u/universo_finito

I stumbled across LWLG by coincidence and I've been reading alot about this company and their produkt perkamine. I checked their website, their presentations, the news and obviously also r/lwlg which is a really nice collection of info.

While it is certain that companies like GlobalFoundries, Marvell, Tower Semi, Nvidia etc... yes, basically any company which has the engineering and capability to implement the tech to cater the market's needs will benefit, basically a safe bet.

For EOP's I found Selerion made by NLM as competitor, which has collaborations with:

• Tower Semiconductor - validated SOH on PH18M platform
• GlobalFoundries - taped out second-generation 1.6T and 3.2T SOH PICs
• Advanced Micro Foundry - demonstration of Selerion HTX integration
• AIM Photonics - currently SOH integration and working towards PDK for AIM's 300mm platform

Their website's timeline also shows for 2025:

• As AI drives data transfer demand, NLM closes Series A financing led by Emerald Technology Ventures, with Oregon Venture Fund, Idemitsu, and others to scale our technology. NLM demonstrates an industry-first 1.6T multi-channel PIC using silicon-organic hybrid (SOH) technology at OFC 50, quickly followed by a 3.2T PIC. Both utilize our patented Selerion™ family of OEO technology. These devices have record-setting results and showcase real-world improvements in 200G and path to 400G in multi-channel SOH PICs. NLM’s chips now orbit Earth on the International Space Station where they’re subjected to the extremes of space!

So the question I have for which I couldnt find an answer or something that leads to a trend towards on the one or the other are:

• What are the chances LWLGs Perkamine and Selerion can coexist (e.g. different use-cases)?
• What are the chances Perkamine or Selerion will be the definitiv industrial standard?

What are your thoughts to bet on LWLG and why has the upper hand?