Dude, we've been over this a dozen times. Plasmonics are very far from commercial adoption. Polariton is commercially a non-entity. 400Gbit/s per lane has, as far as I know, not been shown with non-plasmonic EOP-based modulators. InP and TFLN have demonstrated 400Gbit/s per lane at OFC. NLM showed a 200G/channel PIC. LWLG is in dire need of showing that they're keeping up. The damp heat ]est is a promising result but a missed opportunity to actually talk about what was qualified, test structures, standalone modulators, or a complete PIC?
Market Data 
Markets 
AI
