Re: Needham Conf. Jan 2022 (Part 1)
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Jan 14, 2022 08:49AM
Further to my previous post what is highlighted below in Turquoise is ultimately what makes this a game changer in combination with wafer level processing. Having photons and electrons co-existing in the same low loss fabric without crosstalk is the holy grail that makes the POET optical interposer so desirable across a multiude of applications wherever electronics and electronics need to co-exist in a tight space.
It really is the Holy Grail and Suresh is warming up to tell that story loud and clear.
Where the rubber meets the road folks that is what is driving this platform into the open arms of industry.
Its been in production since about 2015 and that’s the electrical interposer. And the electrical interposer is basically just called “the interposer”. Nobody says “electrical interposer”. We have to qualify to say optical. So an electrical interposer interposes between electrical chips. It enables electrical components to communicate with each other when they are placed in close proximity on the interposer. Examples of electrical interposer, such as graphics and memory. AMD does it and Nvidia does it. There is processor and memory. Intel does it. And they call it something else but its fundamentally an interposer. So there are various companies that as a consequence of needing high speed communications have migrated to this concept of an interposer to enable co-packaging or close proximity placements of electronic components. What Poet’s been able to do is build upon this interposer concept and layer on, if you will, an optical medium that enables communications to occur optically. And when I say communications to occur optically, I mean guided optics through waveguides. What Poet’s been able to do is to create 1 to 2 layers of optical connectivity in the interposer. So that allows a degree of functionality that we haven’t really seen in the industry before. And what’s particularly unique is that the electrical and optical interconnectivities don’t interact with each other. So they can crisscross. There is a significant utilization of space, and our form factor benefits as a consequence of that. So that is what we call the optical interposer. Now how does it vary from..