Absolutely Carl,
And the ASM presentation, Dr Lebby presented the pictures of the structures that the foundries ran through their qualification lines!
Not only have the foundry partners reviewed the work from LWLG, but they are assessing how this new process will allow them to simplify their manufacturing processes: the PR this morning clearly says that the polymer application will now be achieved in 2 steps vs 6 previously (1 layer vs 3), making the manufacturing easier and faster!! The poling process becomes more convenient, in addition to already being efficacious.
The solution delivers 3x the speed and consumes 1/3 the power of previous transceivers architectures, as requested by leaders throughout the industry (Bechtolsheim from Arista, Booth from Microsoft, the IPS Roadmap from PhotonDelta, EPIC and ECOC, Google, Facebook, just a few examples)...
Partnerships to be completed before the year end for up to two foundries, traditionally accompanied with upfront $$$
GLTAL
AR.