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Google just had a shout out to EOP(LWLG) on a slide for hetero integration. LinkedIn post from APC.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464
This is the google slide! (middle picture is of EOP slot modulator)
https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios
Modulators with low driving voltage, high bandwidth, and low loss.
They are also showing the same wafer
And “organic Material” the same picture on page 15 from LWLG
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
I can’t believe my eyes!
It is happening…
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Abig said, Once a contract is signed Ted lies and his smoke and mirrors will all be moot!
that statement is incomplete!! it should have read, Once a contract is signed Ted lies and his smoke and mirrors will all be moot, and Proto will have been proven to have been 100% correct all along and given investors a chance to participate in the greatest potential investment in their lifetime!!!
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Exactly!! Managed Funds are BUYING LWLG!!!
Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in Lightwave Logic, Inc. (NASDAQ:LWLG – Free Report) by 31.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,865 shares of the company’s stock after buying an additional 5,778 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Lightwave Logic were worth $119,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in LWLG. SG Americas Securities LLC increased its holdings in shares of Lightwave Logic by 364.5% during the 4th quarter. SG Americas Securities LLC now owns 409,213 shares of the company’s stock worth $2,038,000 after acquiring an additional 321,123 shares during the last quarter. Kestra Advisory Services LLC boosted its position in Lightwave Logic by 20.6% during the third quarter. Kestra Advisory Services LLC now owns 49,380 shares of the company’s stock worth $221,000 after purchasing an additional 8,427 shares during the period. Swiss National Bank increased its holdings in shares of Lightwave Logic by 1.4% in the third quarter. Swiss National Bank now owns 239,000 shares of the company’s stock valued at $1,068,000 after purchasing an additional 3,200 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in shares of Lightwave Logic by 0.9% during the 3rd quarter. Bank of New York Mellon Corp now owns 386,659 shares of the company’s stock worth $1,728,000 after buying an additional 3,307 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in shares of Lightwave Logic by 1.5% during the 3rd quarter. Vanguard Group Inc. now owns 8,122,225 shares of the company’s stock worth $36,306,000 after buying an additional 119,834 shares during the period. 27.04% of the stock is owned by institutional investors and hedge funds.
https://www.defenseworld.net/2024/05/10/zurcher-kantonalbank-zurich-cantonalbank-has-119000-stock-position-in-lightwave-logic-inc-nasdaqlwlg.html
Folks, this is the TRUTH the lying scumbag Shorts don't want Longs to know, SMART MONEY is buying LWLG. the PPS has been heavily manipulated but Lebby is working deals now with the BIGGEST companies in the world and Lebby has already told investors who these companies are, here
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
SEV said, how much superior is SEV's chip, that's a really good question that I don't think anyone here has the direct definitive answer to yet
BUT.... I do recall in an interview that RH when talking about S7 ACC's versus the competition, pointing out that S7 chips would very likely be superior because of how complex the innerworkings of the chips actually are, and how much time S7 had spent in perfecting these chips, RH said as such that it would be very difficult for these competitor companies to be at the same level of performance as S7 chips
and could the competitors even replicate the performance without infringing on the S7 patents?
this is why I believe that S7 likely will either be involved in a JV Agreement with the likes of MACOM etc, or ultimately just be an acquisition target
also, I think the problem in the past preventing ACC's from getting implemented has been the extension of the life of the passive DAC (mainly by the developments of the Tomahawk series of Switches), but at 800gbs finally the passive DACS Reach becomes to short at 1.5M to 2M max
First, listen to what Lebby said at Wainright here,
in fact, we are enabling network equipment upgrades without changing the network. You don't have to change the fiber, you don't have to change the equipment. You just put our technology, which is like putting a V8 into a four-cylinder car, and you put it into those little boxes. I don't know if there's a point that works here. And those boxes all fit into the network switches and routers, and that upgrades the equipment without changing the equipment, which is really powerful.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172839745
KCC posted this on Reddit
Weekend Hangout - Friday, April 19, 2024 by s2upid in LWLG
[–]KCCO7913 2 points 23 minutes ago
What I’m hearing from people that attended yesterdays meeting is that the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development. It’s just a matter of time before the relationship is made public.
Herwig posted this on IHUB
ML indicated that he does not want to work with many small deals that can be quickly closed.
He immediately wants to go for the really big boys, but with those big boys such implementation takes much longer because the contracts are more complex.
In any case, it was clear that LWLG is sitting at the table with heavyweights.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174272533
Herwig also posted this slide showing all the massive Tier 1 interest
https://investorshub.advfn.com/uimage/uploads/2024/4/19/dm[bdIMG_5213.JPG
and Spekkie posted this on IHUB
He just finished. Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden. He showed a slide of the “ eyes” will be on the site as well. This was a real promising speech! Reliability is NOT an issue! Look at the eyes!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174270982
Lebby already told investors who the Customers would be!! here
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Short Playbook has run out of pages, every Short argument has FAILED miserably, from calling LWLG vaporware to saying it can never be done, it's failed science experiment, it can't be poled, then well except maybe one at a time, then well they'll never be able scale it in a small Foundry, then they'll never be able scale it in a BIG Foundry
ALL THESE ARGUMENTS WERE PURE BULLSHIT!!! And Shorts hired paid bashers galore!!!
But now Lebby commands the driver seat and he's working the largest companies on God's green earth!!! What caused the shift to ONLY pursuing the giant companies? investors already learned the answer to that from the LD Micro interview of what transpired in the first couple months of 2024, that being success at several large Foundries on 200mm Wafers perfect for MASS COMMERCIALIZATION of the Google, Cisco, Ciena etc companies, here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174203972
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter.
This is HUGELY important!!! Why would Lebby being CHAIR of the TRANSCEIVERS section of the Roadmap, for the last handful of years Lebby was only writing the Polymers section!!! It is OBVIOUS that Lebby is now CHAIR of the Transceivers section because LWLG is going to become the UBIQUITOUS heart of Next-Gen internet transmissions!!!
from the IPSR, “TECHNOLOGY FORECAST OF ELECTRO-OPTIC POLYMERS
In the field of active electro-optic polymers, there has been significant technological and commercial progress. There are now commercial companies that are supplying active electro-optic polymer material as well as commercial companies supplying silicon slot and plasmonic slot modulator devices, and devices embedded into photonic integrated circuit (PIC) platforms.”
Yes, indeed investors are learning that LWLG and Lebby are now involved with more than just the Polymer Modulators they can now mass produce their 4x200 devices on 200mm Wafers in several large Foundries!!!
Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap
8:31 am ET April 16, 2024 (PR Newswire)
Integrated Photonics System Roadmap Defines and Creates Future PIC Technology and Systems Requirements for Industry that Span out to 2040
Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, substantially contributed to the recently published "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond.
Led by foundation PhotonDelta and the Microphotonics Center at the Massachusetts Institute of Technology (MIT), the IPSR-I is based on the highly influential semiconductor industry roadmap that outlined research priorities and has enabled the semiconductor industry to navigate Moore's Law for integrated photonics. These non-competitive industry roadmaps also serve stakeholders, investors and research analysts as a resource for industry trends, research, and commercial opportunities.
More than 400 technology, academic and industrial organizations from around the world contributed to IPSR-I. The IPSR-I describes a route toward building a global, aligned integrated photonics industry with the ability to help solve major societal challenges. It includes a comprehensive overview of major technology gaps for volume manufacturing of photonic integrated circuits (PIC) and a detailed analysis of the challenges that the integrated photonics industry needs to overcome to achieve its potential.
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter. 'Transceivers' are a critical commercial pluggable optical engine, for example in hyperscaler datacenters, telelcom networks, and high-performance computing. 'Interconnects' focuses on optical fiber links that connect pluggable optical transceivers together for routers, switches, computational systems etc. 'Polymers' focuses on active electro-optic polymers for optical modulators as well as passive polymers that guide and manipulate light in fiber optic communications markets.
"We were privileged to be invited to contribute to the updated IPSR-I to establish and sustain a trust based global network of industrial and R&D partners, working together to create PIC technology and systems requirements," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "These requirements comprise the commercial factors that will compose and grow the accelerating photonics industry going forward for all companies, with our focus on our Perkinamine(R) Electro-Optic polymers. The integrated photonics roadmaps both plan and anticipate commercial opportunities as well as potential roadblocks and/or critical needs on the way to scaling the manufacturing of integrated photonics through 2040. The silicon semiconductor industry has relied on these types of roadmaps for the past 50 years and with IPSR-I, the photonics industry is becoming organized and more influential as well."
"With our first commercial material supply and license agreement for our electro-optic polymer materials and ongoing efforts to build on this commercialization momentum, we continue to believe Lightwave Logic will become a stronger technological and commercial leader in the photonics industry," concluded Lebby.
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ: LWLG) develops a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the company's website at www.lightwavelogic.com.
Safe Harbor Statement
The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1.A "Risk Factors" in our most recent Form 10-K; other risks to which our company is subject; other factors beyond the company's control.
Investor Relations Contact:Lucas A. ZimmermanMZ Group - MZ North America949-259-4987LWLG@mzgroup.uswww.mzgroup.us
https://c212.net/c/img/favicon.png?sn=CL86259&sd=2024-04-16
View original content to download multimedia:https://www.prnewswire.com/news-releases/lightwave-logic-demonstrates-thought-leadership-with-critical-contributions-to-global-integrated-photonics-industry-roadmap-302115206.html
SOURCE Lightwave Logic, Inc.
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
initial take, although highly dilutive, sounds very promising, already oversubscribed, and it sounds like the warrants will be exercised fairly quickly for additional cash raise, the convertible debt is eliminated, and sounds like the ultimate target of raising 24 million will likely be achieved (will have to reread this)
now this sounds more like the PP to fund the 800gbs ramp, that was my initial concern with RH's "modest PP" it reeked of being nothing more than a keep the lights on PP, major goof up to do it like that on first pass they should have done a larger PP showing investors they meant business to have cash to ramp for 800gbs even if it would have dropped PPS from .60 down 50% to .30 to get it done it would have been WAY BETTER than the new .10 raise, but bottom line, investors need be thankful they did NOT pull a RKLY and fold the tents in middle of the night and eliminate shareholders completely
UPDATED!!! ASM Slide 38 "Multi-Level & Cross Functional Engagements"
most people do NOT understand how deeply embedded Lebby is throughout the entire Photonics Industry Food Chain, what this slide is telling investors that when the "Big Silicon Foundries" LWLG is working with (see SNN interview) there is PULL from the End Users which are the Amazon, Google, etc of the world, and the Packaging partners are likely the large Tier 1 Networkers, so when don't be surprised when the market halts news pending and there are SEVERAL large players involved including Foundries & Tier 1 Networkers
Here are some of the "Big Silicon Foundries" that produce on 200mm wafers:
(the bolded Foundries are the most likely as they have been linked to LWLG already)
GlobalFoundries
Hua Hong Semiconductor
Samsung
SK Hynix
SkyWater Technology
SMIC (Semiconductor Manufacturing International Corporation)
Tower Semiconductor
TSMC (Taiwan Semiconductor Manufacturing Company)
UMC (United Microelectronics Corporation)
Vanguard International Semiconductor
X-Fab
Let's talk about the "Growth Funnel - Internal Roadmap" Slides 38 & 39
Ok, let's start with the list of companies that Lebby has shown investors in the funnel, I don't believe Lebby just dropped random company names into this funnel, I believe Lebby is great at dropping little easter eggs into his presentations and that this list has a good deal of names with purpose to LWLG, ok so from top to bottom we see
Amazon, Meta, Microsoft, Oracle, Cisco, Arista, Samsung, OpenLight, Tower, AWS, Raytheon, Jabil, Google, D.WAVE, Gobal Foundries, Nvidia, Nokia, Xfab, Fujitsu, Ciena
Wow!! That is quite a list!!
Here are my Summary takeaways,
1) It is not surprising to see all of the largest End Users ie. Google, Amazon, Meta, etc on this list
2) It is interesting that Lebby listed these specific Foundries, a) Samsung b) Tower c) Global Foundries d) Xfab e) Fujitsu
3) It is interesting to see Raytheon listed but NOT Lockheed Martin (seeing as how LMT had a LT past relationship with LWLG)
4) It is interesting to see OpenLight, which is a 2022 startup company that provides a new SiP platform being implemented by Tower
5) It is interesting to see these Tier 1 Network builders on this list a) Cisco b) Ciena c) Arista d) Nokia
Note: Ciena had been listed in LWLG's FAQ's list as a potential Customer some time ago, and Lebby has told investors that LWLG must work with the "Switching/Routing" Networkers so as to handle the higher speeds that LWLG will be sending through the "pipes"
6) It is interesting to see one of the largest Contract Manufacturers, Jabil, listed
7) It is interesting to see quantum computing company D.WAVE on this list too
Here are a few comments I have regarding those Summary bullet points above,
1) #2 and #4 are Intel related, the Tower Foundry was listed by Bard AI as the "first" Foundry that LWLG had a deal with, and OpenLight is providing a new SiP platform being implemented by Tower
here's some info on OpenLight >> https://semiconductor-today.com/news_items/2022/jun/openlight-070622.shtml
2) Global Foundries pops up here on the "short list" of Foundries, also considering the number of Foundries listed here I would not be surprised at all that each and every one of these is in "deep" relationship now with LWLG
3) Jabil worked with GIG in the past so they would be a logical fit for Contract Manufacturing needs
4) Raytheon & D.WAVE seem to be such "outliers" to LWLG's stated market disruption plans that they almost certainly have to have working relationships with LWLG currently, this is really cool!
Ok, bottom line takeaways are that LWLG is going to become a HUGE HUGE HUGE company!!!
It's REAL and it's HAPPENING!!!! here,
Partnering with silicon-based foundries not only demonstrates that our polymer technology can be transferred into standard production lines using standard equipment, it also allows us to efficiently utilize our capital. The foundry partnerships will allow us to scale our high-performance polymer optical engines quickly and efficiently. We have now received silicon wafers that range up to 200mm in diameter, which aligns well with foundry manufacturing. Using 200mm silicon wafers, we showed packaged polymer modulators operating with open (clean) eye diagrams at 100GBaud PAM4 (or 200Gbps PAM4) at voltage drive levels at 1V at the 2024 Optical Fiber Conference in San Diego, California in March 2024 (“OFC 2024"). OFC is a leading international conference bringing together the complete value chain of fiber communications, datacentric, and telecommunications industrial players. We also showed polymer modulators with voltage drive levels that were below 1V. Driving voltage levels of around 1V is important as it allows our polymer modulators to be driven directly from CMOS ICs (as opposed to dedicated driver integrated circuit chips). This performance is ideal to enable 4 lanes at 200Gbps per lane pluggable transceivers that can operate at an aggregate data rate of 800Gbps. Since the invited talk at OFC 2024, a number of Tier 1 pluggable transceiver companies have both reviewed our technical results and viewed operating packaged polymer slot modulators at 200Gbps PAM4 with drive voltages at 1V.
page 19
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001325964/000155335024000021/lwlg_10q-033124.htm
Note - Cash to Fund Operating Budget through most of 2026 !!!! The road to UBIQUITY begins with 800Gbs now in 2024 right as Lebby's Timeline has told investors for the last few years!!
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!
here once again for you and marky boy, you guys MUST HAVE MISSED IT... AGAIN!!!!,
oh teddybear trying again to baffle them with your bullshit, along with a HIGHLY DISREPECTED JOURNALIST that Jose had to PUBLICLY SHAME AFTER THE YOUTUBE FEED WAS CUT OFF, but for PARTICIPANTS ON THE ZOOM MEETING it was heard LIVE!!!! Here's the TRUTH folks!!!!
TFLN? here worth another LQQk,
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!
https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4
Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!!
TOO FUNNY!!!!
Hyperlight is supposedly the #1 TFLN company in the world!!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,
Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2
LWLG tops ALL competition in FOM scores by far!!!!
Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!
Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them
1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!
2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)
3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts
4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db
5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit
6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!
7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries
8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!
Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!
20 never happened that was a blink of the eye Shorts keep wanting to hang their hats on that and it is TOTAL BULLSHIT here's the TRUTH in the VWAPS!!!!
Here's the FACTS on LWLG trading, the VWAPS don't lie like the Shorts
As plainly told in the table below VWAP's range for $4 to $8 <<<TRUTH BOMB!!!!!!!
Historical LWLG Price Data
______Period Open High Low VWAP Avg. Daily Vol Change %
1 Week__ 4.12 4.28 3.87 4.05 655,818 -0.02 -0.49%
1 Month 4.28 4.82 3.87 4.29 633,551 -0.18 -4.21%
3 Months 4.44 5.295 3.87 4.35 588,605 -0.34 -7.66%
6 Months 4.79 5.69 3.79 4.52 638,262 -0.69 -14.41%
1 Year__ 4.79 9.18 3.79 5.49 686,220 -0.69 -14.41%
3 Years 11.88 20.30 3.79 8.02 835,056 -7.78 -65.49%
5 Years 11.88 20.30 3.79 8.02 835,056 -7.78 -65.49%
First, listen to what Lebby said at Wainright here,
in fact, we are enabling network equipment upgrades without changing the network. You don't have to change the fiber, you don't have to change the equipment. You just put our technology, which is like putting a V8 into a four-cylinder car, and you put it into those little boxes. I don't know if there's a point that works here. And those boxes all fit into the network switches and routers, and that upgrades the equipment without changing the equipment, which is really powerful.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172839745
KCC posted this on Reddit
Weekend Hangout - Friday, April 19, 2024 by s2upid in LWLG
[–]KCCO7913 2 points 23 minutes ago
What I’m hearing from people that attended yesterdays meeting is that the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development. It’s just a matter of time before the relationship is made public.
Herwig posted this on IHUB
ML indicated that he does not want to work with many small deals that can be quickly closed.
He immediately wants to go for the really big boys, but with those big boys such implementation takes much longer because the contracts are more complex.
In any case, it was clear that LWLG is sitting at the table with heavyweights.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174272533
Herwig also posted this slide showing all the massive Tier 1 interest
https://investorshub.advfn.com/uimage/uploads/2024/4/19/dm[bdIMG_5213.JPG
and Spekkie posted this on IHUB
He just finished. Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden. He showed a slide of the “ eyes” will be on the site as well. This was a real promising speech! Reliability is NOT an issue! Look at the eyes!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174270982
Lebby already told investors who the Customers would be!! here
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Short Playbook has run out of pages, every Short argument has FAILED miserably, from calling LWLG vaporware to saying it can never be done, it's failed science experiment, it can't be poled, then well except maybe one at a time, then well they'll never be able scale it in a small Foundry, then they'll never be able scale it in a BIG Foundry
ALL THESE ARGUMENTS WERE PURE BULLSHIT!!! And Shorts hired paid bashers galore!!!
But now Lebby commands the driver seat and he's working the largest companies on God's green earth!!! What caused the shift to ONLY pursuing the giant companies? investors already learned the answer to that from the LD Micro interview of what transpired in the first couple months of 2024, that being success at several large Foundries on 200mm Wafers perfect for MASS COMMERCIALIZATION of the Google, Cisco, Ciena etc companies, here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174203972
and there it is TOTAL BS DUNK from 4.03 to 3.96 on about 5K shares!!! TOTAL BS MANIPULATION just like everyday!!!
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter.
This is HUGELY important!!! Why would Lebby being CHAIR of the TRANSCEIVERS section of the Roadmap, for the last handful of years Lebby was only writing the Polymers section!!! It is OBVIOUS that Lebby is now CHAIR of the Transceivers section because LWLG is going to become the UBIQUITOUS heart of Next-Gen internet transmissions!!!
from the IPSR, “TECHNOLOGY FORECAST OF ELECTRO-OPTIC POLYMERS
In the field of active electro-optic polymers, there has been significant technological and commercial progress. There are now commercial companies that are supplying active electro-optic polymer material as well as commercial companies supplying silicon slot and plasmonic slot modulator devices, and devices embedded into photonic integrated circuit (PIC) platforms.”
Yes, indeed investors are learning that LWLG and Lebby are now involved with more than just the Polymer Modulators they can now mass produce their 4x200 devices on 200mm Wafers in several large Foundries!!!
Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap
8:31 am ET April 16, 2024 (PR Newswire)
Integrated Photonics System Roadmap Defines and Creates Future PIC Technology and Systems Requirements for Industry that Span out to 2040
Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, substantially contributed to the recently published "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond.
Led by foundation PhotonDelta and the Microphotonics Center at the Massachusetts Institute of Technology (MIT), the IPSR-I is based on the highly influential semiconductor industry roadmap that outlined research priorities and has enabled the semiconductor industry to navigate Moore's Law for integrated photonics. These non-competitive industry roadmaps also serve stakeholders, investors and research analysts as a resource for industry trends, research, and commercial opportunities.
More than 400 technology, academic and industrial organizations from around the world contributed to IPSR-I. The IPSR-I describes a route toward building a global, aligned integrated photonics industry with the ability to help solve major societal challenges. It includes a comprehensive overview of major technology gaps for volume manufacturing of photonic integrated circuits (PIC) and a detailed analysis of the challenges that the integrated photonics industry needs to overcome to achieve its potential.
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter. 'Transceivers' are a critical commercial pluggable optical engine, for example in hyperscaler datacenters, telelcom networks, and high-performance computing. 'Interconnects' focuses on optical fiber links that connect pluggable optical transceivers together for routers, switches, computational systems etc. 'Polymers' focuses on active electro-optic polymers for optical modulators as well as passive polymers that guide and manipulate light in fiber optic communications markets.
"We were privileged to be invited to contribute to the updated IPSR-I to establish and sustain a trust based global network of industrial and R&D partners, working together to create PIC technology and systems requirements," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "These requirements comprise the commercial factors that will compose and grow the accelerating photonics industry going forward for all companies, with our focus on our Perkinamine(R) Electro-Optic polymers. The integrated photonics roadmaps both plan and anticipate commercial opportunities as well as potential roadblocks and/or critical needs on the way to scaling the manufacturing of integrated photonics through 2040. The silicon semiconductor industry has relied on these types of roadmaps for the past 50 years and with IPSR-I, the photonics industry is becoming organized and more influential as well."
"With our first commercial material supply and license agreement for our electro-optic polymer materials and ongoing efforts to build on this commercialization momentum, we continue to believe Lightwave Logic will become a stronger technological and commercial leader in the photonics industry," concluded Lebby.
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ: LWLG) develops a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the company's website at www.lightwavelogic.com.
Safe Harbor Statement
The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1.A "Risk Factors" in our most recent Form 10-K; other risks to which our company is subject; other factors beyond the company's control.
Investor Relations Contact:Lucas A. ZimmermanMZ Group - MZ North America949-259-4987LWLG@mzgroup.uswww.mzgroup.us
https://c212.net/c/img/favicon.png?sn=CL86259&sd=2024-04-16
View original content to download multimedia:https://www.prnewswire.com/news-releases/lightwave-logic-demonstrates-thought-leadership-with-critical-contributions-to-global-integrated-photonics-industry-roadmap-302115206.html
SOURCE Lightwave Logic, Inc.
1) Lebby's Timeline to Mass Commercialization has remained UNCHANGED in presentations for the last few years, Lebby has told investors that LWLG would come to market at 800Gbs in 2024!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172658420
2) Lebby has been making partnering DEALS at least as far back as ECOC 2019 when LWLG presented its META-STABILITY DATA that showed the material systems actually GAINED stability over time!!
3) Lebby's Timeline of 2024 is a PERFECT MATCH to what the industry is now showing to be the FASTEST ADOPTION EVER of a Next-Gen Node Implementation at 800Gbs set for, you guessed it, 2024!!! Check out this chart showing 800Gb adoption to be HUGE at $2 Billion starting in 2024!!! (note 800Gbs is the BLUE SHADED area)
https://investorshub.advfn.com/uimage/uploads/2023/8/19/wwenqIMG_7963.png
4) Lebby in the latest Wall Street Transcript just flat out told investors who the Customers are going to be when this thing ROLLS, which will undoubtably be in 2024 because that is what the INDUSTRY is saying will be the HUGE rollout of 800Gbs, and make NO MISTAKE when you read below who LWLG's Customers are going to be (all under NDA now!!)
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
As I see the business model, you need to be flexible, because some of these guys will want to buy from you direct. And other ones who will say, go work with our contract manufacturer or go work with our foundry, get qualified there, and then we’ll give you the business.
And so, we have to be flexible with these large guys, because they have different working models.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Ok folks, so Investors now now that the Intel's and Cisco's and Google's ARE THE CUSTOMERS that the Foundries PDK's HAVE BEEN DEVELOPED to serve!!!! Lebby has already told investors that there are PRODUCTION TRIALS in progress for at least the last 6 months but more likely a year or more!!!
PRODUCTION TRIALS!!! Nothing makes short sellers more nervous than finding out that Lightwave Logic’s foundry partners are currently running PRODUCTION TRIALS Why would they do that? “We” were convinced their technology would never scale and the fact that Lightwave Logic has never produced a product in 20 years was proof positive that they would never ever produce any revenue. We even talked to an ex employee who told us there were issues five years ago.
The worst news possible is learning about production runs because reaching that step means both parties want to produce and market this technology. In order to reach agreement on the terms of a license, both parties must be comfortable with the production economics. What level of upfront cash payment is appropriate? What percentage of gross modulator sales makes sense?
One thing is clear to me, the foundries want this technology and are already devoting machine time to be able to price the agreements. If I were short this stock, I would be fargin nervous as hell.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171355567
. This expansion of our IP moat, paired with our acquisition of the mission-critical IP assets of Chromosol Ltd (UK) to strengthen foundry PDK design capabilities with extremely low temperature ALD Processes, is a part of our ability to advance initial production trials with our foundry partners and secure our first licensing agreements in the near-term.
Corporate Update March 2, 2023
10k shares in 10 mins Shorts good luck with that capitulation trade of 20+ million shares you need before Lebby drops the MOAB of all deals with huge Tier 1's and large Foundries doing the mass production on 200mm wafers!!!
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Electro-Optic Polymer Production – Our Approach vs. the BLA Approach
LWLG's P2IC Platform is cheaper ($1/Gb) & better (lower power 1v) & scalable (100Gbs to 400Gbs to 800Gbs and beyond!)
Brief polymer history…
• <1980s
– Strong government funding for non-linear electro-optic organic
polymers (DARPA, NSF, DOE, DoD etc.)
– Many papers, reports, books
• 1980s – 2000s
– Heavy, focused, and increased gvt funding for non-linear EO organic
polymers (DARPA, NSF, DOE, DoD, USAirForce, USNavy, USArmy, EU)
– Industry R&D lab funding e.g. Du Pont, Dow, Akzo Nobel, IBM, Intel,
Boeing, Motorola, AT&T Bell Labs, GE, Lockheed etc.
– Increase in papers, publications, conferences, and books
• 2000s – 2010s
– Wane in government funding and industrial R&D lab activity
– Limited commercialization in fiber based communications
• >2010s
– Excellent progress on high speed performance (>100Gbaud)
– Resurgence?
LWLG inventor Fred Goetz took an opposite approach, he started with something inherently STABILE, a plastic, and worked to make it E/O active, the result was a 3rd generation Polymer that is LWLG
Read below to understand why LWLG has succeeded now, and YES they have succeeded, just need to be accepted and this rocket will launch !!
Paradox of Electro-Optics
Certain materials are made of robust molecules and their electrons are so strongly bound in the molecular structure that it is difficult for them to vibrate or breakaway.
Such materials may be robust but generally their electrons do not vibrate easily. By analogy, a beer-mug may be thick -walled but it would be much more difficult for our soprano to vibrate it with his or her voice.
This has been the dilemma of electro -optics. Creating a molecule in which an electron can oscillate freely back and forth when hit by light but which does not wildly vibrate the material toward its own resonant destruction.
Second-generation electro-optics are fragile like champagne flutes It was a daunting challenge. Scientists had been working on the problem since the 1960's and by the late -90's most everyone had deemed the task impossible, just as it is infeasible to merge the delicate vibration character of a champagne flute with a Hamburg beer stein.
Second-Generation
Second-generation electro-optic polymers are excellent high -
performance electron oscillators. Their long fluted shape however makes them highly unstable and unreliable.
Most scientists had been trying to make more slender and delicate "molecular flutes" that would vibrate easily, blindly hoping that they would somehow, someday figure out how to stabilize these molecular structures. This thin and delicate class of molecules has become known as second-generation electro-optic materials.
Third-Generation (LWLG)
Meanwhile, the scientists at LWLG continued quietly and
indefatigably toward the Holy Grail, the Fluted Stein. A molecule that was robust and yet which would vibrate more easily than the thinnest sliver of crystal. Once thought impossible, LWLG succeeded on their quest, producing today's third-generation of electro-optic molecules. LWLG scientists accomplished this by stabilizing the core of the molecule with interlocking atomic rings, much like crosshatches or the rungs of a ladder.
Third-generation electro-optic materials are even higher performing as electron oscillators. Their ring-locked shape gives them tremendous stability. Within these structures the electrons still vibrate easily, in fact they oscillate significantly better than within second -generation materials, yet they are incredibly robust due to their reinforced scaffold-like structure.
SAM/SOM goals, Lebby has not backed down from these goals and in Belgium discussions my understanding he said these are likely to be increased now!! The SAM/SOM goals match EXACTLY to Lebby's long-standing Timeline for a Customer Acceptance and Ramp in 2024!!
Lebby provided SAM/SOM GOALS at ASM for 2024 to 2030
I built a detailed financial model using the SOM/SAM information for 800G and 1.6T pluggable transceivers and it shows a $5-10 billion market cap by 2028 using the "base case" SOM estimates.
It's not perfect, but probably the most precise model anyone has put together so far. A big unknown is the COGS and OPEX, but using 80-85% gross margin (like OLED) and knowing LWLG estimates around 50 employees at mass commercialization...it's probably close. My revenue estimates also center around the value of the modulators, and not necessarily revenue had in technology transfer agreements. I'm not sure how those agreements would be priced and if LWLG would offer a discount so to speak since someone else it spending the money in manufacturing.
This is all just for one application and there are endless applications for super small, fast and efficient modulators. Hell, I even found a white paper using a MZM-based sensors used as a "nose" for fermenting coffee and finding the most precise time to stop the fermenting process.
Now - IMO, the company will be bought out well before we ever hit $1 billion in revenue. That's fine with me. OLED hit $10-15B market cap with around $500 million in revenue.
-KCC
https://www.reddit.com/r/LWLG/comments/15f4un7/daily_trading_action_and_general_discussion/?
The article Synopsis Photonics Solutions posted on LinkedIn was from the PIC Magazine article by Michael Lebby here
https://www.linkedin.com/posts/synopsysphotonicsolutions_article-by-michael-lebby-ceo-lightwave-activity-7181893534705201153-QcJ2/
Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.
https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U
Synopsis also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.
https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf
Just going to put this here. Synopsis Foundy Spotlight: GF Fotonix
"Roadmap Solution (excerpt)
The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)
Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)
Just a guess here/speculating:
GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.
In the investor pres at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure
One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.
https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?
Google just had a shout out to EOP(LWLG) on a slide for hetero integration. LinkedIn post from APC.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464
This is the google slide! (middle picture is of EOP slot modulator)
https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios
Modulators with low driving voltage, high bandwidth, and low loss.
They are also showing the same wafer
And “organic Material” the same picture on page 15 from LWLG
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
I can’t believe my eyes!
It is happening…
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
The market was holding 60 cents for 5 weeks solid before the horrendous announcement that the PP would not be filled
Somehow with an 80% discount to that 60 cents I would think they will fill this PP no problem
Guess we'll all just have to wait and see though
teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!
here once again for you and marky boy, you guys MUST HAVE MISSED IT... AGAIN!!!!,
oh teddybear trying again to baffle them with your bullshit, along with a HIGHLY DISREPECTED JOURNALIST that Jose had to PUBLICLY SHAME AFTER THE YOUTUBE FEED WAS CUT OFF, but for PARTICIPANTS ON THE ZOOM MEETING it was heard LIVE!!!! Here's the TRUTH folks!!!!
TFLN? here worth another LQQk,
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!
https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4
Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!!
TOO FUNNY!!!!
Hyperlight is supposedly the #1 TFLN company in the world!!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,
Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2
LWLG tops ALL competition in FOM scores by far!!!!
Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!
Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them
1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!
2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)
3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts
4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db
5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit
6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!
7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries
8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!
Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!
Hourglass sands waning rapidly for Shorts to Cover 20+ million shares
Investors know Lebby has a blockbuster next gen technology 100 percent ready for mass commercialization and is in deep negotiations for months now with the biggest companies in the world!!
Another failed Short attack here, and on PUNY volume to boot!!! Shorts trapped like rats!!!
Dangerous game of chicken being played by Shorts!!!
Oh, and btw, vein why ain't you jumping for joy in any posts at this very moment?? Oh yeah, right, cuz you be a Short!!!
Google just had a shout out to EOP(LWLG) on a slide for hetero integration. LinkedIn post from APC.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464
This is the google slide! (middle picture is of EOP slot modulator)
https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios
Modulators with low driving voltage, high bandwidth, and low loss.
They are also showing the same wafer
And “organic Material” the same picture on page 15 from LWLG
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
I can’t believe my eyes!
It is happening…
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
I'll bet this is oversubscribed, hope to get the closing news release today
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter.
This is HUGELY important!!! Why would Lebby being CHAIR of the TRANSCEIVERS section of the Roadmap, for the last handful of years Lebby was only writing the Polymers section!!! It is OBVIOUS that Lebby is now CHAIR of the Transceivers section because LWLG is going to become the UBIQUITOUS heart of Next-Gen internet transmissions!!!
from the IPSR, “TECHNOLOGY FORECAST OF ELECTRO-OPTIC POLYMERS
In the field of active electro-optic polymers, there has been significant technological and commercial progress. There are now commercial companies that are supplying active electro-optic polymer material as well as commercial companies supplying silicon slot and plasmonic slot modulator devices, and devices embedded into photonic integrated circuit (PIC) platforms.”
Yes, indeed investors are learning that LWLG and Lebby are now involved with more than just the Polymer Modulators they can now mass produce their 4x200 devices on 200mm Wafers in several large Foundries!!!
Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap
8:31 am ET April 16, 2024 (PR Newswire)
Integrated Photonics System Roadmap Defines and Creates Future PIC Technology and Systems Requirements for Industry that Span out to 2040
Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, substantially contributed to the recently published "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond.
Led by foundation PhotonDelta and the Microphotonics Center at the Massachusetts Institute of Technology (MIT), the IPSR-I is based on the highly influential semiconductor industry roadmap that outlined research priorities and has enabled the semiconductor industry to navigate Moore's Law for integrated photonics. These non-competitive industry roadmaps also serve stakeholders, investors and research analysts as a resource for industry trends, research, and commercial opportunities.
More than 400 technology, academic and industrial organizations from around the world contributed to IPSR-I. The IPSR-I describes a route toward building a global, aligned integrated photonics industry with the ability to help solve major societal challenges. It includes a comprehensive overview of major technology gaps for volume manufacturing of photonic integrated circuits (PIC) and a detailed analysis of the challenges that the integrated photonics industry needs to overcome to achieve its potential.
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter. 'Transceivers' are a critical commercial pluggable optical engine, for example in hyperscaler datacenters, telelcom networks, and high-performance computing. 'Interconnects' focuses on optical fiber links that connect pluggable optical transceivers together for routers, switches, computational systems etc. 'Polymers' focuses on active electro-optic polymers for optical modulators as well as passive polymers that guide and manipulate light in fiber optic communications markets.
"We were privileged to be invited to contribute to the updated IPSR-I to establish and sustain a trust based global network of industrial and R&D partners, working together to create PIC technology and systems requirements," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "These requirements comprise the commercial factors that will compose and grow the accelerating photonics industry going forward for all companies, with our focus on our Perkinamine(R) Electro-Optic polymers. The integrated photonics roadmaps both plan and anticipate commercial opportunities as well as potential roadblocks and/or critical needs on the way to scaling the manufacturing of integrated photonics through 2040. The silicon semiconductor industry has relied on these types of roadmaps for the past 50 years and with IPSR-I, the photonics industry is becoming organized and more influential as well."
"With our first commercial material supply and license agreement for our electro-optic polymer materials and ongoing efforts to build on this commercialization momentum, we continue to believe Lightwave Logic will become a stronger technological and commercial leader in the photonics industry," concluded Lebby.
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ: LWLG) develops a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the company's website at www.lightwavelogic.com.
Safe Harbor Statement
The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1.A "Risk Factors" in our most recent Form 10-K; other risks to which our company is subject; other factors beyond the company's control.
Investor Relations Contact:Lucas A. ZimmermanMZ Group - MZ North America949-259-4987LWLG@mzgroup.uswww.mzgroup.us
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View original content to download multimedia:https://www.prnewswire.com/news-releases/lightwave-logic-demonstrates-thought-leadership-with-critical-contributions-to-global-integrated-photonics-industry-roadmap-302115206.html
SOURCE Lightwave Logic, Inc.
hey snake eyes you know that is total bullshit, you and your fellow Short thugs (including the fake Longs) here are 75% or more of the posts now and the pure venom garbage you spew is nasty nasty nasty, where I post all the FACTS supported by links, Shorts like you just making shit up pretty much all lies and deceptions to appease the underworld gods you serve!!!
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
nrdc the biggest chump of all-time sold out in 1's just before the run to 20 too funny!!
nrdc, so sorry you sold in the 1's and missed the run up, it's a real pisser for you I know!!!
nrdc you're a pompous azz who thinks he's so smart but you were so dumb you sold in the 1's back in 2021 and then watched with your jaw dropped as LWLG ran to 20, you been whining like a little Bably ever since, get a life!
Dr. Michael Lebby commented: "Our newly presented results are incredibly exciting, representing not only the best commercial-grade-compatible polymer modulators to-date, but on commercial 200mm silicon wafers, with performances that fit very well for a 4-channel x 200Gbps (or 800Gbps) pluggable transceiver, as well as the next generation 4-channel x 400Gbps (or 1600Gbps) pluggable transceivers. 200G lanes with clean, open eye diagrams now represent an inflection-point to extend silicon photonics benefits by utilizing the company's polymers to enable much higher data-rate speeds at significantly lower power consumption levels. These results will position LWLG to support the burgeoning demand of generative AI as datacenters around the world begin to upgrade their hardware faster than expected to meet the demands of the future."
https://finance.yahoo.com/news/lightwave-logic-demonstrates-world-class-123100712.html
LD MICRO REPLAY NOW AVAILABLE!!!!
https://ldinv14.sequireevents.com/recording?session_id=7c04c9bb-df53-4ece-9dce-3d27956fe60e
In short: reliability testing is no more a concern for the tier 1´s
https://stocktwits.com/JoeriGoethuys/message/570255316
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he (Lebby) clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
The fact that the reliability testing is no longer a concern for the Tier 1's to do business with LWLG is HUGE HUGE HUGE, this has been the #1 issue that has plagued Polymer commercialization for its 40 year history!! And yes I have confirmation from multiple sources that this is truly the case now!! Investors already had known how ironclad the data had become from the recent presentations slides presented at ECOC in late 2023 and then again even more so at the OFC in March 2024!!!
Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon
1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!
2) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!
4) Lebby showed that Perk 6 is NOW ready for Licensing !!!
5) Lebby expects much more Licensing activity in 2024 forward
6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!
7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!
The April 2024 Investor Slides are up on the LWLG website, here
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.
Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.
Thanks,
Sequire Team
I liked the storyline, but today the volume was non-existent, in Canada 23k and in US not even 1k shares today, so explain why nobody is buying the Bid /Ask in the US all day was like .09x.10 and nobody seemed to care enough to grab some of these shares, strange, maybe people are waiting for the PP to close
Google just had a shout out to EOP(LWLG) on a slide for hetero integration. LinkedIn post from APC.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464
This is the google slide! (middle picture is of EOP slot modulator)
https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios
Modulators with low driving voltage, high bandwidth, and low loss.
They are also showing the same wafer
And “organic Material” the same picture on page 15 from LWLG
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
I can’t believe my eyes!
It is happening…
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
low volume high frequency manipulation again!! jeeez!!! only 360k shares traded and down 5% RIDONKULOUS!!! this report just in from underworld realm, many Shorts prayers to their many gods of illegal manipulation pleading for 20+ million shares at this PPS level to somehow "magically" Cover before Lebby drops the MOAB of giant Tier 1 delas on them!!!!
LWLG Eliminates Power Hungry & Expensive Driver Chip!!!
Lebby quote came from the Wall Street Transcript Interview (TWST) with Dr. Lebby - August 17, 2023
TWST: So you’re looking at value pricing, where the part might be more expensive, but you’re providing more performance and using less power, and as a result it’s going to be less expensive.
Dr. Lebby: Also, you’re saving the customer architectural IC designs. You don’t need driver chips and they are really expensive, way more than what a device would cost. And so, you’re providing that advantage to network operators.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172679450First
What Lebby told investors in that interview is that the cost of the device, ie the 4x200 PIC Modulator Array chip is LESS than the cost of the Driver(s) that it ELIMINATES!!! And folks, LWLG's technology is the ONLY Next-Gen technology that CAN ELIMINATE the Driver(s)!!!!
Also let's not forget that the Driver(s) is/are power hungry, I know when I asked Bard it responded that it accounted for 40% of the power usage on 8x100 800Gbs and perhaps that is/was high but regardless the Driver(s) is/are known as being a big power user in the Transceiver so if you can eliminate the Driver(s) you are saving a lot of power!!
So what's that worth to the Transceiver companies? you guessed it.... A WHOLE LOT!!!
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
total BS, hitting 20 was the blink of an eye, here's the VWAPS that tell the TRUTH
Here's the FACTS on LWLG trading, the VWAPS don't lie like the Shorts
Historical LWLG Price Data
______Period Open High Low VWAP Avg. Daily Vol Change %
1 Week__ 4.12 4.28 3.87 4.05 655,818 -0.02 -0.49%
1 Month 4.28 4.82 3.87 4.29 633,551 -0.18 -4.21%
3 Months 4.44 5.295 3.87 4.35 588,605 -0.34 -7.66%
6 Months 4.79 5.69 3.79 4.52 638,262 -0.69 -14.41%
1 Year__ 4.79 9.18 3.79 5.49 686,220 -0.69 -14.41%
3 Years 11.88 20.30 3.79 8.02 835,056 -7.78 -65.49%
5 Years 11.88 20.30 3.79 8.02 835,056 -7.78 -65.49%
teddybear AGAIN FOR 10th TIME!!!! >>> I've called you and your bff out multiple times now to defend WHY anyone in their right mind would say TFLN will be the material that is the winner in Photonics!!! It is ABSURDLY stupid as those that would TOUT IT!!!!
here once again for you and marky boy, you guys MUST HAVE MISSED IT... AGAIN!!!!,
oh teddybear trying again to baffle them with your bullshit, along with a HIGHLY DISREPECTED JOURNALIST that Jose had to PUBLICLY SHAME AFTER THE YOUTUBE FEED WAS CUT OFF, but for PARTICIPANTS ON THE ZOOM MEETING it was heard LIVE!!!! Here's the TRUTH folks!!!!
TFLN? here worth another LQQk,
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!
https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4
Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!!
TOO FUNNY!!!!
Hyperlight is supposedly the #1 TFLN company in the world!!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
This is where LWLG was about 5 years ago!!!!
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,
Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2
LWLG tops ALL competition in FOM scores by far!!!!
Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!
Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them
1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!
2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)
3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts
4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db
5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit
6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!
7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries
8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!
Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!
low volume high frequency manipulation again!! jeeez!!! only 38k shares traded and down 4% RIDONKULOUS!!! this report just in from underworld realm, many Shorts prayers to their many gods of illegal manipulation pleading for 20+ million shares at this PPS level to somehow "magically" Cover before Lebby drops the MOAB of giant Tier 1 delas on them!!!!
Investors now know that LWLG has its 200Gb/lane Polymer modulator Product ready for mass production at SEVERAL LARGE FOUNDRIES on 200mm Wafers, and as Lebby has already told investors "our technology fits really uniquely into Silicon Foundries and WE CAN SCALE INTO VOLUME QUITE EASILY AND EFFECTIVELY",
Knowing these FACTS I believe it is time to revisit what I learned from Bard about LWLG relationships with Foundries, which was subsequently scrubbed from the Databases Bard was able to access at that time!! Today I asked Bard this question
at one point you revealed the specific Foundries that were working with Lightwave Logic and what exactly they were working on in terms of specific PDK's, more recently when asked the same question you only responded with Foundries likely to be working with Lightwave Logic on PDK developments and cite NDA's saying that the specific information you gave me previously was not available due to the NDA's, why?
Bard/Gemini reply, Model Update: It's possible that the underlying data used to train my model was updated, and the information about specific foundries and PDKs is no longer included due to confidentiality agreements (NDAs). Large language models are constantly being updated and improved, and this can sometimes lead to changes in the information they have access to.
I believe that my original inquiry of Bard which I will repost here is SPOT ON so much so that the information was quickly scrubbed from the Databases Bard had access to at that time!! here,
Google's Bard_AI knows which Foundries have LWLG PDK's developed!!! here are a series of images I received back from an inquiry to Bard (Google's AI product) regarding the Foundries that LWLG is currently working with on PDK development for their Polymers, view all nine captures and learn the truth from the AI world!!
1) https://postimg.cc/KksmXXNx
2) https://postimg.cc/xXbJt59X
3) https://postimg.cc/HVXBRwYh
4) https://postimg.cc/svQJSpG2
5) https://postimg.cc/D4sK4SqY
6) https://postimg.cc/dZDLbjcZ
7) https://postimg.cc/xqQ5wkZx
8) https://postimg.cc/ftLFmVhf
9) https://postimg.cc/nXNM6D3C
And for the record I asked Google's Bard to confirm for me that NLM ("the competition") is actually just a myth and they are know where near any sort of volume commercialization with ANY Foundries!!
NLM >> https://postimg.cc/Yh1phF9c
Ok, so there you have it folks, the veil has been lifted!!!! LWLG is going to begin it's Mass Commercialization in the very Near-Term just as Lebby has told investors!!!
"It's REAL and it's HAPPENING!!!"
"When this rolls it's going to roll!!"
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171906154&txt2find=bard%20foundries
First, listen to what Lebby said at Wainright here,
in fact, we are enabling network equipment upgrades without changing the network. You don't have to change the fiber, you don't have to change the equipment. You just put our technology, which is like putting a V8 into a four-cylinder car, and you put it into those little boxes. I don't know if there's a point that works here. And those boxes all fit into the network switches and routers, and that upgrades the equipment without changing the equipment, which is really powerful.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172839745
KCC posted this on Reddit
Weekend Hangout - Friday, April 19, 2024 by s2upid in LWLG
[–]KCCO7913 2 points 23 minutes ago
What I’m hearing from people that attended yesterdays meeting is that the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development. It’s just a matter of time before the relationship is made public.
Herwig posted this on IHUB
ML indicated that he does not want to work with many small deals that can be quickly closed.
He immediately wants to go for the really big boys, but with those big boys such implementation takes much longer because the contracts are more complex.
In any case, it was clear that LWLG is sitting at the table with heavyweights.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174272533
Herwig also posted this slide showing all the massive Tier 1 interest
https://investorshub.advfn.com/uimage/uploads/2024/4/19/dm[bdIMG_5213.JPG
and Spekkie posted this on IHUB
He just finished. Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden. He showed a slide of the “ eyes” will be on the site as well. This was a real promising speech! Reliability is NOT an issue! Look at the eyes!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174270982
Lebby already told investors who the Customers would be!! here
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Short Playbook has run out of pages, every Short argument has FAILED miserably, from calling LWLG vaporware to saying it can never be done, it's failed science experiment, it can't be poled, then well except maybe one at a time, then well they'll never be able scale it in a small Foundry, then they'll never be able scale it in a BIG Foundry
ALL THESE ARGUMENTS WERE PURE BULLSHIT!!! And Shorts hired paid bashers galore!!!
But now Lebby commands the driver seat and he's working the largest companies on God's green earth!!! What caused the shift to ONLY pursuing the giant companies? investors already learned the answer to that from the LD Micro interview of what transpired in the first couple months of 2024, that being success at several large Foundries on 200mm Wafers perfect for MASS COMMERCIALIZATION of the Google, Cisco, Ciena etc companies, here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174203972
See slide 8 to understand that Lebby's perfectly ON-TIME for the leading edge of 800gbs implementation into the DC's, the chart shows in YELLOW that only Google and Amazon have any 800gbs installations currently, while Micrsoft and Meta have none to-date
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
The ramp of 800gbs will begin in the 2nd half of 2024, and this is EXACTLY coincident to the TIMELINE of Lebby/LWLG has been showing these past few years in his presentations!! Everything is falling into place perfectly just as Lebby planned!!! The Tier 1' are flocking in droves to LWLG now that Lebby has the 200gb solution in hand being mass produced on 200mm Wafers at several large Foundries!!!
LD MICRO REPLAY NOW AVAILABLE!!!!
https://ldinv14.sequireevents.com/recording?session_id=7c04c9bb-df53-4ece-9dce-3d27956fe60e
In short: reliability testing is no more a concern for the tier 1´s
https://stocktwits.com/JoeriGoethuys/message/570255316
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he (Lebby) clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
The fact that the reliability testing is no longer a concern for the Tier 1's to do business with LWLG is HUGE HUGE HUGE, this has been the #1 issue that has plagued Polymer commercialization for its 40 year history!! And yes I have confirmation from multiple sources that this is truly the case now!! Investors already had known how ironclad the data had become from the recent presentations slides presented at ECOC in late 2023 and then again even more so at the OFC in March 2024!!!
Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon
1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!
2) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!
4) Lebby showed that Perk 6 is NOW ready for Licensing !!!
5) Lebby expects much more Licensing activity in 2024 forward
6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!
7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!
The April 2024 Investor Slides are up on the LWLG website, here
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.
Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.
Thanks,
Sequire Team