Replies to post #156377 on Lightwave Logic Inc (LWLG)

[KCCO7913]

At OFC, RichardL and I stopped by the Intel booth and they had a bunch of screens with powerpoint presentations going through slides of the “core” of their 800G and 1.6T offerings.

A lady (a reporter, I think) next to us started taking pictures and they caught her and had her remove them from her phone.

Robert Blum was standing next to us, too.

They didn’t catch me ;)

They are using 4 channel (4x200) transmit PICs with integrated lasers and MRRs.

Literally the max speed of MRRs. About 50Ghz and using PAM4.

As my invisible friend told me last week, “Rings just aren’t better.”, when asked about MRR vs MZM.

[jeunke22]

Intel’s pluggable transceivers involve 25G per lane. I understood Intel outsources these from ST Microelectronics in France ( since 2019). Intel transferred it own transceiver production, but held on to it silicon Photonics development activity. As of last week staff was sent home. It appears it’s transceivers involve margin stacking from various component suppliers and are too expensive ( low margin). If you have different information, please share.