Interesting... I admit I am purely guessing, but from the pictures from the foundries that ML showed in his las presentations I can think of this V-shaped fotos
If it turns out that Globalfoundries' Fotonix PIC manufacturing platform include Lightwave's polymer modulator chips ... the impact to the PPS would be ASTRONOMICAL ! We will find out very soon now ... https://inf.news/en/tech/2e9d8db7b8d4c7103aae4b61ff092b09.html >>> GF also announced partnerships with Nvidia, Broadcom, Cisco, Meiman and a group of silicon photonic chip and quantum chip startups Ayar Labs, Lightmatter, PsiQuantum, Ranovus and Xanadu, including new customers such as Nvidia and many others Years of old customers, such as Lightmatter. As can be seen from the above picture, whether it is silicon photonics design, transceiver or system company, many major players have chosen to "alliance" with GF. What makes people curious is that NVIDIA's advancement in data centers has finally reached silicon photonic chips, and according to its statement, it is a high-bandwidth and low-power optical interconnect product, but considering that it has acquired Mellanox, this step is indeed sooner or later.
Hi Steve, in your numerous (recent) face-to-face' meetings' with ML have you ever discussed/talked about a potential correlation between the delay occured to GF's (final) disclosure of the Fotonix Platform (H2-2022) and Lightwaves delay (H2-2022) ? See initial post about Lightwaves V-shaped chip (hereunder). Thx https://investorshub.advfn.com/boards/read_msg.aspx?message_id=169269782