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That’s a simplistic view of a complete dunce who doesn’t understand the power requirements of all systems within a data center, and sounds like copium from an individual investing on wishful thinking.
#scam
The delay, even when it becomes ubiquitous,will always be a mystery
Seems to me that if business start contemplating the building of billion dollar nuclear facilities to operate their data warehouses, adopting energy efficient hardware like Lightwave’s photon switching devices looks like immediately available, cheap and low hanging fruit to me!
Looks like Oracle's gonna need to find their own Three Mile Island to recommission...
Oracle $ORCL wants to increase its data center footprint by 500% to 1,100%.
— Beth Kindig (@Beth_Kindig) September 20, 2024
Oracle currently has 162 data centers, but Chairman Larry Ellison said he believes Oracle “will have 1,000 or 2,000 or more data centers” in the future.$NVDA $MSFT $GOOG $AMZN pic.twitter.com/pKwTp2WRSz
This is 5Gtech world article from August... as you can see there are many media outlets that would like to expand on the plasmonics and polymer side of optical modulation. Soon there will be many expanded articles for LWLG technology that will be used for stability and reliability in the PIC world.
Alternative high-baud-rate modulators, including those based on thin-film lithium niobate and plasmonics, are at various stages of research and development but are currently largely unproven in large quantities. At industry conferences such as OFC and ECOC, novel materials, including plasmonic modulators and graphene photodetectors, offer a possible road to terabaud (1,000 Gbaud) coherent optics.
Higher baud rates increase wavelength capacity reach by leveraging lower-order modulation to achieve the same data rate. Lower-order modulation benefits from greater Euclidean distance between points in a constellation diagram, making them easier to distinguish in the presence of noise.
The increased wavelength capacity-reach of higher baud rates minimizes cost, power, and rack units per Gb/sec for a given reach-path requirement. For these reasons, the coherent optical industry is evolving embedded engines to 1.2 Tb/s and ~130-140 Gbaud leveraging 5-nm CMOS DSPs and 1.6+ Tb/s and 200+ Gbaud leveraging 3-nm CMOS DSPs, with even higher data rates and baud rates expected to follow.
Everything is speeding up along the optical paths.
sj
What’s inside a coherent optical engine?
How coherent optical engines send and receive network data
By By Paul Momtahan, Infinera | August 5, 2024
https://www.5gtechnologyworld.com/how-coherent-optical-engines-send-and-receive-network-data/
At a high level, a coherent optical engine comprises three basic building blocks: a digital ASIC, analog electronics, and photonics (Figure 3), with the analog electronics and photonics often packaged together as a transmit-receive optical sub-assembly (TROSA). Together with the RF interconnects and the packaging, these three building blocks constitute a coherent engine. Each block consists of multiple functions.
Figure 3. A coherent optical engine consists of several analog and digital functions.
DSP is not part of an optical engine.
You should really stop with your low effort posts.
Recall in July 2024...just a couple months ago...you didn't even know what Imec was.
LOL
Photonic integrated circuits (PICs) and optical engines and are not the same, but they are both used in optical systems:
Optical engines
are the core components of fiber optic communication systems that convert electrical signals to optical signals and back again. They are made up of three blocks:
• a control unit (DSP).
• electronics, and
• optical setup (Photonics),
The function of an optical engine depends on the application, such as converting signals in an optical interconnection module or receiving light for image sensing in an optical sensor module.
Photonic integrated circuits (PICs)
enable more compact, power-efficient modulators with a higher transmitter signal-to-noise ratio.
PICs are microchips that use light-based components to process and transmit information; they contain two or more photonic components which form a functioning circuit to process and distribute information.
In a photonic chip, photons pass through optical components such as lasers, waveguides, polarizers and phase shifters.
Perhaps lego is part of the nda. So they can build the ramp
They will find some mysterious dots. Like lebby was talking to person A bla bla bla. Or a co-authored white paper. A dude of lwlg worked previously for intel bla bla bla.
I bet scope, x, proto, jeunke or our conspiracy mental xena will come with a theory
BREAKING: QCOM is buying INTC to acquire LWLG's secret sauce which is tightly held under a super cereal NDA that includes a binding exclusivity agreement to INTC when LWLG met a definitive commercialization milestone. It looks like they made it boys. Time to RIDE the wave!
#scam
Waiting for one of the pumpers to put LWLG in the mix here.
2.77 share price heading into another conference for the geek squad. Lebby sure can motivate buyers.
CNBC reporting that Qualcomm has approached Intel regarding takeover...
Probably nothing ! BOOSTING holdings in Lightwave Logic by the MMs - by making use of ‘criminal’ games : “The firm owned 434,991 shares of the company’s stock after purchasing an additional 39,576 shares” … “ Vanguard Group Inc. boosted its stake in Lightwave Logic by 1.7% during the 1st quarter. Vanguard Group Inc. now owns 8,527,463 shares of the company’s stock worth $39,909,000 after acquiring an additional 140,851 shares during the last quarter” …
Etc … etc … but hey, no problem, go ahead — we strong retail investors know how the game works. We’re not selling ! Got it ?
https://www.defenseworld.net/2024/09/20/bank-of-new-york-mellon-corp-has-1-30-million-stock-position-in-lightwave-logic-inc-nasdaqlwlg.html
Really love the SIZE of these companies and CEO level representation...and their focus in areas of high PRODUCTION SCALABILITY...apparently COMPLEMENTARY vs. in competition with LWLG initiatives.
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.
So you gave his initiative of creating polymer modulators in foundries less than a year before calling for his head?
Reminds me of the punchline of an old joke “patience jackass patience”.
Me too!! Lol
Only I did mine for the Vein institute
They conduct studies on dopes
I put in a buy order just for you.
X
I've been telling shareholders for several years now that they need to hold Lebby accountable for his missed deadlines, missed timelines, and inability to commercialize rather than fawning over what a genius he is.
We need a CEO who can actually successfully commercialize. Lebby is not that man.
Predictable manipulation, and I'm tired of it! Lebby needs to do something about it! We've gone through this long enough!
Your not enjoying the overly pumped 2024 ramp up ?? Can't have news if your not completing anything. Lebby is probably still looking for a pen to sign those December deals. 🤣🤣😂 . So 20+ Tier 1s beating the door down months ago and not one has committed to anything so far.
Sounding a lot like Marcellis days as CEO. Always next quarter but everything is going great. No issues
16 months since our first commercially accepted deal 🤣🤣🤣. Love that spin and not 1 update of any kind.
Damn, POET already pulling ahead with big partners and big potential sources of revenue. No NDAs for them, huh, weird. Didnt think it was possible to do business and be transparent with investors? At least the promised ramp up is well underway, am I right?
The most boring stock on the naz
yes, the opening trade.
Expiration date of options, index options and futures. 3rd Friday September .
QTY 191,505 share trade to begin trading today?
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!!!
not amazing at all, legacy EML's will be super power hungry losers at 1600/3200 so they want to try and SQUEEZE in with a company working with next-gen products, KCC already explained the problem with their technology here you must have missed it!!
85Ghz and PAM6 will not win the 400G per lane market. It'll likely be first to market, like today's 200G per lane announcements largely using InP EML. I bet a module using those lasers/modulators is pushing 40-50 Watts. That's insane. We'll see data in 2026 it sounds like. EOP (and TFLN, too) will be drastically more energy efficient than InP for 400G/lane. EOP certainly lower cost/simpler designs as well.
Cool news for POET though. They need to tell the market who has rights to the revenue for their 800G+ optical engines. So far, their Chinese JV has rights to nearly all the revenue from their previously announced collaborations. Not many people understand that or are willing to acknowledge it. Those sales never show up as revenue for POET and that cash stays in China with the JV.
I wonder what other 1.6T+ announcements we'll see next week with ECOC. It's already starting to brew with many announcements this week from others. Again...mostly InP based and a couple SiPh based.
LWLG should be winning a post-deadline award I'm thinking. I saw a couple technical papers that could include LWLG, too.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175111440
Amazing, isn't it, how POET doesn't have super-super-duper secret NDAs that prevent them from ever, ever, ever, ever naming the companies they're working with?
That sound you hear is yet another cheerleader fiction crumbling to the ground.
We need actual news . Enough of the hype over presentations
Monday morning at 10.00 CET Lebby speaks at the ECOC industry event in Frankfurt. The biggest event of the year after OFC. It will be a legitimate occasion to reveal publicly where the company stands and where it is heading with its technology and devices,
Worse than him missing deadlines were the two crappy suspect deals supposedly done on the days of the previous two AGM's. That should have been the tipoff to investors that they conjured something up to mollify the sheeple. He would have been better off saying nothing the past four years. There is beyond zero speculation in the company. It is flat out amazing we have zero buying interest. You can post as many articles, pump pieces you want but the reality is LWLG has had a severe credibility issue for a long time and Lebby is the latest one to join the bunch. I do admit that without him the company would be worthless. Marcelli and Z were just awful caretakers although Z seemed like a nice guy.
Nice guys:
1)Zelibor
2)Lebby
3)Leonberger
4)Miller
5)Franky So(if you say so)
The other side:
1)Gumby
Yes I agree about some news. Ubiquitous was three years ago, I think now we need “epic”
85Ghz and PAM6 will not win the 400G per lane market. It'll likely be first to market, like today's 200G per lane announcements largely using InP EML. I bet a module using those lasers/modulators is pushing 40-50 Watts. That's insane. We'll see data in 2026 it sounds like. EOP (and TFLN, too) will be drastically more energy efficient than InP for 400G/lane. EOP certainly lower cost/simpler designs as well.
Cool news for POET though. They need to tell the market who has rights to the revenue for their 800G+ optical engines. So far, their Chinese JV has rights to nearly all the revenue from their previously announced collaborations. Not many people understand that or are willing to acknowledge it. Those sales never show up as revenue for POET and that cash stays in China with the JV.
I wonder what other 1.6T+ announcements we'll see next week with ECOC. It's already starting to brew with many announcements this week from others. Again...mostly InP based and a couple SiPh based.
LWLG should be winning a post-deadline award I'm thinking. I saw a couple technical papers that could include LWLG, too.
Time for LWLG to put out some news that actually has meaning. We shall see.
POET and Mitsubishi Electric Collaborate to Develop 3.2T Optical Engines for AI Networks
TORONTO, Sept. 19, 2024 (GLOBE NEWSWIRE) –
https://ca.finance.yahoo.com/news/poet-mitsubishi-electric-collaborate-develop-113500983.html
POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and AI markets, today announced it has entered into a collaboration with Mitsubishi Electric Corporation (“Mitsubishi Electric”) to co-develop integrated optical engine chipsets for 3.2T pluggable transceivers, a highly sought-after product for optical connectivity in the rapidly growing artificial intelligence networking market. POET and Mitsubishi Electric will jointly support product demonstrations with major customers.
“Mitsubishi Electric is committed to ensuring we give our customers the technological advantage to maintain their positions as industry leaders in their own sectors. We believe POET’s optical engines will open the possibility of creating new products where electronics photonics convergence is successfully achieved at an advanced level of integration between InP and Si-based interposer, which take us and our valued customers into the next generation of data networking for AI and hyperscale data centers,” says Yasuhiro Yamauchi, General Manager, Optical Device Department at Mitsubishi Electric. “This promises to be a momentous technological achievement when it is unveiled.” …
Here's a preview of Lebby's speech next week:
"We've never been so excited! Never mind silly things like customers, partners, revenues, deals, or even a finalized technology! We're excited! Doesn't that count as a CEO?"
9 months later and still no update on those deals he spoke about in his press release on December 4th. Boy did he miss read the room on that one. Must have gotten lost with the tech transfer deal he was on track to complete by 2022 ASM.😂🤣😅.
Close to 3 would be great today. Will
Buy some!!
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
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsys has a TOP SHELF speaker list, check it out here
https://www.optica.org/events/industry_events/2024/pecc/program_speakers/
Investors keep in mind that Synopsys has been posting on LinkedIn about LWLG!!
Synopsys AGAIN posting about LWLG on LinkedIn!!
Synopsys Photonic Solutions
10,715 followers
Lightwave Logic, Inc. and Advanced Micro Foundry(AMF) have announced a collaboration to develop state-of-the-art polymer slot modulators using AMF's silicon photonics platform. This partnership has achieved record-breaking performance with modulators operating at sub-1V drive and data rates of 200Gbps PAM4, ideal for 800Gbps and 1.6T pluggable transceivers. The collaboration leverages Lightwave Logic's electro-optic polymers and AMF's standard manufacturing process on 200-mm wafers, marking a significant milestone in integrated photonics. This development aims to meet the growing demand for optical connectivity in large generative AI computing clusters.
https://ow.ly/BFEp50SiujM
#Photonics #SiliconPhotonics
see the original Synopsys post here
https://www.linkedin.com/feed/update/urn:li:activity:7208347797178236928/
and more times here
Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.
https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U
Synopsys also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.
https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf
Just going to put this here. Synopsys Foundry Spotlight: GF Fotonix
"Roadmap Solution (excerpt)
The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)
Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)
Just a guess here/speculating:
GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.
In the investor press at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure
One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.
https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?
What have you achieved so far?
Pinocchio is coming down to the wire with investors. If he fails to meet his 2024 deadline, then it is going to look terrible to the investment community. On the other hand he has zero credibility but a whole lot of empathy for the downtrodden. He cannot lose.
Yawn
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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 |
---|---|
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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