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Fruno

11/16/21 11:34 AM

#84041 RE: spartex #84034

See Polariton's home page at https://www.polariton.ch. There's a graphic comparing their modulator with lithium niobate and silicon photonics. The last line is "Maturity". Under Polariton, it says "First product 2021". Also, they issued a PR (https://www.polariton.ch/wp-content/uploads/2021/07/Press-release-NLM-Polariton.pdf) announcing availability of a product using EO material from NLM.

"It" is Polariton's plasmonic modulator.

I had questions when the joint PR with Polariton was issued as to what the future relationship of the 2 companies would be. Polariton's modulator requires an electro-optic material - LWLG has the industry-leading EO material. However, Polariton is using a material from NLM. I just speculating that Polariton might find a way to use LWLG's polymer in the future, providing a revenue stream for LWLG.