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: Re: Intel plans
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Thank you so much for your post clairifying the Intel approach to overcoming the weakness of continuing with Silicon and switching to the III-V materials at the smaller nodes. I would think ( hope) they would just license the III-V IP from us. As you pointed out, they are aiming for the electronics side of the chips, but I believe the optics/photonics part is the real end game at this point. I believe we (Geoff) are way ahead of them, having adopted and developed these materials long ago. The Quantum aspec is very intriguing but I think it will take more time to develope. Intel will only drive customers to us if they go it alone (another point you touched on). It seems the term "collaborate" rings true more and more. Hopefully their management will see collaboration as the most sensible and profitable avenue to proceed, I would think their stockholders would. In any case, kind of important to first to the market, and use the old "leapfrog" approach in advancement.

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