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Re: walterc post# 214717

Saturday, 04/05/2025 1:36:33 AM

Saturday, April 05, 2025 1:36:33 AM

Post# of 234107
Thanks Walter. The foundry is an ‘ enabler’ in the process of polymer adoption in silicon photonics. Being easier to adopt in the current manufacturing process is a big advantage for the foundry. It’s the final customer ( who selects his own foundry) who delivers his customer requirement wishlist. That wishlist includes highest bandwidth with lowest power and cost, high reliability and easily scalable. These customers will get what they want, not necessarily what is on offer. Even if they need to create their own proprietary solutions.
The big customers don’t show their product plans at OFC. In my opinion the current industry offer is not what the big customers want. We will see.
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