There’s multiple as we have been told.
Everyone would love to see GFS, but I’m leaning towards SkyWater to be the first big commercial US foundry.
I’d also love to see a relationship with AIM Photonics. AIM is deeply entrenched in the US photonics ecosystem.
I’d bet Intel/Tower is in the mix in the future considering LWLG’s past relationship with Intel.
That also leaves IBM as an option and I’ve seen comments from an IBM Watson research scientist who had positive things to say about EOP. IBM and ETH are public about their research together and we know LWLG and ETH have a relationship.
For Europe we know imec, VTT, and CEA-Leti dabble with EOP since NLM has mentioned working with them. We also know many years ago LWLG was ordering wafers from imec so I imagine that relationship still exists.
LWLG won’t announce a foundry partnership until a PDK is complete and ready to “sell”.
Again - the question is what work is left or what milestones need to be reached before that PDK is available for others to use?
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