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Nice SS, thx for posting!
"and now we are looking at using our polymers in Automotive LIDAR, sensing, medical, display and other consumer based products.
****
We are now in the position with our technology platform in organic electro-optic polymers to change the quality of consumers lives through faster data flow in the Internet. Just imagine!"
(MU) earnings after the close
Micron Memory Drivers
*Data Centers (strong demand outlook)
*Transition to 5G
*Auto Sector
Data center growth will be explosive for years to come!
I believe it was on Tues. Halftime Report (CNBC) Josh Brown was commenting on the NVIDIA presentation that he watched in it's entirety and said something to the affect that he was so blown away by the AI advancements in particular, that he likens it to the the very, very early days of the birth to the internet itself. Almost like we are just getting started with this new paradigm shift that heading our way.
Like I've been saying "a technological tsunami is heading our way" and the world is gonna need to figure out how to reduce the energy consumption in current data centers, not to mention the many thousands more that will need to be built! There's no way around that fact!
I love this image from Global Foundries, note the number of HVAC registers in the ceiling (crazy amount) combine the energy draw of the equipment itself with the energy draw needed to keep the units cool and you get can come to a conclusion like this from the article....
When it comes to #ArtificialIntelligence, GF chips are designed to combat the technology's major roadblock to sustainability. Read how we're partnering with leading researchers to open up new AI horizons: https://t.co/AWnfrpSVcz pic.twitter.com/XVJ4AG7FWp
— GlobalFoundries (@GlobalFoundries) March 26, 2022
Nice yanquitrader!!
Bingo!
What a time to be a foundry, demand is OFF THE CHARTS and going to double again in upcoming years...TAM is enormous for all players! LWLG is in the sweet spot!
Thomas Caulfield
Global Foundries CEO
11 AM EST CNBC Tech Check Show
"Our polymer materials are clearly poised to not only change internet optical networking, but to become ubiquitous in their use across the internet.
Together, we plan to revolutionize the future of the internet through adoption of electro-optic polymer materials."
It's difficult for me to even wrap my head around these statements...!
The plasmonic modulator performance was compared to that of silicon photonic microring modulators. The plasmonic device, using Lightwave Logic's electro-optic polymer material, was shown to be 250-3000x more stable than the silicon devices relative to operating condition changes. In addition, the plasmonic modulator was tested for 70+ minutes at 100 Gbps NRZ at 80C with no decrease in performance.
"This result showing third party review and verification of stability and high-temperature operation illustrates once again that our electro-optic polymer materials platform is truly world-class," said Dr. Michael Lebby, Chief Executive Officer of Lightwave Logic. "Our polymer materials are clearly poised to not only change internet optical networking, but to become ubiquitous in their use across the internet.
"Through our collaboration with Polariton, we have again achieved world-class results using our material for high speed, low power polymer modulators, and now that the industry has publicly indicated that these types of modulators are key for lowering power consumption in datacenter/telecommunications systems, 2022 is shaping up to be an extremely exciting year for Lightwave Logic," concluded Lebby.
Dr. Wolfgang Heni, Co-CTO at Polariton, added: "Polariton has continued to enhance the performance of plasmonic modulators using polymer technology. This is another step towards our goal for faster optical communications with a scalable platform that is perfect for photonics integration and low power consumption. Our recent performance enhancement of a plasmonic racetrack modulator demonstrates the simplicity of integrating plasmonics, silicon photonics, and organic polymer electro-optics for high-speed and energy-efficient components. We are again pleased to have worked with Lightwave Logic, providing us with high-performance and reliable Perkinamine™ chromophores for these world-class results. Together, we plan to revolutionize the future of the internet through adoption of electro-optic polymer materials."
Very grateful to you Richard for sharing your work!!
Ditto, Thank you PG!
Thank you for running those figures theroc66, really appreciate your brain power on this. Those figures are truly amazing and would make anyone stand up and pay attention!
Agree Lewrock, a perfect opportunity for ML given the comments from O'leary this morning re: data centers.
If O'leary is correct in his interpretation of the legislation, the data centers are about to start scrambling big time for ways to reduce power!
Top 11 Data Center Companies In The World
Enlisted below are the most popular Data Center Service providers available worldwide.
Equinix
Digital Realty
China Telecom
NTT Communications
Telehouse/KDDI
Coresite
Verizon
Cyxtera Technologies
China Unicom
Amazon Web Services
365 Data Centers
https://www.softwaretestinghelp.com/data-center-companies/
A VERY interesting discussion on CNBC with Kevin O'leary about 6:50 am EST. O'leary feels the bitcoin miners... data centers will come under great pressure and scrutiny due to their high carbon power usage, claiming the buried language in the President's EO regarding crypto is reason to sell all his crypto miner exposure. Specifically, they will need to prove they are carbon neutral in their operations....etc.
What a great time for LWLG to be introducing products to greatly reduce power consumption for data centers!
Let's get some Perk in the mix and really accelerate speed and efficiency.
Off topic:
Photonics for LiDAR is happening now, not out in the distant future....
Aeva
@aevainc 35m ago
"Announcing Aeva as the first FMCW 4D #LiDAR supported on the
@NVIDIA DRIVE platform. With instant velocity detection and unique features like Ultra Resolution, Aeva sensors are helping to accelerate the realization of safe automated driving."
Announcing Aeva as the first FMCW 4D #LiDAR supported on the @NVIDIA DRIVE platform. With instant velocity detection and unique features like Ultra Resolution, Aeva sensors are helping to accelerate the realization of safe automated driving. pic.twitter.com/RU7ZGXThiR
— Aeva (@aevainc) March 9, 2022
Thx tcubed!
Great post theroc66!
A quote I read recently...
"Eventually, all switch ASIC and compute engine vendors will have to move to silicon photonics as electrical signaling runs out of gas."
LWLG is in the sweet spot!
"This is incredible, and gives us the opportunity to change our customer's businesses through high speed, low power integrated photonics performance. With this invention we can change the internet and enable faster data - which we as consumers all want as we use video platforms to work, play, and connect," concluded Lebby.
Nice!!
Pure speculation on a quiet Sun. morning... ML has two companies listed under the "Interests" banner of his LinkedIn page. One being Optical Connections (industry media site) and the other being MedPhab Pilot Line (Photonics Medical Devices). Wondering if he has any ambitions in that particular area that can be extrapolated from his posting them on his page? He did say ubiquitous...;)
LinkedIn
About
Photonics technologies have become a key enabler in the realization of modern medical devices with applications ranging from diagnostics to surgical tools and therapeutics. Characteristic nature of both photonics and application fields is high diversity. Consequently, the more widespread use of photonics technologies in scattered ecosystems presents major challenges for both end-user companies and manufacturers. In conjunction with highly regulated validation and production, the timespan from the concept phase to product launch takes years. Addressing these challenges, MedPhab will serve as Europe’s first Pilot Line dedicated to manufacturing, testing, validation and upscaling of new photonics technologies for medical diagnostics enabling accelerated product launch with reduced R&D costs. MedPhab will bring the high-quality infrastructure and extensive know-how within easy reach of the SME’s and other European Industry. Globally unique feature of MedPhab is its operation in medical domain setting requirements to meet regulations. The competitive differentiation is the seamless operation between ISO13485 certified companies and RTOs when single-entry point can serve SMEs operating at different TRLs. Professional customer interface will be operated by staff with extensive experience in the field medical devices. The technology readiness and MedPhab operation process will be validated by: 1) Use Case Validation program, upscaling and demonstrating performance of 5 innovative medical diagnostics products; 2) Demo Case Open Calls program enabling early adoption of the technologies by external user, demonstrating the pilot line services and validating the open access business model.
*******************
"Fast track from idea to product
MedPhab accelerates photonic devices development and industrialization for medical applications"
https://medphab.eu
Correction on coal futures...was in Rotterdam, Netherlands
Timely, CNBC reporting coal futures in Amsterdam rose 180% yesterday (in one day) for further context electricity rates in New England :
NE Wholesale Electricity Prices
Jan. 22' $146.88 mwh
Jan. 21' $43.75 mwh
Jan. 20' $26.22 mwh
Think for a minute the wake up call the large data center operators are about to experience when they receive their energy bills going forward, there ill will be a scramble for technologies and methods to reduce costs which puts LWLG front and center.
this sound familiar...
"The results also affirm our strategy of protecting this technology with an extremely strong patent portfolio that gives us freedom of manufacturing and flexibility in our business model............"
Ambature's JJ technology enables an extremely fast and energy-efficient computer processor and one of the best sensors in the entire electromagnetic spectrum. Its core JJ technology addresses two basic problems: parasitic heat and short-lived quantum coherence. Parasitic heat is caused by electrical resistance in devices such as computers, cell phone base stations, data centers and batteries. It is the major barrier to advances in semiconductor power, speed, efficiency, density and reliability. Short-lived quantum coherence is a barrier to advances in a number of applications exploiting quantum effects–most notably quantum computers. The semiconductor industry needs new materials, architectures, and circuit designs to address these problems. Today, Ambature's low-resistance materials and patented JJ architecture make these solutions achievable.
The opportunities to impact a number of industry verticals with this technology are far reaching; JJ's have been shown to be a perfect vehicle for high-performance and energy-efficient products, and Ambature's test results demonstrate a huge step forward for the industry. The potential for increased performance in applications include high-performance and quantum computing, autonomous vehicles, telecommunications, data centers, medical diagnostics and AI. These applications have multiple use cases for both commercial and military markets"
very interesting...
https://www.prnewswire.com/news-releases/breakthrough-test-results-using-new-superconductor-material-announced-by-ambature-301328334.html
Agree 100% Scope08, A positive headline would be welcomed, no news at all is a non event and changes nothing. ML will drop the news of forward progress when the time is right and when it's least expected. tic tock....
Excellent post PP...!
Further evidence that the legacy players are seeing the future...a strong bullish indicator for LWLG IMHO.
https://www.hpe.com/us/en/newsroom/press-release/2022/02/hewlett-packard-enterprise-and-ayar-labs-announce-strategic-collaboration-and-investment-to-develop-next-generation-data-center-architectures-and-networking-with-optical-io.html
Very interesting mm....PozoPhotonics...has a nice ring to it.
LightwaveOnline is a website that publishes industry news. All the big players, as in all the players shown on the LWLG Corp. Presentation that are potential future customers, among many others ..;)
slide #8...
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/8c054319-48a6-bd6b-2a0c-66e56f5f489f?origin=2
OFC 22' San Diego is a big conference, ALL the big players attending...MACOM Booth Number 3972 (30'x40')
Technical Conference: 06 – 10 March 2022
Exhibition: 08 – 10 March 2022
San Diego, California, USA
Floor plan:
https://www.expocadweb.com/22ofc/ec/forms/attendee/index5.aspx#fpPanel
https://www.ofcconference.org/en-us/home/
$NVDA CEO: "The pandemic will pass, but the world has been changed forever. Technology adoption is accelerating across every industry. Companies and products need to be more remote and autonomous. This will drive data centers, AI and robotics... we are ready."
Big picture, LWLG's timing could not be better!
I couldn't agree more frobinso. Follow the smart money...;)
No confirmation that LWLG is involved but:...??
"the world first commercial plasmonics electro-optic modulator."
500X smaller
10x faster
10x less energy
**********
Polariton Technologies@PolaritonTech·1h From theory to product. 110 GHz C-band plasmonic Mach-Zehnder modulator, the world first commercial plasmonics electro-optic modulator.
Product: https://lnkd.in/eqYi57tA
Contact: sales@polariton.ch
Sneak Peek: https://lnkd.in/e-5Xs-RE
#Plasmonics #Polariton #CommercialDevices
***********
https://www.polariton.ch/news
Interesting SS, March 1st also happens to be Jose's last day with EPIC, if memory serves.
Nice, Thx mr5874!
Agreed Scope08,
As we all talked about yesterday, the pr just released is much more significant than it appears on the surface according to ML...stay tuned...;)
Sounds good!