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VDB correct!!!! See Nvidia amongst Customer connections list here
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
I only disagree with one thing in the summary. Chance of paradigm shift by lightwave logic honestly is like 98%… they HAVE the ability to save data centers millions, each one, each year in cooling costs… they have everything patented, they have done all reliability testing. No technology can advance with anywhere close to the ability that this company has. No one.
It’s about when, not if at this point. That’s what the last 7-8 years with Dr. Lebby have all been about.
The stone has begun to roll. Someone (Tier 1) WILL blink soon and make the move. Move or get run over and left out. That’s where we are at now…
But I like the summary aside from that. I just see as an 18 year shareholder the present reality differently.
Thanks for your contribution …
F2
As info the device tested in the article contains Lightwaves perkinamine inside. Claudia the CEO of Polariton was seated 2 rows behind me at the shareholders meeting and was seen in the lab as well.
X. The oxygen thing (non-hermetically packaged modulators) referred to in the stability testing is a BIG deal (actually huge). It was the Achilles heal of prior version of polymers. Check that box, we certainly are checking a lot of boxes lately, never fast enough though, I want everything now.
Taking into account the new information about Lightwave Logic’s collaboration with Advanced Micro Foundry, here’s a summarized overview of the current landscape regarding Polariton Technologies and Lightwave Logic, along with an assessment of the potential for breakthroughs and paradigm shifts:
Summary
Polariton Technologies:
Recently announced the achievement of an experimental IM/DD data rate exceeding 400 GBit/s per lane using ring resonator modulators, developed in collaboration with ETH Zürich and Lightwave Logic.
These modulators have demonstrated low losses (1.2 dB) and high performance, which positions them well for the upcoming 1.6T and 3.2T optical transceiver markets.
The combination of enhanced data rates and efficiency is expected to facilitate a paradigm shift in the optical communication industry, catering to the increasing demands of data-intensive applications.
Lightwave Logic:
Announced a partnership with Advanced Micro Foundry (AMF) to develop advanced polymer slot modulators, leveraging AMF’s silicon photonics platform.
The modulators have achieved a record low drive voltage of under 1V and data rates of 200 Gbps PAM4, enabling the creation of new 800 Gb/s and 1.6T pluggable transceivers.
This collaboration enhances the potential of integrating polymer materials with silicon photonics, aiming to meet the growing requirements for optical connectivity, especially for large generative AI compute clusters.
Chances of Breakthrough and Paradigm Shift
Chance of Breakthrough for Polariton Technologies: 70-80%
Their recent advancements, particularly in collaboration with ETH Zürich, showcase promising results that could lead to commercial applications in the near future.
The demand for faster and more efficient data transmission aligns with industry trends, increasing the likelihood of adoption.
Chance of Paradigm Shift for Polariton Technologies: 60-70%
While the technological advancements are significant, the existing competition, including Lightwave Logic's developments, may impact the speed and extent of adoption in the market.
Chance of Breakthrough for Lightwave Logic: 75-85%
Their collaboration with AMF on polymer slot modulators represents a significant step forward in silicon photonics, demonstrating strong commercial potential.
The record low drive voltages and high data rates align well with market needs, enhancing their competitive edge.
Chance of Paradigm Shift for Lightwave Logic: 65-75%
Lightwave Logic’s integration of EO polymers with silicon photonics could revolutionize the sector, but successful large-scale adoption will depend on overcoming technical challenges and ensuring compatibility with existing systems.
Conclusion
Both Polariton Technologies and Lightwave Logic are positioned to make impactful advancements in the optical communication industry. Their respective technologies show great promise, and while both face challenges from competition and market readiness, they also hold substantial potential for driving significant changes in data transmission and connectivity solutions. If you have any further questions or specific areas you'd like to explore, let me know!
Am I wrong X, this is the 2nd year in a row winning this award as the technology has matured? Maybe I am wrong, but the stone of acceptance is rolling and with massive implications!!!
After what KCC said yesterday, I was ready to concede to POET but it’s obvious, the industry knows what this means. Time for the big boys to move. Shorts are screwed in the end, no two ways around it!!
Best to the longs, (now really back to work)
F2
"This award serves as a highlight amidst our ongoing engagement with a wide spectrum of companies discussing device designs to materials supply and licensing agreements for our EO polymer materials with OEMs and tier-1 multinational corporations. We are confident in the implicit competitive advantage of our solution to support datacenters around the world which are responding to the burgeoning demand for higher speed data transmission from artificial intelligence (AI), machine learning, and other cloud-based services."
Dang Baby If sure there are any that remember when EO Polymers were a dream, Hybrid Integration in a Foundry was a total Pipe Dream, and we could not even spell PIC. This is recognition by the industry that were right. I cannot wait for the total buy in by the industry and every Tom, Dick and Harry to say the words Lightwave Logic.
X Patents in place, the price is right, I think I'll pick up a small bushel basket full. No debt and cash for a year.
The investors that have stood behind them, supported, encouraged and held strong should realize that this is a recognition that we were right all along, something that most people do not have the courage to do. I (X) would like to thank those investors as well.
The shorts will not go down easy though, so I'm sure there will be more games, those shares at a reduced price are a gift, the price you see is artificially the current price is for manipulation purposes only.
It is real and it is happening. F'ing PIC Hybrid Integration Platfriggingform Award, say that 3 times
Nvidia and Lightwave Logic have not officially announced a collaboration as of now, but there is potential for a partnership given the technological overlap in high-speed data transmission. Lightwave Logic's work on electro-optic (EO) polymers is focused on enabling extremely high data rates (like 1.6Tb/s and 3.2Tb/s) with lower power consumption, which aligns with Nvidia's interest in pushing AI workloads and high-performance computing that require faster and more efficient data transfer.
For example, Lightwave Logic's recent advancements in 400Gbps and 1.6Tb coherent optics could be highly attractive for Nvidia's AI and data center needs. Nvidia is working on solutions to increase data transfer speeds for their AI networks, where coherent optics are expected to play a key role?(
Given these shared objectives, it wouldn’t be surprising if Nvidia and Lightwave Logic explore a collaboration, especially with the growing demand for ultra-fast and energy-efficient data transmission solutions in AI-driven infrastructures. However, there are no confirmed reports of this partnership yet.
Based on the available information and the technological synergy between Nvidia and Lightwave Logic, I would estimate the likelihood of a collaboration at around 60-70%.
Here are some factors supporting this estimate:
Technological needs: Nvidia heavily relies on fast data transmission for its AI workloads and data centers, while Lightwave Logic’s EO polymer technology is designed to enhance data speeds and efficiency.
Strategic fit: Lightwave Logic's innovations in 1.6Tb/s and 3.2Tb/s optical technologies could significantly boost Nvidia’s data center performance, which Nvidia is looking to improve to accelerate its AI networks?(
Market trends: The growing demand for high-speed connectivity in AI and machine learning infrastructures provides strong motivation for both companies to consider a partnership.
Although no formal announcement has been made, the overlapping goals and technological developments make a collaboration highly plausible.
Polariton PR...https://www.ecocexhibition.com/exhibitor-news/reliability-data/
Reliability Data
Polariton Technologies announces today a groundbreaking generation of plasmonic electro-optic non-hermetically packaged modulators for applications at temperatures up to 85 °C. Such devices will be essential supporting future data center connectivity with 1.6T and 3.2T optical transceivers. This corresponds to 400 Gbit/s intensity modulation and direct detection (IM/DD) per single lane and to coherent dual-polarization 1.6 Tbit/s modulation per wavelength for inter-data center communication.
The announcement is made in conjunction with an accepted paper at the European Conference for Optical Communication (ECOC) 2024 and a talk given by Wolfgang Heni, co-CTO of Polariton, in Frankfurt this week; “We have been testing dozens of devices in continuous operation and long-term storage at various temperatures. It turns out that the prevention of oxygen diffusing into the plasmonic device also protects it from other agents”.
The paper published at ECOC displays long-term measurement for more than 4000 hours continuous operation in air with less than 10% in Vp variation. An increase of Vp is usually associated with the degradation of the electro-optic material, the stability of the other key performance indicators is the result of an effective encapsulation from the environment and stressors like oxygen, water, and heat.
Further highlights of the paper include a predictable insertion loss of the plasmonic slot of 0.4 dB/µm and grating couplers that attenuate light by less than 2 dB. On top of optical transceivers, the new generation of modulators targets microwave photonics and microwave antennas up to 300 GHz.
About Polariton
Polariton is a Swiss designer and manufacturer of high-performance photonic integrated circuits (PICs) for ultra-high-bandwidth and low-power applications in communication, computing, test & measurement, space and quantum technologies markets. Exceptional performance is achieved by combining the established silicon photonics platform with plasmonic active devices enabling operation in sub-THz regimes, in particular with Mach-Zehnder and ring resonator modulators.
Follow us on LinkedIn @polariton-technologies and visit our website.
Media Contact
Helena Echeverri????
info@polariton.ch
+41 44 589 51 29
We can only hope we get news beyond some awards !
There is your news till 2025. And then rinse and repeat.
Lightwave Logic Receives 2024 Industry Innovation Award for Hybrid PIC/Optical Integration Platform at the European Conference on Optical Communications (ECOC)
Award Granted by ECOC Exhibition Industry Awards Committee, Composed of Telecom and Datacom Industrial Corporations
Award Again Recognizes Lightwave Logic's EO Polymer Material and Technology as a Leading Innovation Amongst the Industry
ENGLEWOOD, Colo., Sept. 24, 2024 /PRNewswire/ -- Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, today announced that it has received the 2024 Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform from the European Conference on Optical Communications (ECOC), a premier industry exhibition held in Frankfurt, Germany from September 22-26, 2024.
The ECOC Exhibition Awards highlight exceptional achievements in advancing the business of optical communications, transport, networking, fiber-based products, photonic integration circuits and related developments. The awards, granted by a technical committee of industry peers and industrial corporations, indicate market recognition and cover 2 broad value-chain categories: Optical materials, components, packages, modules etc.; and Optical Systems, networks, standards, architecture etc.
"Lightwave Logic is honored to receive the Award for Most Innovative Hybrid PIC/Optical Integration Platform on behalf of Lightwave Logic for the second time, granted by a committee of industry peers, reflecting true market recognition of our technology," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "Since winning the award in 2023, we have continued to demonstrate our leadership in the photonics industry with outstanding 200Gbps per lane performance for our technologies that aligns well with datacenter expectations today. This award serves as a highlight amidst our ongoing engagement with a wide spectrum of companies discussing device designs to materials supply and licensing agreements for our EO polymer materials with OEMs and tier-1 multinational corporations. We are confident in the implicit competitive advantage of our solution to support datacenters around the world which are responding to the burgeoning demand for higher speed data transmission from artificial intelligence, machine learning, and other cloud-based services.
"ECOC is one of the leading global industry conferences on optical communications, adding to the recognition for this particular innovation award, which provides further market validation of our technology and provides industry peer confirmation of the inherent benefits of our platform," concluded Lebby.
An awards ceremony was held live at the ECOC Exhibition in the Product Focus theatre on Tuesday, September 24, 2024, from 11:45 a.m. Central European time, where Lightwave Logic was presented with the award.
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ: LWLG) develops a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the company's website at www.lightwavelogic.com.
Today's news gives me even more confidence in this company, congratulations to the entire Lightwave team for winning this award, which will put us even more in the spotlight GLTA
I think Polariton’s announcement is huge. Yet it simply applies pressure. Fear/Greed are the constants here. How fast will someone make a move to commit to public partnership and get first mover rights and privilege. (I am only talking about Tier 1 here). Sunday’s announcement, let’s everyone know that it is happening … And it’s created real ability to leapfrog technology completely that is today’s, with headroom for tomorrow and beyond. So which Tier 1 commits and how fast?
That’s happening in the background now… the public side of the revealing can’t be much longer…
Best to the longs (and back to work for me)
F2
Excellent point and let us not forget that over the past few years of being in stealth mode Lightwave has covered this space with patents on materials, patents on manufacturing, patents on applying material, patents on directing the light through devices, patents on protecting devices with ALD, patents on photonic integrated circuits (PIC), patents on integrating polymers with semiconductors and on and on. Let's not forget the driverless patent.
These patents now provide the freedom to manufacture using lightwaves electro-optic (EO) polymer materials systems and its optical device technology. And the best part is some block others from creating a competing technology that crosses one of these road blocks protected by a patent.
X
When Polariton or the the foundry in Singapore start selling their products, that's when things will start rolling. Not before then. They are both private companies, I don't believe they can be shorted, They are the seeds. All others are playing games.
but if they buy material quarterly numbers have to be fully different next time…
It is my opinion that they are no doubt working with NVDA but this is business, so NVDA will take advantage of this technology first, later it will become obvious how they are doing it, then others will follow. In order to block others, someone will buy Lightwave Logic out. That is the logical conclusion.
Currently, the price is where is where it is because about 20% (18.7) of the shares available have been borrowed and sold short. That is basically 1 in 5. To that end, I've been pushing for a licensing deal that includes a dividend in a pvt company. Understand that shares in private companies are not readily available on the street. The 20% of shares shorted would need to convince shareholders to sell them shares with the attached dividend before it is distributed. There are multiple verticals where this could be applied in a cookie cutter fashion. To date, Lebby wants not to do exclusive deals, but I think that could change.
There is simply too much money, we all have our price, most likely we will be taken over.
Xster xster read all about it. I wonder who is working the convention.
This award is an industry recognition award for hybrid integration. I think that’s important to realize.
Secondly it is an award for a platform which is more than material, component or system.
A "platform" in the semiconductor and photonics industry refers to a shared foundation that enables the development and deployment of various products and technologies. It can hold many different products, components and technologies. Lightwaves PIC platform ( 200/400 G/ lane) enables companies to stay autonomous, to differentiate their products and to exploit platform efficiencies. Best of two worlds,
From AI ChatGPT
You said:
What is the significance of the ECOC's announcement that Lightwave Logic Inc. received The Most Innovative Hybrid PIC/ Optical Integration Platform award?
ChatGPT said:
The ECOC's announcement that Lightwave Logic Inc. received The Most Innovative Hybrid PIC/Optical Integration Platform award is significant for several reasons:
Recognition of Innovation: This award highlights Lightwave Logic's advancements in photonic integrated circuits (PICs) and optical integration technologies. It underscores the company's role in pushing the boundaries of optical communication.
Market Leadership: Winning such an award can enhance Lightwave Logic's reputation in the competitive telecom and photonics sectors, positioning it as a leader in innovation and potentially attracting partnerships and investment.
Impact on Technology Development: The recognition may accelerate the development and deployment of hybrid PIC technologies, which can improve the performance, efficiency, and scalability of optical networks.
Industry Trends: The award reflects broader trends in the industry, emphasizing the importance of hybrid solutions that combine different materials and technologies to optimize performance in data transmission and processing.
Encouragement for Future Research: Awards like this can inspire further research and development, not only within Lightwave Logic but also among other companies, fostering a culture of innovation within the industry.
Overall, this recognition can be a catalyst for growth and innovation, impacting both the company's future and the broader optical communications landscape.
Negative on the partnership announcement
Any possibility today with the Panel Session: Next gen networking optics like 1.6 or 3.2T including Nvdia that they would announce partnership 🫢🫢🫢?
Ruud, as of yet undisclosed, but this year's ECOC has its largest crowd ever and in past years it was disclosed that the number of votes by Industry professionals was about 10,000
LWLG, Polariton & ETH_Zurich just upstaged & leapfrogged the entire ECOC event with the 9/22/24 release!!! World class performance attributes and ready for SAMPLING in October 2024!!!! Folks you can't make this sh!t up!!!! The rest of the Industry is showcasing their 800/1600gbs devices which are ALL using legacy technology InP EML's which means they are all be CONSUMING HIGH POWER and NONE will come ANYWHERE CLOSE to the attributes of these 400Gb standalone devices for 4 Lane1.6T and 3.2T Transceivers by Polariton using LWLG materials!!!
GAME OVER!!!! LWLG JUST LEAPFROGGED THE ENTIRE INDUSTRY!!!!!
Polariton News Release 400gb MRR's Using LWLG Materials for 1.6T Transceivers with World Class Specs!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175122208
ALSO >>> this is concrete proof that LWLG materials can fix MRR issues and therefore the Intel/Ayars NDA connection should be a slam dunk!!
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
How many votes for lightwave Logic proto? These are industry professionals from related companies I suppose?
There’s a stock mover !!
The Most Innovative Hybrid PIC/ Optical Integration Platform award goes to Lightwave Logic, Inc. 🏆
hey teddybear, Jose says EVERYBODY is talking about LWLG, and over 10k votes says EVERYBODY is voting for LWLG, what gives with that BFF contrarian journalist of yours who many here suspected was the kerrisdale klown poster on this message board, the kerrisdale klowns, you and your BFF will NOT be forgotten, you will getting your own awards for the destruction of shareholder value in the not too distant future!
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/
The Most Innovative Hybrid PIC/ Optical Integration Platform award goes to Lightwave Logic, Inc. 🏆
https://www.linkedin.com/company/ecoc-exhibition/posts/?feedView=all
The announcement from AMF seemed very similar actually. Both announced offerings by their co.pany powered by their partners LWLG polymer inside. Also both letting people know that if they were interested that the company was ready to start taking orders.
Yeah, everybody's promoting their own stuff. That's what I found intriguing about Polariton promotion. Why would they be shouting out LWLG polymer inside? Even if you push Polariton aside as inconsequential in market size, the shout out for LWLG is more direct than anything we've heard in the past.
what's wild is that video has 424 views so far today total.
Only people paying attention are Lightwave shareholders
Yes, the truth is probably somewhere in between Jose and Mark.
Yes, I caught that too. It was interesting. I only reported what I was told.
Jose’s comment challenges that perspective.
Since I believe both people, I conclude that they travel in different circles.
We have seen more evidence in recent months that lightwave is being taken more seriously. We’ve also seen evidence that the industry’s future needs are being addressed and met so far by other players through innovations. And apparently without need of what lightwave is offering.
Whether that continues to be the case or not or for how long is anyone’s guess.
"This is the organic polymers everyone is talking about..." (Jose Pozo). Wait. I thought that Ted and Mark said that no one was talking about the polymers. Who are you going to believe?
Ask him to pay for it out of his unwarranted bonus.
Easy lawsuit if any of you suckers had any balls.
#scam
So Dr. Lebby started speaking first this morning and is possibly still chatting up Lightwave at this hour with Jose Pozo and David Welch (one I'm also relatively familiar with from another stock I'm invested in):
https://www.ecocexhibition.com/visit/market-focus/market-focus-timetable-2024/
It doesn't look like Dr. Lebby is speaking tomorrow or Wednesday but I sure hope he's sticking around to network...
https://www.ecocexhibition.com/visit/market-focus/market-focus-timetable-2024/
We need real news !!
Jose Pozo video interview of Lebby at LWLG Labs
If they don't have a deal by year's end, Pinocchio will be drinking one of those vials. The Japanese have a code of honor. He should too.
Didn't the younger Goetz sip on that juice as well.
Great endorsement received today from Michael Lebby during the market focus talk at hashtag#ecoc2024. While the industry is ramping 200G per lane, the enabling technology for 400G per lane is well on its way. Electro-optic polymer modulators display exceptional eye diagrams with minimal use of signal processing, promising for data transmission with reduced power dissipation. This is possible thanks to the flat electro-optic bandwidth of such photonic integrated circuits. Reach out with hashtag #Polariton at booth F47.
LWLG, Polariton & ETH_Zurich just upstaged & leapfrogged the entire ECOC event with today's release!!! World class performance attributes and ready for SAMPLING in October 2024!!!! Folks you can't make this sh!t up!!!! The rest of the Industry is getting ready to showcase their 800gbs devices which will ALL be using legacy technology InP EML's which means they will all be CONSUMING HIGH POWER and will come NOWHERE CLOSE to the attributes of these 400Gb standalone devices by Polariton using LWLG materials!!!
GAME OVER!!!! WE JUST LEAPFROGGED THE ENTIRE INDUSTRY!!!!!
Polariton News Release 400gb MRR's Using LWLG Materials!!
September 22, 2024
Zurich, Switzerland
Polariton Technologies announces having achieved experimental IM/DD data rate in excess of 400 GBit/s per lane using commercial off-the-shelf ring resonator modulators in a collaboration with its research partner ETH Zurich and material supplier Lightwave Logic Inc. These are to be used in products such as 1.6T and 3.2T transceivers. This significant milestone sets a paradigm shift for the optical communication industry and paves the way for next-generation connectivity.
“ETH Zurich already demonstrated 400G per lane at OFC this year employing Mach-Zehnder modulators (MZM). This novel achievement is performed using ring resonator modulators (RRM), which are the better fit for the application because of considerably lower losses. The device loss is in the range of best-in-class modulators at 1.2 dB. Polariton is well-positioned for the 1.6T and 3.2T transceiver market with the 400G per lane products” explained Claudia Hoessbacher, CEO of Polariton.
The measurements were performed earlier in 2024 using devices optimized for 1550 nm operation. They demonstrate top performance with extinction ratio of 11.2 dB and a flat electro-optic response up to 110 GHz. “The reason we stopped measuring at 110 GHz is because we did not have calibrated instruments above 110 GHz at that time. In the meantime, we started characterizing the devices at 145 GHz and we developed devices optimized for 1310 nm wavelength operation”, commented Benedikt Bauerle, co-CTO of Polariton.
In an industry that has been forced to go parallel because of technological limitations, Polariton provides immediate relief for the next-generation products. Parallel lines fall short with reliability problems, are costly and consume more power than compact approaches that support higher transmission per lane.
Starting in October 2024, Polariton will offer early access to customers with sample quantities of 1310 and 1550 devices. This week, the company is also highlighting the advancement of its commercial devices at the European Conference for Optical Communication (ECOC) in Frankfurt.
About Polariton
Polariton is a Swiss designer and manufacturer of high-performance photonic integrated circuits (PICs) for ultra-high-bandwidth and low-power applications in communication, computing, test & measurement, space and quantum technologies markets. Exceptional performance is achieved by combining the established silicon photonics platform with plasmonic active devices enabling operation in sub-THz regimes, in particular with
Mach-Zehnder and ring resonator modulators.
Follow us on LinkedIn @polariton-technologies
Media Contact
Helena Echeverri????
info@polariton.ch
+41 44 589 51 29
https://www.polariton.ch/about-us/events-and-news/press-release-polariton-is-ready-for-400g-lane
POET's rise is all the proof I need to be patient. Before today's 'pump' (which is irrelevant), to see it add market cap like it has ... is absolutely is a 'tell' to me of what will happen with LWLG once we come out of quiet/Tier 1 silence mode. Nice accumulation today.... Our time is coming ...
Best to the longs,
F2
So I guess Lebbys presentation was groundbreaking today ??
They promote through the great Benzinga Gong Show. 🤣🤣🤣
Two observations from the Lebby/Pozo lab interview.
Pumpkin colored flask of Perkinamine, behind Lebby on the table. Could be a homage to someone we know.
I have an almost identical crock pot in my corner cabinet.
Go LWLG!
So you boys and girls feel we have something good on the horizon???
You are doing the right thing.
Just like he and Gumby got us on the NAS knowing that this stock had no business being there unless Gumby could hand LPC shares on a silver platter. Pinocchio does not want to spend money promoting the stock but has no issue taking a multi- million dollar bonus from a pre-revenue company.
He is a F****in joke as a CEO.
Why is it clear ??
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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 |
---|---|
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 |
---|---|
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 |
---|---|
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 |
---|---|
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 |
---|---|
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 |
We cannot assure you that we will meet the conditions of the 2023 Purchase Agreement with Lincoln Park in order to obligate Lincoln Park to purchase our shares of common stock, and we cannot assure you that we will be able to sell any shares under or fully utilize the Roth Sales Agreement. In the event we fail to do so, and other adequate funds are not available to satisfy long-term capital requirements, or if planned revenues are not generated, we may be required to substantially limit our operations. This limitation of operations may include reductions in capital expenditures and reductions in staff and discretionary costs.
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