is...(lightning strikes only once unless you remain standing where you shouldn’t be.)
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Perhaps off. No problem accepting that I could be.
But Just the EV industry was mentioned so I spoke to this context.
How big an industry is this going to be relative to what can be done in telecommunications.? I am thinking pretty small relatively speaking. JMO
L_R
Electric cars and lidar.
The demand for chips that have the Goo on board is going to be a slow development.
The electric car industry has so many hurdles to jump and it is going to take time.
The average Jo will be unable to afford such a vehicle.
Mass production will help here but you need customers who want to purchase them.
Infrastructure to recharge the car will take time.
Range is going to be a bummer. This has to improve. And you just can't fill her up and go.
Supply chains have to be in place to get the materials to build the car.
20.000 parts to an electric vehicle and many metals come out of Russia and China.
So chips with GOO on them for the electric car....... way down the road IMO.
L_R
I don't know. :)
L_R
It is thoughtful of you to consider your relatives in any winnings that are realized through LWLG. In my case I have handed over some of my cash now conditionally. They have to agree to invest in LWLG if they want this sum of cash. They have agreed, opened an account, learned to trade and took their first position in LWLG.
Now this small amount will be their inheritance and they will not have to worry about paying taxes to the government from anything they may obtain from my personal investment in LWLG.
On another side, I hope you spend time with them now, build projects with them, invest quality time with them. Share your knowledge and give hand ups (not hand downs). They will appreciate that a whole lot more I think.
Just saying,
L_R
Pretty good "self - life" AFTER deposition.
That is all that matters IMO.
Who cares about the shelf life before?
No shelf life until you start mixing it.
Just foolishness,
L_R
You are still in early. Good on ya.
L_R
3 soldiers!
L_R
See my reply.
L_R
That is extrapolated from continuous hours of operation through statistical analysis.
If you knew anything about mass production and testing then you would know 3000 hours of continuous operation equates to 8 years of life. 5000 hours of operation equates to 12 years.
Lightwave Logic has already shared this data via testing through 3rd party.
Just more FUD
DO YOUR HOMEWORK.
L_R
Well add it to your fact list and every so often repost this for NEWBIES.
Now I know that Proto does this and I appreciate his contributions..... but a short list bullet point is more readable.
Entitle your post "FOR NEWBIES".
That wil probably kept them from jumping on the sell button out of fear or doubts.
L_R
NEWBIES need to read posts like this..... Factual.
L_R
Yes a retail short is like a bug hitting a windshield.
When he has to cover..... The last thing that goes through his mind is his rear end.
L_R
With Lightwave and Polariton producing a device operating at speeds that cannot be measured, I would say that a plan to work together as one entity (eventually) is a rational approach to holding the lead and reaching success in the industry.
The loan, should it not be repaid will result in shares falling into the hands of Lightwave. This moves Lightwave into a position where Polariton is less likely to be acquired by any competition going forward. Not a guarantee but it is a step in the right direction. Something like filling patents.
Maybe to much imagination on my part. However, it clearly is a statement that Lightwave wants to work with Polariton going forward and this would mean the development of OTHER world record speed and power devices.
L_R
What’s a share of Polariton worth? They’re a private company.
I appreciate the pic. Thanks.
Lets us know that your words are not without some weight.
L_R
AMAZING isn't it. There isn't one....... which makes LWLG truly unique. The only company in the world to get this far and to be able to get the attention and cooperation of 7 foundries and with companies wanting to partner.
After long and difficult work they obtained what so many others have failed at doing.
Think of the billions waisted by companies who have attempted the same thing as Lightwave .............. but have failed.
Because LWLG is far ahead and leading the pact, in the right place and the right time it is worth its valuation.
Have we forgotten the internet boom with so many companies trying to build search engines. Only one succeeded and what is GOOGLE worth now compared to what it IPO'd at?
We could go on and on of course. But the thing here is the leaders in the next big thing ALWAYS have high valuations before they start seeing revenues come in. Lightwave is going to dwarf those trying to catch up ......... oh ,,,,, it already has. It is worth its valuation because of this fact.
L_R
Then we should be trading higher that RIVN. :)
L_R
absolutely.
L_R
Exactly. The worth of generational and life changing stocks SHOULD have a high valuation because of its potential to alter life and that for the better.
L-R
Simple. It is trading where it is because of its potential to revolutionize the world.
Consider the following:
Excitement for the EV space has led Rivian stock (RIVN) - Get Rivian Automotive Inc. Report to reach impressive market cap of $116 billion, at last check, despite the company not having reported a single dollar in revenues yet.
Companies trade at incredible prices if it is known they can change the world.
L_R
The way the hiring is going I was wondering if maybe the activity that will emerge from this hiring would warrant the usage of the shelf at least to some degree?
L-R
8! Somethings cooking!
L_R
"ware on chips" ha ha. meant "war on chips".
L_R
Well I guess I am no expert but here is what has been said:
It has been said..."The Chinese don't build their OWN semi-conductors" meaning:
The following is true...... at least for new future semi-conductors designs and build out........
1) They (The Chinese) do not design the semi-conductors at all. All designs are from the west.
2) They import the equipment to build these semi-conductors.
3) The tools necessary to operate the equipment are imported from the west.
4) The software that runs on the equipment is from the west.
5) The labour is in fact also "imported" to manage the whole thing at least some of the labour for management of operations.
If this is all true ........... well yes quite plausible.
I believe it will take time to unwind of course but as far as future chip building is concerned............ well therein lies the rub.
Regardless of these factors China is make great leaps in the following ways:
"Having said that, China has particular expertise in developing new super conductive materials. Chinese telecommunications giant Huawei is leading in photonic computing as well as the development of transistors made of graphene. In addition, China leads in outsourced semiconductor assembly, testing and packaging. The development of advanced chip packaging, new transistor architectures and new carbon-based materials could be game changers that would make China the global leader in semiconductors by 2025, according to GlobalData research."
So two opposite views here. Perhaps the ware on chips has its reasons.?
L_R
Asia- The future of the semi-conductor manufacturers in China:
Here is perhaps why ML is not favouring any China Fabs:
It should start at the 52:20 mark and ends at the 54 minute mark.
(After than the potential of Manitoba, Canada is discussed).
https://youtube.com/clip/UgkxDZQnxSNoBNzxH3hIqlm51g9u8dQZjOpm
(I make no comments about the speaker pro or con).
L-R
Moving manufacturing back to the USA: (since 2021)
(Nothing new to most of us).
China has had a tough 2020. Intellectual property rights infringement, stealing university and U.S. government-funded research, spys routed out in public, Hong-Kong takeover, Human-right abuses, Coronavirus cover-ups, supply-chain bog downs, and the list goes on. The conclusion is that China has lost its luster with businesses in the United States and abroad. These issues are not new; instead, they have reached a boiling point where the international business community is getting leary of putting too many eggs in China’s basket. The U.S. government has certainly done its share to bring many of these things to light. And while this is happening, and companies look elsewhere to move, the possibilities of increasing North America manufacturing has become more attractive than ever.
There is a new era of business cooperation between US-Mexico-Canada that is ever-increasing in popularity. With the recent USMCA (the United States Mexico Canada Agreement) trade agreement replacing the dated NAFTA (North American Free Trade Agreement), there are more opportunities for North American companies to bring manufacturing back home than ever before.
L_R
Best I can do.....
https://www.synopsys.com/glossary/what-is-a-process-design-kit.html
L_R
It is my understanding that the Tier 1's who want Perk spun onto to their device will make it known to Lightwave Logic. The device that is prefabbed at Lightwave is ported to the Foundry from there and the PDK developed between Lightwave and the foundry. So one PDK per device design per foundry.
But then again I am not totally certain. I picked this up from the foundry literature that I have been reading. Can't find it right off.
L_R
Plus new confirmation that polymers are foundry compatible.
Build Phase of Manufacturing
This is for semi-conductors
Build Phase Manufacturing Terms
Prototype: An engineering-quality sample build of a product, typically intended to test high-risk aspects of the design.
Pre-EVT: Pre-EVT stands for Pre-Engineering Validation Test. Pre-EVT is generally the first full official build of a product and often lacks the full polish of a finished product. As this is a prototype build, engineers are usually still working out the last bit of major functionality in the design. A Pre-EVT unit will be considered looks-like/feels-like but is lacking the full polish of a finished product.
EVT: EVT stands for Engineering Validation Test. The main purpose during this build phase is to select the production intent design, and then manufacture a number of units (100 to 1000) with that design to identify all of the issues that need to be fixed. This is also the least expensive time to introduce solutions to issues that need to be fixed – so it’s important to find every potential cause now as it will grow more costly at each stage.
DVT: DVT stands for Design Validation Test. The main purpose during this build phase is to verify mass production yields with one, production-worthy design and to qualify the first tool for every part. Typical quantities range from 300 to 2000. (Nothing about colour in this stage or appearances in this DVT for semi-conductors)
PVT: PVT stands for Production Validation Test. The main purpose during this build phase is to verify mass production yields at mass production speeds and to qualify additional tools needed to support mass quantities for early ramp up of manufacturing. Typical quantities range from 1k to 20k. This is the last step in the development process before mass production.
MP: Mass Production is the final step in getting the product out the door. The product is validated and the assembly line is validated. This is where units get shipped to customers (and is also the most expensive time to introduce solutions to root causes.)
Notice 1k to 20k or > 1000 finishes off PVT and moves you into the MP phase.
L_R
Thank you. Much appreciated.
L_R
Not always required. In the semiconductor fab process. You need to dig deeper.
Do a little more reading and searching and you will find the same process for semiconductor fabrication where DVT is explained for this industry.
Good luck in your research.
L_R
Very good. A few more searches and anybody can find the significant phrases as to quantities (500- 1000) or (300- 1000) versus (1000- 2000) or (> 1000) manufactured devices in the semiconductor fabrication process.
Over 1000 and you are ready for the MP phase and the expectations and associated "needs to be done or fine tuned or whatever".
Best.
L-R
No.
Directly related to the semiconductor industry.
Nice try at obfuscating though.
L_R
No problem. I am done. I am not going to get an answer anyway.
Instead I will simply post the good stuff I know but have not shared on this board.
Hope you enjoy it.
L_R
To all Longs:
The Build Phase of Manufacturing:
In my spare time I have been researching more on the Build Phase of Manufacturing.
(BP of M.)
I am aware that the term >1000 POLED devices is a very significant term in this BP of M.
For all long term investors here are the acronyms to know and in order:
EVT
DVT
PVT
MP
" > 1000" is the end of one of these build phases in any article you Google search about Build Phase of Manufacturing.
Guess what MP stands for... ? Guess where " >1000" shows up ?
I rest easy with my investment.
L_R
Ted:
Would you be so kind to explain what >1000 POLED devices means?
And where are we in the Build Phase Manufacturing Stage at the Fabs?
(The term >1000 tells you exactly were we are). I am sitting back relaxing with my investment right now.
So far you are ignoring my prior question. Is it because the answer for the above is the nail in the coffin of all shorts? It is.
L_R
7 foundries believe that LWLG's technology is worth their time and are developing PDK's. At least one has reported back that the run rate is >1000 poled devices.... Care to explain what this means? You have made no attempt at explaining where this came from and what it means......... but
You suggested once that the results came from Lightwave's Lab. A lab cannot produce >1000 poled devices unless it is a fab which it isn't. They have no such fab.
So would you care to explain where this > 1000 poled devices came from? Surely you wouldn't suggest that Lebby is making this up?
waiting for your answer,
L_R
>1000 (the meaning of it) has already been discussed and clarified.
Lightwave Logic is NOT a foundry and does not produce > 1000 POLED devices as a run through from their facilities. That is the job of the foundry so the claim of > 1000 poled devices comes from the foundry back to the company LWLG.
And if you check the lingo of mass production (I have already posted this) >1000 is an expression for mass production. Some companies do have a run of 500-1000 but it is a very costly run. However it does not mean mass production has been achieved in this range oc 500-1000. but............
Once mass production has been achieved then the expression is replaced for the expression > 1000 POLED devices. To me this is "exciting".
This can be found on slide 25. So it is a give away that mass production is possible and has been achieved. We are now waiting for the final touches of the PDK.
L_R
This is a big find Jeunke.
This tells us what LWLG has ......... technology that works and credibility with the foundries.
L_R