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Richard, great stuff!!
Looks like 2 of the 8 open LWLG positions are now filled (no longer posted on website).
Remaining positions:
Sr. Synthetic Organic Chemist
Silicon Photonics Engineer
Photonic Device Engineer
RF Engineer
Materials Science Engineer
RF Measurement Engineer
Lewrock,
Best post of the day at the end of the day. Well done.
Nostradomus,
Nice work!!
While you are on a roll, should I start Chris Olave or George Pickens in my fantasy league this weekend?
2022 ECOC - Coming upon one year mark when LWLG unveiled record modulator performance with Polariton. Wouldn't make sense to share another use case with a named foundry partner when 2022 ECOC topic is "utilizing foundries to scale hybrid electro-optic polymer modulators and latest results on foundry fabricated stable and reliable EO polymers for integrated photonics platforms"?
Lightwave Logic and Polariton Technologies Achieve World-Record Performance for Ultra-High-Speed Modulators
https://www.lightwavelogic.com/news-events-presentation/press-releases/#b2iLibScrollTo1
Thanks Proto and Jeunke. Had not been able to review yet so great to know ubiquity is slowly being unveiled.
Egidio,
Thanks for your message and all the best to you and your family!
Thanks, forztnt2!!
The Shorts are losing their collective minds! They were warned. An average 30 minute verbal presentation uses about 4000 words so Lebby is going to have a lot to say at IMEC about the performance advantage of EO polymers and laying out the roadmap to ubiquity that will last for DECADES!!!!
Frob,
All my prayers for God's healing and provision for your brother and family throughout this journey.
Vein
The other message being sent loud and clear is to build your business and economic ecosystem with only countries and companies you can trust. So when Lebby says "Decades" maybe this includes third order stuff. Plastic replacing silicon has to be on the roadmap.
We are the miners who have found gold prior to the great gold rush of 1849. Do not let the bad actors steal your gold!
One week till IMEC and a long weekend ahead with Labor day. How much conviction to hold a short position going into the weekend. We will find out by EOD tomorrow.
Jeunke,
This is just fantastic. Had no idea about breadth and depth of IMEC. IMEC's 20 year roadmap is contigent on "new material introductions". LWLG's coming out party is fast upon us.
Here comes Qualcomm. Data centers are hot. LWLG could not be in a better position. As X says, right product, right time. Blue moon over Englewood.
https://www.datacenterknowledge.com/cloud/qualcomm-plotting-return-server-market-new-chip
Astro,
Agree, a bag of rocks. Also, those retirement funds must be trying to skirt their investment prospectus and channel their inner Saul Goodman.
Richard, thanks very much for posting. The ecosystem is so important so this post is invaluable for helping me understand how the pieces will fit together.
Scalability of LWLG Polymers. "Scoop of chocolate, scoop of vanilla, don't waste my time"
Frob, Tradero,
With industry and investor conferences spanning over the next 30 days it seems like the news flow should start very soon. How does Lebby talk about foundry commercialization without introducing his new bride?
I can assure you buying more LWLG was not on my agenda today and the nasty reminders from Fidelity on my LWLG concentration level will only increase.
Institutions are loving the discounts today. I grabbed some more today.
KCCO, this may be a stretch but Lebby is always ahead of us. From Careers page on LWLG website using present tense.
We are a fast-growing publicly listed high technology company and we offer extremely competitive employment packages. Our team is composed of world-class technologists. Our materials scientists synthesize new polymer materials to technical specifications driven by photonic device engineers who are creating a polymer PIC platform for the datacenter and high performance computing markets in fiber communications. We are also implementing our technology into non-communication markets.
Have some fun and sing along to the music of "She'll Be Comin' Round The Mountain"
Lebby'll be comin' round the mountain when he comes
Lebby'll be comin' round the mountain when he comes
Comin' round the mountain, he'll be comin' round the mountain,
Comin' round the mountain when he comes
He'll be driving seven foundries when he comes
He'll be driving seven foundries when he comes
He'll be driving seven foundries, he'll be driving seven foundries,
Driving seven foundries when he comes
And we'll proclaim ubiquity when Perkinamine comes
Yes we'll proclaim ubiquity when Perkinamine comes
We'll all go out to proclaim ubiquity, yes we will all proclaim ubiquity,
We'll all go proclaim ubiquity when Perkinamine comes
Lebby'll be wearing black pajamas when he comes
Lebby'll be wearing black pajamas when he comes
Wearing black pajamas, why is he wearing black pajamas,
Don't know why but he'll be wearing black pajamas when he comes
He'll be comin' round the mountain when he comes
He'll be comin' round the mountain when he comes
Comin' round the mountain, he'll be comin' round the mountain,
Comin' round the mountain when he comes
Comin' round the mountain when he comes
You passed! Have more patent news to share?
Frob,
Right there with you. Certainly feels like we are at the inflection point. Can't imagine being short over the weekend.
Looking like an exciting last 2 hours.
Spartex, love this quote as the customers are already lined up and co-developed. This will be a rocket launch once released. It also sounds like PDKs may be available now from the article.
According to GlobalFoundries, it collaborated with a long list of “customer-partners” that plan to use GF Fotonix to make sure the platform meets their needs while addressing challenges in packaging, assembly, and test.
Yu said it worked closely with them to build out the platform through “the prism of high-volume manufacturability” to make sure it will scale to mass production. “We have a long list of partners that are allowing us to drive this forward, and so we portend a surge of silicon-photonics-based ICs.”
Slim,
Yes, Jamie loves him some LWLG.
Slim_jim,
Really great stuff. And really bullish as we keep seeing these conservative funds such as retirement and insurance. As I noted previously, smart money knows LWLG is now de-risked.
Frob,
Yes I agree that LWLG is the test bed and likely getting compensated (free usage, etc) since LWLG is helping them build the next generation of testing equipment required for silicon photonics.
Richard,
to be proven right, we will need to track insurance expense QoQ and YoY. It will not break out liability and property but property stays relatively stable unless space is materially expanding. Liability is the wild card in terms of dollar impact so need the protection.
Look to no other than Intel for impact of their chip flaws or a product recall from an automaker, etc.
Richard,
My guess is that foundries are requiring some form of indemnification in case there is product liability related to the Perkinamine or modulator. This would be a standard requirement for suppliers and protects LWLG financially as insurance would bear the brunt of monetary recourse. I agree this is yet another symptom of mass commercialization.
Great news this week.
Jeunke,
Fanatqstic! Simply breathtaking potential.
Jeunke,
Fanatqstic! Simply breathtaking potential.
Jeunke,
Fanatqstic! Simply breathtaking potential.
Dwagom, bristling with confidence and presenting "the" one and only!
These represent key aspects in achieving deep market penetration, allowing our polymer technology platform to become the engine for pluggable fiber optic transceivers that are being utilized throughout internet infrastructure
Great! GFS and LWLG filed at the same time so let the news cycle begin!
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Took words out of my mouth. Maybe foundry partnerships PR will include securing Perkinamine supply with GFS much like the Qualcomm PR issued today.
Vein,
I wanted to say great work finding the new job openings. Things are moving along nicely. I would guess that Leddy and John Z. already have a short list of people to qualified for these jobs, especially the senior roles requiring a Phd. I would love to be a fly in the wall in those job interviews. Given the world class team Lebby has put together and LWLG's technology as the engine, little ole LWLG might just be in the catbird seat selecting the best from the industry's best.
A secret not much longer with foundries being unveiled and governments around the world in recognition phase.
WORK-BASED LEARNING.—The term ‘‘work-based learning’’ has the meaning given the term in section 3 of the Carl D. Perkins Career and Technical Education Act of 2006 (20 U.S.C. 2302).
18 (b) FINDINGS.—Congress finds that— (1) the coming end of Moore’s Law presents major technological challenges and opportunities for the United States and has important implications for national security, economic competitiveness, and scientific discovery; (2) future progress and innovation in microelectronics, and the maintenance of a robust domestic microelectronics supply chain, will require an approach that advances relevant materials science, electronics and photonic device technologies, processing and packaging technologies, manufacturing technologies, circuit, chip, and system architecture, and software system and algorithm development in a codesign fashion;
Looks like Lebby has been on the bingo parlor tour :)