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Anyone have a good link for Benzinga interview?
teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!
here once again for you and marky boy, you guys MUST HAVE MISSED IT... AGAIN!!!!,
oh teddybear trying again to baffle them with your bullshit, along with a HIGHLY DISREPECTED JOURNALIST that Jose had to PUBLICLY SHAME AFTER THE YOUTUBE FEED WAS CUT OFF, but for PARTICIPANTS ON THE ZOOM MEETING it was heard LIVE!!!! Here's the TRUTH folks!!!!
TFLN? here worth another LQQk,
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!
https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4
Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!!
TOO FUNNY!!!!
Hyperlight is supposedly the #1 TFLN company in the world!!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,
Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2
LWLG tops ALL competition in FOM scores by far!!!!
Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!
Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them
1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!
2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)
3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts
4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db
5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit
6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!
7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries
8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!
Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!
I'm glad I never listened to your disinformation or lack of understanding when it comes to Lightwave Logic, and their highly qualified Leader, BOD and Advisory Committee. Otherwise, I would have thought selling at $4 was a gift! 🤣
Bullish
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174401094
The CARROT DANGLING CONTINUES: David vs Goliath, TFLN touted by the hyperscalers for several years now - and according to a former employee who follows this:
DD, typo sorry
Due and Dilligence?
DONT HOPE, GO AND DO YOUR OWN D&D
I’m just hoping you guys and girls can provide some positive feedback!!
Vein it’s unreal you don’t go since you are always crying over this stock.
well i hope they do not do it for you, if you are constantly whining like you, you should go to the meeting your self and ask questions you have
Lightway Logic Q1 2024 EPS $(0.05) Inline With $(0.05) YoY; Net Sales $30.417K Up From $0 YoY
#scam
I hope you guys get to ask some questions next week
Lightwave Logic Provides First Quarter 2024 Corporate Update
Dr. Michael Lebby to Host Corporate Update Presentation, Tour of Englewood Facility and Live Device Demonstration Following Annual Meeting of Shareholders on May 22, 2024
ENGLEWOOD, Colo., May 13, 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 provided a corporate update in conjunction with the filing of its Quarterly Report on Form 10-Q for the first quarter ended March 31, 2024.
First Quarter 2024 and Subsequent Company Highlights:
* Over 20 major corporations have viewed Lightwave Logic's technology demo of our polymer modulators with world-class performance of 200Gbps at 1V drive voltage.
* Provided details on how polymer modulators are now being fabricated on standard industry 200mm silicon wafers at a commercial silicon foundry
* Demonstrated thought leadership with critical contributions to the recently published global "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond.
* Secured new patent for diamondoid non-linear optical chromophore patent to improve stability and performance of Lightwave's proprietary polymer materials for datacenter applications to address increasing generative AI demand across the internet.
* Achieved world-class performance of the company's Perkinamine® EO polymer material operating in an optical interconnect link, at 437.1Gbps employing a PAM8 178GBaud signal encoded by a plasmonic Mach Zehnder modulator (MZM).
* Invited to present the company's latest polymer results at the 2024 International Optical Fiber Conference (OFC) in San Diego, California.
* As of March 31, 2024, the company had cash and cash equivalents of $31.5 million, enabling the company to finance operations through August 2025.
* Invited to speak at leading industry and investor conferences internationally, including the 36th Annual ROTH Conference, LD Micro New York Invitational XIV, and the Sequire Puerto Rico Investor Summit
The full text of the Company's Quarterly Report on Form 10-Q for the quarter ended March 31, 2024 was filed with the SEC on May 10, 2024 and can be found here.
Management Commentary
"The first quarter of 2024 demonstrated our continued leadership in the photonics industry with world class performance for our technologies and critical contributions to the new global integrated photonics industry roadmap," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "These accomplishments serve as highlights for ongoing engagement with a wide spectrum of companies to discuss additional licensing agreements for our EO polymer materials, including innovative start-ups, existing OEMs and tier-1 multinational corporations that have optical network systems businesses designed to address emerging applications including generative AI.
"The latest world-class performance of our Perkinamine® EO polymer material was recently achieved operating in an optical interconnect link, at 437.1Gbps employing a PAM8 178GBaud signal encoded by a plasmonic Mach Zehnder modulator (MZM). The data center industry is currently focused on exceeding 200Gbps per lane, primarily driven by generative AI opportunities. 200Gbps per lane with 4 lanes is a current interest for 800Gbps pluggable transceiver manufacturing, which our company's EO polymers have easily achieved. This world-class result, achieving data rates of 400Gbps per lane, demonstrates that our company's EO polymers are capable of exceeding double the current industry expectation. This has the potential to enable 4 channel 1.6Tbps (1600Gbps) pluggable transceiver modules, which is on the roadmap of datacenter operators today.
"At the 2024 Optical Fiber Conference (OFC) we discussed more world-class results based on a novel packaged heterogeneous polymer EO modulator design leveraging silicon photonics devices from a 200mm production foundry process and our proprietary high temperature, high performance EO polymer material. Each modulator was operated at 100GBaud PAM4 and achieved all drive voltages below 2V, and as low as 1V, which is excellent for low power operation. This demonstrates that a hybrid approach, leveraging the cost and integration benefits of silicon photonics along with the unparalleled bandwidth and low power advantages of our proprietary EO polymers, lays a clear path for competitive performance and integration for today's and future optical pluggable transceivers. These results will position us to support the burgeoning demand of generative AI as datacenters around the world begin to upgrade their hardware faster than expected to meet the demands of the future.
"A new patent during the quarter advances the overall performance of our EO chromophores and their use in high-speed, low power and commercial-grade EO polymer modulators. The proprietary chromophores are designed with Diamondoid molecular groups that are attached to the chromophore. Results show that when these chromophores are dispersed in a host polymer matrix, the EO materials result in improved macroscopic EO properties, increased poling efficiency, increased loading as well as increased stability of these materials after poling. We see this material as a key component for next generation 800Gbps and 1600Gbps pluggable optical transceiver modules that further support the rise of generative AI and upgrading of datacenter hardware equipment.
"Highlighting our leadership position, we substantially contributed to the recently published "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond. The requirements included in the roadmap comprise the commercial factors that will compose and grow the accelerating photonics industry going forward for all companies, with our focus on our Perkinamine® Electro-Optic polymers. The integrated photonics roadmaps both plan and anticipate commercial opportunities as well as potential roadblocks and/or critical needs on the way to scaling the manufacturing of integrated photonics through 2040. The silicon semiconductor industry has relied on these types of roadmaps for the past 50 years and with IPSR-I, the photonics industry is becoming organized and more influential as well.
"Taken together, in our conversations with potential customers, we are highlighting how our polymers are fast, low power and robust in a smaller footprint. We are also providing reliability data and demonstrating our ability to produce at scale with our facilities expansion in 2023. Given our robust cash position with no debts - we believe that we are well positioned to serve as a value-added partner in the quarters and years to come. We hope many of you will join us at our Annual Shareholder Meeting on May 22, 2024 which will be followed by a tour of our Englewood facility and a device demonstration," concluded Lebby.
Benzinga All-Access Interview
Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic, will host a fireside chat at 10:50 a.m. Eastern time today with the hosts of the Benzinga All-Access show to discuss the Company's first quarter 2024 corporate updates, recent milestone achievements and potential near-term catalysts. To watch the interview, please refer to the access information below.
Benzinga All-Access Show
Date: Monday, May 13, 2024
Presentation Time: 10:50 a.m. Eastern time
Webcast:
Be a bit more understanding, Vein. They had to insert something in the space where normal companies discuss actual Q1 revenue. A big chunk of white space is unsightly… like a CV missing the section on “work experience.”
Oh good another benzinga interview
Someone has wandered out on the field and started digging post holes for mid 25'.
KCCO, I have one word for that, ubiquitous
What really interested me in the 10Q document was the revenue, and fortunately, it was exactly what I hoped to see.
Last quarter's revenue reports from both existing licensing agreements and new services which is a positive sign and indicates an acceleration in their steps towards commercialization. This revenue growth from various sources may indicate an "emerging" diversification of their revenue streams and a growing acceptance of their technology in the market.
The new revenue from services such as the coating and polishing of devices shows that their technological capabilities are recognized and applied. This supports the company's strategy to commercialize both their products and their intellectual properties.
These developments suggest that Lightwave Logic is on the right track towards broader market penetration and the successful commercialization of their electro-optic polymer technology.
Investors often look at revenue growth as an indicator of a company's health and potential. Demonstrating concrete progress in generating income can be seen as a confirmation that the company is on the right track.
Make no mistake: it's not about the size of the revenue, but about the newly generated revenue.
Thanks jeunke22 for posting the video from 3 months ago on Jabil covering some issues to be, or are being resolved. Very helpful to hear.
KCC, appreciate your post and list of all the items that have been checked off to date on Lightwave's list, which appears to have now covered all their bases, other than possibly enough Foundry runs for the large partner/product buyer.
I understand the fact that you have " spent way too much time studying the nitty gritty of this technology", but I and many other longs following your updates and insights very much appreciate your efforts, as this continual Lightwave march to the Finish Line with a product and deal are pending soon!
Once the ball is rolling, I am sure you will feel 100% better and more relaxed knowing it is finally happening with big PR news to confirm the partners and information on the structure of the deals, and then eventually revenue projections. Then we can all take a deep breath and cherish what is finally unfolding before our eyes (which we have been waiting for a number of years), and where the newbies will just be discovering at much higher Lightwave share prices.
Well done!
teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!
here once again for you and marky boy, you guys MUST HAVE MISSED IT... AGAIN!!!!,
oh teddybear trying again to baffle them with your bullshit, along with a HIGHLY DISREPECTED JOURNALIST that Jose had to PUBLICLY SHAME AFTER THE YOUTUBE FEED WAS CUT OFF, but for PARTICIPANTS ON THE ZOOM MEETING it was heard LIVE!!!! Here's the TRUTH folks!!!!
TFLN? here worth another LQQk,
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!
https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4
Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!!
TOO FUNNY!!!!
Hyperlight is supposedly the #1 TFLN company in the world!!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,
Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2
LWLG tops ALL competition in FOM scores by far!!!!
Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!
Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them
1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!
2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)
3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts
4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db
5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit
6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!
7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries
8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!
Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!
there goes tedybear again trying to get investors to focus on his misdirection just like a seasoned magician!! Too funny!!!!
The FACT is that Lebby RIGHT NOW has the 200gbs LWLG modulator ready for mass production of 200mm Wafers being implemented at SEVERAL LARGE FOUNDRIES, and Lebby post-OFC meetings in Belgium declared NO ISSUES left to solve!!! here,
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
The FACT is that the DEMONSTRATIONS of this device at OFC were so over-the-top successful that the Tier 1's are fighting now for Lebby/LWLG's time, for their Engineers to be working with LWLG Engineers!!! In fact, the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
Oh and BTW, teddybear has practically ZERO understanding of the things he posts here, it is like he is throwing spaghetti up against the wall to see if it sticks!!! Too funny!! KCC already shot down teddybear's newest lame arguments, here
1) That is the correct image from the Google shout out. Zwickel was the reference. The date was 2020 but I think it was just a continuation of the 2018 paper you posted. It’s a slot modulator structure so of course LWLGs pictures and these pictures are going to look the same.
2) LWLG owns the IP for the technology in the 5k hour paper. You gotta peel the onion back on these types of stats to see what may or may not be significant. There’s material only tests, tests on devices, tests on packaged devices. LWLG’s data today is packaged devices that are quasi-hermetically sealed using the ALD and do not require a gold box package for that hermetic seal. Leaps and bounds ahead of that paper.
3) 100% poling efficiency there isn’t what you think it means. There, it means the material r33 stayed the same when they put it into a device. Generally there’s a reduction in r33 “in-device”.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174402284
The important thing for investors to focus on is that Lebby is still on-track with his long-standing Timeline to Customer Acceptance and Ramp at 800gbs in 2024!!!!
Lebby has not backed down from his stated SAM/SOM goals and in Belgium discussions my understanding he said these are likely to be increased now!! The SAM/SOM goals match EXACTLY to Lebby's long-standing Timeline for a Customer Acceptance and Ramp in 2024!!
Lebby provided SAM/SOM GOALS at ASM for 2024 to 2030
I built a detailed financial model using the SOM/SAM information for 800G and 1.6T pluggable transceivers and it shows a $5-10 billion market cap by 2028 using the "base case" SOM estimates.
It's not perfect, but probably the most precise model anyone has put together so far. A big unknown is the COGS and OPEX, but using 80-85% gross margin (like OLED) and knowing LWLG estimates around 50 employees at mass commercialization...it's probably close. My revenue estimates also center around the value of the modulators, and not necessarily revenue had in technology transfer agreements. I'm not sure how those agreements would be priced and if LWLG would offer a discount so to speak since someone else it spending the money in manufacturing.
This is all just for one application and there are endless applications for super small, fast and efficient modulators. Hell, I even found a white paper using a MZM-based sensors used as a "nose" for fermenting coffee and finding the most precise time to stop the fermenting process.
Now - IMO, the company will be bought out well before we ever hit $1 billion in revenue. That's fine with me. OLED hit $10-15B market cap with around $500 million in revenue.
-KCC
https://www.reddit.com/r/LWLG/comments/15f4un7/daily_trading_action_and_general_discussion/?
When you see the battle lines being drawn and Billions being invested specifically to compete in Electro-Optic polymers stating IT IS THE FUTURE, I take it as a strong indicator my money is invested in the right place (and company) at the right time. This is pretty significant news. Time will tell if our IP is such that these SK companies will need to pay to play. Even the fact that companies are spending significant money to jump back into EO Polymer materials is a significant event, and also indicates that Yes, the demand is so great that companies are willing to go back down the polymer rabbit hole AGAIN.
Wouldn't this primarily be because of progress that companies like LWLG, Polaritan, NLM, Silorix, etc., have made? The LWLG spider chart comes to my mind as a reason.
If I were a decision-maker in the U.S. Congress, or a committee determining where funding of the CHIPS Act will go, I would be having some meetings about this particular news event to be sure that the U.S. will come out a winner as well. It can only be good for LWLG to have this significant of an investment specifically looking for materials to compete existing EO Polymer's about to be commercialized.
Changing subject:
https://www.cnbc.com/2024/05/12/south-korea-prepares-support-package-worth-over-7-bln-for-chip-industry.html
South Korea's Investment in Electro-Optical Polymer Materials for Photonic Chips
South Korea is actively investing in the research and development of electro-optical polymer materials for photonic chips. This effort is driven by the potential of these materials to revolutionize various industries, including:
Telecommunications: Electro-optical polymers can be used to create high-speed, low-power optical modulators and switches, which are essential components for next-generation optical communication networks.
Data centers: photonic chips made from electro-optical polymers can significantly increase the bandwidth and energy efficiency of data centers, leading to faster data processing and reduced operating costs.
Medical imaging: These materials can be used to develop miniaturized and cost-effective optical coherence tomography (OCT) systems for high-resolution medical imaging.
Sensors: Electro-optical polymers can be used to create highly sensitive and selective chemical and biological sensors, which have applications in environmental monitoring, food safety, and medical diagnostics.
Here are some specific examples of South Korea's investment in this field:
Government funding: The Korean government has allocated significant funding for research and development projects of approximately 8.3 million USD.
Several universities in South Korea are actively conducting research on electro-optical polymers for photonic chips. For example, researchers at the Korea Advanced Institute of Science and Technology (KAIST) have developed a new type of electro-optical polymer that exhibits high performance and stability.
Industry collaboration:South Korean companies are also collaborating with research institutions to develop and commercialize electro-optical polymer-based photonic chips. For instance, LG Electronics has partnered with the Korea Institute of Science and Technology (KIST) to develop high-speed optical modulators for 5G and beyond communication networks.
Overall, South Korea is making significant strides in the development of electro-optical polymer materials for photonic chips. This investment is expected to lead to the development of innovative and transformative technologies with applications in various industries.
Plus, it seems to me like these experiments and papers support LWLG approach.
Now you’re talkin dirty to me.
1) That is the correct image from the Google shout out. Zwickel was the reference. The date was 2020 but I think it was just a continuation of the 2018 paper you posted. It’s a slot modulator structure so of course LWLGs pictures and these pictures are going to look the same.
2) LWLG owns the IP for the technology in the 5k hour paper. You gotta peel the onion back on these types of stats to see what may or may not be significant. There’s material only tests, tests on devices, tests on packaged devices. LWLG’s data today is packaged devices that are quasi-hermetically sealed using the ALD and do not require a gold box package for that hermetic seal. Leaps and bounds ahead of that paper.
3) 100% poling efficiency there isn’t what you think it means. There, it means the material r33 stayed the same when they put it into a device. Generally there’s a reduction in r33 “in-device”.
If you run a business and you have something unique, make sure you cover your ass and protect it appropriately, patenting is important. You could have been the best in the past , but if you weren’t able to patent it or commercialize it’s worthless. The market recognizes that LWLG had patented it’s material, device, system and manufacturing for EOP materials and has given that the appropriate value for now.
If you are worried on bankruptcy, debt or loosing money best not to invest in your savings in Lightwave, buy an ETF or treasury bonds.
We all like to do good, we all like our place in the sun. Most important are someone’s intentions to do good.
No Google shoutout to LWLG & 5000h stability in 2009 EOP thermal stability on another material, and 100% poling efficiency in 2007 for EOP on yet another material!
oops....
Proto, you said Google was using the same slide as Lightwave. Really? The pictures do NOT look the same to me
Put the two you claim are the same side by side in a post to prove that they are.
In fact I'd say the Google picture looks more like this one from a paper in 2018 on SOH EOP Slot mach zender modulator that featured work by among others C Koos, but was NOT using Lightwave polymer.
https://www.nature.com/articles/s41598-017-19061-8
And guess what ELSE I found? A paper showing 15 year old EOP thermal stability for 5000 hours and 100% poling using other polymer material
5000h thermal stability WAY BACK IN 2009! : Check it out:
UPDATED!!! ASM Slide 38 "Multi-Level & Cross Functional Engagements"
most people do NOT understand how deeply embedded Lebby is throughout the entire Photonics Industry Food Chain, what this slide is telling investors that when the "Big Silicon Foundries" LWLG is working with (see SNN interview) there is PULL from the End Users which are the Amazon, Google, etc of the world, and the Packaging partners are likely the large Tier 1 Networkers, so when don't be surprised when the market halts news pending and there are SEVERAL large players involved including Foundries & Tier 1 Networkers
Here are some of the "Big Silicon Foundries" that produce on 200mm wafers:
(the bolded Foundries are the most likely as they have been linked to LWLG already)
GlobalFoundries
Hua Hong Semiconductor
Samsung
SK Hynix
SkyWater Technology
SMIC (Semiconductor Manufacturing International Corporation)
Tower Semiconductor
TSMC (Taiwan Semiconductor Manufacturing Company)
UMC (United Microelectronics Corporation)
Vanguard International Semiconductor
X-Fab
The article Synopsis Photonics Solutions posted on LinkedIn was from the PIC Magazine article by Michael Lebby here
https://www.linkedin.com/posts/synopsysphotonicsolutions_article-by-michael-lebby-ceo-lightwave-activity-7181893534705201153-QcJ2/
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
Synopsis 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. Synopsis Foundy 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 pres 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/?
Google just had a shout out to EOP(LWLG) on a slide for hetero integration. LinkedIn post from APC.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464
This is the google slide! (middle picture is of EOP slot modulator)
https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios
Modulators with low driving voltage, high bandwidth, and low loss.
They are also showing the same wafer
And “organic Material” the same picture on page 15 from LWLG
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
I can’t believe my eyes!
It is happening…
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Are the upsides "limitless" and the downsides "small" for all the stocks you're invested in? Personally, i worry about cash and debt levels with the tiny, penny stock companies. Silly me. Bankruptcies often pop up "out of nowhere". You should supply the board with a list of your investments so we can follow along on your forward-looking journey. Lightwave, Niocorp.....
Sparky, make sure you thank Proto for the incorrect, and dated from months or half a year ago, info he/she just shared about the tute holdings. Anyone with half a brain can fact check this sh&t on nasdaq.com. instead of being suckered by Proto and his paid B.S.....P.S. if you click on a tutes name for info on that tutes holdings, and the tutes holdings are in the thousands....guess what, it's probably following an index or an index fund. Also, P.S, . last month's tute holdings will be fully updated for last quarter in a few days the 15th (probably why Proto wants to get his bs out now)
I have a good feeling you don't listen to anything but the gremlins in your head.
I am not too much worried about some of the posters here. I think many of those have not been in business. They look backward and are risk averse. I see it as a form of entertainment.
Every business plan in whatever business is based on market predictions and expectations, belief in own organizational capabilities, likely competitor moves. All is fluid and requires adaptive forward planning. It’s what makes business and equally what makes investing in business.
That’s why we are here, because we believe and expect the business plan to be executed successfully.
Investing also requires the ability to deal with ambiguity, complexity, pro’s and con’s and to adapt to changing circumstances.
Especially when you invest in an innovative ( unique) and disruptive technology in an established trillion dollar industry you need to understand the industry dynamics and the huge financial implications for all industry participants, both positive and negative.
My hope is that the industry financial specialist at the large investment banks are well aware of the Lightwave opportunity and don’t kill a promising technology for the USA and the globe. The messengers here (including myself) are currently being played. I hope the good guys win and that Lightwave gets the opportunity to execute its plan successfully.The upside is ‘limitless’ and the downside is small and becoming absolutely less interesting financially by the day.
I firmly belief in the expectations and believes as put down in the recent 10Q, contrary to some of our backward looking messengers.
In fact if you can only look backward you shouldn’t invest at all. Investing by looking backward is really for dummies. Everyone had the right to express his or her opinion of course, but being ‘ critical’ based on the past doesn’t add any value for the shareholders.
The first big deal and most ‘ critical’ messengers will disappear faster than the speed of light, except GP of course.
Data center pluggable optics video from 5 months ago if anyone in interested in a short informative video.
Gaslighting is when folks try and convince others that what they see isn't what they saw. It is now rampant in society and with AI bots on the rise it most likely won't get better anytime soon and will make message boards unreadable, now we are seeing the beginnings of that in play here. Some Folks argue just to argue. The shorts have 20.3 Million reasons to try and gaslight those shares from your account.
Don't believe your Lying Eyes.
https://www.sec.gov/Archives/edgar/data/0001325964/000155335024000021/image_033.jpg
That spider chart has it going on baby Oh and for the cherry on top
Oh and that r33 looks to be north of 200 now which was a long-time goal in the way back machine.
https://www.sec.gov/Archives/edgar/data/0001325964/000155335024000021/image_034.jpg
Oh and that R33 looks to be north of 200 now which was a long-time goal from back in the day
On the horizon I see 3 things of interest, the Volume has dropped which is not good for the shorts, T+1 is coming in 3 Weeks, that may be the reason for the volume as the MM's/Brokers begin to adjust as they will lose 1 day of juggling (not sure), Shareholders meeting is in a week and a half. Hopefully Luke Zimmerman (with MZ) will assist in gathering some of the outlandish short accusations so that Lebby can incorporate that info nonchalantly into his presentation for clarification. I'm looking forward to the lab tour as well and meeting the new talent. The gas lighters will also try and tell folks what we see and here at the SHM was not real, they have 20.3 million reasons to muddy the water.
A number of other hedge funds also recently made changes to their positions in LWLG. SG Americas Securities LLC increased its holdings in shares of Lightwave Logic by 364.5% during the 4th quarter. SG Americas Securities LLC now owns 409,213 shares of the company’s stock worth $2,038,000 after acquiring an additional 321,123 shares during the last quarter. I know they will tell us it doesn't matter, oh and it looks like a little over 25% of the shares are now in the institution's hands, and on its way to 50% guys.
X Fab(ulous) don't forget about the Patents.
Right place at the right time.
Wha Lightwave has, is so technically omnivorous, I can see a weekend press release...although it looks like, not this one.
Is a foundry like TSMC or Intel a tier 1? I think so. Jabil is a Tier 1 contract manufacturer and there are also OSAT’s who receive diced wafers from foundries and other components to make an integrated product ( e.g. transceiver, other applications)
There are Tier 1 material companies ( e.g. Macom, Applied Materials), Tier 1 device manufacturers e.g. transceivers, lasers, Tier 1 system building companies and Tier 1 final customers: hyperscalers, car manufacturers, health care companies etc
Lightwave told us they focus on datacom and therefore we tend to expect deals with Google, AMS and Meta. That may well be, but deals may also involve material sales, license and technical assistance agreement( royalty agreements with any of the companies in the supply chain and the final customers for transceivers.
Is a contract manufacturer, like jabil, considered a Tier one?
Abig said, Once a contract is signed Ted lies and his smoke and mirrors will all be moot!
that statement is incomplete!! it should have read, Once a contract is signed Ted lies and his smoke and mirrors will all be moot, and Proto will have been proven to have been 100% correct all along and given investors a chance to participate in the greatest potential investment in their lifetime!!!
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Exactly!! Managed Funds are BUYING LWLG!!!
Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in Lightwave Logic, Inc. (NASDAQ:LWLG – Free Report) by 31.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,865 shares of the company’s stock after buying an additional 5,778 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Lightwave Logic were worth $119,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in LWLG. SG Americas Securities LLC increased its holdings in shares of Lightwave Logic by 364.5% during the 4th quarter. SG Americas Securities LLC now owns 409,213 shares of the company’s stock worth $2,038,000 after acquiring an additional 321,123 shares during the last quarter. Kestra Advisory Services LLC boosted its position in Lightwave Logic by 20.6% during the third quarter. Kestra Advisory Services LLC now owns 49,380 shares of the company’s stock worth $221,000 after purchasing an additional 8,427 shares during the period. Swiss National Bank increased its holdings in shares of Lightwave Logic by 1.4% in the third quarter. Swiss National Bank now owns 239,000 shares of the company’s stock valued at $1,068,000 after purchasing an additional 3,200 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in shares of Lightwave Logic by 0.9% during the 3rd quarter. Bank of New York Mellon Corp now owns 386,659 shares of the company’s stock worth $1,728,000 after buying an additional 3,307 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in shares of Lightwave Logic by 1.5% during the 3rd quarter. Vanguard Group Inc. now owns 8,122,225 shares of the company’s stock worth $36,306,000 after buying an additional 119,834 shares during the period. 27.04% of the stock is owned by institutional investors and hedge funds.
https://www.defenseworld.net/2024/05/10/zurcher-kantonalbank-zurich-cantonalbank-has-119000-stock-position-in-lightwave-logic-inc-nasdaqlwlg.html
Folks, this is the TRUTH the lying scumbag Shorts don't want Longs to know, SMART MONEY is buying LWLG. the PPS has been heavily manipulated but Lebby is working deals now with the BIGGEST companies in the world and Lebby has already told investors who these companies are, here
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Steve maybe I was a little harsh. I will not put you on ignore. I only have a few people on ignore, Ted and Adam, proto, and a few others. Ted's lies do not make him right because LWLG has not gotten where we expected them to be. As we are finding out that it is not as simple mixing ingredients slapping them in an oven and boom our product is ready for sale. It appears there is a lot more back and forth and not just the two companies. With heterogeneous integration there are multiple companies involved which are out of control of LWLG. Once a contract is signed Ted lies and his smoke and mirrors will all be moot!
To your last sentence…yes LWLG has solved that and more.
They have accomplished wafer scale poling in a high volume setting inside the foundry.
They acquired a proprietary low temperature ALD technology that encapsulates the slot modulator and creates a hermetic deal. The photostability data shown late 2023 proves it is working.
Their modulators are also proven to be temperature reliable (6,000 for the slot and 8,000 for POH) and their Td (decomposition temperature) is above typical reflow temperatures.
As someone that has spent way too much time studying the nitty gritty of this technology, LWLG has finally checked off all the boxes it appears.
And I have discussed LWLG’s progress with multiple authors on that paper. I have discussed it with Lebby, too.
Now can they do all this over and over again across multiple foundry runs? IMO I believe that is part of the development currently ongoing. Lebby said they’re building a statistical model/database of their devices.
By the way the video is from 3 months ago. Good to know that the problems described by Jabil and Silitronics may well have been solved already. Interesting to see that Global Foundries 256 Gbps Fotonix 45 eco system platform has 8 lasers, 8 X 32Ghz modulators. It’s a complicated, expensive and power hungry piece of evolutionary product development on a 300 mm silicon photonics wafer. Can’t see this compete over time with a Lightwave based platform.
Global Foundries presentation is on the video as well.
jeunke, do you have a link to that Optica video from a few weeks back?
I just did a quick search on PIC's publication papers and found this one from Jan 2024 in Nature. Looks interesting, and may have been posted on this board some months ago. Thx!
Roadmapping the next generation of silicon photonics
https://www.nature.com/articles/s41467-024-44750-0
Did word search on polymers and they wrote this up:
Polymer silicon-organic-hybrid (SOH)67,72 and plasmonic-organic-hybrid (POH)69 require poling and hermetic sealing, creating significant challenges to making stable devices. Their high-temperature reliability and reflow compatibility need to be further demonstrated, although recent results are promising72. POH modulators, even though they look attractive in the PPA metrics, further suffer from compatibility with CMOS SOI foundries. Good plasmonic metals (Cu, Ag, Au) are also serious contaminants, and need diffusion barrier layers (e.g., TaN) which are optically very lossy.
Polycrystalline layers of other ferroelectric thin-film materials such as BTO show much larger Pockels coefficient (expressed in pm/V) than LNOI73 and comparable to polymers74, and recent demonstrations of large E/O BW65,75 make them promising. Note that a large Pockels coefficient in the device is important, which requires a good overlap of the electric modulation field and the propagating optical mode49,72. As part of the direct wafer bonding process, BTO thin films are fabricated first using molecular beam epitaxy deposition on donor wafers, and then directly wafer bonded to interlayer dielectric/SiO2 of the planarized acceptor SOI wafer using intermediate alumina layers as an adhesive. BTO also requires poling to compensate for hysteresis from ferroelectric domain switching (albeit only?~?1V DC compared to much larger voltages needed for polymer modulators)65. Sources of propagation loss include scattering from waveguide sidewall roughness and residual oxygen vacancies in the BTO thin film—areas for further improvement. BTO also has a lower refractive index compared to Si (nBTO = 2.38, nSi = 3.47 @ 1550 nm) and a significantly large RF relative permittivity that can increase capacitances and velocity mismatch between the optical and electrical fields.
Improving all PPA metrics and HVM suitability is crucial for commercial foundries and LSI applications. However, thanks to the numerous photonic applications, there will always be a need for exceedingly high E/O BW modulators, and several prototyping and R&D foundries will continue to address the related fabrication challenges. Finally, although >100 GHz E/O BW modulators are attractive for both telecom and data center applications, they require electronics capable of driving them at such speeds. Unless Vp (or Vpp) is reduced significantly, such electronics will consume a lot of power, regardless of CMOS/BiCMOS/III-V implementation.
Hmmmm, I believe Lightwave has solved that Vp issue for the most part, huh? 😄
Proto, absolutely! In fact to further amplify Dr. Lebby's simple analogy that their technology "is like putting a V8 into a four-cylinder car....", this V8 engine is actually MUCH MUCH smaller than the current industry four-cylinder car engines, AND, it gets up to 90% better gas mileage (e.g. 120 miles per gal) using less voltage or and the car avg. highway speed is up to 165 mph, versus current standards 55 mph at much lower (40 mpg). Car and Driver would put Lightwave's new innovative engine on their front cover for "Breakout Engine Innovation of the Millennium"!! 💯💫🚀
I'm glad I never listened to your disinformation or lack of understanding when it comes to Lightwave Logic, and their highly qualified Leader, BOD and Advisory Committee. Otherwise, I would have thought selling at $4 was a gift! 🤣
You’re not wrong Abig. From your perspective, I am stupid beyond belief.
If all is as you and your fellow true longs believe, where are commercial results?
Where is the partner? Where are the additional agreements? Where are the ‘cadence of catalysts’? Why are the folks inside the tier1s, inside the foundries, the ones in the ‘know’, not driving the stock higher?
tedpeele has an infinitely better track record of predicting the commercial progress of this company than all the ‘true longs’ put together.
You should put me on ignore and speak to you your fellow ‘true longs’ who will not disturb your dreams.
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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 |
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US Patent 7,902,322 | Nonlinear optical chromophores with stabilizing substituent and electro-optic devices |
US Patent 9,535,215 | Fluorinated Sol-Gel Low Refractive Index Hybrid Optical Cladding and Electro-Optic Devices Made Therefrom |
As the company demonstrates its materials in devices, such as modulators, it has engineered ways to enhance device performance by means of device design and optimized control. Example patents within the optical device category include:
Publication Number | Title |
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US Patent 10,520,673 | Protection layers for polymer modulators/waveguides |
US Patent 7,738,745 | Method of Biasing and Operating Electr-Optic Polymer Optical Modulators |
Materials innovations are followed by methods in which the Company or its partners can best work with the materials in the fabrication process. Example patents within the fabrication category include:
Publication Number | Title |
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US Patent Application 20190353843 | Fabrication process of polymer based photonic apparatus and the apparatus |
US Patent 10,591,755 | Direct-drive polymer modulator methods of fabricating and materials therefor |
Polymers can be used to add functionality to existing semiconductor devices, inclusive of making photonic integrated circuits (ICs). Areas of active innovation include how to get light from one material system into another with minimal losses. Example patents within the semiconductor integration category include:
Publication Number | Title |
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US Patent 10,527,786 | Polymer modulator and laser integrated on a common platform and method |
US Patent 10,511,146 | Guide transition device with digital grating deflectors and method |
Challenges for high-speed optical packaging includes maintaining the quality of radio-frequency electrical signals and hermetic/environmental sealing of devices for durability (while still allowing light to go through). Example patents within the packaging category include:
Publication Number | Title |
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US Patent 10,574,025 | Hermetic capsule and method for a monolithic photonic integrated circuit |
US Patent 10,162,111 | Multi-fiber/port hermetic capsule sealed by metallization and method |
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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