Th, TMSC is moving to silicon photonics for co packaged optics solutions. They have understood that semi conductors have reached their physical limits. Smaller is creating more complexity, more heat, ever more expensive to manufacture and is becoming very costly. The combination of electronics and optics by using photons is next leg. Not implying it has anything to do with Lightwave. This is an industry giant understanding they need to change technology to remain relevant. That is great strategic thinking.They use silicon as material, which happens to work well with Lwlg material.
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