InThisThisRain,
Thank you for pointing out this fact. There is another piece of information in this same paragragh that may be of some use to help us understand the industries exceptance of new technologies.
We continued working with our packaging partner in 2022 to package our polymer modulators into traditional gold-boxes for reliability testing and evaluation. This will continue into 2023 focusing on expanding our reliability data set, which is something end-users in the data-communications industry are asking us to see as a next step.
These end users, in our case data centers and telecom want reliabilty. Can you reproduce what you are showing us at waferscale? Same thing they are asking LWLG and by the looks of todays SP they are down 10% on above average volume.
It is of my opinion Poet will be demonstrating it can reproduce at scale in the near future. Might not be massive orders at first but it should satisfy the industry.