Ahhhh, the lights are coming on!! (pun intended!)

A monolithic chip IS the holy grail. That was and always will be the end game. Originally, we thought the the GaAG platform would take us there, but alas, the 4th terminal proved to be too great a finacial hurdle to overcome. When you add to that the immense investment by the big houses in silicon, it is little wonder the thrust is still towards silicon photonics.

Enter the little engine that could (PoET) with the dielectric wave guide tech for multiplexing, and now, the tiny bombshell, the absolutely power loss less interposer. We are back to the edge of the holy grail in so much as now 2 chips can run side by side utilizing waveguide control to control the photonics side and an interposer to connect, almost seamlessly, the silicon chip and the Indium Phospide (or whatever III-V material) chip.   This is big and is probably causing some players to peer into the abyss!!!

This, I think, is why the SP is picking up. There is a sense, although, as yet no clear roadmap, that PoET has the tech, has it protected by patent and is actually now setting up the necessary infastructure and partners to manufacture in a volume that will meet the anticipated demand.

IMO, of course