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I read last night on Twitter: @PelosiTracker
"The Senate voted 64-32 Tuesday to advance a roughly $280B package to boost funding for domestic chip production"
The $280B Total is about 5x the $52B amount previously shared by media outlets.
Tues. 8/30/22 to be exact....
Jefferies Semis, IT Hardware & Comm Infrastructure Summit
When: Tuesday, August 30, 2022
Location: Sofitel Chicago Magnificent Mile - Chicago, IL
https://www.lightwavelogic.com
From June 2022 Investor Presentation
4 Takeaways...
• We have made unparalleled progress in the last 12 months...
• Our technology is competitively superior and unique...
• We are positioned to have polymers become ubiquitous...
• We have the resources and plans in place to succeed...
Underlining added by me... :)
If I'm not mistaking, I believe LWLG will be attending here as well...
Jefferies 2022 Conference & Summit Calendar
Semiconductor, IT Hardware & Communications Infrastructure Summit (1x1s only)
AUGUST 30-31 • CHICAGO / VIRTUAL (TBC)
https://www.jefferies.com/CMSFiles/Jefferies.com/files/Jefferies_2022_Conference_Summit_Calendar_1_11.pdf
Excellent, thanks dude!
All great points X, ...
Once displaced,,,, are semi-conductors going to come back, Lebby shakes his head no, "I just don't see that"
Wow, that is a profound statement!
"The whole internet infrastructure wants to see"...I think this statement caught a lot of people's attention X, try compiling a list of the companies that would comprise the "whole internet infrastructure". It would be a very long list of BIG, well known named companies for sure.
Today, several large corporations provide the routers and cable that make up the Internet backbone. These companies are upstream Internet Service Providers (ISPs).
...
That means that anyone who wants to access the Internet must ultimately work with these companies, which include:
UUNET.
Level 3.
Verizon.
AT&T.
Qwest.
Sprint.
IBM.
To name a few...
___________
Another comment that made my ears perk up was "we have people calling us saying we'd really like to see your technology work in our environment"
Think of all the other "market verticals" ML could be referring too...nice!
15:15 mark...
last one, I promise... 24:27 mark
"our technology is UNIQUE, I mean it's polymer based but it's UNIQUE, it switches light really fast and it actually does things THE WHOLE INTERNET INFRASTRUCTURE WANTS TO SEE and our goal is to have our technology become UBIQUITOUS just like OLED's organic LED's you find in displays, mobile phones and televisions"
Damn that was good, great round of questions by Mr. Suleman as well!!
Good weekend to all!
Agree Matty...today's interview was outstanding!
20:55 mark...
"when I say our stuff is gonna be UBIQUITOUS, I REALLY BELIEVE IT!!"
Love it!
around the 11:05 mark.....
"and we're really excited to engage with in a whole of number of foundries to do that, so as things progress on that side of things, your gonna see pr's, your gonna see updates and those are really good metrics to see how well we're doing in terms of progressing to have this technology become UBIQUITOUS ACROSS THE GLOBE".......
WOW, LET THAT SINK IN FOR A SECOND....;)
I'll take it SJ, Thx for the update...a nice starter position for Avenue 1 Advisors, LLC.
Right, not a bad gig is it?
Only so we can continue to accumulate at these low levels before one day LWLG get's mentioned by one of the Najarians' on the Halftime Report w/ Scott Wapner...;)
Not sure how much longer we can keep this a secret? This from the Najarian Brother's Twitter feed last Friday....One of the two brothers are CNBC almost daily, for those who may not be familiar...
Market Rebellion
@MarketRebels
After Hours Gainers
$FDP +6.4%
$EVTL +4.6%
$IOT +3.3%
$STNG +2.8%
$RES +2.7%
$FORM +2.6%
$DOCS +1.5%
$LWLG +1.5%
$CVAC +1.4%
$OMI +1.2%
Translate Tweet
4:50 PM · Jul 15, 2022
https://marketrebellion.com/?utm_source=linktree&utm_medium=marketrebellion
Agree, the tolerance levels and atomic level complexities they navigate and master on a daily basis is again, mind blowing. Dreaming of the day when a headline drops that ML is working with AMAT...:)
Applied Materials is such an impressive company, scroll down to the YouTube video 3:25 mind blowing...
We Work Here
The power and poetry of chip fabrication, atom by atom.
We Work Here reveals the spectacular and unexpected work required to build, using materials engineering, the most advanced logic and 3D NAND memory chips found in your pocket supercomputers.
https://www.appliedmaterials.com/us/en/campaigns/applied-enables.html?utm_source=twitter&utm_medium=post_english&utm_campaign=applied_enables
You took the "word"s right out of my mouth PP!!!
You took the "word"s right out of my mouth PP!!!
EPIC Photonics
@EPICassoc
MEMBER NEWS: Lightwave Logic proudly announces that their CEO Dr. Michael Lebby was selected as co-chair for the 6th Photonic Integrated Circuits (PIC) International Conference. Read more @ https://pressviewer.com/ViewEmail.asp?b=2586&id=235163&p=2234179&I=1352609-… #EPICmembernews #photonics
Image
5:56 AM · Jul 14, 2022·Twitter
"This presentation centered on power consumption, a huge topic of discussion at major optical communication conferences, and for the industry in general," said Dr. Lebby. "The latest performance of polymer modulators is extremely exciting with very low voltages and extremely small footprints. For datacenter operators, increasing power efficiency and decreasing power consumption is imperative to the bottom line of a facility. This factor was conveyed by a number of speakers over the two days of the PIC conference. The exciting news is that our technology platform of electro-optic polymer modulators is now poised to address power consumption with their inherent high speed and very low power properties."
Yes, when you see headlines like this from Austria, you know it's bad...electricity rates 10X what we pay here in the U.S.
"Austria to reopen closed coal-fired power station, despite climate goals. Austria is preparing to reopen a coal-fired power station that closed in 2020, over fears of Russian gas supplies being cut due to the war in Ukraine."
EU is in dire need for any and all energy saving measures....
03:44 PM EDT, 07/11/2022 (MT Newswires) -- GlobalFoundries (GFS) and STMicroelectronics' (STM) announcement Monday that they plan to build a semiconductor plant in Crolles, France, is a positive factor for GlobalFoundries' shares, Wedbush said.
"While concerns around demand (and supply) are the primary factors influencing foundry stocks over the past month, we still see this news as a positive result for [GlobalFoundries]," Wedbush analyst Matt Bryson said in a note on Monday.
The planned plant, which will be adjacent to STMicroelectronics' existing facility in Crolles, is targeted to ramp at full capacity by 2026, with up to 620,000 300mm wafer per year production at full build-out, the companies said.
Bryson said GlobalFoundries' presentation indicates "attractive economics" because capex for the new facility is set at just $5,500/wafer compared with an expected $11,000/wafer for a greenfield expansion project or the about $8,000 the analysts calculate as GlobalFoundries' capital cost per wafer in Singapore.
"In our view, this result implies a significant subsidy from the French government (we'd note the release suggests government support, but does not provide exact figures)," Bryson said.
He added GlobalFoundries is also "signaling the availability of stable low-cost electricity from French nuclear power supply," which together with the subsidy is another key factor in the company's "calculation that payback for the project will be realized in under 5 years."
The analyst also noted the plant is "targeting growth opportunities that fit well" with GlobalFoundries' "unique technology" like auto, Internet of Things and industrial applications and that it appears that major customers "have contracted for portions of the forthcoming capacity."
Wedbush has an outperform rating on GlobalFoundries and a $77 price target.
Price: 31.04, Change: -0.20, Percent Change: -0.66
http://www.mtnewswires.com
"Google, Microsoft, etc have asked their foundry partners to work with Lightwave to get the PDKs completed." ......Nice!
Thx for clarifying RL, so any success enjoyed by Ayar will only benefit LWLG!!
11:15 & 11:55 ET if I'm correct?
PANEL SESSION
Panel Session - Hybrid PICs technology challenges and solutions.
(Opitwave, Scitec, Ayar Labs, Lightwave Logic Inc., Poet Technologies, and Scintil Photonics Moderated by Jose Poso)
This panel discussion will engage panelists and audience on a vibrant conversation. The focus will be the need for hybrid integration addressing the volume production of 3D and 2.5 integrated electronic and photonic integrated circuits based on Silicon Photonics, III-V, polymer, LiNb and/or Silicon Nitride. Let’s discuss with the audience the ambitions of current roadmaps. Is there a the need for a hybrid PIC foundry collaborative effort? If so, how do we organize it?
https://picinternational.net/agenda
"are now poised to address power consumption..."
"Electro-optic polymers are now additive with silicon foundries..."
hmm? interesting...;)
PRESENTATION
Enabling lower power consumption optical networking using high speed, low power polymer modulators
The issue of reducing power consumption in datacenters, and optical networks has become a huge topic of discussion at major optical communication conferences, and industry in general. High speed, low power modulators are seen to be an enabling technology that can help mitigate power consumption in transceivers, line cards, servers, and routers. Electro-optic polymer modulators are now poised to address power consumption with their inherent high speed and very low power properties. Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators is extremely exciting with 3dB bandwidths over 100GHz with very low voltages and extremely small footprints (ideal for pluggable transceivers). This talk will also review the latest work in photonics industry roadmaps on both the integrated photonics (PIC) level as well as PIC packaging level.
https://picinternational.net/agenda
Great work K.., appreciate you taking the time and posting!
Understood yanqui...thx for pointing that out. Timely indeed.
Nice! With every new additional patent issued, the price to do business with or acquire LWLG rises to new heights. IP portfolio is second to none!
If Dr. Lebby is not already meeting with Gary Dickerson, (AMAT CEO) he will be a some point in the near future, I have no doubt this will be the case!
"AppliedEnables materials engineering for next generation systems that deliver your smarter, safer home."
#AppliedEnables materials engineering for next generation systems that deliver your smarter, safer home. Learn more about how Applied will #MakePossibleABetterFuture. https://t.co/DWuz5HKlvO pic.twitter.com/6csXkp8lIo
— Applied Materials (@Applied4Tech) June 8, 2022
Appreciate your response proto, I for one would welcome any hints that LWLG is working with Ayar, as any collaboration would appear to be mutually beneficial.
Exciting days ahead...
Lightwave Logic Inc. Faster by Design
12th Annual LD Micro Invitational on Tuesday, June 7th, 2022
https://www.lightwavelogic.com/news-events-presentation/press-releases/
Lightwave Logic Inc. Faster by Design
That's terrific Richard, great find and thx for posting. Was this interview actually conducted yesterday? Short and sweet but wonderful being recognized by the Nasdaq!! Keep spreading the word Michael!
I'm with ya X, just pointing out that Buffett has been buying (CE), I was not familiar with the company before today. It's not everyday you hear the words engineered polymers mentioned on CNBC, but I believe that's about to change...;)
Scott Wapner was interviewing a guest on The Overtime Report (CNBC) and one of her picks was Celanase (CE), he asked her what do they do? She replied, they are a manufacturer of engineered polymers and Warren Buffet has recently blessed the company with purchases by Berkshire....I had to do a double take...;)
Here's the company profile for ref:
Celanese Corporation is a global chemical and specialty materials company. The Company is a producer of engineered polymers that are used in a variety of applications. The Company’s segments include Engineered Materials, Acetate Tow and Acetyl Chain.The Engineered Materials segment develops, produces and supplies a range of specialty polymers for automotive and medical applications, as well as industrial products and consumer electronics. The Acetate Tow segment is a global producer and supplier of acetate tow and acetate flake, primarily used in filter products applications. The Acetyl Chain segment includes the integrated chain of intermediate chemistry, emulsion polymers, ethylene vinyl acetate (EVA) polymers and redispersible powders (RDP) businesses. Its products include Polyoxymethylene, Ultra-high molecular weight polyethylene, Polybutylene terephthalate, Long-fiber reinforced thermoplastics, Acetic acid, Formaldehyde, Butyl acetate, Acetate tow, Acetaldehyde, and Acetate flake.
Great post F2!
Superb takeaway summaries KC & PG, truly valuable to me and this board. Thank you for sharing your work.
KC, a quick search on SLM's for LiDAR and I find BNS Boulder Nonlinear Systems
"We are pushing SLM technology to its limits.
Since 1988, BNS has been advancing the state-of-the-art in liquid crystal on silicon (LCoS) spatial light modulator (SLM) technology. These LCoS SLMs use an array of independent liquid crystal pixels to shape an incident wavefront. As such, these devices can modulate a beam of light to add information to it, often in ways that shape, correct, and/or steer it.
At BNS, we have been at the forefront of new LCoS SLM development, with a range of industry firsts for speed, size, and functionality that stretch back decades. Whether you need a high-speed 1536x1536 or 768x768 array, a custom SLM, or a SLM-based optical system, we want to provide your SLM solution.
https://www.bnonlinear.com/spatial-light-modulator"
--------
Interestingly, Colorado based...
450 Courtney Way, #107
Lafayette, CO 80026
Email: info@bnonlinear.com
Phone: 303.604.0077
Don't forget about the Burlington, VT plant..;)