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Did some 2.72s today's, cool my me.
Folks this is 3 dimensional chess vs. Good ol fashion checkers.
X. You have to admit this is interesting. No hurry for me, let the best technology win. Time is on our side as AI is killing silicon Moores Law. Never fast enough though.
Poch and Luther- got that right. Policy should be defined by the 2 year Treasury as that’s a much better indicator than these idiots. I like the gold and LWLG call. I’ll add in lead in conical form and some freeze dried food, too.
Always too much wasteful government spending of taxpayer money. (CHIPs Act included). Fed chasing its tail constantly as if it controls things in the long run.
They are all corrupt.
Buy physical gold.
And LWLG.
Ridiculous to lower now. Real inflation is still above target rate and this could help re-ignite inflation, but not immediately. Unemployment is still very low. Mark this, inflation will pop-up again in the next 6-9 months. The Fed is a joke, the argument should be about continuing to hike not cut. They aren’t serious about inflation, where is Paul Volcker when we need him.
You mean advantageous to small cap stocks that make money ? Have ARR, profitability ?
Wouldn't it be nice if ML thought like you do, and he had an announcement coming after the drop?
It is very nice timing in relation to ECOC 2024. We could easily blow the lid off of $3 bucks, and if there is any positive news it may not look back. If I were short, I would be covering right about now. I am not, so just gonna sit back and watch it rise.
Unless you're taking off an airplane.
A one half point rate cut in interest rates is the start of monetary policy being less of a weight on the share price. This is very good news. Gradual lowering of rates will happen over the next couple years. As rates go lower, even in the next few months, this is most advantageous for small caps like Lightwave. Add in some news and we will see higher pricing. It is better for the wind to be at your back than in your face.
Grifter Shorts need to RETURN 21 MILLION BORROWED_SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 21 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
Optica Executive Forum 9/30/2024 - Former Chair and CEO at Coherent Corp. Chuck Mattera
It is my pleasure to share that in a few weeks I will be at the first-ever Global Photonics Economic Forum organized by Optica. It will be held in Malaga, Spain!
I am honored to be giving a keynote presentation on advancing photonics technology and its applications.I will also be speaking on the CEO Panel alongside John T.C. Lee, Mike Dastoor, Anders Lindqvist and moderator Michael Lebby, where we will be discussing the future of photonics.
This pivotal event is expected to attract over 300 senior leaders from the fast growing and super-exciting, global photonics industry, including CEOs and CTOs among other corporate executives, entrepreneurial founders of exciting start-ups, academic and government laboratory researchers, and ecosystem investors among others.
The Forum will take place against an industry backdrop of the revolution in AI that is already here and the one in Quantum Computing that some believe is just around the corner.
Among the sessions, there will be an innovation showcase detailing case studies, a focus on the regulatory and compliance backdrop, a broad spotlight on disruptive technologies and the challenges and opportunities with achieving scale, and an assessment of market trends and analytics.
Stimulating discussions on two of my favorites; the strategic value of vertical integration can be expected, as well as those around resiliency across new and emerging trends including the information revolution, industrial automation, the energy transition, and disruptive life science technologies that I remain enthusiastically interested in. These will all surely require sustained innovations around advanced materials, integrated optoelectronic components, and lasers and optics to achieve their full potential.
I am truly grateful to Optica for hosting this inaugural forum. I hope to see in person and online many of my lifelong friends, collaborators and pioneers. It will also be a great chance for me to meet in person new entrants to the industry, many of whom have reached out to me from across the globe since retiring from Coherent Corp in June. I believe you are also vital to the light of our future.
Register here: https://lnkd.in/gD5ZeXXN
CEO PANEL
Moderator: Michael Lebby, CEO, Lightwave Logic
Panelists: John T.C. Lee, President & CEO, MKS Instruments; Chuck Mattera, Former Chair & CEO, Coherent; Mike Dastoor, CEO, Jabil; Anders Lindqvist, CEO, Mycronic
Discussion among top CEOs about leadership and strategic direction in the photonics industry.
https://www.optica.org/events/industry_events/2024/global_photonics_economic_forum_2024/schedule/
https://www.linkedin.com/feed/update/urn:li:activity:7241864114925363200/
Keep in mind
1) Coherent has a PowerPoint presentation where it mentions next gen modulators and EOP is of course mentioned
2) There is also this quote from Coherent's CEO at OFC in March when Lebby hosted the panel discussion.
“It’s totally possible that the technology that gets discovered by this tremendous power of AI, I think for the next 10 or 20 years that once these models get deployed and are built and refined, it’s possible that we’ll discover a whole new mathematics we didn’t know existed. Calculus didn’t exist until Newton invented it. Nobody knew about it. I think it’s possible that we’ll see large discoveries in the way in which we understand the universe. One thing’s for sure, it will require lots of investment, a whole new realm of innovation. And in the end, no matter how fast the silicon goes, no matter how the electronics evolve. In the end, we’re going to come all the way back down to the materials, to end up having to solve some basic problems to be able to take the next step.”
There is also a few other data points over the past few years before Finisar was acquired by II-VI which then acquired Coherent and changed its name to Coherent.
And your logic is LWLG is finally going to do a deal ??? Now that’s funny logic.
Well your the expert, it sounds like, based on your post. You are the one making claims about 'how it works.' I am making concrete observations.
But if you want my opinion, 25 years with zero significant deals, sales or products sound like a failure to me. Especially in the context of the many failed promises made by managment and the bonuses they took which should be reserved for creating shareholder value and company success. Those were theft from the shareholders. I'd say the arc of LWLG success mirrors the promise of the 2024 ramp...non existant.
They should have taken advantage of the stock price for the period when the stock was much higher to do a one time PP which would have rid the company of Roth and LPC for good. Most companies with a decent finance guy would have done one if the only way the company raises funds is thru the capital markets. Numnuts has a sweet deal working with LPC so why should they.
This management team is horrendous.
How long should a process like this take, in your expert opinion?
Did you and Vein take the same logic classes?
absolutlely. they have misled us and taken advantage of us for personal gain.
Well we are coming up on nearly a quarter century of speculation...when do you suppose is a good time to start having doubts?
This from the summary KC gave us on his meeting with Michael Lebby:
9) Foundry partnerships - Lebby confirmed that they are working with more foundries than just AMF. He said AMF is doing an amazing job and he is extremely impressed with them. I told him I thought SkyWater was another since they’re Florida based where Marcelli spends time and I also called out the fact that “defense entities” was added as a possible customer to SEC filings in 2023. He didn’t have a comment.
I would take this recommendation one step further. SkyWater is U.S. based with two foundries, one in Minn. and the other in Florida. Aside from a very strong working relationship with the Department of Defense, they have a strong background in silicon photonics. They are working in a couple of verticals that intersect areas that Michael Lebby has mentioned but not given guidance on.
SkyWater has a strong relationship with Lumotive which chose SkyWater for manufacture of the world's first Optical Beamforming Chip that offers advantages in compactness, durability, speed, precision, power consumption, reliability, design flexibility and scalability for the next generation of industrial sensors, robotics, autonomous vehicles and other applications that rely on accurate 3D sensing. Lumentum is a marketing partner for Lumotive. SkyWater has many customers in the Biomedical field and SkywWater recently gave guidance as more business will be coming from this area. SkyWater has collaborated with Google on open source designs startup companies can use in designing innovative chips so each is very familiar with each other.
https://lumotive.com/press-releases/skywater-and-lumotive-announce-qualification-and-production-start-for-worlds-first-commercially-available-optical-beamforming-chip/
There is nothing concrete yet that LWLG is involved with these endeavors but certainly the benefits of using Perkinamine polymers seems there whether now or in future designs. I would also say that SkyWater has collaborated with Global Foundries on Defense related business. There are many intersects with LWLG's material business. Verticals outside of data center business can be under development even now. I expect surprises going forward only the time frame is uncertain for me.
Interview with Dr. Lebby - August 17, 2023
Disclaimer - I'm not providing a link because this cost $25 and I'm probably not allowed to be copy/pasting this. A bit ridiculous to require payment to see this article. They probably saw Lebby mention the large, loyal shareholder base and tried for a quick money grab.
**TWST: Let’s start with some background on both the company and you.**
**Dr. Lebby:** The company started about 20 years ago as the founders spun out of DuPont as a chemistry company designed to generate electro-optic polymers using chromophores.
**TWST: And just to help the audience, a chromophore is really a molecule that you can insert that when struck by light reacts and generates electrical flow. Correct?**
**Dr. Lebby:** Yes. An easy way to rephrase that is, a chromophore is a molecule with a “conjugated backbone” with its molecules electrically aligned. This conjugated backbone allows for really fast electron movement, and this really fast electron movement allows light to be switched really quickly.
**TWST: Thanks, please continue.**
**Dr. Lebby:** The company spent its first decade developing different types of chromophores that were activated by electro-optic effects. I joined the company in 2015 to look for applications for these electro-optic polymers. The major application and the biggest opportunity is in a device called an optical modulator.
Optical modulators are devices used in the millions today on the internet. They physically stand in front of the lasers we use to generate the light that goes into the fiber optics. A modulator blocks and lets through the light in digital code to generate the information transferred through the internet.
The company since 2015, since I joined, has been making its own electro-optic polymers using chromophores and also putting those polymers into modulated devices that can switch light really quickly.
The big net bonus of using polymer materials or organic materials is that they switch light a lot faster than the semiconductor technologies traditionally used, so you can send a lot more information. And you can also do it in lower power. We’ve progressed a long way in the last few years.
**TWST: And your background?**
**Dr. Lebby:** I was born in the U.K., in London, educated in U.K. universities. I’ve got two doctorates and an MBA. I’ve been in the fiber optics semiconductor field since the 1980s. I came to the States in 1985 to join Bell Labs, did some initial research work there on lasers and different types of devices.
Since then, I’ve been working in R&D and production manufacturing of different types of devices that include lasers, photo detectors, modulators, and things that help light to go faster using fiber optics as well as free space light, meaning optical beams sent through the air. You can see applications of that today with sensing and LiDAR.
So I’ve been in the field as a photonics engineer, with specialties in fiber optics and semiconductors and electronics for the last 40 years. And I’ve done various jobs, including running companies, R&D groups, in production and sales, too, so I’ve seen lots of different aspects of the industry.
**TWST: Now stepping back to this technology for a moment, can you explain a bit more about chromophores?**
**Dr. Lebby:** The fast electron movement in chromophores allows light to be switched really quickly by changing the refractive index of the material, or how easily light can pass through. When you have a material like a chromophore and you apply a voltage called a bias across it, it acts similarly to an organic light-emitting diode, or LED, another polymer-based material. You place a bias across that and you generate red, green, or blue light.
With our chromophores, if you put a bias across it, you can switch light really fast. In fact, much faster than with semiconductors. And you can also do it at super-low voltages, which saves lots of electrical power.
**TWST: And you’re basically saying, turning the light on and off very rapidly.**
**Dr. Lebby:** Exactly. So if you think about the fiber optic internet, where you have fiber optic cables, you have a laser at one end of the fiber that generates the light. Ten years ago, we couldn’t turn the lasers on and off that quickly. We needed to turn them on and off a lot faster. Physically turning the laser on and off doesn’t work very fast. You can imagine just like a flashlight, turning the flashlight on and off takes time.
But it’s faster to put a shutter in front of the flashlight. And if that shutter moves really quickly, then the ones and the zeros, essentially the digital information that goes down the fiber optic cable — light for on, no light for off — that generates ones and zeros. If you have a shutter that works super-fast, then you can send a lot more information faster.
We put our polymers in front of the laser with an electrical bias and we can switch the light really quickly. That allows us to send a lot more information down the fiber optic cable.
**TWST: So it’s sort of like the photographic filter that you can control electronically. It used that as a shutter.**
**Dr. Lebby:** Yes, it’s like a shutter on a camera or a windscreen wiper or your eye blinking. You’re blinking really fast, right?
**TWST: And the reason that you need the speed of switching the light is you can put a lot more ones and zeros in a row in a given amount of time.**
**Dr. Lebby:** And the easiest way to picture this is we all have internet coming into our homes today via our internet cable. And if we don’t have high data rates, 50 megs, 100 megs and the kids have all got their video streaming going, sometimes we don’t have the bandwidth to keep everything going.
If you have not just 50 megabits or 100 megabits but a gig or 10 gigs, you can have 10 cameras streaming or 10 computers streaming, and not even worry about these things, plus you can have an increased quality. You can have a higher-density or higher-quality image.
And so, more bandwidth is what everybody has really been asking for over the last decade.
**TWST: And it’s also important from the provider viewpoint because all of this traffic is being intermingled on its transmission media.**
**Dr. Lebby:** Look at our interstate freeway system. Some cities have got eight lanes and other cities have got two lanes. If you look at the internet as the interstate freeway system, the data centers are the intersections. All the traffic gets routed to a different destination, and it comes back through the data centers. If we can send the traffic faster, it gets routed to the destination a lot faster and we can have our return signal a lot faster.
It’s not just the consumers or the end users who benefit. It’s actually the network providers and the network operators really benefit too.
**TWST: Is your material only used on the sending side? Or is it used as a demodulator on the receiving side?**
**Dr. Lebby:** We use this only on the sending side because what we’re doing is we’re modulating the light that generates the information. When the light goes to the fiber, it gets collected by a photo detector at the destination. What we have really helps the transmitter on the sending side.
**TWST: And you talked about an aligned backbone. What’s that?**
**Dr. Lebby:** That refers to the idea of a conjugated backbone. Each chromophore is a molecule that is a dipole, with a positive and negative end. In the old LCD digital displays, we would align all the dipoles in the LCD liquid material by putting an electrical bias, or voltage on it. That meant you could go from black to transparent. Ours is a similar concept, except our material is solid, it’s not liquid.
**TWST: And then, from what I was reading on your site, you heat the material first, then put on the electromagnetic field, which aligns everything, and then you cool it down to keep everything aligned.**
**Dr. Lebby:** Correct. It’s a thermal process where you can align all the dipoles by heating the organic material, and then you freeze them in place when you cool it down. That allows us to apply very small voltage biases to switch the light really quickly.
**TWST: Can you give some idea of how much advantage there is in terms of transmitting information versus using semiconductors?**
**Dr. Lebby:** The incumbent technology today is semiconductors. These are materials like silicon, lithium niobate, or indium phosphide. These are all semiconductor materials used in modulators on the internet today. For an apples-to-apples comparison, we look at the electrical optical bandwidth of these devices, which is a metric of speed performance.
Most of the devices used on the internet today have a bandwidth of about 20 to 30 gigahertz. Our technology starts at 70. We’ve already demonstrated above 100. And we’ve had nice experiments that show that the technology can go out over and above 250 gigahertz. This can be upwards of an order of magnitude faster than technology today — five to 10 times faster.
Also, the incumbent semiconductor technology needs a few volts to drive the modulators. We can drive this polymer technology under a volt. That’s a big power saving.
And if you think about some of the Achilles heels that these data center folks are really struggling with — with the rise of artificial intelligence and the new computational processing overheads that everybody’s all excited about — they need to send information faster, on one hand.
On the other hand, they need to go rein in the power consumption because these things are taking a good percentage of the electrical grid of the U.S. And so, they’re looking for innovative technologies to bring the power consumption down and to send data faster.
**TWST: And also, the higher the power consumption, the more heat you have to dissipate.**
**Dr. Lebby:** Exactly.
**TWST: So, in other words, some of the industries you’re looking at, it could be data center, computational stuff, it could be telecommunications.**
**Dr. Lebby:** Yes, you’re exactly right. Our initial application is what I call fiber optic communications: telecom, data comm, high performance computing. But it’s the fiber optics part of it, it’s not the processing of the chip, that’s all done by silicon. What we do is take those signals of the chip and then send them really quickly to the destination.
**TWST: So it gives you an advantage in terms of companies’ work. They don’t have to replace all of their equipment. It’s not a wholesale change. It’s an exchange of the signaling part. But the fiber optics aren’t different. The computational stuff isn’t different. That makes adoption easier and more possible.**
**Dr. Lebby:** That’s exactly right. The infrastructure remains in place. All we’re really doing is literally changing the modulator.
**TWST: Because one of the tough things in telecom or in any sort of computing, data centers, cloud computing, or what have you, is the minute you start saying, “Oh, and you have to replace everything,” they start going, “Oh, wait, we can’t do that.”**
**Dr. Lebby:** No, you’re absolutely right. And we have another advantage here. It’s more architectural, right? So if you can directly drive polymer modulators with a 1 volt or less, you don’t need the dedicated integrated circuits called driver chips. You can directly drive these things from ASICs — application-specific integrated circuits — or DSP — digital signal processing — chips.
Architecturally, you need fewer ICs. You save even more power consumption if fewer ICs go into the network card. It’s a bonus that if you get your voltage to the right level, the power consumption not only goes down from the device you’re using but it goes down architecturally because these data center architects can design these things on fewer chips.
**TWST: Is this related to processes that could be used to create polymer semiconductors? Or is that totally out of the realm?**
**Dr. Lebby:** Well, it depends how you define polymer semiconductors. The way we’re using it is, we apply liquid polymer material onto silicon wafers. And then we can cure it onto the wafers, just like you would cure a photoresist in an oven. So, we’re using standard fabrication techniques. Now, some people would say, well, that’s polymer semiconductors, because you got polymer onto a semiconductor.
**TWST: But that’s not a polymer being a semiconductor, that’s polymer sitting on a semiconductor.**
**Dr. Lebby:** That is absolutely correct. Look at it as a polymer semiconductor.
**TWST: I mean, otherwise, it would be the same as saying that spreading peanut butter on a piece of bread turns the peanut butter into bread.**
**Dr. Lebby:** Yes, that’s a really good analogy.
**TWST: Now, what are the market dynamics here? You’ve been at this, the development, for a very long time. And your financials make clear you haven’t brought in revenue. So I’ve got to think that it’s been a long stretch to get up to the point where you can actually start to go to market. Is that correct?**
**Dr. Lebby:** When I joined the company back in 2015, the designs of the chromophores and the polymers at the time were for the telecom market. The telecom market requires 20-year lifetimes and extreme temperature ranges. If you look at the requirements of the data center market, the reliability doesn’t have to be 20 years.
**TWST: They tear down outmoded data centers in five to 10 years and build new ones.**
**Dr. Lebby:** Exactly right. And in the temperature ranges, 0- to 70-degrees Celsius, which are much more amenable for polymers. So when I looked at the opportunity in 2015, I thought, wow, the goalposts have changed. This is a really nice situation for polymers.
And polymers have been tried before, but I think they lost out in competition with semiconductors, even though they had really good performance.
Nowadays, from a market standpoint, we have the performance in polymers and the end users, the customers, all know this. What we’re going through right now is what I will call the customers wants to see, a “reliability dataset.”
**TWST: They want to see somebody else has used it already, right? I’ve been a little flippant there, but they want proof that it’s going to work for an extended period of time.**
**Dr. Lebby:** And it’s exactly the same as 10 years ago, when we first got OLED displays in mobile phones and TVs. There were LCDs, but they had their own problems of fast switching, and you could see it in sports on TVs.
What the OLED industry did 10 years ago was put out a reliability dataset. “Look, this is the reliability data of all these OLED polymers. And look at it today, I mean, do you ever see an LCD display that much?”
We’re going to do the same education for market acceptance. Once the market sees a reliability dataset that we’re putting together right now, I think my plan of getting the electronic polymers ubiquitous is going to be successful.
**TWST: What are the financial considerations on their end? How much do they gain versus how much does it cost them to gain?**
**Dr. Lebby:** Our business model allows licensing, tech transfer and actually selling devices.
If you’re one of these folks that are putting together what we call a fiber optic transceiver, which is a little box that contains the modulators and lasers and some of the other components, you’re really just swapping out a chip.
But replacing the chip is in some ways like an old four-cylinder motor car and putting a V8 in it. Our chip represents putting the V8 into the motorcar. You’re just boosting up the performance and lowering the power consumption.
And that’s really what we’re doing. We’re not really changing a lot of the infrastructure. We’re just putting a faster solution in existing transceiver boxes and in existing networks.
**TWST: What’s the cost differential for that?**
**Dr. Lebby:** We can scale our technology economically. And we certainly can beat some of the costs that are going into the transceivers today. But what we’re actually doing is providing an incredible performance increase. That will allow us to raise our ASPs — average sales prices — and keep our margins. And it’s really all about the margins, making sure that we can maintain our margins while we scale in volume.
We’re comfortable we can do that because our advantage is lower power and much higher speed, as well as a small footprint in a very small size so these components fit into these boxes.
**TWST: So you’re looking at value pricing, where the part might be more expensive, but you’re providing more performance and using less power, and as a result it’s going to be less expensive.**
**Dr. Lebby:** Also, you’re saving the customer architectural IC designs. You don’t need driver chips and they are really expensive, way more than what a device would cost. And so, you’re providing that advantage to network operators.
**TWST: When do you think these sales are actually going to start? How long for you to become a product company with regular revenue?**
**Dr. Lebby:** In terms of the public guidance we’ve given, we put out a press release back in May for our first commercial licensing of our technology. That was our first public commercial deal. The business model allows us to license our chromophore materials as well as put our materials into devices and sell those devices.
Commercially, we’ve begun that road. We haven’t given a lot of guidance into the details of the revenue expectations at this point. But commercially, we were in a new phase since May this year.
**TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?**
**Dr. Lebby:** Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
As I see the business model, you need to be flexible, because some of these guys will want to buy from you direct. And other ones who will say, go work with our contract manufacturer or go work with our foundry, get qualified there, and then we’ll give you the business.
And so, we have to be flexible with these large guys, because they have different working models.
**TWST: Can you explain the jumps in stock price? In 2021, it suddenly shot up — or starting 2021. And it came up to $18.47 according to data from S&P Global Market Intelligence. Then you had ups and downs. Right now, you’re around $6.70 a share. What’s been going on? What’s been driving the changes?**
**Dr. Lebby:** Well, I can’t answer stock price questions because I have no idea why the stock price goes up and down. But what I can tell you is back in 2021, we actually went public with a plan to scale up our technology. We provided more insight into the impact of our technology with the data centers in 2021. And I think there was definitely a lot of interest.
We actually did an organic shift upwards from the OTC boards to the NASDAQ board without raising money, without doing a reverse split. And as far as we can tell, that was extremely rare. So that was really exciting.
What you’ve seen over the last two years is that we were still essentially a pre-revenue company. Our stock price is not based on quarterly financials like most companies. What we’ve been focusing on in the last two years is getting the technical job done. That’s really where my focus is.
And yes, you’re right. The stock price has varied quite a bit. And I’m sure there’s some folks who play it. But one of the things that we have that a lot of companies don’t have, we have a huge retail investor base that are very loyal. So loyal that every day I get emails from investors asking questions, either getting excited or not excited. I mean, they’re really showing a lot of interest.
In our annual shareholder meeting, over 100 of these folks turn up every year, which is quite amazing. It’s like a technical conference. And I know this makes it more exciting because when you have a loyal shareholder base that really are excited about the technology, it makes me more excited. I get enthused. I just want to make sure it happens.
Has this had a role in the share price? I think it has. I mean, I’m no expert. I can’t really explain it. I’m sure we have a number of shorts that play the boards just like everybody else. But our goal is to create shareholder value and get this technology scaled, ramped and having the impact with the end users like we expect it to be.
And that’s the excitement. It’s not the how or the what. We know what we’re doing. And we know how we’re doing it. It’s why. Why are we doing this? I want to get this technology ubiquitous. I want everybody to use it. That’s really what’s driving us.
**TWST: You said you started a new phase in May. How much longer do you think before you’re really hitting the market and hitting customers in a regular way or in a more regular?**
**Dr. Lebby:** The best way I’ve answered this question before is I’m really expecting 2023 and 2024 to be really exciting years. We go into a different phase of the company now. What was this commercial licensing all about? In May, it was market acceptance. We had market acceptance of this technology for the first time. And that’s really going to snowball. We haven’t given you detailed guidance yet. But certainly, at a very high level, the market acceptance of our material commercially means we’re looking forward to really exciting ’23 and ’24.
**TWST: And it’s important to remember that industries move more slowly than people sometimes realize.**
**Dr. Lebby:** Sure. It took some time for OLED lights, OLED displays, but they’re everywhere. And everybody uses it. I expect the same thing with our technology.
**TWST: You have something new to the market and it seems to be revolutionary. And still, sometimes companies are slow to take it up because there’s a lot of factors that go into the decision. Is this going to work with what we’re doing? What do we have to change? Is there going to be sufficient technical support? There are so many questions that come up in adopting new technology. So it’s 2023, 2024 may be exciting years for you. It may be that things will take a little longer. It’s hard to tell.**
**Dr. Lebby:** Those are good observations. And I would add one other thing. We are a small company focused on fiber optics. But if you think about free space and you think about LiDAR, you think about sensing, you think about displays or projection displays, our technology has the potential impact in some of these other optical areas, which we really haven’t explored to any great extent right now.
**TWST: And I’m also going to bet that your costs are going to go up. You’ll have to hire more people in sales and support the more customers you get.**
**Dr. Lebby:** Without question. But I think one of the things we’ve done so far is we don’t have any debt. And so, we’re financially a very clean company. We’ve managed our run rate and our costs very carefully. And we built the company reasonably steadily and slowly. We want to make a big impact and we’ll hire. We’ve hired quite a few people this year, and we’ll hire as appropriate when we scale up.
This reminds of another deal someone on this board suggested (and I’m a big boy and made my own decision), a tech that is worthless !! Doing a $100k write down on that too. Thankfully got out of LWLG with no scares.
Two execs took over 5 million dollars from a pre-revenue company for uplisting organically to the Nasdaq. In return, the share price has plummeted to new lows in the 3 year period since then. Lebby tells his shareholder base great things on the horizon and a huge buyout price would be needed in order for the company to be acquired. The share price has even dropped more since these 2 statements. The old time shareholders here have been dealing with CEO's who cannot seem to grasp what they are telling the investment community. That is why we are not trusting in these guys.
I am hoping we are bought out due to what Mr.Goetz invented. That is why I remain here. As far as management, nothing but contempt for these grifters who will keep pushing the narrative and collecting checks.
Right on!
Because they love love getting free information so they can confirm LWLG isn’t ready for commercialization and move on with their current vendors.
The Wall Street Transcript interview is so old, will you please drop it.
False.
Making money in the stock market involves speculation.
The more speculative, the bigger the money.
The best thing a speculative investor can do is to follow the tech, and ignore the ticker.
Why would Michael Lebby be chosen as the moderator for a discussion on the future of photonics featuring top executives from major companies in the datasphere?
Aren’t you the least bit intrigued…?
Comprehensive review LWLG known Customer connections
The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG
Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually, keep in mind it was AMF who wanted to go public with this relationship, do you really think that they would want to make it public if the PDK's were not 100% rock n' roll ready? NO, of course not!!
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811
Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972
Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia
Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google
Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista
Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
Polariton, Nokia (and now Infinera), ETH Zurich (Plasmonics)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics
Also, let's look at the FAQ's on the LWLG website here,
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
and another thing Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174656086&txt2find=cross%20functional
These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in 2024 with Tier 1 deal(s) right on schedule with Lebby's long-standing Timeline!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
Yes, but this does point to the larger issue at hand with all of the speculation. None of it is based in fact, or can be corroborated by anyone. It is just that, speculation. All of these he-said/she-said, winks, head nods, this person used to work here or there, etc, etc. It’s all just speculative BS at BEST. And ridiculous, embellished bat shit guesses at worst, if your sincere. Or just plain manipulative, disingenuous lying at worst if your intentions are not sincere. None of it is based in reality. And that is why Lebby has failed us and misled us. The whole NDA BS is another bat shit speculation, when any logical person knows it’s probably crap and they know that Lebby could provide more info to keep stock price up and shareholders better informed, without revealing who we are working with or what in particular we are working on. The lack of info points to only one thing, there are no deals being made. This is supposedly the answer to the major issues plaguing gigantic tech companies with endless amounts of money to invest ….and not one of them has snatched this up or partnered? Come on, look at that objectively. It’s becoming more and more clear that we have been misled.
Thanks. Here is Coherent announcement for telecom and longer distances which Coherent dominates.
https://www.coherent.com/news/press-releases/800g-l-band-qsfp-dd-telecom-transceiver?utm_campaign=communications&utm_source=linkedin&utm_medium=social&utm_content=telecom
Nola's due for a good game
I don't think anyone bought based solely on your statement, No Worry. My order is still in place.
2k more buys than sells up 2 cents at I always say. 1k recovery equals 1 penny on the short recovery.
As info there are 10,600 of those 2k out of balance buy sells in 21,200,000 so at 2 cents that is $212.00 If I'm off by a factor on 10 that puts it at 21.20 plus 2.50 or $23.70.
X
Guys, I made a terrible mistake. Coherent 1.6T lambda is for telecom. Don’t know what modulators they are using. Implying that this is a 1.6T datacom solution is wrong. Doesn’t mean that Coherent cannot work with Lightwave for datacom, but that is speculation. I am sorry for this mistake.
Wow cohr is a $80 stock. Wow!!!
Imagine what lwlg will be doing
Much better imo
teddybear said, Yet, the conspiracies proliferated. Ha!! Too funny!!
Yeah, the conspiracies that kerrisdale clowns started and YOU continued to repeat a thousand times EVEN AFTER all the claims were refuted by management in SEC filed documents stating the document was summarily FALSE AND MISLEADING!!!!
You even doubled down more recently calling for another total BS kerrisdale clowns report here,
teddybear said, This is ripe for a Kerrisdale update
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174497903
so it was YOU as well as the kerrisdale clowns that have assaulted/slandered the company and the management of LWLG in an effort to destroy shareholder value and this will NOT be forgotten, everything here is an open book!!
Grifter Shorts need to RETURN 21 MILLION BORROWED_SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
Lewrock I was always honest about this company and about my intentions.
I even said in the post referenced early on in the original red flags link as to 'why' this:
Will we see a competitive battle emerge between Coherent and its Indium Phosphide 800/ 1.6T solution and 800/1.6 T silicon photonics ? Coherent maybe first, but competition from silicon photonics for wafer scale production and commercialization will be fierce.
Whatever happens the battle for low power, small form format, high bandwidth optical solutions for transceivers is on. Competitive tension will push for the best customers solution along the entire supply chain from material source, device performance, system integration and low cost of ownership: Lightwave
TFLN has SERIOUS ISSUES here, For monolithic TFLN modulators and PICs, 150 mm wafer is the largest size for product presently. Limited wafer size, large device footprint, relatively high material cost, and thin-film uniformity contribute a large portion of the chip cost. Although the chip fabrication is not overly complex, uniform waveguide formation for ultra-low loss operation is not trivial, which necessitates optimized photolithography, etching technology, and post-fabrication processes. Additionally, long-term DC drift remains a challenge for TFLN. To make these modulators commercially viable and reliable, thermally or electrically phase control is a must.
TFLN modulators heterogeneously integrated with silicon or Si3N4 are still in the R&D stage. Similar to III-V-on-silicon heterogeneous integration, TFLN integration occurs towards the back-end-of-line (BEOL) process and requires specialized processing tools along with stringent cross-contamination controls, especially if large-wafer scale processing is involved. The TFLN transfer step is critical for achieving high yield and optimal device performance..
https://ieeexplore.ieee.org/abstract/document/10666944
I've previously SUMMARIZED why TFLN is a LOSER to LWLG Polymers!!! here
TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry!!!
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE
g) TFLN has SAFETY ISSUES in a SiPh Foundry would be risking contamination to the Foundry
h) TFLN has SUPPLY ISSUES as it is almost 100% sourced from China, and it is in LIMITED SUPPY
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
You've put your finger on one of the key pillars of the cheerleaders' thought process: wishful thinking.
The other key pillars of their thought process are connect-the-dots conspiracy theories and baseless speculation.
Those are the three core pillars that make up any cheerleader post about LWLG, as has been demonstrated on a daily basis.
"The look on his face at the 11:00 minute marker"...really?? This is just ridiculous and nothing more than wishful thinking again. Don´t get me wrong, I hope you´re right. But to use these glitches to strenghten your believe that it´s about LW is beyond my comprehension. But then again, I´m not clever enough according to the guru´s...🫠
Cutting Edge Information... Thanks man for your perseverance. Bashers will bash you, but you point us to diamond information over and over again.
Lol, too funny, punkln trying to flip the script. I could buy and sell you proly 10 times over and still not have any debt. If I sold at $15 I would have bought tried to buy back at $13 which would have pushed it back up. If one factors in the 21 Million short we are still at at least $20. It is hard for most to understand though.
Let me post the true story of Punkin so the Good folks know why he said that. Here you go.
The true story of the origins of the Great Punkin trying to flip the script, he will somehow enjoy me writing about him because I kind of live in his head.
Larry Dalton U of D Professor was well respected despite trouble going as far back as 1967, anyhow, he headed up the NSF funding and directed the money that he oversaw to his interests in a polymer that simply did not work. Way back when I was told that by the founders at Lightwave Logic that money that they were hoping for was directed 100% to Dalton (I think it was NSF money he did not tell me the origins of that money) but it was widely known that the polymer receiving the funding was flawed and Lightwaves was not. It was an obvious attempt to squash competition. Somehow Lightwave managed to survive.
OK so when I saw this going on I went to the Yahoo Lumera board and warned the Lumera investors that their polymer was flawed, some investors like TH looked at the facts, took my advice and came to Lightwave, last I heard he was up 8 figures here. Punkin who was on the Yahoo board did not listen and flooded the LWLG with messages that didn’t make any sense apparently thinking that somehow, that I could magically cause flaws in Lumeras polymer and if it wasn’t for me posting the modulators that Lumera sold to the industry would function. Yahoo changed the posting rules so that links could not be posted so folks on the Yahoo board moved here, Lumera went Bankrupt, hush money was donated,,,, you will see I put a link to the complete story below. That is why you see Punks name only being 8 years old, he created a new ID. Oh yes and Pitcook blames me also for “ruining the Yahoo board”. I just scratch my head. As for DOA I have no clue what he thinks I did, I only met him twice and Z gave a shirt headed for me to him, LOL. Oh hey check it out Lebby finally gave me a shirt at this year's SHM, only took a few decades.
So anyway, after living through that Pumpkin has become a self-appointed EO Polymer expert. I just scratch my head, I told him of the problem when the stock was at $8.00, he didn’t listen and the industry rejected that flawed technology shortly after the stock went down then they did an 8 for 1 reverse split and he thinks that if he posts negatively here it will make everything right, he is just projecting what he lived through there on this board. In essence he is carrying Larry Daltons damage to the origins of this company forward.
We are far and away past that oh and ironically thanks to us the investors at Lightwave the company has $30 million (almost the same amount that they got beat out of by LD) in the bank and no debt. Labs combined and expanded and still with no debt, Kind of cool, we did it! Coincidence?
And yet some Blame Lebby for the industries slow adoption of Polymers. Think about that for a moment as you read the story in the link below.
OK here is quick summary.
In Larry Dalton founded Lumera as a subsidiary of Microvision, Inc. in 2000
Back in 2006 Lumera jumped from to $1.58 on Friday, Oct. 13 to $7.56 on Oct. 24.
In 2007 they generated their first revenue, but the product was junk not stable and honestly it didn’t work. Remember that back then there was no test equipment available. As info Lightwave has worked with test equipment manufactures to develop today's test equipment, when I was touring the lab a few years ago I picked up the tester and turned it over serial number was 2.
Aug 15, 2007 — Aug 15 (Reuters) - Lumera Corp. LMRA.O said Chief Executive Thomas Mino resigned.
In this timeframe the company declared bankruptcy
March 27,2008 proposed merger Lumera Corporation (“Lumera”) @ GigOptix LLC, GigOptix, Inc.,
December 9, 2008 after the merger the price was $1.72, as adjusted to reflect a 1 for 8 reverse stock split.
A few years ago Lightwave bought Lumera’s (GigOptix) IP of particular interest was the device technology that was invented at U of W some of which was good, other patents help provide a roadblock.
Dalton Story he is referred to as “LD” throughout the story
2003-04 Part of the large investment in LD and the UW was $36million from the National Science Foundation (NSF) for a Science and Technology Center (STC) that was active from2002 to 2013 and was led by LD during its first five years.55In 2003, BK received a $40,000 subcontract from this center. On first examining some of LD’s materials, it was Kahr B. and Hollingsworth MD.2019.Journal of Scientific Practice and Integrity. 1(1).DOI: 10.35122/jospi.2019.740579©2019 by the author(s). This article is distributed under the terms and conditions of the Creative Commons Attribution (CC BY) license.6immediately obvious to BK that they did not have strong dye alignment, as reported in the Seattle Post-Intelligencer.46The materials did not show linear dichroism,56,57,58,59,60thechange in the absorption of light with respect toa polarized light source (Figure 4). (Polarizing sunglasses work because they are responsive to polarized light reflected from horizontal surfaces such as wet roadways and bodies of water.) Linear dichroism was a prerequisite for the ordering of dyes that was presumed to be necessary for the materials to act as efficient light switches.61,62,63,64,65,66,67,68In 2004, LD’s team had never made measurements of linear dichroism, a phenomenon that was first observed in thin films of dyes in the middle of the 19thcentury.69,70BKbegan to make urgent requests to focus the attention of the leading investigators in the center on the question of dye orientation. These requests were ignored. BK appealed to Kwiram, a former Vice Provost for Research with high statureat the UW. Kwiram had become the executive director of LD’s NSF center. In 2004, BK told Kwiram, among many others, that the center’s science was wrong at its heart and that nobody would act.
BK was obliged to write a report for the NSF at the end of the 2003-4 fiscal year.75The report said what should have been obvious to a scientist in possession of any of LD’s samples and a computer monitor (the old sunglasses polaroid trick).
https://www.dropbox.com/scl/fi/mjc2e53k936ksxnvsuhet/7765-massive-faculty-donations-and-institutional-conflicts-of-interest.pdf?rlkey=i4rxqnymxx48mbhsnchpeaeqj&dl=0
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Global_Foundries_Yu's FIRST "new material"===>> Optical Polymers!!!!
watch again in addition to Yu VERY SERIOUSLY saying "Optical Polymers" at 10:55 minute marker then when Yu says TFLN was the talk of the show check out the look on his face at 11:00 minute marker, it was more one of laughing mockery of TFLN not being taken seriously by him!!! I believe it is simply a case of TFLN being worked on by a number of companies now VERY similar to when Polymers would have been the talk of the show back when all the giant companies, DARPA, DOD, etc were trying to make a fragile 2nd generation Polymer molecule (ie CLD etc) stabile and FAILED miserably, the best of which was Lumera (now resurrected as NLM who is STILL working with a fragile 2nd generation molecule!!)
Reply to participation Chuck Matera of Coherent in Optica Malaga panel discussion led by Lebby .
José Pozo CTO Optica :
“ 12 days to go!! Time to make history. Thank you Chuck for you support on this ambitious project.”
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Moderators pochemunyet prototype_101 Pro_v12001 LOVELWLG JLPTNG Lightning_Rod |
The need for Lightwave Logic’s proprietary electro-optic polymers is more evident than at any prior point in history, with internet infrastructure coming under increasing strain due to increased online activity. For example, during the recent COVID-19 pandemic, leading platforms such as YouTube prevented high-definition (HD) streaming in Europe due to data throughput issues in existing internet infrastructure.
The Company’s current focus is on the datacom and telecommunications hardware supply chain for the 100 Gbps and 400 Gbps fiber optics communications market, seeking to integrate its proprietary materials into the devices that comprise key components in today’s internet infrastructure. Lightwave Logic’s unique value proposition, including ease of manufacture relative to traditional solutions, has driven several tier-1 and tier-2 potential strategic partners in the data and telecommunications markets to enter into non-disclosure agreements (NDAs) with Lightwave Logic to evaluate its technology for use in their devices, validating the demand for the Company’s solution in the marketplace. The Company expects to introduce its technology into the commercial marketplace in the near future.
Lightwave Logic is a wholly U.S.-based company with in-house materials synthesis, device/package design, wafer fabrication and testing capabilities at its Englewood, Colorado headquarters.
Having the modulator and integrated circuit development in-house has informed the materials development direction and vice versa. This vertically integrated business model enables a superior platform by aligning the design for manufacturability from materials to complex circuits with the following benefits:
Materials are called electro-optic when they enable interactions between applied electric fields and light passing through them. Notably, they change the refractive index seen by the light with minimum loss. The result is an instantaneous and accurate conversion of an electrical signal to an optical signal. Optical signals are better for transmission over distance: an increasingly useful feature as digital signal speeds are now reaching the GHz and THz ranges and the corresponding electrical transmission distances are shrinking to meters and centimeters.
EO polymers are intrinsically superior in speed and sensitivity to electric field to traditional electro-optic materials such as Lithium Niobate, Indium Phosphide and Silicon. They are engineered materials, made by embedding a variety of specially designed electro-optic chromophore molecules into a wide range of standard host polymers.
Chromophores are complex, large molecules, on a scale akin to drug molecules. They are hyperpolarizable, meaning their electron clouds are easily pulled into a different shape by the applied electric field, changing their optical properties such as index of refraction.
The material is poled to become electro-optic by applying a strong electric field along with heat. The hot material is relatively soft, allowing the chromophore molecules suspended in the host polymer to align in the same direction (poling). Cooling the poled material after the molecules are in place traps them in their active state even after the poling field is removed.
Although the electrons in the material respond to any applied electric field, they remain tightly bound to the molecule. The response to an applied signal is almost instantaneous response and recovery– like that of a tight spring– unlike materials that involve much slower macroscopic movement of free electrons.
Another key difference from traditional crystalline materials is the performance of EO polymers continues to improve as chemists explore the almost unlimited design space. Combinations of chromophores and host polymers can be tailored for specific applications.
In addition to innovating the EO polymer materials, Lightwave Logic takes its technology platform to the next level by developing ancillary materials and processes. These elements are brought together and demonstrated in advanced high-speed optical modulators.
The polymer is spun onto silicon wafers and standard microfabrication techniques are used to deposit and pattern metal electrodes and optical waveguides.
One well-known optical modulator device is the Mach-Zehnder interferometer. The light output is changed by changing the relative phase between the two arms. One common trick to double the effect for the same available drive voltage is to drive the two arms in opposite directions (push-pull mode). Polymers have an interesting advantage over most other electro-optic materials which are crystalline. The direction of polymer’s electro-optic activity is entirely determined by the direction of the applied poling field. By poling the two arms of the Mach-Zehnder in opposite directions, the resulting device automatically has push-pull operation with a single applied signal.
Once the modulator chip is made, it is packaged for mechanical protection and also to ensure signal quality for electrical and optical connections.
Below is a polymer optical modulator with >60 GHz bandwidth packaged with high-speed electrical connectors and optical pigtails.
Inspired by the remarkable record of integrated microelectronics, the opto-electronics industry has great interest in developing photonic integrated circuits (PICS). Photonics refers to devices that manipulate photons—that is, light—rather than electrons.
Even the best individual devices can be made more functional by integrating many together. Integration has many benefits, the most notable being dramatic improvements in size and cost. Yet, photonic integration has only recently come into the spotlight. The primary applications for photonics used to require stand-alone, high performance components such as used for long-haul telecom.
Now, photonic integration has suddenly come into the spotlight as electronic interconnects struggle to keep up with speed increases of electronic chips. Photonics is being looked at to replace electronics in already highly integrated applications such as chip interconnect. Co-packaging of electronics integrated circuits (ICs) with photonic interconnect, considered unlikely a few years ago, is now viewed by many as inevitable. However, this requirement poses new challenges that are acknowledged as difficult and that new technologies will be required to meet them.
P2IC™ (Polymer Photonic Integrated Circuits) are ideally positioned to be one of these new technologies. Lightwave Logic’s devices are made using conventional wafer-scale processing such as used for microelectronics and therefore similarly capable of being integrated. In addition, the polymer microfabrication processes are compatible with other materials platforms such as Silicon Photonics and Indium Phosphide which are now starting to become more integrated. In particular, the Silicon Photonics ecosystem has recently accepted that its roadmap will include adding more and more materials, each for their specific benefits. EO polymers’ speed and voltage advantages are attractive additions to this ecosystem.
A fiber link sends data from a transmitter to a receiver through an optical fiber cable. Lightwave Logic’s technology can be used to make a data modulator, a central function of the transmitter.
Datacenters and high-performance computing (HPC) are two market segments that demand the very highest speed optical fiber communications. The datacenter fiber communications segment includes applications ranging from connections inside hyperscale datacenters to fiber links between datacenter campuses.
Optical fiber communication is the infrastructure that supports internet content through its entire lifecycle, between businesses, consumers and datacenters. Behind the scenes, massive amounts of data move between computer processors inside datacenters (or inside supercomputers) as content is generated. In addition to these intra-datacenter links, there are also significant datacenter interconnection links between big datacenters to provide flexible capacity and resilience – all of these represent significant addressable market segments for Lightwave Logic’s technology.
Modulator performance limits the speed of the transmitter, which in turn limits the data-carrying capacity of the entire fiber link. EO polymers have superior speed and sharply reduce the electrical power needed to operate the modulators.
Lightwave Logic estimates that in 2019, the total market for opto-electronic components used in the fiber optics market reached a value of ~$26 billion and is forecasted to grow to approximately $80 billion by 2030.
Above: Market forecasts for photonic (electro-optic) components and transceivers used in optical fiber communications. (Source: Oculi LLC)
The growth in the optical fiber communications market is driven by many factors, primarily:
The historic trend has been a migration from text to graphics, followed by still graphics to increasingly high-definition video. On the accessibility front, the introduction of 5G will enable low-cost mobile internet connections at the same, or higher speeds, as today’s home broadband. This trend continues today as users demand more data at all times.
Recently, particularly since the onset of the COVID-19 pandemic, there has been a sharp increase in reliance on video-conferencing services, often replacing in-person meetings. As video conferencing becomes more commonly used, users will continue to demand faster response times to enable no-lag, real-time communications in full HD.
The benefits of EO polymers, such as low power usage, high speed, increased throughput and lower cost make them ideally suited for markets outside of communications as well, including in consumer, media, augmented reality/virtual reality, medical and industrial applications.
Developing, protecting and commercializing intellectual property is central to Lightwave Logic’s identity as a technology company. Lightwave Logic has over 50 U.S. and international patents and applications that are issued or pending.
These patents provide freedom of manufacture for the company’s electro-optic (EO) polymer materials systems and its optical device technology.
Lightwave Logic’s patent portfolio covers the following areas:
The company continuously seeks to innovate new electro-optic chromophores, designing molecular architectures to meet application needs such as high electro-optic activity and stability. We also design ancillary materials that are useful in conjunction with the EO polymers themselves. Example patents within the materials category include:
Publication Number | Title |
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US Patent 7,902,322 | Nonlinear optical chromophores with stabilizing substituent and electro-optic devices |
US Patent 9,535,215 | Fluorinated Sol-Gel Low Refractive Index Hybrid Optical Cladding and Electro-Optic Devices Made Therefrom |
As the company demonstrates its materials in devices, such as modulators, it has engineered ways to enhance device performance by means of device design and optimized control. Example patents within the optical device category include:
Publication Number | Title |
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US Patent 10,520,673 | Protection layers for polymer modulators/waveguides |
US Patent 7,738,745 | Method of Biasing and Operating Electr-Optic Polymer Optical Modulators |
Materials innovations are followed by methods in which the Company or its partners can best work with the materials in the fabrication process. Example patents within the fabrication category include:
Publication Number | Title |
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US Patent Application 20190353843 | Fabrication process of polymer based photonic apparatus and the apparatus |
US Patent 10,591,755 | Direct-drive polymer modulator methods of fabricating and materials therefor |
Polymers can be used to add functionality to existing semiconductor devices, inclusive of making photonic integrated circuits (ICs). Areas of active innovation include how to get light from one material system into another with minimal losses. Example patents within the semiconductor integration category include:
Publication Number | Title |
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US Patent 10,527,786 | Polymer modulator and laser integrated on a common platform and method |
US Patent 10,511,146 | Guide transition device with digital grating deflectors and method |
Challenges for high-speed optical packaging includes maintaining the quality of radio-frequency electrical signals and hermetic/environmental sealing of devices for durability (while still allowing light to go through). Example patents within the packaging category include:
Publication Number | Title |
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US Patent 10,574,025 | Hermetic capsule and method for a monolithic photonic integrated circuit |
US Patent 10,162,111 | Multi-fiber/port hermetic capsule sealed by metallization and method |
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