unfortunately for NLM that was an early 2022 attempt BUT they lost out to LWLG's technology which SilOrix is running with currently, SilOrix is promising "millions of devices" with LWLG inside!!
SilOrix talking "millions of devices"!! SilOrix presentation
Per Adrian Mertens at PIC International 2023 Brussels from the SilOriX presentation:
1:16 Planning to produce in mass. We’re not talking hundreds, we’re talking millions of devices. 1:55 Organic electro-optic polymer can be dissolved. It’s a solution process, at least as scalable as silicon foundry processes. 3:50 Can be produced with completely standard foundry processes. 100% backend applied using heat and applied voltage, then allowed to cool while voltage is still applied. 4:35 Polling process, which can also be done on the wafer level 6:00 Long-term stable. 50% in the room raise doubts about stability as soon as they hear “polymer”. Testing at 130 degrees C for 6-7000 hours. 9:13 In a nutshell, totally scalable backend applied, doesn’t need changes in the foundry. 130 GBd PAM-4 sub-V driverless signal 800G devices are ready for testing, and then later integration.
-IBB
So it looks to me like SilOrix is ready to enable transceivers with LWLG inside, and they expect to be able to scale to sell millions of modulators, logically would think this might be another Licensing Agreement coming soon