Thanks X, I hear what you're saying, makes sense to me. Was thinking about this article all evening wondering... and it sure reads almost as if Dr. Lebby wrote it.. I would imagine he's at least aware of it.. We're getting real close..
I see Tower as a common denominator between Juniper and Synopsys so that puts Intel in the mix there so I could be wrong. (I just don't think that Intel is onboard with Lightwave)
Synopsys (NASDAQ:SNPS) and Juniper Networks (JNPR) on Monday said they will form a new separate company that will provide an open silicon photonics platform to address growing photonic needs in applications such as telecom, datacom, among others.
December 21, 2021 Tower Semiconductor and Juniper Networks Announce World’s First Open Market Silicon Photonics Platform with Monolithically Integrated III-V Lasers
I wonder of those two duckleg's, or the duck itself might be taking a portion of that 100 Million shelf? Hey, if we are gonna speculate no reason not to speculate...
A key challenge for silicon photonics has been the cost of adding discrete lasers, which includes the manufacturing as well as the assembly and alignment of those lasers onto the photonic chip. This becomes more important as the number of laser channels and the overall bandwidth increases. By processing the Indium Phosphide (InP) materials directly onto the silicon photonics wafer, the PH18DA platform reduces the cost and time of adding lasers, enabling volume scalability and improved power efficiency. In addition, monolithically integrated lasers on silicon wafers improves overall reliability and simplifies packaging. This "Laser-on-a-Chip" open silicon photonics platform will bring integrated photonics to a host of new applications and markets that were previously not thought possible. The first Multi-Project Wafer (MPW) is scheduled to be taped out in Q2 2022.
2)Two claims from LWLG's most recent patent #11,262,605:
1. A monolithic photonic integrated circuit comprising: a platform; a monolithic laser formed in or on the platform; and a polymer modulator monolithically built onto the platform...
5. The monolithic photonic integrated circuit as claimed in claim 1 wherein the platform is formed of InP.