I think, in all likelihood, after working on CPO in development for many years they must have tested it and had to prove the design works well like any new technology. Offering up an improvement in power and speed should be proven adequately before introduction of polymers which would be a setback timewise. Better to ascertain CPO is successful, then add polymers and test that combo adequately. Phase one and phase two I would say. It will start phase two soon more than likely as successful companies plan ahead very far.
Jim, what the article does mention is that silicon MRRs which is what Nvidia announced they will be using in their next-gen technology for AI factories has BIG ISSUES with highly sensitive to tiny temperature fluctuations, here
However, the microring’s compactness comes with a cost. Microring modulators are sensitive to temperature, so each one requires a built-in heating circuit, which must be carefully controlled and consumes power. On the other hand, Mach-Zehnder devices are considerably larger, leading to more lost light and some design issues, says Schow.
LWLG to the rescue of Intel/Ayar/GF!!! Today, silicon microring modulators are perceived as promising to implement such links; however, they provide limited bandwidth and need thermal stabilization systems.
Confirmation on what ole Proto been telling y'all here!!!
LWLG has NO COMPETITION!!!! NOTHING EVEN CLOSE!!!!
White Paper - Hybrid Integration of Exotic Materials in CMOS Platform
This white paper marks the first direct evidence of a connection between GlobalFoundries, (Intel)Ayar Labs, and EO polymers.
Intel/Ayar MRR fatal issues solved by LWLG Polymers, just read posts #133274_#133275_ and understand the following about the position LWLG is currently in, here to summarize for you,
#133274 Intel/Ayar for many years now have focused on their Next-Gen Photonics solution using silicon based MRR's, but there is an inherent problem with this technology, temperature control, which cannot be solved, at least not economically, read this to better understand, https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171251782
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