teddybear, without revealing the source of your newfound "validation" of industry acceptance, can you please tell us if it was an outside industry source, or a LWLG internal source ie IR or management direct
I still have my own theory of why you are changing your tune overnight on Christmas
Transceiver/AI Systems/Hyperscalers ARE Big Boys!!!! Big Boys are implementing at 200gb lanes and NOT waiting for 400gbs, that's how IN DEMAND with the giant companies that LWLG is TODAY!!!
Now let's talk adoption. Um what kind of customer attraction are you seeing now and where are you on the journey from evaluation to actual design wins?
Yeah. Yeah, we're seeing we're seeing verybroad traction from you know transceiver companies making transceivers like the 1.60 gig transceivers that I mentioned earlier, to AI companies who make entire AI systems, to the Hyperscalers.
We're in the design win cycle with several customers, right? what is interesting actually, what surprised me is that they don't wait for 400G. They're starting now with 200 G already because they see value in that, right? I mean we're uh um you know I mean it's it's interesting to see because seems like some of the existing legacy materials like just silicon photonics or Indium phosphide they're already you know struggling with 200g and uh so um so customers are designing products with the polymers based on that and um and obviously for 400g uh um there is a real use very large urgency to move to polymersright and it's not going to stop at 400g