nobody here is willing to discuss what 'commercially ready' REALLY means in the context of a company still testing modulators - presumably to increase yields enough to be viable - from their one small and struggling 200mm foundry - and mailing them to various engineers to look at.
So we have readiness of materials, readiness of different kinds of modulators using that material - some designed by Lightwave some not, readiness for different kinds of sampling, readiness of PICS, readiness of transceivers for sampling, readiness for end sales, readiness for licensing, etc…
It all gets bungled with the company’s mix and match style of messaging, which seems to be intentional
Which of these are REALLY ready?
ASM 2021 revealed that commercialization had already begun!
All that is ready imo is the material and some one-off (ie not high volume) modulators using that material at Polariton...ie no PICs, no transceivers using the modulators ..not even a demo yet.... without a workable application besides for research purposes who cares?
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