Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
When we see InP and Silicon photonics based transceivers reaching 200GB lane speeds are we 100% sure they aren't using an additive layer of Polymers to achieve this???? Oct 2020 PR from the company
Lightwave Logic Announces its Proprietary Polymer Technology Compatible with Standard Integrated Photonics Platforms
Logic Announces its Proprietary Polymer Technology Compatible with Standard Integrated Photonics Platforms
Technological Improvement a Direct Result of Feedback from Potential Customers Under NDA
ENGLEWOOD, Colo., Oct. 15, 2020 /PRNewswire/ -- Lightwave Logic, Inc. (OTCQB: LWLG), a technology platform company leveraging its proprietary electro-optic polymers to transmit data at higher speeds with less power, today announced that it determined that its proprietary polymer technologies are compatible with currently available integrated photonics platforms as a direct result of feedback from several of its potential customers under NDA.
Lightwave Logic's proprietary electro-optic materials are currently in the prototyping phase and are fabricated onto standard silicon wafers. This advancement, driven by the feedback the company received from potential customers to-date, has allowed the company's materials to be suitable for additive integration to integrated photonics platforms such as silicon photonics, as well as indium phosphide and other standard platforms - therefore enabling simpler integration by customers.
"This breakthrough allows a polymer modulator to enhance the performance of existing integrated photonics solutions in the marketplace, enabling higher speed and lower power consumption on foundry-fabricated photonics designs," said Dr. Michael Lebby, Chief Executive Officer of Lightwave Logic.
"The fact that our technology is additive to existing platforms such as silicon photonics is critical in today's data-rich environment, as it means that electro-optic polymers are not actually competing with integrated photonic platforms, but rather enabling them to be more competitive in the marketplace. This improvement, driven by potential customer feedback, is truly exciting as it further validates our EO polymer platform as ideally suited to enable optical networking more efficiently than ever," concluded Lebby.
Is LWLG giving a presentation on ALD here shortly??? Is it correct in assuming ALD is a method in packaging the modulator??? Hermetic sealing???
Looks like they want in the Optical Inter-Connect business too!!!!
I was of the understanding Perk is additive to InP and we saw a few examples of LWLG involved with InP foundries. Could we not be part of the InP modulator eco-system????
Andy doesn't seem wedded to TFLN. He'll quit on that material platform in a heartbeat if he can make more money elsewhere (EOP)
Where is the capitulation volume from breaking the $3.75 MA????
No volume is a REALLY big problem for the shorts. You dumdums shorted the living sh#t out of this company and made 3 rather big mistakes
1) Assumed every Micro-Cap CEO is nothing but a used-car salesman and didn't bother to read up on our beloved CEO's resume, industry contacts, patent prowess and expert witness experience
2) Assumed any and all retail investors would succumb to your volatility induced price fluctuations and become traders (A game that 99.9% of retail investors lose) Whatever # the FLOAT shows on your screens is DRAMATICALLY overstated!!
3) Didn't investigate the resolve, belief in the science and LONG TERM INVESTOR makeup of current shareholders as well as the belief of the enormous potential of a fully vetted Polymer by the DATA/TELECOM industry (as well as numerous other verticals over the next few years)
WE AIN'T SELLING!!!
GOOD LUCK TO ALL LONGS ONLY!!!
The foundries all say they need fresh water for cooling, which is a big problem down in AZ. We need some scientists to perfect de-salinization tech to use Ocean water for cooling
What do you think Arista is saying here??? It seems one of the problems for Spectra over the last few years is the continued use of DAC's. I was under the impression the move to 800GB would require the use of ACC's or AEC's. Anyone want to educate me here???
What's the difference in latency between DAC and ACC??? I know Jensen Wong talks about latency too much
They can't get out. They under-estimated the LONG TERM shareholders resolve to see this through the inevitable rise and fall of the share price and all the gyrations in-between. They also didn't do their homework calculating the TRUE float of the stock. They definitely didn't do their homework on the incredible expertise and experience of the CEO, BOD and Advisory board. They underestimate the reach and need for an EOP lowest power, small form factor Polymer modulator and it's vast reach beyond Transceivers for the Data Center. JMHO
Last question.
The 4 competing material platforms for 4x200 modulators are SI, InP, TFLN and EOP (LWLG). I understand with PAM4 you need to get the single lane speed up to 70 GB's to create the 4x200 PIC. We're additive to SI and InP. Fuk TFLN. How are InP and SI able to achieve those single lane speeds without an additive material helping them?? Can they do it on their own?? Is it common knowledge the more you speed up these PIC's the higher the losses and degrading of their performance. Thx for all your help in trying to gain knowledge in this extremely complex field
Stupid question. What components go into the PIC? Would the Transmit and the Receive chips be separate PIC"s??
LWLG isn't making transceivers. It's making "arguably" the most important component of the transceiver. I've read Mark L's blog for ten years and he's not wrong in his conclusion that Photonics companies are being dictated to by the Hyperscalers when it come to price. Hence they don't make good investment vehicles. The makers of the next generation modulator component should be able to maintain some sort of pricing power. JMHO
Thx Future.
The 1st sentence of the "overview" section to this link defines the cable as
"The NVIDIA HPE InfiniBand NDR OSFP to OSFP 4m Switch-Switch Active Copper Cable"
Isn't HPE (Hewlett Packard) getting into the Analog Chip ACC game??? What does HPE stand for in the above description???
Proto,
Didn't Lebby or someone else recently state that silicon based tranceivers were having trouble or "breaking" above 60-70 GBs??? if so where did you see it.
JMHO. Spectra is a component supplier for the cable companies (albeit the most important component). Their cable supplier is their customer and not the Tier 1 data Center. I believe any PR of a contract would be generic on Spectra's part and not include names (NVDA/Mellanox) unless they get permission to use their names. Immediate gratification with respect to the stock price would be limited to "Tier 1 Date Center" contract until additional info comes to light who it actually is. Enlighten my as to why my thesis is flawed, I love to debate!!!!
Any idea as to conversion prices of all these warrants??? Assuming they're all considerably higher than current prices
You're comment to me was spot on last week. I bought 50k more around $.36
Outstanding share count????
Anyone have a clue what this # is???
Anyone have a clue as to Total shares outstanding????
Spectra needs $$ and i don't think a major announcement is imminent, therefore not willing to pay up. Not adverse to paying higher prices after an announcement as the stock is drastically de-risked after proof someone wants to pay for their ACC chips. Already own 100k just want more. CEO so far has been typical of most micro-cap CEO's... all bark and no bite. Been reading alot about Mellanox and Volex last few days and dumfounded how many major Datacenter Hyper-scalers partnering with NVDA for their AI Cluster developments (which i understand to need oodles of ACC cables)
Many research articles spelling out rapid increase in ACC at the expense of DAC. Tomahawk FINALLY being introduced is another catalyst. Hurry up and wait!!!
ATTN Negative Nancy's:
Tell your bosses to whack my 20k bid at $.35. Spectra getting a piece of this massive AI ACC buildout, only question remains is how much
Do those links require a modulator????
The entire Photonics industry seems guilty of Over Promising as it relates to timelines when it comes to introducing New products to the market. It always seems to take longer to introduce new products/technologies to this industry
Did the USPTO grant a new IPR from Micron/Samsung for '912 claim 16???? I was under the impression that was not allowed after the final verdict from GOOG '912 12 year battle
I have a question on the '912 patent. 1 claim survived after a 12 year battle with GOOG. How is their a new battle in front of the USPTO (MU/Samsung)for this patent. I thought no new examination would be allowed after the GOOG battle. TIA for any response
) 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
It appears Dr Lebby disagrees with you
Maybe they're going to a Foundry only model on Silcone Photonics and leaving the chip design to companies like LWLG and that Israeli company they invested in
Wasn't that back in '21 or '22???
60% market share, the inventor of Silicon Photonics and all of a sudden they just sell it away????? Why???
I believe they are focusing on the Optical Interconnect business that Ayar is going after with their MRR tech. I believe they saw the writing on the wall with their inferior Modulator material Silicon. Isn't the Modulator by far the most important component of a Transceiver???
"At the supply chain level, Intel is strengthening its market leadership with a 58% market share in units in 2021, followed by Cisco and other smaller companies (Marvell/Inphi, Sicoya, Acacia, and others) that, step by step, are gaining market. After decades of investments from Intel, the silicon photonics market is now the centerpiece of the evolution of the data center. Intel is now securing its access and manufacturing capabilities to leverage all its core competencies for the next decades. From autonomous mobility to data centers and the future of cloud computing, Intel is now strengthening its position in the silicon photonics landscape, with great results recently. From a decentralized on-the-edge central processing leader, Intel is transforming itself into the centerpiece of the future of computing based on photonics and data centers."
2022 report and the most interesting fact is Intel sold off their Silicon Photonics Transceiver division to Jabil in 2023!!!!
133 of the JAN 4's
439 of the JAN 2.5's
This paragraph from the shareholder update intrigues me. AI clusters being designed always bring up Optical Interconnect technology like Ayar Labs is creating (MRR's). We know through Polariton or Silorix (can't remember which one) that we're additive and very helpful to their process. Not convinced we're not working with Ayar too. I think the company is very stealthily branching out to different industries and different uses than simply 2km-10km. JMHO
Data centers are being upgraded today in a fashion that the industry has not seen before. The expected demands of increased traffic, information, and data driven by AI is changing the way the internet is being operated. AI is now creating new and interesting market opportunities to upgrade the internet. Three of these are important today: density, speed, and low power and these are very well aligned with our high performanceelectro-optic polymers. We are designing high performance polymer modulator optical engines to support the rise and growth of AI as it generates more information that will travel through the internet and optical networks.
Are the DAC's capable of 800GB or 1.6TB operation?????
One of the main guys at NVDA is on record saying BTO is "super expensive" Anyone could refute this but thought i read it here
Another employee coming over from someone we've worked with!!!! 1 could assume this guy did his due diligence before coming over???
Steve,
I was under the impression that for the last 4-6 Qtrs all or most of our revenue came from SONY. Are you under the impression that they may have had too much inventory of our chips and needed to pause bases on their lackluster PSVR sales????
The dramatic spikes up and down over the last 2 years typically do the trick for the shorts to get shareholders to capitulate and make stupid decisions. The LONG TERM INVESTORS here don't seem to be interested in playing. Taking into consideration the sizable Individual ownership position (50%+) along with ever increasing TUTE (30%) position makes for an interesting story to tell in 2024 and beyond. I've got my popcorn ready for the show and my shares are on lockdown. Love this board and the contributions of knowledgeable folks in the complicated field of Photonics. TreeTubby will just be the newest addition to my Ignore list. Merry Christmas and Happy New Year to you F2 and all of my LWLG LONG TERM INVESTOR friends