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microchips

01/04/24 2:10 PM

#174127 RE: Aimless Blade #174126

So Mertens from SilOriX talks about using polymers (PIC magazine transcript, also see LinkedIn). He also had LWLG on his presentation slide (see Steve Schiets YouTube videos). Apparently he can't keep a secret, but you're saying that the big companies are better at keeping secrets???

StevenDice

01/04/24 2:15 PM

#174129 RE: Aimless Blade #174126

I take a ‘walk before you run’ approach to commercial rollout. Any product produced, sold and put into ‘production’ as an end user, will be all the confirmation we need.

At that point we have a real product that can be evaluated. It can also be adapted and improved in successive generations, like all products. New and better manufacturing techniques will be discovered, ect. New markets and opportunities will arise. New customers will notice.

Call it the ‘spiral into ubiquity’.

This will need to start with a single product. This would be the moment we get beyond ‘forward looking statements’.

KCCO7913

01/04/24 2:27 PM

#174137 RE: Aimless Blade #174126

Something to ponder on this line of thinking…

There were a handful of 800G transceiver demos during 2023…mostly InP modulator based and one or two TFLN modulator based.

None of the demos/PRs mentioned who was supplying the modulators.

Some day a transceiver demo will be showcased from a company and it will contain EOP modulators with not a peep from LWLG.

However, I’m confident LWLG is going to at least reveal its first collaboration this year to make a splash.

frobinso

01/04/24 2:45 PM

#174143 RE: Aimless Blade #174126

"We are like Underwear" But with EO Polymers you can turn them inside out 3 times with 10x less odor at less than 1 full skidmark
Bullish
Bullish