Here is a copy of my attempt to explain - posted earlier on another forum:
An Electro-Optic Ecosystem is being built from the ground up:
With OFC22 starting, here is a piece of background news that I believe is of fundamental importance for the future of LWLG, and why I think so:
It is no secret that traditional chips manufacturers have long held disdain for the nascent photonic chip ecosystem, keeping an amused look on what some describe as a lab experiment while minimizing the risk of the coming end to Moore's Law... Instead focusing intensively on the transistor count per shrinking size metrics.
But for the last ten or so years, with an eye on an ever more geo-politically complicated future, Global Foundry (GFS) has developed a growing, internationally diversified, business that intends to bring together the best of Electronics and Photonics. This is no small task as both have very diverging sets of constraints.
In order to succeed in a competitive world, the CEO has been extremely cautious, staying clear of the "if-you-build-it-they will come-approach", by seeking instead to garner customer consensus on technological achievements and securing long-term supply agreements, on very narrow but strategically critical and feature-rich components, prior to launching new multi-billion manufacturing lines.
It is in this context that I read with much interest the GFS "...an era of more in the Data Center..." news at the start of OFC22 yesterday, of an EO eco-system being brought together!
To me this says that that all the companies listed have coalesced around a set of technological objectives that GFS knows it can manufacture for them! So what are the groundbreaking technological advancements that brought together the likes of " industry leaders including Broadcom, Cisco Systems, Inc, Marvell and NVIDIA, along with breakthrough photonic leaders including Ayar Labs, Lightmatter, PsiQuantum, Ranovus and Xanadu "?
"GF solutions to move and compute data at speed of light
GF Fotonix is a monolithic platform, the first in the industry to combine its differentiated 300mm photonics features and 300GHz-class RF-CMOS on a silicon wafer, delivering best-in-class performance at scale. GF Fotonix consolidates complex processes that were previously distributed across multiple chips onto a single chip by combining a photonic system, radio frequency (RF) components and high-performance complementary metal–oxide–semiconductor (CMOS) logic on a single silicon chip. "
And the reason I am anticipating co-authored commercial agreement PRs, per the words of LWLG CEO, Dr M Lebby "by the 2022 Annual shareholder meeting" - which usually takes place around mid-to late Q2-, is reinforced by the other tidbit in yesterday's announcement, of
" GF Fotonix solutions will be manufactured at the company's advanced manufacturing facility in Malta, N.Y., with the PDK 1.0 available in April 2022. ".
All-in-all, things seem to fall in place for LWLG per the management announced schedule, and in a way that would make Dr. Lebby's forecast of a "UBIQUITOUS" presence in the
- Data Centers,
- Lidar
- 5G,
- High-Performance Computing,
- OLED Display,
- Medical and Industrial Sensing... markets, become a reality.
LWLG, 3x the speed, 1/3 the power solution is about to take those markets by storm.
I'm looking forward to it.
GLTAL
AR.