is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
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LiDAR initiatives are not foremost on Lightwave’s list but they have had conversations with car companies.
For now the focus is upon the telecom industry specifically …. Data centres where volume demands for modulators and transceivers are in the millions and millions going forward.
The other verticals will come in time. Building out the communications sector is where future verticals will spring from and AI is the huge vertical that will place demand upon the internet requiring the speeds that only the photonics industry can supply.
The world will be different tomorrow. Enjoy the start of this journey. It is right here with Lightwave.
L_R
Thanks Proto for writing down these points about the polymer.
It is very helpful.
Thanks Steve for this video.
Clearly we are on our way.
At some point this year contracts will be signed and we will be good to go……. Millions of devices. $$$$ millions in revenue.
Exciting to be in on the ground floor of the photonics revolution in a big way.
L_R
Yes. That is a good question. What are the patent numbers?
L_R
Yes Steven it is a rare event to be part of a disruptive technology event but here we are watching the beginning of a major revolution in technology.. This changes everything about communication and associated disruptive technologies such as AI and internet of things Iot. It is both exciting and scary at the same time.
L_R
This is correct. The work done in the last 11 months has lead to a working commercial modulator with incredibly great specs. We have got to remember how hard it has been to get here with billions poured into this initiative of making a polymer that would work by other companies who failed.
Only Lightwave has been successful to reach this place at this time….. a time when the industry is reaching its limits on older technology.
The goal (not deadline) was to have a deal and tech transfer by ASM. Let’s see what happens this year. My bets are on Lightwave obtaining agreements and tech transfers this year with ramp next.
I don’t know what it feels like to be in this stock for years and years but the drilling into the bedrock of polymer tech is about to hit the oil well below and a gusher of great potential is about to be unleashed.
L_R
Yeah Right! Nothing has changed for 20 years
The 12 Murky Perk Rules :
1) The perk will never work
2) The perk won't pole
3) The perk formula cannot be replicated in other kitchens
4) The foundries will never have working PDK's
5) The perk devices will never meet reliability standards.
6) The perk devices will never be stable
7) The perk devices need to be running in data centres for a long time before they can be determined to be reliable.
8) The perk hybrid devices only break world records in SiloriX labs or Polariton labs. They need independent 3rd party validation.
9) The perk devices need to be trucked, transported, tested, retested and this all costs so much that lIghtwave cannot make any money.
10) The perk devices take too long to undergo alignment just under an hour and this will always be the case.
11) The perk devices cannot be scaled.
12) All perk investors suffer from paranoia.
The torch of truth rests in the hands of message board posters who shall help us find the light in "Lightwave Logic".
Good night,
Sleep tight,
L_R
Patent numbers please.
L_R
Absolutely. What is not said is the true tale and the true tale is what matters.
At one point working PDK's was suggested as something that could not happen.
At one point poling of any sort would never happen.
At one point a working modulator with perk on board would never happen
At one point the modulator would not demonstrate reliability.
(Now an attempt is being made to define reliability as working in an end user's data servers. Is somebody moving the goal posts by redefining terms?)
L_R
Yes. There will always be what ifs. I expect that.
L_R
TP:
Same ole same ole:
It might be. It could be. Perhaps. In my opinion.
And so will it always be.
L_R
Jeunke:
No. None of it is insider information. But dots are being connected and public domain information is out there but not posted to any message boards anywhere. There is public domain I for out there but no details shared on message boards.
L_R
TP:
There is so much that is being passed to longs and they do not want to post either here or in Reddit land. They don’t want to and they do not feel in the least obligated to do so. The Longs enjoy receiving information about what is coming down the tubes in the next year or two. I am excited about what can now happen with a finished commercial device that can be submitted to foundries for mass production.
“It is happening” and “we are excited”.
L_R
Yes to the first question.
The advantage of photonics stems from light being able to travel faster than electricity and across greater distances without losing signal strength. That is where we are headed. How long? Decades of changes to come.
The following are a few of the most recent developments in photonic chips:
Scientists at Oxford University announced a major advance in chip design when they unveiled a light-based silicon photonic chip that is said to be 300 times faster than a traditional electronic semiconductor.
The Swiss Federal Institute of Technology in Lausanne has created a set of chips that improves signal strength by up to 1,000 times.
University of Pennsylvania scientists recently designed a photonic chip that can identify an image in less than 0.57 nanoseconds. The test chip was 9.3mm square and is believed to be the first deep neural network implemented entirely on a scalable integrated photonic device.
Various applications for photonic chips
The market for photonic semiconductors is still developing, but there are already several practical applications. Here are some examples:
In data centers, for example, greater performance and higher energy efficiency may be achieved by leveraging technologies such as 3D XPoint.
Provide computing resources to advanced and powerful AI applications.
You can deploy heterogeneous integration to connect different types of chips and designs. This way, you can enable parallel processing on a single chip.
We can power supercomputers and quantum computers by creating and stabilizing qubits. These qubits are the key to powering quantum machines so that they can perform calculations at incredibly high speeds.
Lidar systems in autonomous vehicles use Proof to navigate.
Conclusions:
Photonic chips have the potential to revolutionize computing as we know it by utilizing light to transmit data instead of electrons. With the need for innovation continuing to grow, photonics can help advance some of the most demanding areas of technology, such as quantum computing and automation. It could also improve our daily lives with faster download speeds and higher streaming quality.
The exciting early-stage development of photonic chips points to a bright future for accelerating the next breakthrough in semiconductors. To stay on top of photonics and other advances in the semiconductor industry, be sure to follow URL deleted by L_R
L_R
Well explained. Thank you.
L_R
So you are saying “nothing new”. Same old same old!
Well let’s make a list of all the new things happening.
1.construction
2.hiring
3.pdk’s
4. World record breaking outcomes with new modulators
5..reliability and stability data from the newest devices
6.modulator ready for manufacturing
7. Investor conferences
8 increased number of investors
9
10
I can easily fill in the new stuff that has happened since last ASM. Can you? Will you? I dare you to try. Or do you wish only to stay on the dark side of things.
L_R
You are assuming that poling occurs during the production process aren't you?
Do I have that correct?
Is that why you invented the term "post poling production percentages" ?
L_R
Ba Ha, "Post-Polling yield percentages".
Totally BS invention out of thin air as I thought.
L_R
Kerrisdale used the phrase “post polling yield production”? Ha ha!
A bunch of high school graduates with no knowledge of photonics industry standards especially for something that has never been made before until now. Very funny that Kerrisdale group.
Best in putting your calls or calling your puts,
L_R
Kerrisdale used the phrase “post polling yield production”? Ha ha!
A bunch of high school graduates with no knowledge of photonics industry standards especially for something that has never been made before until now. Very funny that Kerrisdale group.
Best in putting your calls or calling your puts,
L_R
TP:
Just asking you what do you mean by a “post polling yield percentage” and where did you get this concept? Never read anything about this nor have I been able to find anything in industry standards. You obviously are well versed in this newest industry requirements for photonics..
Do tell !!!
L_R
So you think they only take the data from one device and let that represent all of the others which might have…. Probably did, Could have…….failed?
Okay. I read you loud and clear, (probably, likely , could have)
Reliable Answer.
L_R
Now now now. You avoided the question. Can I intrude upon your good nature and ask that you answer the question straight forwardly so that we all know that challenging your thinking has been accepted.
Appreciated.
L_R
Jeunke: This is indeed a big deal. Aluminum electrodes make this ready for mass production.
L_R
And A is still right that the polymer is not reliable or stable even though the recent conference confirms their reliability and stability.
Or have you changed your mind on this and A was incorrect with his assessment concerning the reliability of the polymer.
So you now agree that the box has indeed been ticked?
L_R
If memory serves me well A. Stated publicly that the the polymer was not yet reliable enough for production. TP provided the quote I believe.
Well the presentation done this week indicates this device has met reliability and stability standards so A was quite wrong on those issues. Oh well you can be smart, intelligent and still not know everything that is going on in this industry.
I am sure TP will try a defence perhaps for Andy’s position.
L_R
This has been discussed.
ML said that box on reliability has been checked and according to the presentation at the PIC then indeed it has.
This has been exhausted.
L_R
And here is the link.
https://www.pi-usa.us/en/expertise/markets/semiconductor-manufacturing
No question about it. PI is ready for the up coming photonic production cycle.
L_R
Sorry TED.
Their equipment is in the foundries now to do CMOS manufacturing and will be for Photonics manufacturing process. They have the instruments ready now….. just a matter of time. If they have the instruments set to go (which they do) for photonics manufacturing they just have to wait for the foundries to give the go ahead.
From PI
We have a new moderator. They can pin their own post.
L_R
I'll let you go.
But to challenge your thinking on the ability to mass produce you SHOULD be interested in PI and ficonTEC because it completely answers the doubts you have put forward about the ability to ramp up from low production to high production.
Clearly PI and ficonTEC are offering solutions so that the time for optical connects is reduced to minutes.
L_R
PI and the others [like fincoTEC] sound like good solutions for the near term
Cutting-edge assembly and testing machines serving requirements in R&D and all the way through to high-volume production
Further to this I have already given the names of two independent 3rd parties that have instruments that are quite capable of doing alignments at the scale that Ligthwaves' devices are at. They are active systems developed for the purposes of alignment of the optical connects to the wafer chip with modulators on board. PI and ficonTEC.
I have little doubts that mass production at large scale is already being looked with steps being taken now for its realization.
best in trading.
L_R
No one knows exactly how far along LWLG is with "design, manufacturing, assembly, test and packaging" but LWLG has a packaging partner now! and devices are coming back from the foundries and they have been going through rigorous tests. Finally Reliability RESULTS were presented at the PIC conference.
What does this all mean? Well for sure the first contract/ agreement and tech transfer will mean low volume manufacturing will start next year.
Now what about this paragraph you are throwing out before us?
The move towards greater opto-electronic integration actually requires a convergence of photonics and electronics across all aspects of production – design, manufacturing, assembly, test and packaging – and not just in terms of component manufacturing. The main caveat to this idea is that the current (elementary) development status of the PIC eco-system infrastructure contrasts distinctly with the robust maturity, automation level and scale (i.e. number of wafers) that are common to CMOS processes for microelectronics production."
Low volume production in the 10's of thousands or 100's of thousands likely can be done using passive alignment such as now being used by GFS.
High volume production likely will use active alignment as offered now in third party companies such as PI and FeconTEC. Both offer their instrumentation to the emerging photonics industry. Their technology would assist in the high volume production expected to start in late 2023 2024. This would enable production rates into the millions and then by 2025-26 into the billions.
That is my 2 cents.
L_R
The red light radiation is of the visual spectrum.
There is also the infrared spectrum that is invisible to all since it is secreted away under NDA's
L_R
We could suggest many things the least of which might be talking to the 2 foundries that they are engaged with.
But then there are industry heads to negotiate with or possibly sign deals with. Who knows for sure.
How about that reliability data.? Quite something to hear about.
L_R
Well I guessed right then?
I spent the weekend absorbing his interview with Jordan Peterson. Went over it a couple of times. Absolutely brilliant interview.
L_R