The December 4 2023 shareholder letter, which is the most recent communication from LWLG, says – and I quote – “Also of note, we are planning to implement our PIC designs using commercial semiconductor foundries for multi-channel polymer modulator engines, including 4 channel solutions for 800G.”
In his rah-rah post, KCC misleadingly used an older quote from Lebby that said “several commercial foundries are implementing our PIC designs for multi-channel polymer modulator engines, including 4 channel solutions for 800G.”
See the difference? “PLANNING to implement” is very, very different than “ARE implementing.”
The most recent communication from Lebby is that they are PLANNING to implement, not that they ARE implementing.
Perhaps KCC would care to address and indicate if he posted this outdated information knowingly, or unknowingly.