GHz 4-Channel Ring Resonator Modulator, available for 1310 and 1550 nm

https://www.polariton.ch/products/400g-per-lane

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175933587

A few things.

First, I still believe that Nokia/Infinera are involved silently here based on Lebby interview after inking first commercial deal when asked about what company it was with Lebby said, "it could be a company or more than one company"

Second, with the Mass Commercial Timeline being pushed out 1 year from 2026 to 2027 there is now adequate time for Polariton/LWLG to overcome engineering hurdles to scale volume production of 400Gb lanes (and beyond, what this means is that LWLG's initial Customer was not only a testbed of commercial acceptance/viability, but it has quickly become the lead racer for true next-gen solutions powered by 400Gb lanes in 2027

Keep in mind the phrase "anything you can do we can do better" because it is highly applicable here, Polariton is using "off the shelf (generic) MRR's, and investors have already learned from several of my posts here the LWLG's Polymers can GREATLY ENHANCE MRR technology which is the cornerstone of Inte/Ayars next-gen developments, MRR's have to incorporate individual heater IC's with every MRR to tightly control temperature variations, LWLG Polymers can minimize the need for this if not completely eliminate it, also LWLG Polymers provide another added benefit of reducing the need for DSP

Thirdly, the push to accommodate the MASSIVE needs of AI have greatly accelerated the Timeline for the higher speed lanes, but they also must be able to lower power usage, LWLG Polymers can reduce the overall system power requirements by up to 20% (from Andy B - Arista on low power modulators some time back)

It is interesting to look back at the TImeline of the various modulation speeds that were predominant and the length to time until the next-gen replaced them, let's just say that the time between generations has been GREATLY REDUCED in the last handful of years, and the speed/power requirements for true next-gen are running currently at a pace of roughly 1-2 years!!
Bullish
Bullish
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News