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Saturday, December 27, 2025 12:34:57 PM
I still have my own theory of why you are changing your tune overnight on Christmas
Transceiver/AI Systems/Hyperscalers ARE Big Boys!!!! Big Boys are implementing at 200gb lanes and NOT waiting for 400gbs, that's how IN DEMAND with the giant companies that LWLG is TODAY!!!
Now let's talk adoption. Um what kind of
customer attraction are you seeing now
and where are you on the journey from
evaluation to actual design wins?
listen to it at 16:40
https://www.techarena.ai/content/lightwave-logics-robert-blum-on-polymer-optics-for-ai
Yeah. Yeah, we're seeing we're seeing
very broad traction from you know
transceiver companies making
transceivers like the 1.60 gig
transceivers that I mentioned earlier,
to AI companies who make entire
AI systems, to the Hyperscalers.
We're in the design win cycle with
several customers, right? what
is interesting actually, what surprised
me is that they don't wait for 400G.
They're starting now with 200 G already
because they see value in that, right? I
mean we're uh um you know I mean it's
it's interesting to see because seems
like some of the existing legacy
materials like just silicon photonics or
Indium phosphide they're already you know
struggling with 200g
and uh so um so customers are designing
products with the polymers
based on that and um and obviously for
400g uh um there is a real use very large urgency to move to polymers right and it's not going to stop at 400g
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