News Focus
News Focus
icon url

prototype_101

05/08/25 11:49 AM

#216415 RE: Aimless Blade #216413

Aimless, Some of the primary challenges in TFLN modulators include the following:

Fabrication Complexity: The highly complex bonding steps lead to non-uniform electro-optical performance and higher optical losses, which reduces production yields and makes the process more difficult to scale up.

Optical Loss: Even though lithium niobate is a low-loss material, it can cause optical losses and manufacturing flaws that lower the efficiency and performance of modulators used for long-distance communication and applications that need to save power.

Thermal Management: The refractive index of lithium niobate changes with temperature, which can affect the operation of TFLN modulators, especially in photonic circuits that are tightly mounted and cannot dissipate heat well. This results in phase drift and reduced efficiency.

Driving voltage and power consumption: LN modulators need high driving voltages to provide a large modulation depth. This makes it difficult to lower the voltage without affecting performance or power and presents a challenge for applications that require power conservation.

High-Frequency Operation: Due to the limitations of the electrode design and modulator signal transmission, high-frequency operation (e.g., above 100 GHz) with low loss and efficient modulation becomes difficult.

Manufacturing complexity, optical losses, poor compatibility with CMOS integration, thermal management issues, and cost constraints hinder the application of TFLN modulators. Solving these problems is crucial to realizing its potential and enabling its widespread application in high-speed optical communication networks.

https://www.mdpi.com/2304-6732/12/5/429
Bullish
Bullish
icon url

MarcoPolo4

05/08/25 12:57 PM

#216426 RE: Aimless Blade #216413

Take that one step further AB and you have who benefits the most from TFLN? The answer is CHINA. They control the vast majority of the material. Holding back LWLG's polymers would be to their advantage as it is a race for 1.6T. How much leverage would China have if TFLN became the major new material for advanced silicon photonics? The answer, PLENTY. Look what they have done with rare earths using them as a restriction that is affecting multiple critical industries, especially the military.

China has insinuated itself through proxies here in the U.S. and affects what is communicated and could be behind some of the trading practices of the shorts, again distancing themselves through proxies. China is developing its own polymers for silicon photonics and would like to catch up to and leapfrog LWLG. Like from the song, "I shot the Sheriff", kill it before it grows.

The only defense is the company succeeding. TZ promised more open communication this past January. So far, it is lacking. That could be very good or very bad depending on what comes out in the near future. Management will have to talk and answer questions next week.
icon url

MarcoPolo4

05/08/25 12:57 PM

#216427 RE: Aimless Blade #216413

Take that one step further AB and you have who benefits the most from TFLN? The answer is CHINA. They control the vast majority of the material. Holding back LWLG's polymers would be to their advantage as it is a race for 1.6T. How much leverage would China have if TFLN became the major new material for advanced silicon photonics? The answer, PLENTY. Look what they have done with rare earths using them as a restriction that is affecting multiple critical industries, especially the military.

China has insinuated itself through proxies here in the U.S. and affects what is communicated and could be behind some of the trading practices of the shorts, again distancing themselves through proxies. China is developing its own polymers for silicon photonics and would like to catch up to and leapfrog LWLG. Like from the song, "I shot the Sheriff", kill it before it grows.

The only defense is the company succeeding. TZ promised more open communication this past January. So far, it is lacking. That could be very good or very bad depending on what comes out in the near future. Management will have to talk and answer questions next week.