No, I still maintain that photonics are still a distant solution, especially at 10 nm or smaller geometries where the volume is, where the prices are sufficiently high and where speed is an issue.
1. The Lightwave investment thesis assumes their polymer will be useful in high volume semiconductor manufacture in terms of yield and reliability. This is unproven.
2. The Lightwave investment thesis assumes their patent portfolio prevents a competitor from meeting or exceeding what they are doing. This is unproven.
3. The lightwave investment thesis assumes both vertical and foundry manufacturers are ready now to start slinging Lightwave's "goo" around their clean rooms. This is unproven.
4. The lightwave investment thesis assumes that Lightwave's polymer is useful in doubling, tripling the speed of semiconductors applied at 10 nm or smaller. So far, it appears to be useful for long haul transmission but intra-device transmission at extremely small geometries is unproven (and likely not useful).
No. My tune remains the same.
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