Today, as data rates increase, high-speed modulation using Mach-Zehnder on Si is becoming a bottleneck. There are numerous developments in new materials to overcome the current limitation (LNO thin films, InP, BTO, polymer, plasmons). For example, Arista has integrated thin film LNOs in modulators in an 800G transceiver prototype shown at OFC 2022. This creates opportunities for companies focusing on materials for silicon photonics: Lumiphase and Polariton (created in Switzerland in 2019), Hyperlight and Liobate in China for thin film LNO, or Riber for BTO.
worth another LQQk, So much interesting and incredible news in the last few months:
1. The purchase of patents from a spin-off of one of London's leading universities, to aid in the manufacturing process. To anyone saying that this means the clock of PDK creation has to restart - that's obviously absurd. What is logical? They will have been using this tech, probably on license, during the runs with the foundries. Now it's got the green light from the foundries - they've bought the intellectual property. Lebby reiterated the 'expected results' timing as little as a few weeks ago. Slam dunk.
2. Polariton and Silorix collaborating with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)
3. NIST working on projects with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)
4. A $600k convertible loan to an unnamed company, expiring in a few months
5. Qube Research & Technologies Ltd, a strategic investment manager, taking a $4 million position in the company (remember when people were saying it was just index funds buying?)
I am confident there will be game-changing news by year end.
worth another LQQk, So much interesting and incredible news in the last few months:
1. The purchase of patents from a spin-off of one of London's leading universities, to aid in the manufacturing process. To anyone saying that this means the clock of PDK creation has to restart - that's obviously absurd. What is logical? They will have been using this tech, probably on license, during the runs with the foundries. Now it's got the green light from the foundries - they've bought the intellectual property. Lebby reiterated the 'expected results' timing as little as a few weeks ago. Slam dunk.
2. Polariton and Silorix collaborating with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)
3. NIST working on projects with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)
4. A $600k convertible loan to an unnamed company, expiring in a few months
5. Qube Research & Technologies Ltd, a strategic investment manager, taking a $4 million position in the company (remember when people were saying it was just index funds buying?)
I am confident there will be game-changing news by year end.