How many times have you asked this in the last week? At least you took my name out of this one.
The material is ready. Individual packaged plasmonic modulators using the material are ready. Individual packaged 200G slot modulators using the material are ready. Multichannel modulator PICs are apparently not ready. We just don't know because we haven't been told so. Multichannel modulator PICs are the only product that can provide significant revenue in the next few years. So yes...we really need the company to tell us more than "in progress".
AMF is not the only foundry.
Standalone modulators have commercial uses and are not solely for research.
ASM 2021 did not say commercialization had begun. Maybe you interpreted it that way, but I'm sure the intent was the PROCESS to commercialization had begun by working with foundries.