Let’s be realistic, you are talking pure BS and sound exactly like what I would expect a basher to be saying!!
In December 2023 when Lebby was talking about getting deals done he was extremely likely focused only on Tier 2 companies as LWLG had not yet had the breakthrough in Foundry PDK production on large scale wafers that came in the 1st quarter of 2024, the overwhelming interest of the Tier 1's began at OFC March 2024, but Lebby never got a Tier 1 deal done in 2024 despite working with Tier 1's on 3 continents, why? because he was trying to do device builds beyond just a 4x200 PIC in-house with a small devices team and these are complex builds and each of those Tier 1's would have its own design ideas including the type of lasers, the way they want them mounted etc, this is why the Strategy shift in late 2024 occurred, the Tier 1's will now Design and Build there own devices with much larger individual teams that will be competing head-to-head with each other
LWLG won the Heterogenous Optical Integration award the last 2 years running at ECOC for a BIG reason, it's because LWLG Polymers can solve the AI data bottlenecks with TONS THE BEST performance over ALL possible competition, this is what the BIGGEST of thte big Tier 1's NEED for the AI revolution, get it?
Mark L put up another post on LinkedIn yesterday bashing the hopes of ALL the new materials including LWLG Polymers, and there was a comment posted by Coherent, a Tier 1 that many of us had on our short list of top candidates for implementing LWLG Polymers, the comment received about 10 Likes quickly including a Like from Mark L, before it was deleted shortly after, I'm presuming due to NDA's between the two companies, here is that comment
Prashant B.
• 2nd
Photonics @ Coherent | PhD in Optics
1h
I am.just itching to run quals on polymers.
So please quit with all your SHORT BS that the Tier 1's have no interest, nothing could be farther from the truth!!!! The Tier 1's NEED the technology to solve the speed, power, and size issues with their next-gen devices!!!
Bullish