Yves’s update:
Please realize that he talks about ‘ process engineering’ priorities due to truly exploding demand. This is not ‘ design engineering ‘.
Its a sector wide issue, not only applicable to Lightwave, although Yves admits that it will cause a few weeks delay He specifies the new time line.
“ Today, one of the primary factors affecting the pace of new customer engagement and our progression to Stage 4 or manufacturing is the exceptionally strong demand for silicon photonic wafers and devices. The rapid expansion of AI infrastructure has placed significant pressure on the limited number of foundries capable of supporting advanced silicon photonics manufacturing at scale.
As a result, wafer tape-out and fabrication cycle times are longer than normal.
This is particularly true for emerging technologies such as electro-optic polymers, where foundries must allocate specialized tools and engineering resources while balancing existing production commitments and capacity expansion.”
Despite these industry-wide supply constraints, we continue to make steady progress with our customers. We expect to receive multiple devices from our foundry partners during the third and fourth quarter of 2026.
In parallel, we are negotiating a new material supply and licensing agreement with one of our lead customer to support high-volume production, which is anticipated to begin in 2027.”
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