GPRST
Oct 28, 12:12 AM
$FABC ...Reality check for the pumpers ignoring semiconductor physics:
-Displays ≠ Interconnects: Kopin spent 30 years building 60Hz–120Hz displays for human eyes. AI optical links need GHz modulation (billions of pulses/sec). You can’t just repurpose a military HUD pixel without hitting carrier lifetime limits and thermal fade.
-Coupling Reality: A display scatters light wide; interconnects must focus it into a 50-micron fiber core with sub-micron precision. FABC/KOPN only filed their packaging patents on Sept 23—they were still designing the coupling in late Q3.
-CES Won't Be Commercial: Single-link bench testing only began in October. An integrated 1.6T production board won’t materialize by Jan. 5-management already framed production silicon for 2028 on the Nasdaq AMA.
-A benchtop LED flash in Vegas won't crack the
$2.51 Series K warrant wall. Smart money waits for certified link budgets and BER on a real SEC 8-K. Don't mistake a lab science project for qualified enterprise hardware.
0 replies
