100 GHz Ultra-Low Voltage GeSi EAM Fab Model

Underwrite 300mm silicon photonics foundries epitaxially growing Germanium-Silicon (GeSi) Franz-Keldysh electro-absorption modulators operating at 100 GHz with sub-1V drive voltage (enabling 1.6 Terabit/sec optical transceivers for next-gen generative AI clusters). Model photonic chiplet sales ($85/die), and 15-yr IRR.