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apologies for the double posting, I really need to replace my very old iMac....
As I watch ML's presentation again, his words around 5:10 mark really get my attention:
"these are major challenges for the data centers and hyper scalers, the power's grown exponentially with increased traffic levels. It really is the Achille's heal when you talk to these folks, these folks are saying WE GOTTA FIND SOLUTIONS THAT ARE LOWER IN POWER, YOU HAVE TO SOLVE THAT, .....AND SO WE'RE SITTING HERE WITH A TECHNOLOGY THAT DOES THAT"[/I]
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Slide 21: Green Takeaway Box....At least 30X better than competition...size, low power and speed matter....
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10:48 mark:
"now we make our polymers in Colorado, but if you think of this as like a Coke A Cola type of strategy, nobody else is gonna make the polymers, we're licensing them and we're tech transferring them [b]but nobody's gonna get the formula...."
[/I]
I could go on and on....;)
To boost 6G energy efficiency, we need models that can handle its complexities
Imec expert Margot Deruyck dives into the power consumption of next-gen wireless networks.
"If we want to control the energy use of our wireless networks, the heavy lifting will have to be done at the device level. By exploring new materials and architectures, we should be able to disconnect a leap in performance from a commensurate rise in energy consumption. For instance, III/V technologies do not only enable more efficient power amplifiers. They also drive optimal architectures towards a reduced number of antennas and analog components."
I just came out of the Stone Ages and got a 5G phone...wow the World moves fast!
https://www.imec-int.com/en/articles/boost-6g-energy-efficiency-we-need-models-can-handle-its-complexities?utm_source=twitter&utm_medium=social&utm_term=&utm_content=&utm_campaign=
Lightwave Logic Inc. Faster by Design
IDC FutureScape: Worldwide Future of Connectedness 2022 Predictions....
Prediction 8: By 2024, 80% of Enterprises Will Need to Transform Their Networks and Processes to Deliver More Personalized and Interactive Online Rich Media Experiences That Meet and Satisfy Customer Expectations
In the new world where the physical and virtual worlds are converging, enterprises need to incorporate strategies to enhance the customer online experience with rich media services. These services include real-time and on-demand video streaming, augmented reality and virtual reality experiences, artificial intelligence and machine learning capabilities, and edge compute. In a highly competitive business environment, the competition for cloud-native enterprises will be challenging. A renewed focus on customer online experience continues to become a strategic imperative. Enterprises will need to change and adapt internal processes spanning go-to-market strategies, IT functions, logistics, and others to incorporate these technologies, ensuring full life-cycle integration of these new experiences. The end goal should be personalized, interactive, and high-fidelity experience.
Enterprises should actively develop an ecosystem of network equipment providers, systems integrators and service providers, and developers to accelerate innovation for immersive customer experience.
https://business.comcast.com/community/browse-all/details/idc-futurescape-worldwide-future-of-connectedness-2022-predictions?twclid=2-5uvj8a937wvzl9ujq8mw88ufh
DATA, DATA, DATA, DATA, DATA, DATA, DATA....
Lightwave Logic Inc. Faster by Design
Nice quick interview of the (GFS) CEO, Tom Caulfield on CNBC in the last hour, he's a class act.
CNBC reporting that data center stocks are popping this morning on comments out of Meta regarding plans of an increased capital spending budget of $39B on DC infrastructure...
Data is the new oil...
scroll down to Locations for current online facilities as well as new facilities under construction and existing facility expansion news. Do you think Meta could be interested in technologies that dramatically increases transmission speeds while simultaneously lowering power consumption?
https://datacenters.fb.com
A great observation RL, my first thought is it's just a matter of financial resources available to set up the mini LWLG fab, compared to the virtually unlimited budget of a UAE owned GF fab. I would tend to think it's just a matter of increasing the recipe ratios of the Perk to accommodate the 300mm wafers?
I don't claim to have any insight of the difference in cost between the equipment needed to produce 100mm vs 300mm wafers, but my guess would be it's like shopping for a Hyundai vs a Lamborghini...;)
**************
What country owns GlobalFoundries?
the United Arab Emirates
Created by the divestiture of the manufacturing arm of Advanced Micro Devices (AMD), the company was privately owned by Mubadala Investment Company, the sovereign wealth fund of the United Arab Emirates, until an initial public offering (IPO) in October 2021.
GlobalFoundries - Wikipedia
Post of the day! ...of the week, of the month...on second thought, post of the year!
Cheers SS...!
Thanks for the update!!
A very interesting blog from Palantir on data connections, a firm who knows a little something about moving massive amounts of data....
What is a Data Connection?
The process of integrating data can be thought of as a “transformation pipeline” in which a series of incremental changes are applied to raw data to make it operational for a data ecosystem. This multi-faceted process requires many different capability sets to be applied to those raw data inputs as they are harmonized, secured, and transported into a new system. Data connections are the first step of this process. Data from source systems need to be identified, located, and approved for access — a process that may seem simple and straightforward but often consumes weeks and months of precious implementation time....
______________________
Without a holistic data connection framework, it is not uncommon for data engineers to spend months establishing stable connections to these source systems, especially those for which no data connection has previously been developed. Engineering resources spent building data connections are engineering resources not spent on other important functions downstream, like application building, ML model development, and analytical workflows.
https://blog.palantir.com/data-connection-the-first-step-in-data-integration-palantir-rfx-blog-series-2-efd908a449bb
Yes, a sign of bullishness for the photonics industry for sure!
I believe it is inevitable that we will (if not already) have to collaborate with AMAT at some point in the (hopefully near) future.
______________________________
PPACt Enablement Company™
The Internet of Things, Big Data and artificial intelligence (AI) demand rapid, dramatic improvements in chip performance, power, area, cost and time to market (PPACt). This materials engineering challenge is the force behind our industry’s new playbook.
Applied Materials is committed to accelerating this new PPACt playbook for our customers and partners. We have the broadest and deepest portfolio of products for delivering materials engineering innovations to the market. This portfolio includes the ability to create and deposit, shape and remove, modify, analyze, and connect materials and devices in new ways.
As traditional Moore’s Law scaling slows, the industry needs new ways to increase chip performance, and increasing chip performance while lowering power consumption is a growing challenge. Innovations like our Integrated Materials Solutions combine multiple processes with customized metrology and sensors in a single system to help our customers create faster, more efficient chips.
As the industry moves to smaller process nodes, the amount of physical space available on a chip to pull transistors closer together is disappearing. Applied has a suite of materials and materials-shaping solutions that enable creative ways to simultaneously and cost effectively scale area and cost while improving power and performance.
Time to market is critically important in the semiconductor industry. Getting new chip designs to market faster benefits the entire technology ecosystem and can be worth billions of dollars to our customers. Our investments in state-of-the-art digital infrastructure bring together sensors, metrology, data science, machine learning and simulation to help us shorten product development cycles; speed up transfer of new technologies from lab to fab; and optimize cost, output and yield for our customers in volume production.
PPACt advancements are critical to the chip industry’s future and with our innovative and unique materials engineering solutions, Applied is the PPACt Enablement Company.
https://www.appliedmaterials.com/us/en/stories/ppact-enablement-company.html?utm_source=twitter&utm_medium=post_english&utm_campaign=ppact
I see this many type 2 or 3 vertical spin offs (technology transfer?) in that program to say a Lockheed Martin, Northrop, General Dynamics Types.
I'm gonna go out on a limb and suggest, my now favorite acronym (PIPES) is synonymous with a favorite word of mine UBIQUITOUS...;)
A deeper dive into DARPA initiatives....
Page Last Updated 8/8/22
ERI Overview and Structure
In June 2017, DARPA announced the Electronics Resurgence Initiative (ERI) as a response to several technical and economic trends in the microelectronics sector. Among these trends, the rapid increase in the cost and complexity of advanced microelectronics design and manufacture is challenging a half-century of progress under Moore’s Law, prompting a need for alternative approaches to traditional transistor scaling.
https://www.darpa.mil/work-with-us/electronics-resurgence-initiative
(see right column of page: ONGOING ERI PROGRAMS
Photonics in the Package for Extreme Scalability (PIPES)
Advances in digital microelectronics have enabled indispensable capabilities for the Department of Defense (DoD) in the fields of information processing, sensors, and communications. Increasingly, system performance in these domains is constrained not by the limits of computation at individual nodes, but by electrical data movement between individual chips.
The Photonics in the Package for Extreme Scalability (PIPES) program is using light to vastly improve the digital connectivity of packaged integrated circuits, with a goal of enabling revolutionary performance gains through parallelism and modularity. PIPES seeks to embed optical signaling technologies within the package of application-specific integrated circuits (ASICs) and field-programmable gate arrays (FPGAs) to enable data links with unprecedented bandwidth density, efficiency, and reach. Specifically, PIPES aims to integrate state-of-the-art electronics with photonic modules that deliver 100 Tbps per package at energies less than 1 picojoule per bit, while creating technologies capable of 10x higher performance for future applications.
As PIPES technologies mature, DARPA anticipates pervasive adoption of embedded optics for signaling in advanced microelectronic systems. Beyond FPGAs and specialty DoD products, photonic connectivity for central processing units (CPUs), graphical processing units (GPUs), and domain-specific accelerators will impact a host of dual-use applications, including artificial intelligence, machine learning, large scale emulation, and high performance computing.
https://www.darpa.mil/program/photonics-in-the-package-for-extreme-scalability
I think ML may want to give DARPA a ring, if he has not already done so...;)
An older article that caught my attention...
"SAN FRANCISCO, July 24, 2018 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced it has been awarded a contract by the Defense Advanced Research Projects Agency (DARPA) to develop a new type of electronic switch for artificial intelligence that mimics the way the human brain works to enable dramatic improvements in performance and power efficiency. The project is being supported by DARPA’s Electronics Resurgence Initiative, a multi-year research effort intended to achieve far-reaching improvements in electronics performance well beyond the limits of traditional Moore’s Law scaling."
https://www.appliedmaterials.com/us/en/news-and-media/press-releases/2018/applied-materials-team-selected-by-darpa-to-develop-advanced-technology-for-artificial-intelligence.html
Who do we know that can switch light "really, really fast" kinda like the human brain??
So many possibilities for Lightwave Logic Inc. Faster by Design
A European company who's list of companies include the likes of :
-Applied Materials
-KLA
-Finisar
-Cisco
-Corning.....etc. etc.
https://wophotonics.com/applications/multiphoton-polymerization-mpp-2pp/
I'm totally intrigued by the unlimited possible applications for LWLG's polymers...3D printed Perk anyone..;)
"Applied Materials is committed to accelerating this new PPACt playbook for our customers and partners. We have the broadest and deepest portfolio of products for delivering PPACt innovations to the market. This portfolio encompasses the ability to create and deposit, shape and remove, modify, analyze, and connect materials and devices in new ways. We are unique in having a broad suite of process technology and metrology capabilities under one roof, and we have highly differentiated silicon and packaging lab capabilities. Our Integrated Materials Solutions co-optimize materials deposition, removal, modification, and analysis to create new materials and engineer new structures for high-performance, low-power chips at leading-edge nodes."
https://www.appliedmaterials.com/us/en/semiconductor.html
A few other companies in the Applied Ventures Portfolio...
- Halation Photonics
- Rockley Photonics
- Scintil Photonics
- Infinera
It appears that AMAT sees the writing on the wall as to where the industry is heading.
Great bump Xena,
You can add AMAT, NVDA and HPE to the list of Ayar investors. The Ayar profit pizza will need to be cut into a lot of small slices...
"The goal is to cross the finish line to commercialization while still having ownership of the company you built. That is what LWLG is doing well and shareholder's will benefit from this type of management and capital structure."
Excellent post Richard...
A Lumen white paper:
Much has been said about the cross- industry impact of the 4th Industrial Revolution, but businesses looking to succeed and harness the power of it must ultimately become data-driven— engaging in an accelerating cycle of acquiring, analyzing and acting on data.
https://assets.lumen.com/is/content/Lumen/TheLumenPlatform_Final?Creativeid=d31b55be-ee39-4901-91b2-dbbbebc4e5dc
DATA truly is the next "oil"...!
Excellent post x...!
"This clearly is the radical innovative engine of change for the internet.".....ML
Re read a couple of times and try to wrap your head around the implications of this statement....;)
Great find mr...and great article ML...!
Taking the optical modulator device as a critical device that both scales and enables a more competitive internet, then the following scaling metrics at least need to be addressed:
High volume—must be able to scale in foundries and large fabrication plants
Check!
Low cost—material must be able to scale in cost, with no supply issues
Check!
High speed—optical modulator devices that are at least 3X faster than current semiconductor incumbent technologies
Check!
Low power—optical modulator devices that have an impact of at least 10X reduction of power for the internet architecture
Check!
Ultra-small size and footprint—size is an issue for the internet, and optical engines that contain modulators can alleviate this issue
Check!
Integration onto a Photonic integrated circuit (PIC)[3] platform—following the IC industry, more functionality on a chip creates PICs that are more efficient and practical.
Check!
****************************
What This All Means
"Scaling the internet through drastic innovation really boils down to the design of optical polymer modulators that have inherently increased the speed of the optics, lowered power consumption, are tiny, and allow for creative integration onto hybrid PICs. This clearly is the radical innovative engine of change for the internet. The future for the internet never has been so exciting!"
Yes, interesting...a few contacts at Toyota can't hurt either...;)
October 25-26-27 2022
LD Micro Main Event XV
The Main Event has become the industry standard for anyone who is involved in the micro-cap world.
Since 2008, nearly 2,000 companies have attended, some that have gone on to do big things.
Come join us as we celebrate 15 years and showcase the next "big" names in our space.
https://me22.sequireevents.com
https://www.lightwavelogic.com/investors/
EPIC Photonics
@EPICassoc 3h
MEMBER NEWS: Lightwave Logic announces the achievement of a world record performance for low-power consumption ultra-high-speed 'green' slot modulators in partnership with Karlsruhe Institute of Technology and SilOriX. More @ http://lightwavelogic.com #EPICmembernews #photonics
MEMBER NEWS: Lightwave Logic announces the achievement of a world record performance for low-power consumption ultra-high-speed 'green' slot modulators in partnership with Karlsruhe Institute of Technology and SilOriX. More @ https://t.co/H7pYVrQoYy #EPICmembernews #photonics pic.twitter.com/VKTwgioRqi
— EPIC Photonics (@EPIC_photonics) October 4, 2022
Webcast link:
LD Micro Main Event XV
Date: Tuesday, October 25, 2022
Time: 10:30 a.m. Pacific time - Track 5
Location: Luxe Sunset Boulevard Hotel - Los Angeles, California
Presentation Webcast: https://me22.mysequire.com/
A live audio webcast and archive of the LD Micro presentation will be available using the link to the conference website above. For more information or to schedule a meeting at either conference, please contact MZ Group at LWLG@mzgroup.us.
10/25/2022 LD Micro Main Event XV
Track 5 (1:30PM-1:55PM) Tuesday Oct. 25th, 2022
https://www.lightwavelogic.com/news-events-presentation/events-calendar/
https://me22.sequireevents.com
slide #28 LWLG Investor Presentation- Lumentum......
______________
SAN JOSE, Calif. , Sept. 21, 2022 /PRNewswire/ -- Lumentum Holdings Inc. (" Lumentum "), a market-leading designer and manufacturer of innovative optical and photonic products, announced that its 200G PAM4 externally-modulated lasers (EMLs) received the European Conference on Optical Communication (ECOC) Exhibition Industry Awards 2022 for the Data Center Innovation/Best Product category.
Hyperscale cloud operators need reliable, low-power, and low-cost solutions that enable higher-speed data links within their next-generation data centers. Lumentum's first-to-market 200G PAM4 EMLs leverage thirty years of technology expertise to deliver industry-leading performance and quality to data center operators seeking to scale their data centers for future needs.
"We are delighted and humbled to have won this award," said Wupen Yuen , Lumentum Senior Vice President and General Manager, Datacom. " Lumentum has led the industry through multiple generations of increased intra-data center transmission rates leveraging market-leading innovation and exceptional quality. We are excited to work with customers and data center operators to accelerate their transition to the next generation of switching and architectures with our 200G PAM4 EMLs."
Lumentum manufactures state-of-the-art EMLs in its internal high-volume indium phosphide wafer fab in Japan . Lumentum's EMLs are photonic integrated circuits that consist of a distributed feedback laser monolithically integrated with an electro-absorption modulator, providing customers with a single high-performance laser transmitter chip. Providing high modulation bandwidth and excellent extinction ratio, Lumentum's 200G PAM4 EMLs minimize input voltage swings to reduce the power consumption of related ICs. They provide superior waveform quality for PAM4 and the potential for PAM6 or PAM8 operation, resulting in an even higher transmission capacity than 200G per wavelength. Lumentum is planning CWDM and LAN-WDM 4-channel support for various system architecture needs.
This award highlights how Lumentum leads the industry by pioneering innovative, cost-effective, and lower-power solutions and enabling data center operators to scale to higher intra-data center capacities to support their mission-critical bandwidth needs. Lumentum 100G PAM4 EMLs are in volume production and already leading the transition to bit rates of 400G and 800G. Lumentum's latest 200G EMLs will enable the transition to 800G and 1.6T for next-generation data centers.
To sample Lumentum's 200G EMLs, contact customer.service@lumentum.com.
About Lumentum
Lumentum (NASDAQ: LITE) is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Lumentum optical components and subsystems are part of virtually every type of telecom, enterprise, and data center network. Lumentum lasers enable advanced manufacturing techniques and diverse applications including next-generation 3D sensing capabilities. Lumentum is headquartered in San Jose, California with R&D, manufacturing, and sales offices worldwide. For more information, visit www.lumentum.com and follow Lumentum on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
Contact Information:
Investors:
Kathy Ta , 408-750-3853; investor.relations@lumentum.com
Media:
Sean Ogarrio , 408-546-5405; media@lumentum.com
II-VI Incorporated (Nasdaq:IIVI), a global leader in engineered materials and optoelectronic devices, today successfully completed the acquisition of Finisar Corporation (Nasdaq:FNSR). The acquisition of Finisar was first announced on November 9, 2018.Sep 24, 2019
https://optics.org/news/10/9/41
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PhotonDelta lands €1.1 billion to usher in a new generation of semiconductor technology
Apr 14, 2022
Ewit Roos, CEO at PhotonDelta, said: "This investment is a game-changer. It will make the Netherlands the home of the next generation of semiconductors which will have a profound impact.
https://www.prnewswire.com/news-releases/photondelta-lands-1-1-billion-to-usher-in-a-new-generation-of-semiconductor-technology-301525880.html
GF has been added to the PHLX Semiconductor Sector IndexSM (SOXSM), effective today.
GF has been added to the PHLX Semiconductor Sector IndexSM (SOXSM), effective today.
— GlobalFoundries (@GlobalFoundries) September 19, 2022
Read more at: https://t.co/4lZ8b3V1ci pic.twitter.com/HbdZMA20P0
American made supercomputer Frontier achieves 1.1 quadrillion calculations per second...as amazing as that sounds, it's roughly equates to the processing power of the human brain at neural level....
The world’s fastest computer just broke a fresh record.
— Tech Burrito (@TechBurritoUno) September 15, 2022
Credit @wef pic.twitter.com/RPp6YmGVQF
I'll take a half dozen XL's too, made by UnderArmour...;) How about an online Lightwave Logic Accessories Store?
Ditto PP...! Excellent post Lewrock!
Intel's subsidiary Mobileye is making progress...
Level 4 Autonomy Now Testing in Detroit with Mobileye Drive
SEPTEMBER 06, 2022
https://www.mobileye.com/blog/autonomous-vehicle-detroit-united-states/
Thanks for sharing SS..!!!
Intel groundbreaking....
We’re looking forward to a long-term relationship with @Intel, which will create a whole new level of opportunity for #Ohio families now and for generations to come – here’s to Ohio's #GenerationalOpportunity. Now let’s build! 🚧 #IntelOhio #SiliconHeartland pic.twitter.com/jOOoTK3Jts
— JP Nauseef (@nauseef) September 9, 2022
GFS attended this conf. this morning....
Thursday, September 8, 2022 , 8:15am ET – Citi 2022 Global Technology Conference