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MarcoPolo4

02/07/24 3:45 PM

#179001 RE: tkg #178999

WOW, the curtain seems to be opening up tkg. Those are very bold statements by Dr. Lebby prior to the conference. I bet he has some news to back it up before the conference.
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Abig

02/07/24 5:09 PM

#179007 RE: tkg #178999

TKG I just wanted to highlight a little better to get the point across. It is happening now in more than one foundry!

Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly.

we must be doing it for free because we have no money! lol
Oh yeah this does not appear to be a forward looking statement just a statement of fact!!!!
Bullish
Bullish
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prototype_101

02/07/24 8:17 PM

#179046 RE: tkg #178999

Hybrid PICs: Pioneering New Frontiers in Photonic Integration

High speed, low power, tiny modulators in a polymer PIC platform are poised to enable 800G/1.6Tbps data communications, driven in part by artificial intelligence.
The issue of reducing power consumption, increasing information in optical networks in a datacenter rich environment has become a huge topic of discussion at major optical communication conferences, and industry in general. Ultra-high speed, ultra-low power modulators, ultra-small foundry-based polymer modulators are seen to be an enabling technology that can help mitigate power consumption in transceivers, line cards, servers, and routers. This is especially the case where the appetite for artificial intelligence, machine learning is driving huge investments for higher performance datacenter equipment/cap ex. Electro-optic polymer modulators are now poised to address power consumption with their inherent ultra-high speed and very low power properties (>70GHz EO S21 3dB bandwidths, and sub 1V drive voltages). Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators will be reported that aligns very well with 800G and 1.6Tbps transceiver technology. This talk will also review the latest work in photonics industry decade roadmaps (that look out to 2030-2040) on both the integrated photonics (PIC) level for hybrid PICs, as well as PIC packaging level for the various technologies to package hybrid PICs.

https://picinternational.net/speakers

Game over Shorts!!! You lose!!!!
Bullish
Bullish
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F2

02/08/24 6:49 AM

#179071 RE: tkg #178999

Honestly, I don’t ‘like’ the way this is written, I love it! There is no way in my mind this does not tell that deals are being closed and will be revealed soon. Every word written here is confident, crisp, reflecting reality rather than ambiguous possibility. We are truly about to be golden. Not if/just when, and I don’t think it’s long. I didn’t catch this yesterday, but this is huge.

May or may not affect those maxed out shorts, but there day is very soon coming to an end.

Best to all the longs here,

F2
Bullish
Bullish
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StevenDice

02/08/24 7:23 AM

#179072 RE: tkg #178999

A basket of forward looking statements:

. . . ‘are poised’ to enable . . .
. . . ‘topic of discussion . . .
. . . modulators are ‘seen to be’. . .
. . . are ‘now poised’. . .
. . . ‘will be’ reported . . .

Feeding our dreams . . the carrot