Broadcom has being advancing Tomahawk for nine years now.  On the menu: disaggregation, i.e. chiplets.....  It's all about the yield and keeping those complex critical blocks as separated die.  If the industry does not advance their own solutions fast enough, they will miss markets and lose relevance.  I can think of a couple of big companies this has happened to over the last twenty years.  POET will be in the driver's seat after OFC 2023.  We need powerful exposure.