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My interpretation is that Polariton is given the primeur! Long existing relationship with record breaking cooperation! Nobody of tier1 and Tier2 can object to this. Waiting for more news to come of which a buy out attempt is not excluded in my opinion. Things can move fast!
Waiting for a Lightwave’s Tier 1 deal announcement in 2024, mass production of 800 G , 1.6 G PIC’s.
Polariton is a start up with powerful allies ( ETH Zürich, IBM, Nokia) but not a Tier 1.
Yesterday’s announcement and breakthrough achievement is using “ off-the- shelf” micro ring resonators.
The significance here is that it is Lightwave’s material that adds value and enables the breakthrough performance up to 145Ghz or 400 G per lane for both data com and telecom. Polariton is ready to take sampling orders. Big step forward and certainly ‘shocking’ many in the industry ( e.g. Coherent in telecom) . Another strong third party endorsement of Lightwave’s material capabilities.
Looking forward to more news. Lebby is ‘ on’ at 10.00 CET.
Great summary, clear and correct.
Adding additional point.when lwlg said commercialization to begin late 2023-2024
We now see that ONLY now is commercialization only beginning
Imo 1st now we see products ready and real test is how fast the orders will come in, price decline the past year , was that commercialization pr was a year too early.
Ai said this about the pr
### Who Is Polariton, and Can They Scale?
**Polariton Technologies** is a Swiss company specializing in photonic integrated circuits (PICs) for high-bandwidth, low-power applications. Their strength lies in their expertise in combining silicon photonics with plasmonic active devices, which enable operation in the sub-THz regime. This technology positions them at the forefront of developing ultra-high-speed optical components.
In the larger industry picture, Polariton may not yet have the scale of established telecommunications giants like Ciena or Cisco, but they are carving out a significant role in specialized high-performance markets. Their ability to bring disruptive technology to products like 1.6T and 3.2T transceivers is notable. However, to impact the industry on a large scale, Polariton will need to expand its manufacturing capabilities, form more strategic partnerships, and address the aforementioned technical and market adoption challenges.
If they can effectively scale and demonstrate reliability and performance, Polariton's technology could play a significant role in the evolution of optical communications, especially for data centers, telecom networks, and quantum applications.
Analysis of the Press Release:
Overview:
Polariton Technologies, in collaboration with ETH Zurich and Lightwave Logic Inc. (LWLG), has announced a significant milestone in optical communication technology. They have achieved experimental intensity modulation/direct detection (IM/DD) data rates exceeding 400 Gbit/s per lane using commercial off-the-shelf ring resonator modulators (RRMs). These modulators are intended for use in next-generation products like 1.6T and 3.2T transceivers.
Key Points:
1. Collaboration with Lightwave Logic (LWLG):
• LWLG is the material supplier for this achievement.
• Their advanced electro-optic polymers are integral to the performance of the RRMs.
• This collaboration validates LWLG’s materials in high-speed, high-performance applications.
2. Technological Significance:
• 400 Gbit/s per lane is a groundbreaking data rate, surpassing current industry standards.
• The use of RRMs over Mach-Zehnder modulators (MZMs) offers considerably lower losses (device loss around 1.2 dB), making them more efficient.
• The achievement represents a paradigm shift in optical communications, enabling higher data throughput with lower power consumption.
3. Performance Metrics:
• Extinction Ratio: Achieved an impressive 11.2 dB, indicating clear signal differentiation between logic levels.
• Electro-Optic Response: Demonstrated a flat response up to 110 GHz, with ongoing characterizations up to 145 GHz.
• Wavelength Optimization: Devices optimized for both 1550 nm and 1310 nm wavelengths, standard in telecom applications.
4. Commercialization and Mass Production:
• Early Access Samples: Starting October 2024, Polariton will offer sample quantities to customers.
• Product Readiness: The availability of samples indicates the transition from research to pre-commercialization stages.
• Market Positioning: Polariton is positioning itself strongly in the 1.6T and 3.2T transceiver market, which is essential for next-generation high-speed networks.
Implications for LWLG Investors:
1. Validation of LWLG’s Technology:
• The successful integration of LWLG’s materials into RRMs demonstrates their commercial viability and technological superiority.
• It showcases LWLG’s potential to become a key supplier in the high-speed optical components market.
2. Market Opportunities:
• The move towards higher data rates per lane addresses the industry’s need to reduce parallelism, which has reliability and cost challenges.
• LWLG’s materials enable devices that consume less power and offer higher performance, meeting the demands of data centers and telecom providers.
3. Path to Mass Production:
• While the availability of samples is a significant step, mass production will depend on customer adoption, manufacturing scalability, and further validation.
• The involvement in products nearing commercialization stages suggests that LWLG is progressing towards revenue generation from these technologies.
4. Industry Impact:
• The achievement may accelerate the adoption of electro-optic polymer technologies in mainstream optical communication systems.
• LWLG stands to benefit from being an early mover in this space, potentially capturing significant market share.
Conclusion:
As an investor in LWLG, this press release indicates a positive development:
• Technological Advancement: LWLG’s materials are at the forefront of enabling next-generation optical communication technologies.
• Commercial Potential: The move towards offering sample quantities suggests that the products are approaching commercial readiness, though not yet in full mass production.
• Strategic Positioning: LWLG’s collaboration with industry and academic leaders like Polariton and ETH Zurich enhances its credibility and market positioning.
Next Steps and Considerations:
• Monitor Commercial Adoption: Keep an eye on announcements regarding customer trials, partnerships, and orders resulting from the early access program.
• Assess Manufacturing Capacity: Understand LWLG’s plans for scaling up production to meet potential demand.
• Stay Informed on Industry Trends: The optical communication industry is rapidly evolving; staying informed will help gauge LWLG’s competitive position.
Summary:
The press release signifies a major milestone not only for Polariton and ETH Zurich but also for Lightwave Logic Inc. As an investor, you can be optimistic about LWLG’s role in pioneering technologies that are critical for the future of high-speed optical communications. While the product is not yet in mass production, the steps towards commercialization are clear, and LWLG is well-positioned to capitalize on upcoming market opportunities.
Ruud- yes, Pumpturd is the Baghdad Bob of the board! Good call.
This is awesome. Let’s get our own announcement and some view on potential revenue. This should be a PR on our side too.
Wishing Dr. Lebby would update here:
https://www.linkedin.com/company/lightwave-logic-inc-/posts/?feedView=all
So, the fact that our name is mentioned, means we get an MZ press release today or tomorrow, right?
LWLG becoming a material supplier is great and a big step forward as incentive for potential use by Polariton and other companies who experience success with the perk polymer.
What we don't have is confirmation on how much supply will be needed in the future by Polariton or any other companies and real revenue forecasts by LWLG.
Spartex, based on what is being said in the news release, these are targeting Datacenter and Telecom applications, so yes I believe these can be mass produced, and Sampling begins in October 2024, so I believe there will be tremendous interest in these modulators
Polariton News Release 400gb MRR's Using LWLG Materials!!
September 22, 2024
Zurich, Switzerland
Polariton Technologies announces having achieved experimental IM/DD data rate in excess of 400 GBit/s per lane using commercial off-the-shelf ring resonator modulators in a collaboration with its research partner ETH Zurich and material supplier Lightwave Logic Inc. These are to be used in products such as 1.6T and 3.2T transceivers. This significant milestone sets a paradigm shift for the optical communication industry and paves the way for next-generation connectivity.
“ETH Zurich already demonstrated 400G per lane at OFC this year employing Mach-Zehnder modulators (MZM). This novel achievement is performed using ring resonator modulators (RRM), which are the better fit for the application because of considerably lower losses. The device loss is in the range of best-in-class modulators at 1.2 dB. Polariton is well-positioned for the 1.6T and 3.2T transceiver market with the 400G per lane products” explained Claudia Hoessbacher, CEO of Polariton.
The measurements were performed earlier in 2024 using devices optimized for 1550 nm operation. They demonstrate top performance with extinction ratio of 11.2 dB and a flat electro-optic response up to 110 GHz. “The reason we stopped measuring at 110 GHz is because we did not have calibrated instruments above 110 GHz at that time. In the meantime, we started characterizing the devices at 145 GHz and we developed devices optimized for 1310 nm wavelength operation”, commented Benedikt Bauerle, co-CTO of Polariton.
In an industry that has been forced to go parallel because of technological limitations, Polariton provides immediate relief for the next-generation products. Parallel lines fall short with reliability problems, are costly and consume more power than compact approaches that support higher transmission per lane.
Starting in October 2024, Polariton will offer early access to customers with sample quantities of 1310 and 1550 devices. This week, the company is also highlighting the advancement of its commercial devices at the European Conference for Optical Communication (ECOC) in Frankfurt.
About Polariton
Polariton is a Swiss designer and manufacturer of high-performance photonic integrated circuits (PICs) for ultra-high-bandwidth and low-power applications in communication, computing, test & measurement, space and quantum technologies markets. Exceptional performance is achieved by combining the established silicon photonics platform with plasmonic active devices enabling operation in sub-THz regimes, in particular with
Mach-Zehnder and ring resonator modulators.
Follow us on LinkedIn @polariton-technologies
Media Contact
Helena Echeverri????
info@polariton.ch
+41 44 589 51 29
https://www.polariton.ch/about-us/events-and-news/press-release-polariton-is-ready-for-400g-lane
Then you find something else to whine of, as you are a greedy, selfish idiot, that does not understands anything and does not take appropriate actions.
Thanks Proto. Great news! Do you think Polariton is getting their Lightwave material via Lightwave's "Company signs its first material supply and license agreement for its Perkinamine® series materials" from May 2023 PR (link below)?? Or might this be directly between Lightwave and Polariton, since they've been working with each other for a number of years recently?
I think this is great news and advanced application on the concept, although I believe that I've heard that mass producing ring resonator modulators isn't very easy, and they don't have the volume application like the CMOS wafers and modulators (PIC) that get packaged into transceivers (plug and play) that the Data Center and hyperscaler world "use" and that Dr. Lebby is focusing on for large and lucrative deals. Maybe I'm confusing this with plasmatic modulators? Appreciate any insights or clarifications regarding Polariton's potential for revenue production of ring resonator modulators.
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl118933.pdf
When I see the asinine “they’ve been working on this for 20 years” used as a negative, it brings up many obvious rebuttals.
Of course, inventing, improving, and integrating new disruptive technology takes time. LWLG has obviously put in the work.
But, let’s play devil’s advocate for a moment and go down the insipid Dan, Ted, NRDC worm hole for a second and suppose this means they have nothing, and have been faking it for 20 years.
After 20 years, wouldn’t some Tier 1 company or multiple competitor technologists call BS on the hoax?
Instead, they ask Dr Lebby for his advice on how to proceed in building this new data center ecosystem.
They give LWLG awards for their new technological advancements.
They ask our CEO to chair their prestigious conferences.
They use our tech to advance their own world record setting innovations (Polariton).
Certainly, if we had nothing, we wouldn’t even be here now.
Anyone with even a scintilla of imagination can fathom the complexity of structuring the “dealzzz$$$” with such a proprietary game changer.
Anyone not buying (if they can afford it) at these price levels will likely regret it, and soon.
Polariton provides the world’s fastest, smallest and most energy-efficient photonic integrated circuits (PICs) to leaders in academia and industry. And they do this based on the proven silicon photonics platform and add plasmonics structures achieving a paradigm shift where other technologies saturate. With 20 years of R&D in its genes, Polariton is a spin-off of the Swiss Federal Institute of Technology (ETH Zurich), and is the first company in the world commercializing plasmonics and other slot-based technologies for the next generation of fast, very fast photonic switches.
Minister of communication of Irak (first gulf war) : while bombs are fallen behind him he states he has everything under control, nothing serious is happening! Pumpkin is like that! Ha ha ha!
Ha!! Too funny!! Keyword: SAMPLING
Starting in October 2024, Polariton will offer early access to customers with sample quantities of 1310 and 1550 devices. This week, the company is also highlighting the advancement of its commercial devices at the European Conference for Optical Communication (ECOC) in Frankfurt.
Polariton News Release 400gb MRR's Using LWLG Materials!!
September 22, 2024
Zurich, Switzerland
Polariton Technologies announces having achieved experimental IM/DD data rate in excess of 400 GBit/s per lane using commercial off-the-shelf ring resonator modulators in a collaboration with its research partner ETH Zurich and material supplier Lightwave Logic Inc. These are to be used in products such as 1.6T and 3.2T transceivers. This significant milestone sets a paradigm shift for the optical communication industry and paves the way for next-generation connectivity.
“ETH Zurich already demonstrated 400G per lane at OFC this year employing Mach-Zehnder modulators (MZM). This novel achievement is performed using ring resonator modulators (RRM), which are the better fit for the application because of considerably lower losses. The device loss is in the range of best-in-class modulators at 1.2 dB. Polariton is well-positioned for the 1.6T and 3.2T transceiver market with the 400G per lane products” explained Claudia Hoessbacher, CEO of Polariton.
The measurements were performed earlier in 2024 using devices optimized for 1550 nm operation. They demonstrate top performance with extinction ratio of 11.2 dB and a flat electro-optic response up to 110 GHz. “The reason we stopped measuring at 110 GHz is because we did not have calibrated instruments above 110 GHz at that time. In the meantime, we started characterizing the devices at 145 GHz and we developed devices optimized for 1310 nm wavelength operation”, commented Benedikt Bauerle, co-CTO of Polariton.
In an industry that has been forced to go parallel because of technological limitations, Polariton provides immediate relief for the next-generation products. Parallel lines fall short with reliability problems, are costly and consume more power than compact approaches that support higher transmission per lane.
Starting in October 2024, Polariton will offer early access to customers with sample quantities of 1310 and 1550 devices. This week, the company is also highlighting the advancement of its commercial devices at the European Conference for Optical Communication (ECOC) in Frankfurt.
About Polariton
Polariton is a Swiss designer and manufacturer of high-performance photonic integrated circuits (PICs) for ultra-high-bandwidth and low-power applications in communication, computing, test & measurement, space and quantum technologies markets. Exceptional performance is achieved by combining the established silicon photonics platform with plasmonic active devices enabling operation in sub-THz regimes, in particular with
Mach-Zehnder and ring resonator modulators.
Follow us on LinkedIn @polariton-technologies
Media Contact
Helena Echeverri????
info@polariton.ch
+41 44 589 51 29
https://www.polariton.ch/about-us/events-and-news/press-release-polariton-is-ready-for-400g-lane
https://www.polariton.ch/about-us/events-and-news/press-release-polariton-is-ready-for-400g-lane
Won't be long now guys. Your patience will be rewarded !!!!!
Another fluff PR from Polariton that’s was already known by anyone paying attention and for the sole purpose to drum up interest for ECOC.
Key word: EXPERIMENTAL
This isn’t a device that is scalable enough for mass industry adoption.
A vegan carrot burger that the retail dupes will breathlessly gulp down. Where’s the meat?
#scam
Isn’t that the time it takes for a paradigm shift…..
Thanks for the generic chart. Lwlg's been entering the left side for 20 years.
True so proto, walter, x, kc, xena, scope can finally book their plane ticket to cloud 9 or aboard xena space ship
You think the ceo of johnson and johnson knows how all the medicines work?
You think jim cook knows how all the software works of all apple products. Thats irrelevant. He is responsible for leading the company to a profitable future. With an helicopter view. As a shareholder understanding the tech is secundary. Knowing, the needs and wants of the overal sector is much more important.
You are a tech nerd, nothing wrong with that. But it isnt imperative in making an investment decision.
Do i know all the ins and out of berkshire. I dont need to, the employees do that for me. I look at me yield potential the company can deliver for me over an certain period of time.
To conclude if you dont know on which topics druid has corrected you for being wrong than you are just an ignorant person. Waiting for another worthless effort post on here or reddit by you.
LWLG, Polariton & ETH_Zurich just upstaged & leapfrogged the entire ECOC event with today's release!!! World class performance attributes and ready for SAMPLING in October 2024!!!! Folks you can't make this sh!t up!!!! The rest of the Industry is getting ready to showcase their 800gbs devices which will ALL be using legacy technology InP EML's which means they will all be CONSUMING HIGH POWER and will come NOWHERE CLOSE to the attributes of these 400Gb standalone devices by Polariton using LWLG materials!!!
GAME OVER!!!!
WE JUST LEAPFROGGED THE ENTIRE INDUSTRY!!!!!
TIER 1's YOU BETTER GET YOUR A$$E$ IN GEAR AND GET ON BOARD WITH LWLG BECAUSE YOU ARE OFFICIALLY ON NOTICE THAT YOUR DAYS ARE NUMBERED!!!!
Let the show begin and make it happen ... love Mondays :)
That’s one of the next dominos to fall soon. This MRR performance is 400% better than incumbent MRR ( 145Ghz versus 35Ghz).
“ this is concrete proof that LWLG materials can fix MRR issues and therefore the Intel/Ayars NDA connection should be a slam dunk!”
this is concrete proof that LWLG materials can fix MRR issues and therefore the Intel/Ayars NDA connection should be a slam dunk!!
Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
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
There are multiple facts that would support we are much closer than 20 years ago.
Polariton News Release 400gb MRR's Using LWLG Materials!!
September 22, 2024
Zurich, Switzerland
Polariton Technologies announces having achieved experimental IM/DD data rate in excess of 400 GBit/s per lane using commercial off-the-shelf ring resonator modulators in a collaboration with its research partner ETH Zurich and material supplier Lightwave Logic Inc. These are to be used in products such as 1.6T and 3.2T transceivers. This significant milestone sets a paradigm shift for the optical communication industry and paves the way for next-generation connectivity.
“ETH Zurich already demonstrated 400G per lane at OFC this year employing Mach-Zehnder modulators (MZM). This novel achievement is performed using ring resonator modulators (RRM), which are the better fit for the application because of considerably lower losses. The device loss is in the range of best-in-class modulators at 1.2 dB. Polariton is well-positioned for the 1.6T and 3.2T transceiver market with the 400G per lane products” explained Claudia Hoessbacher, CEO of Polariton.
The measurements were performed earlier in 2024 using devices optimized for 1550 nm operation. They demonstrate top performance with extinction ratio of 11.2 dB and a flat electro-optic response up to 110 GHz. “The reason we stopped measuring at 110 GHz is because we did not have calibrated instruments above 110 GHz at that time. In the meantime, we started characterizing the devices at 145 GHz and we developed devices optimized for 1310 nm wavelength operation”, commented Benedikt Bauerle, co-CTO of Polariton.
In an industry that has been forced to go parallel because of technological limitations, Polariton provides immediate relief for the next-generation products. Parallel lines fall short with reliability problems, are costly and consume more power than compact approaches that support higher transmission per lane.
Starting in October 2024, Polariton will offer early access to customers with sample quantities of 1310 and 1550 devices. This week, the company is also highlighting the advancement of its commercial devices at the European Conference for Optical Communication (ECOC) in Frankfurt.
About Polariton
Polariton is a Swiss designer and manufacturer of high-performance photonic integrated circuits (PICs) for ultra-high-bandwidth and low-power applications in communication, computing, test & measurement, space and quantum technologies markets. Exceptional performance is achieved by combining the established silicon photonics platform with plasmonic active devices enabling operation in sub-THz regimes, in particular with
Mach-Zehnder and ring resonator modulators.
Follow us on LinkedIn @polariton-technologies
Media Contact
Helena Echeverri????
info@polariton.ch
+41 44 589 51 29
https://www.polariton.ch/about-us/events-and-news/press-release-polariton-is-ready-for-400g-lane
Again, probably nothing … LOL 🚀🚀🚀
This announcement could be very significant for **Lightwave Logic Inc.**, a material supplier involved in this collaboration. Several key aspects suggest why this may be important for the company:
1. **Validation of Lightwave Logic’s Materials**: The fact that Polariton Technologies achieved over 400 GBit/s per lane using ring resonator modulators (RRMs) in collaboration with ETH Zurich and Lightwave Logic implies that the materials supplied by Lightwave Logic are critical in enabling this breakthrough performance. This validation could position Lightwave Logic as a key supplier in the optical communication industry, particularly for high-speed data transmission.
2. **Commercial Viability**: Polariton Technologies’ decision to use these devices in next-generation transceivers (1.6T and 3.2T) underscores the commercial potential of the materials Lightwave Logic provides. Being part of a product that is positioned for use in real-world, high-demand applications like data centers and telecommunications could mean an increase in demand for Lightwave Logic's electro-optic polymers.
3. **Industry Leadership and Future Growth**: Achieving 400 Gbit/s per lane with these materials is described as a "paradigm shift," meaning it could reshape the industry’s approach to optical communication technology. This positions Lightwave Logic as a material leader for future optical advancements, potentially opening doors to partnerships, new customers, and scaling in markets driven by 1.6T and 3.2T transceiver needs.
4. **Early Adoption Opportunity**: With Polariton offering early access to 1310 and 1550 devices in October 2024, this could allow Lightwave Logic to benefit from early adoption and market penetration. This timing is crucial for companies looking to gain market share in an evolving, competitive industry.
In summary, this collaboration potentially represents a significant business opportunity for Lightwave Logic, positioning the company’s materials as essential in enabling next-generation optical communications. It also highlights the possibility for market expansion and new revenue streams in high-speed data transmission technologies.
Great news. Perfect timing
PR Polariton announces collaboration with Lightwave Logic!
Vein, don’t hold your breath. I’ve been crying for at least 15 years.
Please show me where Druid has proved me wrong. Like you would understand anything they say anyway...
Please dr Lebby , give us news of substance so this board gets cleaned up and I can stop crying !!
Over a quarter of a century and no results. Working solely with a spin off of an university is hardly any achievement.
Did amf actually announced that they are working with lwlg. I dont believe so. So the reasoning by lebby that the announcement was pushed from amf holds no grounds. It was once again a last moment sugar coating shareholder announcement.
Kcc technical inputs hold no value anymore since nothing of what he has been writing has any value for a shareholder standpoint.
Ask yourself, do you care how the software works of an iphone? No, you care about the sales and gross margin and other financials.
Does a shareholder cares how the nvdia or amd chips work? Sales is what counts.
Top of that druid came to the board and proved kcc wrong on many occassions.
He also try to impress people with a sit down with lebby. Post it to the board so his ego is carressed.
All the meanwhile he is b*tching on other people. Well his input has also been marginal.
Lol to end this post lemme do it like the rest of the pumpers.
Jmho
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.
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/?
Couldn’t disagree with anything you wrote. Again, been hearing the same from the company for 20 years. What will be the catalyst? When will the catalyst strike? It’s been 20 plus years, and we hear “a little more patience” every year, over and over again.
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The need for Lightwave Logic’s proprietary electro-optic polymers is more evident than at any prior point in history, with internet infrastructure coming under increasing strain due to increased online activity. For example, during the recent COVID-19 pandemic, leading platforms such as YouTube prevented high-definition (HD) streaming in Europe due to data throughput issues in existing internet infrastructure.
The Company’s current focus is on the datacom and telecommunications hardware supply chain for the 100 Gbps and 400 Gbps fiber optics communications market, seeking to integrate its proprietary materials into the devices that comprise key components in today’s internet infrastructure. Lightwave Logic’s unique value proposition, including ease of manufacture relative to traditional solutions, has driven several tier-1 and tier-2 potential strategic partners in the data and telecommunications markets to enter into non-disclosure agreements (NDAs) with Lightwave Logic to evaluate its technology for use in their devices, validating the demand for the Company’s solution in the marketplace. The Company expects to introduce its technology into the commercial marketplace in the near future.
Lightwave Logic is a wholly U.S.-based company with in-house materials synthesis, device/package design, wafer fabrication and testing capabilities at its Englewood, Colorado headquarters.
Having the modulator and integrated circuit development in-house has informed the materials development direction and vice versa. This vertically integrated business model enables a superior platform by aligning the design for manufacturability from materials to complex circuits with the following benefits:
Materials are called electro-optic when they enable interactions between applied electric fields and light passing through them. Notably, they change the refractive index seen by the light with minimum loss. The result is an instantaneous and accurate conversion of an electrical signal to an optical signal. Optical signals are better for transmission over distance: an increasingly useful feature as digital signal speeds are now reaching the GHz and THz ranges and the corresponding electrical transmission distances are shrinking to meters and centimeters.
EO polymers are intrinsically superior in speed and sensitivity to electric field to traditional electro-optic materials such as Lithium Niobate, Indium Phosphide and Silicon. They are engineered materials, made by embedding a variety of specially designed electro-optic chromophore molecules into a wide range of standard host polymers.
Chromophores are complex, large molecules, on a scale akin to drug molecules. They are hyperpolarizable, meaning their electron clouds are easily pulled into a different shape by the applied electric field, changing their optical properties such as index of refraction.
The material is poled to become electro-optic by applying a strong electric field along with heat. The hot material is relatively soft, allowing the chromophore molecules suspended in the host polymer to align in the same direction (poling). Cooling the poled material after the molecules are in place traps them in their active state even after the poling field is removed.
Although the electrons in the material respond to any applied electric field, they remain tightly bound to the molecule. The response to an applied signal is almost instantaneous response and recovery– like that of a tight spring– unlike materials that involve much slower macroscopic movement of free electrons.
Another key difference from traditional crystalline materials is the performance of EO polymers continues to improve as chemists explore the almost unlimited design space. Combinations of chromophores and host polymers can be tailored for specific applications.
In addition to innovating the EO polymer materials, Lightwave Logic takes its technology platform to the next level by developing ancillary materials and processes. These elements are brought together and demonstrated in advanced high-speed optical modulators.
The polymer is spun onto silicon wafers and standard microfabrication techniques are used to deposit and pattern metal electrodes and optical waveguides.
One well-known optical modulator device is the Mach-Zehnder interferometer. The light output is changed by changing the relative phase between the two arms. One common trick to double the effect for the same available drive voltage is to drive the two arms in opposite directions (push-pull mode). Polymers have an interesting advantage over most other electro-optic materials which are crystalline. The direction of polymer’s electro-optic activity is entirely determined by the direction of the applied poling field. By poling the two arms of the Mach-Zehnder in opposite directions, the resulting device automatically has push-pull operation with a single applied signal.
Once the modulator chip is made, it is packaged for mechanical protection and also to ensure signal quality for electrical and optical connections.
Below is a polymer optical modulator with >60 GHz bandwidth packaged with high-speed electrical connectors and optical pigtails.
Inspired by the remarkable record of integrated microelectronics, the opto-electronics industry has great interest in developing photonic integrated circuits (PICS). Photonics refers to devices that manipulate photons—that is, light—rather than electrons.
Even the best individual devices can be made more functional by integrating many together. Integration has many benefits, the most notable being dramatic improvements in size and cost. Yet, photonic integration has only recently come into the spotlight. The primary applications for photonics used to require stand-alone, high performance components such as used for long-haul telecom.
Now, photonic integration has suddenly come into the spotlight as electronic interconnects struggle to keep up with speed increases of electronic chips. Photonics is being looked at to replace electronics in already highly integrated applications such as chip interconnect. Co-packaging of electronics integrated circuits (ICs) with photonic interconnect, considered unlikely a few years ago, is now viewed by many as inevitable. However, this requirement poses new challenges that are acknowledged as difficult and that new technologies will be required to meet them.
P2IC™ (Polymer Photonic Integrated Circuits) are ideally positioned to be one of these new technologies. Lightwave Logic’s devices are made using conventional wafer-scale processing such as used for microelectronics and therefore similarly capable of being integrated. In addition, the polymer microfabrication processes are compatible with other materials platforms such as Silicon Photonics and Indium Phosphide which are now starting to become more integrated. In particular, the Silicon Photonics ecosystem has recently accepted that its roadmap will include adding more and more materials, each for their specific benefits. EO polymers’ speed and voltage advantages are attractive additions to this ecosystem.
A fiber link sends data from a transmitter to a receiver through an optical fiber cable. Lightwave Logic’s technology can be used to make a data modulator, a central function of the transmitter.
Datacenters and high-performance computing (HPC) are two market segments that demand the very highest speed optical fiber communications. The datacenter fiber communications segment includes applications ranging from connections inside hyperscale datacenters to fiber links between datacenter campuses.
Optical fiber communication is the infrastructure that supports internet content through its entire lifecycle, between businesses, consumers and datacenters. Behind the scenes, massive amounts of data move between computer processors inside datacenters (or inside supercomputers) as content is generated. In addition to these intra-datacenter links, there are also significant datacenter interconnection links between big datacenters to provide flexible capacity and resilience – all of these represent significant addressable market segments for Lightwave Logic’s technology.
Modulator performance limits the speed of the transmitter, which in turn limits the data-carrying capacity of the entire fiber link. EO polymers have superior speed and sharply reduce the electrical power needed to operate the modulators.
Lightwave Logic estimates that in 2019, the total market for opto-electronic components used in the fiber optics market reached a value of ~$26 billion and is forecasted to grow to approximately $80 billion by 2030.
Above: Market forecasts for photonic (electro-optic) components and transceivers used in optical fiber communications. (Source: Oculi LLC)
The growth in the optical fiber communications market is driven by many factors, primarily:
The historic trend has been a migration from text to graphics, followed by still graphics to increasingly high-definition video. On the accessibility front, the introduction of 5G will enable low-cost mobile internet connections at the same, or higher speeds, as today’s home broadband. This trend continues today as users demand more data at all times.
Recently, particularly since the onset of the COVID-19 pandemic, there has been a sharp increase in reliance on video-conferencing services, often replacing in-person meetings. As video conferencing becomes more commonly used, users will continue to demand faster response times to enable no-lag, real-time communications in full HD.
The benefits of EO polymers, such as low power usage, high speed, increased throughput and lower cost make them ideally suited for markets outside of communications as well, including in consumer, media, augmented reality/virtual reality, medical and industrial applications.
Developing, protecting and commercializing intellectual property is central to Lightwave Logic’s identity as a technology company. Lightwave Logic has over 50 U.S. and international patents and applications that are issued or pending.
These patents provide freedom of manufacture for the company’s electro-optic (EO) polymer materials systems and its optical device technology.
Lightwave Logic’s patent portfolio covers the following areas:
The company continuously seeks to innovate new electro-optic chromophores, designing molecular architectures to meet application needs such as high electro-optic activity and stability. We also design ancillary materials that are useful in conjunction with the EO polymers themselves. Example patents within the materials category include:
Publication Number | Title |
---|---|
US Patent 7,902,322 | Nonlinear optical chromophores with stabilizing substituent and electro-optic devices |
US Patent 9,535,215 | Fluorinated Sol-Gel Low Refractive Index Hybrid Optical Cladding and Electro-Optic Devices Made Therefrom |
As the company demonstrates its materials in devices, such as modulators, it has engineered ways to enhance device performance by means of device design and optimized control. Example patents within the optical device category include:
Publication Number | Title |
---|---|
US Patent 10,520,673 | Protection layers for polymer modulators/waveguides |
US Patent 7,738,745 | Method of Biasing and Operating Electr-Optic Polymer Optical Modulators |
Materials innovations are followed by methods in which the Company or its partners can best work with the materials in the fabrication process. Example patents within the fabrication category include:
Publication Number | Title |
---|---|
US Patent Application 20190353843 | Fabrication process of polymer based photonic apparatus and the apparatus |
US Patent 10,591,755 | Direct-drive polymer modulator methods of fabricating and materials therefor |
Polymers can be used to add functionality to existing semiconductor devices, inclusive of making photonic integrated circuits (ICs). Areas of active innovation include how to get light from one material system into another with minimal losses. Example patents within the semiconductor integration category include:
Publication Number | Title |
---|---|
US Patent 10,527,786 | Polymer modulator and laser integrated on a common platform and method |
US Patent 10,511,146 | Guide transition device with digital grating deflectors and method |
Challenges for high-speed optical packaging includes maintaining the quality of radio-frequency electrical signals and hermetic/environmental sealing of devices for durability (while still allowing light to go through). Example patents within the packaging category include:
Publication Number | Title |
---|---|
US Patent 10,574,025 | Hermetic capsule and method for a monolithic photonic integrated circuit |
US Patent 10,162,111 | Multi-fiber/port hermetic capsule sealed by metallization and method |
We cannot assure you that we will meet the conditions of the 2023 Purchase Agreement with Lincoln Park in order to obligate Lincoln Park to purchase our shares of common stock, and we cannot assure you that we will be able to sell any shares under or fully utilize the Roth Sales Agreement. In the event we fail to do so, and other adequate funds are not available to satisfy long-term capital requirements, or if planned revenues are not generated, we may be required to substantially limit our operations. This limitation of operations may include reductions in capital expenditures and reductions in staff and discretionary costs.
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