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KCCO7913

04/27/24 2:19 PM

#188633 RE: microchips #188629

If it was years ago that would make sense because EOP wasn’t ready then. TFLN wasn’t either though but it’s much more accessible.

I still haven’t seen evidence that Ciena is using TFLN and it doesn’t sound like Mark has seen it first hand either.

I know their latest offering uses InP EAM.
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frobinso

04/27/24 5:56 PM

#188644 RE: microchips #188629

Yes, that linked in post seems to be trying to topple the king of the hill, and in a really nervous sort of way on a Saturday. Seems like LWLG Polymer's are making a pretty big ripple these days. He may get his wish soon enough, but I will take a deal announcement any day over that of the hyperscaler engineer strawman that the guy just stood up.
Bullish
Bullish