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Re: Maddox Kushman post# 219785

Saturday, 07/19/2025 8:54:42 AM

Saturday, July 19, 2025 8:54:42 AM

Post# of 231814
Mad Shortman, here's what investors do know

1) LWLG's technology footprint being so small that it can fit 120 of the 200gb (PAM4) modulators into a PLUGGABLE transceiver, and per Andy B of Arista the effect on overall system performance would be a power reduction expected of 20% or greater, this means that LWLG can extend the use of PLUGGABLES for several more years at least through 3.2T and 6.4T before the need for CPO, and of course with PLUGGABLES there is NO NEED for the higher reflow temperatures

2) ECOC 2024 - based on ECOC slides 16 and 17 we know LWLG Tg a year ago was on average at about 187 and rising at a pace of about 15-20 per year so likely it is over 200 now

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/0d5d1e3e-2052-00d8-bb2f-2b7a2adf0310?origin=1

3) CPO requires 225-255 MAX reflow temperature (for seconds only), see Broadcom's document page 6 chart here

https://docs.broadcom.com/doc/PACKAGING-AN101-RDS.pdf

I believe LWLG has made a major push in this area of Development in the last year because of the AI revolution changing the Business Strategy of LWLG, and since ECOC and may well already be in the 225-255 range, but again, LWLG can EASILY extend PLUGGABLES fro several more years at least (where these high temps are not an issue)
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