Hi Guys,

I don't mean to repost the whole blog, but there are some gems in here I would just like to re emphasize with my thoughts in brackets.

VR: We have identified the facility where we will start off and then Sanan is constructing a new building and they will lease part of it to Super Photonics. The needs of Super Photonics were kept in mind when the build-out of this new facility was conceived. (our JV partner seems fully committed, looks like they have this as a priority to increase their sales and increase their product offerings to their customers)

VR: The engine has a certain level of integration with the lasers and PDs [photodiodes] with the waveguides that the module customers can use. There is a big cost benefit and a big scaling benefit for our customers through our process. (The CEO of Broadcom stated 2 weeks ago this is where the money is, the optical engine not the transceiver module, hence, Suresh pointed the company in the right direction all along)

VR: We already are working with certain customers, and those customers realize that the actual production will come from Super Photonics. So it is a big confidence to those customers and our customers’ customers. They see there is a reliable, scalable supply chain, and that we are not a start-up company (Poet is a start up, but see my big brother over here, the customer  looks Sanan up and down and says ok, we good! With Sanan at our side, we've eliminated the boutique production concepts and their limited volume capacity currently bottle necking the industry)

EC: I thought when 100G came out and it was mass produced that would be it. I would be done, I would be retired. I don’t believe that anymore. In fact I don’t even believe 1.6 terabits is the end game. Maybe it’s 6.4, maybe it’s 12.8. 

The importance of what we’re doing at POET is it’s a hybrid integration platform. You can expand everything and make all kinds of chiplets. And not just for data centers. You can go into edge computing, and that’s artificial intelligence, IoT [Internet of Things], cars, all kinds of stuff.

That’s what makes me excited. Once we validate that we can couple light — we can deal with reflections, we can deal with stresses, we can place the thermals and the electricals in the unit — then we can do whatever we want, and we’ll be doing it at a very low cost and at wafer scale. 

Ever since I’ve been in optics, coupling light has been the issue. You solve that problem without having external lenses or isolators or additional parts, and that’s a huge deal. A lot of people have tried to do this, and we’re not doing it with just one device. We’re doing it with multiple active devices. It’s kind of like a little Lego busting, you can build whatever you want once it’s validated. (Wow! Mr. Cornejo was one of the engineers who thought this solution was the holy grail while he was on the other side [macom], he's seems impressed and energized and also states this company will be here for awhile,as well, Suresh has said in the past the interposer is speed agnostic and Mr Cornejo has just echoed that sentiment even stronger here basically stating we can go along with whatever the industry front runs in terms of ASIC capabilities for years to come)

VR:This approach that emerges with the optical interposer can proliferate into all photonics. It’s similar to traditional semiconductor packaging, which is a key. The missing piece of the puzzle in photonic integration has been with waveguides and how to use them to control the pathway of photons in a similar way that the flow of electrons is controlled in existing processes. We have achieved that control of photons and light with the optical interposer. (Thx Vivek, now I know why we have a disruptive technology, and can attract the biggest companies in the world to come have a look under the hood, and don't worry, we can build it to the volumes they require because we can mass produce it!

What more needs to be said?

SP