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Wednesday, May 07, 2025 3:54:09 PM
worth another LQQk, I thought it might give some information and put LeMaitre’s recent visit to Taiwan ( TSMC) into perspective. Since people are looking for connections , I thought that this was worth mentioning again.
Exchange between me and another shareholder on Ihub.
“ Taiwan Semiconductor (TSMC)Patents : I was reviewing a few patents on Micro Ring Modulators, and found several from TSMC that are related. Please recall that TSMC was part of the recent NVIDIA news involving CPO and Coupe (Compact universal Photonic engine).
The patents published in early 2025 ( Feb/March) are related and caught my eye. They all kept the identical clauses, for example Application 18/526920, "Optical device and method of manufacture". Excerpts below...”
" ..... for the first active layer 201 may be a dielectric material such as silicon nitride or the like, although in other embodiments the material 105 for the first active layer 201 may be III-V materials, lithium niobate materials or polymers ....."
"...optical components 203 of the first active layer 201 may include such components as optical waveguides (e.g., ridge waveguides, rib waveguides, buried channel waveguides, diffused waveguides, etc.), couplers (e.g., grating couplers, edge couplers that are a narrowed waveguide with a width of between about 1 nm and about 200 nm, etc.), directional couplers, optical modulators (e.g., Mach-Zehnder silicon-photonic switches, microelectromechanical switches, micro-ring resonators, etc.), amplifiers, multiplexors, demultiplexors, optical-to-electrical converters (e.g., P-N junctions), electrical-to-optical converters, lasers, combinations of these, or the like...".
Does it mean TSMC is using polymers now? NO
Does it mean TSMC is aware of the possibility and believes that polymers can potentially replace other III-V and Lithium Niobate materials well enough to include in the patent write. YES”
At least we know that TSMC has included polymers in their options.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176159796
Exchange between me and another shareholder on Ihub.
“ Taiwan Semiconductor (TSMC)Patents : I was reviewing a few patents on Micro Ring Modulators, and found several from TSMC that are related. Please recall that TSMC was part of the recent NVIDIA news involving CPO and Coupe (Compact universal Photonic engine).
The patents published in early 2025 ( Feb/March) are related and caught my eye. They all kept the identical clauses, for example Application 18/526920, "Optical device and method of manufacture". Excerpts below...”
" ..... for the first active layer 201 may be a dielectric material such as silicon nitride or the like, although in other embodiments the material 105 for the first active layer 201 may be III-V materials, lithium niobate materials or polymers ....."
"...optical components 203 of the first active layer 201 may include such components as optical waveguides (e.g., ridge waveguides, rib waveguides, buried channel waveguides, diffused waveguides, etc.), couplers (e.g., grating couplers, edge couplers that are a narrowed waveguide with a width of between about 1 nm and about 200 nm, etc.), directional couplers, optical modulators (e.g., Mach-Zehnder silicon-photonic switches, microelectromechanical switches, micro-ring resonators, etc.), amplifiers, multiplexors, demultiplexors, optical-to-electrical converters (e.g., P-N junctions), electrical-to-optical converters, lasers, combinations of these, or the like...".
Does it mean TSMC is using polymers now? NO
Does it mean TSMC is aware of the possibility and believes that polymers can potentially replace other III-V and Lithium Niobate materials well enough to include in the patent write. YES”
At least we know that TSMC has included polymers in their options.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176159796
Bullish
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