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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It looks from their whitepaper that Ayer is foregoing optical pluggables completely and going for on-board optics market. In that sense they are are not a competitor at all for the 100G and 400G markets. Longer term they would be.