"Overall, the Q2 report is as expected, at least by me. It confirms what the company has told us before, i.e., first sales of products based on the optical interposer in Q3 2018 and volume sales in 2019. So there are no delay, which is a good sign."

How do you figure no delay and revenue in Q3 2018 from the optical interposer?  In the NR Suresh is only saying now that they plan to ship prototypes "later this year," and get initial revenues "early 2019" full quote below:

"We anticipate demonstrating the superiority of our solutions with the shipment of prototypes to customers later this year. Moreover, the development of our interposer-compatible lasers, detectors and packaging processes are all on track, and we remain on target for initial revenues from these products in early 2019.”