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Nice catch spartex!!
Thx for keeping us updated Slim!....
JPMorgan Chase Shares 126,797 Shares Changed (%) 344.25
(added)
"Fine article" indeed...
AI everywhere.
For chip companies, this is all a very big deal. According to the latest report by Precedence Research, the AI market as a whole will grow from $87 billion in 2021 to more than $1.6 trillion by 2030. That includes data centers as well as edge devices, but the pace of growth is significant. In fact, AI is such a hot field today that almost every major tech company is investing in or making AI chips. They include Apple, AMD, Arm, Baidu, Google, Graphcore, Huawei, IBM, Intel, Meta, NVIDIA, Qualcomm, Samsung and TSMC. The list goes on and on. .............
Conclusion
AI chips will continue to evolve and scale, and AI will be used in multiple ways both within those chips and by those chips. That will make it more difficult to design those chips, and it will make it harder to ensure they work as expected throughout their lifetimes, both from a functional and a security standpoint. It will take time to see which benefits outweigh the risks.
While developers continue to develop AI to emulate the human brain, but they are a long way from a device that actually can think for itself. Nevertheless, there are many ways to optimize these systems for specific use cases and applications, and not all of them require human intervention. As time goes on, that will likely mean more AI in more places to do more things, and it will raise design challenges involving power, performance, and security that are both difficult to plan for, to identify, and ultimately to fix.
The IEEE Robert N. Noyce Medal is a science award presented by the IEEE for outstanding contributions to the microelectronics industry. It is given to individuals who have demonstrated contributions in multiple areas including technology development, business development, industry leadership, development of technology policy, and standards development. The medal is named in honour of Robert N. Noyce, the co-founder of Intel Corporation. He was also renowned for his 1959 invention of the integrated circuit. The medal is funded by Intel Corporation and was first awarded in 2000.
For context, last years recipient was...
2021: Lisa Su (Advanced Micro Devices, United States)
https://en.wikipedia.org/wiki/IEEE_Robert_N._Noyce_Medal
Great post F2!
Off topic
Intel's new board member...when does this guy sleep?
"Tan brings extensive public company board experience to Intel. In addition to his role on Cadence’s board, he also serves on the boards of Credo Technology Group Holding Ltd. and Schneider Electric SE. At Carnegie Mellon University, he serves on the board of trustees and the School of Engineering Dean’s Council; and at the University of California, Berkeley, he serves on the Engineering Advisory Board and its Division of Computing, Data Science, and Society Advisory Board. Previously, he served as a director of several public companies, including SoftBank Group Corp. from 2020 to 2022; Hewlett Packard Enterprise Company from 2015 to 2021; Advanced Micro-Fabrication Equipment Inc. China (AMEC), a global semiconductor microfabrication equipment company, from 2005 to 2020; and Flextronics International Ltd. from 2003 to 2012.
He holds a Bachelor of Science in physics from Nanyang Technological University in Singapore, a Master of Science in nuclear engineering from the Massachusetts Institute of Technology and an MBA from the University of San Francisco. He was recently named the 2022 recipient of the Semiconductor Industry Association’s highest honor, the Robert N. Noyce Award."
https://www.businesswire.com/news/home/20220811005655/en/Intel-Elects-Lip-Bu-Tan-to-Its-Board-of-Directors
Thx LWLG_Believer, for some reason I can't access it on my iPhone or my iMac...strange.
It appears the LWLG Investor Presentation is likely getting updated/refreshed, I haven't been able to access it this week.
https://www.lightwavelogic.com/investors/
Lightwave Logic Provides Second Quarter 2022 Corporate Update
PR Newswire
ENGLEWOOD, Colo. , Aug. 10, 2022
"The continued fortification of our intellectual property portfolio positions us to make polymers truly ubiquitous as we work to simplify the production of polymer modulators for our foundry partners[/b].
"Looking into the second half of 2022, we continue to make significant progress to further advance our commercialization efforts alongside our global foundry partners, while buildout out our IP moat with each technology enhancement. Taken together, these improvements are enabling [b]an expedited commercialization process through simplified manufacturing.
______________
"our global foundry partners"....hmm?
MALTA, N.Y. , Aug. 11, 2022 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will participate in the following upcoming investor conferences.
Thursday, September 1, 2022 , 9:30am PT – Deutsche Bank 2022 Technology Conference
Thursday, September 8, 2022 , 8:15am ET – Citi 2022 Global Technology Conference
Live webcasts and replays of the presentations will be accessible from the Investor section of GF’s website at investors.gf.com.
About GlobalFoundries
GlobalFoundries Inc. (GF) is one of the world’s leading semiconductor manufacturers. GF is redefining innovation and semiconductor manufacturing by developing and delivering feature-rich process technology solutions that provide leadership performance in pervasive high growth markets. GF offers a unique mix of design, development and fabrication services. With a talented and diverse workforce and an at-scale manufacturing footprint spanning the U.S. , Europe and Asia , GF is a trusted technology source to its worldwide customers. For more information, visit www.gf.com.
Great information, thanks for sharing. Your post reminds me to stop thinking so myopically (U.S. only) and think of the potential TAM when you include ROW (rest of world). The word "ubiquitous" almost comes to mind...;)
"but what he did say is that everyone is trying to get into the business of streaming"
Yes spartex, not sure if you caught the headline but I heard earlier in the week that Walmart is exploring getting into the streaming video business to compete head to head with AMZN Prime...unbelievable strain on the infrastructure ahead.
https://www.theverge.com/2022/8/9/23298617/walmart-streaming-service-tv-movies
A few notes:
"we have a technology that's gonna change people's lives"
"we have a technology to address that..." (data center power demand issue)
"actually switches light at least 1000k times faster"
"the big foundries, the component guys, the network guys themselves"
(when asked who are your customers?)
That's interesting...coincidence? Hmm?
GF firing on all cylinders...
8/9/22
CEO Dr. Thomas Caulfield said, "We shipped a record 630 thousand wafers in the quarter, driven by double-digit growth at sites in the US and Europe. Our revenue grew 23% year-over-year, and we delivered record profitability, making significant progress towards our long-term financial model."
Excellent, does seem like this developed abruptly, no previous mentions or posting to the LWLG website?? I'll be listening intently;)
More on GF...
GlobalFoundries @GlobalFoundries·7m
At today's #CHIPSCEOSummit22, GF and @Qualcomm announced they are more than doubling their existing strategic global long-term semiconductor manufacturing agreement. (1/2)
At today's #CHIPSCEOSummit22, GF and @Qualcomm announced they are more than doubling their existing strategic global long-term semiconductor manufacturing agreement. (1/2) https://t.co/J5uONswCIb
— GlobalFoundries (@GlobalFoundries) August 8, 2022
A few other speakers from tiny companies ;) presenting along side ML....
Yiwan Wong
Director of Technology Partnerships, Reality Labs at Meta (Facebook)
Kyoungho Ha
Electronics Principal Engineer at Samsung
Conor O’Keeffe
Principal Engineer at Intel Corporation
DAY 2, Thursday 8 September 2022
08:00 – 08:15 Walk from Hotel to imec
08:15 – 08:50 Morning Coffee & Networking @imec
08:50 – 10:30 SESSION 3: New Materials in PICs
08:50 – 09:00 Recap of Day 1 – Ivan Nikitski, Photonics Technology Manager at EPIC
09:00 – 09:30 Foundry Based Electro-Optic Polymer Modulators – Michael Lebby, CEO at Lightwave Logic
1 month from today...
Lightwave Logic, Inc.
1,611 followers
1w • 1 week ago
We are delighted to have our CEO Michael Lebby speak at the EPIC Meeting on CMOS Compatible Integrated Photonics at imec on 7-8 September 2022 hosted by imec. Find out more and register at https://lnkd.in/diCNVHnQ
#imec #CMOS #Photonics #EPICmeeting #EPICEvent EPIC - EUROPEAN PHOTONICS INDUSTRY CONSORTIUM
$LWLG
Linkedin
"This is a huge indicator that we are about to ramp production."
Agree 100%, ML is thoughtful and methodical in his approach, these 7 jobs would not be posted unless he felt the fundamentals were supportive of the expenditure.
hmm?
08/05/22 10:19:37 10.54 10.53 10.55 100,000
Too funny reds, just read your post, I think we are reading from the same hymnal...cheers!
" but is there still the need for all of these additional Lab Engineers because the GOO still isn't 100% through? "
pit, think about the word "ubiquitous", I'm pretty sure ML is gonna need many more than the 7 people who will fill these jobs. We're only just getting started...does Nvidia, Microsoft, Apple etc. ever stop innovating? No, the hiring will continue in perpetuity if all goes as planned..;)
"we want our technology to be everywhere and I really believe it will happen"..
M. Lebby
Excellent, for a total of 384,846 shares gobbled up by just these 7 "tutes" as of 6/30.
Thx Slim & matt...!
I like your figures PP, thx for sharing your work!
HQ in Finland....
USA Location...
Beneq, Inc.
4770 Baseline Road suite 200
Boulder, CO, 80303
USA
Tel: +1 720 757 6020
So many potential market verticals for LWLG to explore....
___________________________________
Saphyr Optical Genome Mapping Instrument
Optical genome mapping using Saphyr® reveals what’s missing in your research. Rapidly identify genome variation like never before with the high-throughput Saphyr system.
https://bionanogenomics.com/products/saphyr/
@MZ_NorthAmerica
Dr. Michael Lebby, CEO of Lightwave Logic, Inc. featured on the Due Diligence
podcast with SNN Network - Designing Modulators that Transmits Data at Higher Speeds
Dr. Michael Lebby, CEO of Lightwave Logic, Inc. featured on the Due Diligence podcast with SNN Network - Designing Modulators that Transmits Data at Higher Speeds
— MZ North America (@MZ_NorthAmerica) August 2, 2022
To watch the interview, click here: https://t.co/szmafeCxxq$LWLG #Photonics #Tech #Polymers #conferences pic.twitter.com/2JTjB9KWQn
13:35 mark
"so what we've done is, we've created a business model with 3 prongs...we have an extremely strong patent portfolio and with that we are NOW in a position to license our technology as well as tech transfer our technology to foundries. And so those other two prongs allow us the business model flexibility to work with ANY TPYE OF CUSTOMER
41:00 mark
"and that's the word UBIQUITOUS, I want the stuff everywhere"
45:00 mark
"but now it's public and everybody knows this is a critical technology that is actually needed as we look forward and the interesting thing here is it's not a technology for the next generation modulators or the generation after that, the performance headroom of this type of technology is so vast it can go at least a decade if not two decades so where looking at technology that's gonna be around just like you would expect OLED's and TV displays to be around."
(sounds like the definition of a sunrise technology to me)
"LWLG is Intel’s lifebuoy."
If we could just somehow get this message to Gelsinger...;)
Next level commentary by PG, amazing. I'm glad he's on our team!
https://www.reddit.com/r/LWLG/comments/wc1rjb/lwlg_polymers_compared_to_caltech_linb_research/
Thanks for posting it KCC.
Yes sadly, he certainly would have been an asset to LWLG....
Had to look him up red...
About:
Kevin Oscar Newton Kalkhoven was an Australian venture capitalist and auto racing magnate based in California. He served as CEO of JDS Uniphase and was an investor in Cosworth Group Holdings Limited, an automotive technology business headquartered in Northampton, United Kingdom. Wikipedia
Born: 1944, Adelaide, Australia
Died: January 4, 2022
Optical Communications (Corning's largest business segment) 30.8% ...
Core customers in that segment:
Meta
Amazon
AT&T
Google
Microsoft
Verizon
CEO of Corning, Wendell Weeks on CNBC just a few minutes ago...
"for optical communications and solar, the sort of infrastructure of the future, we see demand continuing to be quite strong"
Nice!
LWLG and JDSU DNA...
*Dr. Fred Leonberger
Independent Director
*Dr. Craig Ciesla
Independent Director
*Dr. John Zyskind
VP Engineering
*Dr. Christoph Harder
Advisory Board
Fun facts:
("Lumentum") today announced that it completed the spinoff from JDSU and initiated operations as an independent, publicly-traded company on August 1, 2015.
___________
NeoPhotonics was incorporated as NanoGram Corporation in October 1996 in the State of Delaware. The company initially developed nanomaterials for a variety of applications, prior to focusing on telecommunications products and changing its name to NeoPhotonics in 2002.
Intel CEO, Pat Gelsinger is on CNBC today at 11 am ET "Tech Check"....
Breakdown of the $280B package includes:
*$53B for CHIP manufacturing
*25% tax credit for investments in manufacturing equipment...$24B
*$1.5B for development of software
*$11B for the Dept. of Commerce to create 20 'regional technology hubs"
*$200B authorized for Scientific Research