Lewrock said, My take away was vague info about chip making capacity in Colorado
Lewrock, there is nothing vague about LWLG's chip making capacity in Colorado, Lebby has brought this topic up in MANY presentations, and Investors know that LWLG has the capacity equivalent of all the current Modulator producers as evidenced by the Industry metric "Chips per quarter"
From the 2020 ASM presentation, slide 29
Potential Capacity
Potential capacity
•Scale-up synthesized polymer materials
•Scale-up wafer fabrication
-Each wafer has chips (that use our polymer materials)
-Wafers are fabricated in lots
-Each week lots are run through the line
-Generates a number of chips/Quarter
Benchmarking capacity
•Competitive modulator chip suppliers (e.g. InP, Lithium Niobate)
•Comparable number of chips/Quarter
Our capacity is based on standard tool-kits for competitive costs/volume