Think, Co-Packaged Optics CPO is also Silicon Photonics
LWLG's technology fits in
1 )Pluggables 2) On Board Optics 3) Co-Packaged Optics
In addition LWLG's technology is highly compatible with ALL platforms including the two primary ones 1) Silicon Photonics 2) InP
and it's all coming very soon!! Lebby's Timeline is for 2024 commercialization!!
Lebby's been working with at least SEVEN Foundries PDK's for 2 years now, the latest reports from these Foundries that Investors have gotten from Lebby (including pictures) are,
1) the chips are coming back with OUTSTANDING PERFORMANCE
2) the Yields are EXTREMELY HIGH
Absolutely LOVE this Lebby quote, EO POLYMERS CAN BE EASILY HANDLED IN STANDARD SILICON FABS USING STANDARD PDK’s
Also absolutely LOVE this Lebby quote at 11:30 marker he said "our technology fits really uniquely into Silicon Foundries andWE CAN SCALE INTO VOLUME QUITE EASILY AND EFFECTIVELY, and our technology as you can see from the horizontal bar of this graph, we have a very high figure of merit (FOM) which means we have really great metrics in terms of bringing the voltage down to save power, high bandwidth to send lots of information at higher speeds, and to have the technology at a very small size"
For the record, I talked to Lebby one-on-one at the ASM and he reiterated how sensitive all the data from Foundries work had become for competitive reasons, and for those who saw the ASM encore performance Lebby gave in Europe the day after the ASM, Lebby actually spent more time discussing how important it was now to keep secrecy on the Foundries progress, but he assured everybody things were doing great, and investors should take note of the output of the chips from these Foundries as their direct evidence of this fact, as Lebby told investors the chips are coming back showing great performance and the Yields have been exceedingly high