The fact of the matter is silicon photonics is at least 10 years away from prime time. Intel's photonics volumes amount to noise when compared to their other shipments. Not because they are inferior but because they are relegated to esoteric applications. This speaks to current photonics total available market.
Intel is happy to augment their photonics R&D with small commercial shipments while continuing development. Lightwave has pinned their entire future to photonics shipments which will be limited for the next 10 years. If Lightwave's solution can even be scaled. Which hasn't been proven.
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