Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: New Breakthrough by Stanford University "Gallium Arsenide"

Excellent piece of research – thanks, Stanford! And thanks, QuantumX, for pointing it out!

The takeaway for us is once again the confirmation that POET Technologies is on the right track. This gallium arsenide stuff has much better optical properties than silicon, electrons move much faster through it, and with POET's secret sauce even holes ("missing electrons") move faster.

The wafer cost is not so much an issue for POET, because they don't have large solar panels in mind like the Stanford guys, but rather tiny chips. The additional costs for a gallium arsenide POET chip would be around $0.80 to $1.00 – not much in comparison to the speed, power, and integration advantages!

I have been asked recently in a PM whether I really believe the technology is working. Yes, sure, I do! And this Stanford research is yet another puzzle piece contributing to the whole picture.

All those puzzle pieces are currently being put together and coming into place. However, this is done in stealth mode and we can see very little of this process and progress only. We have seen milestone achievements in the past ("click"), milestone validations by BAE ("click"), TDK documentation ("click"), PDK development ("click") supported by Synopsys ("click"), royalty re-negotiations with UConn ("click"), the Pellegrino 2 report ("click"), 100 nm node size reduction ("click"), 40 nm node size reduction ("click"), lab-to-fab transition ("click"), Ajit coming on board ("click"), Subhash coming on board ("click"), some mysterious Apple connection ("click"), and more. Sometimes you need longer than expected to find a certain piece, because it has slipped behind the sputter machine, but sooner or later that piece will also fall into place.

Let's keep waiting patiently™ for the whole picture to unfold …

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