I'm gone. Like a steam locomotive rolling down the track, I'm gone, gone, and nothing's going to bring me back. I'm gone. 06/29/2023
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They have a ton of patents on a process that will never see high volume manufacture in a wafer fab.
QED
There are way more musical children of Willie Nelson than Micah. Even more well known is Lucas who fronts his group Promise of the Real. They have been sharing the stage with Neil Young for a few years now.
Willie has a lot of kids (8 I think) from different mothers. William Hugh, Jr. (Billy) committed suicide in 1991. Another daughter, Paula Carlene was born out of wedlock to Nelson and Connie Koepke, while Willie Nelson was married to fellow country singer Shirley Collie. She divorced him when she found out about the daughter.
Daughters Paula and Amy are musicians. Willie’s 8th child is named Renee. She was the result of a tryst back on the 90’s and Nelson didn’t know she existed until 2012.
Yeah, old Willie has led quite a life. And he wrote “Roll Me Up and Smoke Me When I Die”!
That’s because members of major trade organizations have not attended a Lightwave annual meeting or read this board. They are simply clueless to what is REALLY happening. </sarcasm> X
You imply you think test runs are done on the production floor.
If so, you would be incorrect.
Actually, I agree with you.
But I was responding to another poster who said, “ what do you make of the fact that Lightwave and 5 foundries are engaging in yield learning?”
As Lightwave obfuscates any details of the whole “yield” matter, I do not know if they ran test runs in 1 or 5 fabs. Or in a test lab off the production floor. Who knows?
But I do agree that saying they had good yields in a fab is all they needed for the purpose of stock promotion if not for clear disclosure.
You are conflating passing at wafer sort with passing device functionality to spec at final test. They are two entirely different tests. Wafer sort simply weeds out die that are crap, saving the manufacturer the cost of packaging and testing the device. A die that passes sort could fail at final test and does.
Again, an example of incomplete information provided by the company being blown out of proportion by fans who lack the experience to parse what the company says accurately. The company depends on this and does nothing to correct the misconception.
Hey! A great idea but even better is for everyone to pull their certs and lock ‘em up in the safe! Old shorty will never get his hands on them!
It’s been happening for years on iHub. Definitely the thing to do to throw it to shorty.
OR ……. Could it be that shorty is right?
I will follow your comments on agricultural land REITS. Please let us know what you find.
Yeah, I’m back. I couldn’t let the Ba$tard$ get me down. Thanks fer the kindly words.
This is starting to look like a hybrid of the ‘70’s stagflation and the 2000 tech crash writ large.
It is going to be really ugly and will last a long time. I’m not a gold/silver bug (at all) but will there be anywhere else to hide?
How many have they sold?
Define “working with them” with specifics. No one can because Lightwave does not provide such information.
Yes. And if it becomes widespread, it won’t be Lightwave.
OT citrus zester
Hands down, get a micro plane. You don’t want to get down to the white part of the rind (it is bitter) and the only effective way is to use a micro plane. Learned this making Lemoncello.
https://www.amazon.com/s?k=Micro+plane&crid=1ZEP63YNAT1TO&sprefix=microplane%2Caps%2C166&ref=nb_sb_noss_1
Nope. They make veiled hints, well below the threshold of lying and well within the forward-looking boilerplate, and then let the fans blow the hints into hyperbolic hype. Has been going on for 20 years and will undoubtedly continue into the future. That’s how “story” stocks work.
Lightwave are pros at it by now.
More likely they reacted to the comments about working daily with foundries, knowing the technology faces major (perhaps insurmountable) hurdles turning their lab work into repeatable, well yielding and high volume production in a semiconductor fabrication facility.
In simpler terms, they wanted to address the hype which they knew fell far from reality.
It is possible that the timing of the Kerrisdale report was dictated by the shareholders’ meeting. Knowing the actual state of using photonics in widespread semiconductor fabrication, they may have felt compelled to challenge Lightwave’s statements of pending revenue in a relatively short-term period when they knew that was improbable.
Such a scenario is at least as likely than a conspiracy by unclad short-sellers. Probably more.
Keep up the good work.
janice,
I am leaving iHub for reasons I won't go into but I have some +one coins I have accumulated. Is there a way I can gift them to you before I leave?
This outfit has been stringing investors along for 20 years with veiled hints that success is right around the corner.
A market cult has formed to expand the company's hints to hyperbolic levels.
Those young enough will still be waiting for the big pay day 20 years from now. Selling would have been wise when the hype peaked.
This is nothing more than a confidence game.
Foundries are not stupid so #2 is out.
What was the other possibility?
Contamination, changing electrical characteristics, among others. The features on a semiconductor device are measured in nanometers (nm). One nm is about the width of 2 silicon atoms.
That is HUGE!
The largest server motherboard (the ENTIRE motherboard) measures 12"x13".
The smallest server motherboard measures 6.7" squared.
This is an industry measured in nanometers, not inches.
What does the polymer do to wafer yield at sort? To final yield at assembly? What are defect rates (not hand waving, actual data)?
How does it perform at ever decreasing geometries? How does it perform using EUV lithography? That will be an absolute necessity at 3 nm, probably before. Has it been evaluated on an Extreme Ultraviolet stepper on a production line in a fab?
Running product in a fab isn't a science project. It must provide profitable and repeatable yield. I have not seen the company address any of this in quantifiable terms.
Jeebus, I am concerned about fuagf. Who gives a tinker's dam about politics. Damn, he's got a fight on his hands.