Applied Materials
@Applied4Tech· 1h ago
Applied’s Shiva Rai explains how various photonic device technologies enable emerging applications such as 3D sensing, optical interconnects, augmented reality & autonomous driving. Photons will add “vision” to the electronic “brains” of future machines.

My dream is for LWLG to have a nice long meeting w/ AMAT someday (soon)!

PHOTONIC DEVICE TECHNOLOGIES FOR EMERGING MARKETS

By Shiva Rai

Optical Interconnects
Traditional data centers are consuming more than 2% of the world’s electricity today and global data traffic is expected to double every four years. In the future, data transfer between racks using electronic packet switches will not simultaneously meet the requirements for bandwidth and energy consumption. With the data center business model shifting to cloud computing, much greater volumes of data processing and transfer will be handled in coming years (Figure 3).



Figure 3. Cloud computing will exacerbate the challenge of data center energy consumption.

Si photonics and InP PIC-based optical interconnects are being developed to address these data center challenges. Transceiver modules at 100GbE are already in the market, with a steady push towards 400GbE and beyond. Si photonics enable faster data transfer over longer distances compared to conventional electronics, while utilizing semiconductor lasers and the efficiencies of high-volume Si manufacturing.

https://www.appliedmaterials.com/nanochip/nanochip-fab-solutions/nov-2020/photonics

Well that should do it...:) Thx xster cred!

"and have a professional third-party sponsor introduction."??

I've been trying to figure this out since I read the release? Can you offer anything more on this x? TIA

I love your thinking Scope, DC's, Defense...did he hear something from a little birdie? Loudon county is exploding in growth! Something prompted him to take a position.

I think your spot on Matty, it's just a scout position to get it on the board to keep eyes on it.

Agree, just happy to see it on their list of "New Buys"

A good find but $570, really? I know it's a starter position but jeeze.....:)

12/8/20

“The widespread pairing of logic and memory with optical I/O will be an epochal moment in communications history,” said Ian Redpath, practice leader, components, transport & routing, at Omdia. “The co-packaged optics effort is progressing on multiple fronts: attracting heavyweight R&D

https://opticalconnectionsnews.com/2020/12/cobo-launches-co-packaged-optics-working-group/

12/9/20

Facebook, Microsoft and the Collaboration

"As things are institutionally arranged, we think that the key influencer on the data center CPO form factors will be the CPO Collaboration, which is an alliance of Facebook and Microsoft with other big cloud vendors likely to join in the near future. If there is to be a CPO MSA, the Collaboration is where it is going to come from."

https://cir-inc.com/co-packaged-optics-of-form-factors-and-future-fights/

Great find RL...

SALES OF PRODUCTS BASED ON CO-PACKAGED OPTICS WILL START IN 2022
Dec. 8, 2020
LightCounting Updates Forecast for High Speed Cables (AOCs, ACCs, AECs and DACs) as well as Embedded and Co-Packaged Optics.

This means that first products using ASICs co-packaged with optics will be announced in 2021. Do we know this for sure? No. Market research is just like quantum mechanics – nothing is 100% certain, but the probability of this event is very high, as detailed in the report.

Skeptics would argue that development of the co-packaged optics technology is just starting. COBO and OIF just announced their working groups in the end of 2020. Co-packaged optics (CPO)collaboration launched by Facebook and Microsoft in 2019 is just offering guidelines for suppliers. The standards for CPO are years away.

All of this is true, but first implementations of CPOs will be based on proprietary solutions. Several large companies are working on this technology now, including AMD, Broadcom, Cisco, Huawei, Intel, Nvidia, Samsung and TSMC. All this work is highly confidential and LightCounting has no insider knowledge of the status of these projects, but this is a race and first announcements are probably just months,if not weeks away.

http://www.lightcounting.com/light-trends/sales-products-based-co-packaged-optics-will-start-2022/

Yup, either or both will do :)

Could LWLG been in the running?

NEW FOR 2020: ECOC EXHIBITION INDUSTRY AWARDS

To celebrate the 25th anniversary of the event, ECOC has introduced the ECOC Exhibition Industry Awards, in conjunction with Optical Connections.

The six awards will feature the following categories: Data Centre Innovation/Best Product, Innovative FTTx Product, Most Innovative Product, Optical Integration (SiPh and/or other), Optical Transport Award, and Best Fiber/ Fiber Component Product.

Winners announced on Tuesday 8th December

https://www.ecocexhibition.com

Great find x, thanks. for posting! "Speculation is high on a potential buyout from a major such as Intel"....

"They Will Be Bought Out, Period"

That sounds pretty definitive xster...any time frames and or price predictions? We've been here a loooooong time and I'd love to know your current thoughts. Do you think we get taken out before we ever get a chance for an uplisting to the big boards? That would be quite an achievement!

No, that actually does help...:)

Yes, quite the story, founder was taken un Peter Theil's wing when he was a teenager at Stanford U. Received a grant from Peter to focus on the company and dropped out. As of yesterday, he had over 100m shares and worth above $3B basically overnight.

Your command of the science is truly impressive jeunke22, I'll never know half of what you've already forgotten. My only question is when in God's name will we have the reveal party for polymers? When will we be able to put the words Intel (insert company)/Lightwave/Polymers in the same sentence and have something tangible besides speculation to back it up? Will we be under the protective, secretive cloak of an NDA to infinitum? If Intel (insert company) is actually working with us, let's state so and get on with it, for the love of Mary!

I do greatly appreciate your input though.

"Reading the article all Intel claims would be consistent with the use and integration of polymers."

I'm not seeing the same thing jeunke22, the first sentence kinda says it all doesn't it?

"Today, at Intel Labs Day, Intel highlighted industry-leading technological advances toward the realization of the company’s long-standing vision of integrating photonics with low-cost, high-volume silicon."

further down...

"We have now demonstrated all of the critical optical technology building blocks on one silicon platform, tightly integrated with CMOS silicon."

"Intel also showcased micro-ring modulators that are 1000x smaller than traditional components."

Hope I'm wrong.

ENGLEWOOD, Colo. , Dec. 4, 2020 /PRNewswire/ -- Lightwave Logic, Inc. (OTCQB:LWLG), a technology platform company leveraging its proprietary electro-optic polymers to transmit data at higher speeds with less power, today announced that management has been invited to present at the ECOC Exhibition 2020 taking place virtually December 7-9, 2020 .

Elected in 2019 to chair the committee for ECOC's Market Focus sessions at the International Exhibition, Dr. Michael Lebby will introduce the program on behalf of Lightwave Logic.  The agenda brings together leading technologists from around the world who represent major players in the optical communications field.  The full agenda covers three days of speakers.
Furthermore, Dr. Michael Lebby , Chief Executive Officer of Lightwave Logic , is scheduled to host a virtual presentation entitled, "EO Polymer modulator platform with enhanced stability at both 1.3um and 1.5um" during the event as follows:
ECOC Exhibition 2020 - Market Focus Date: Tuesday, December 8, 2020 Time: 4:00 p.m. Central European Time 
For more information or to register for the ECOC Exhibition 2020, please visit the event website at www.ecocexhibition.com.

Register for the IPSR-I 2020 Launch Event

THURSDAY, DECEMBER 10, 2020 - 11:00AMLeadership 2020
https://www.photonicsmanufacturing.org/events/register-ipsr-i-2020-launch-event

***************

IPSR Leadership

*Data/Tele IcT
Data Center/Telecom
Michael Robertson (Huawei)
Michael Lebby (Lightwave Logic)
_________
*Polymers
Felix Betschon (Vario optics)
Michael Lebby (Lightwave Logic)

https://www.photonicsmanufacturing.org/leadership-2020-0

NeoPhotonics Announces New Class 60 Coherent Modulator and Class 60 Coherent Receiver for 100+ Gbaud Symbol Rates Enabling 800G and Above Per Wavelength Applications

https://www.neophotonics.com/press-releases/?newsId=12071

A proposed photonics ETF... Very interesting! Could not be happier to see LWLG amongst the group...

Here is the list of 45 public companies proposed for a photonics ETF (Exchange Traded Fund). Do you agree? (see companies ranked “5” in column “E” for photonics relevance) #stockmarket #investment https://lnkd.in/d-tHKqQ #photonics Acacia Communications Inc. ADVA Optical Networking North America, Inc. ams AG CARL ZEISS MEDITEC Ciena Coherent Inc. Corning Incorporated Corning Optical Communications Everlight Electronics FLIR Systems Hamamatsu Han's Laser Technology Industry Group Co., Ltd II-VI Incorporated Infinera IPG Photonics JENOPTIK Jinko Solar Co., Ltd. KEYENCE CORPORATION Lasertec Corporation LightPath Technologies Lightwave Logic, Inc. LPKF Laser & Electronics AG Lumentum LUMIBIRD : the new name of Keopsys-Quantel group Luna Innovations Incorporated MKS Instruments NeoPhotonics Nichia Corporation Nikon nLIGHT Novanta Inc. Nynomic AG OSRAM Prima Industrie S.p.A. Renishaw Ushio America, Inc. Ushio Europe VIAVI Solutions VIGO System S.A. ZEISS Group

Thx for posting!

Yes interesting, polymer fiber is a first for me. Appreciate your comments.

Has anyone ever heard of "Polymer Optical Fiber (mPOF)" before?

"To test this, the SHUTE micro-structured Polymer Optical Fiber (mPOF) sensor was placed into a 9.4 Tesla biospec preclinical MRI Scanner manufactured by Bruker."

https://shute.dk/newsogpublications/news/63-shute-tests-sensors-in-a-9-4-tesla-biospec-preclinical-mri-scanner

"They may be prepping for sales at $20, 30 or more per share."

I'll drink to that!

Ahhh yes, the good Dr. Marcell MD...I prefer not to go down the dark rabbit hole of calculating how my capital would have performed under an alternative investment ie. TSLA, AMZN, APPL after adding to my fruitful, flowering LWLG position in 2009 after we were told that FDA approval is imminent. I wonder how his investments have done, funded by his generous compensation (aka our money) since the generational 2009 market low of S&P 666? hmm 666, how apprapoe!

I'm still here though, like a good lap dog, hopeful for the future but let's just say the initials JM strikes a nerve.

A smart move by Phoenix city officials to kick in $200M for what will be a hugely positive economic driver, providing 1900 full-time new plant jobs, infrastructure/construction jobs etc..

TSMC to build $12B chip factory in Phoenix, other companies may follow due to the new subsidies...

"American lawmakers in June proposed billions of dollars in subsides to help bolster advanced semiconductor manufacturing in the United States. Those funds could benefit both TSMC as well as U.S. firms such as Intel Corp and Micron Technology Inc."

https://www.reuters.com/article/us-tsmc-arizona/phoenix-okays-development-deal-with-tsmc-for-12-billion-chip-factory-idUSKBN27Y30E
__________________________

"Two big events occurred for Applied Materials in May: The company reported earnings, and leading-edge foundry Taiwan Semiconductor Manufacturing (NYSE:TSM) announced it would be investing in a new chip manufacturing plant in the United States."

https://www.fool.com/investing/2020/06/01/why-applied-materials-rose-131-in-may.aspx

Noted!

Is AMAT trying to steal LWLG's tag line? :)

"Better, Faster, Cheaper: our materials engineering gets you all three!"

Applied Materials
@Applied4Tech 3m ago
Early integrated circuits only used about 8 elements. Today, 35+ elements are combined into a hundred different materials using our systems. As a result, chips have become 2,000 times faster & 10,000 times cheaper. #MaterialsEngineering #MakePossible

No I won't, will pull invested capital and play with the houses money from there.

I agree with your comment that your not here to sell at $1.80, nor am I, never sold a share when it popped above $3 way back when, (big mistake in hinds sight) I too am here for a bigger payoff, but the disconnect of milestones relative to share price is alarming and concerning. Point was that ML has no concern of share price either which is not an enviable position to be in as suffering long and enough time has passed under his leadership to question: where are we going with this? besides downward.

As I mentioned, "no reflection on his scientific acumen" I'm speaking specifically to share price/performance. A major disconnect exists between price vs accomplishments. Last time I checked, we're all going this this exercise to make money, to say otherwise would be dishonest.

Just take a peak at a 3yr weekly chart if you have the stomach for it..

-3 yr closing high $1.37
- well defined downtrend
- consistent lower highs and lower lows

Pathetic...I can go on but you get the point.

Nicely stated, apparently there in lies our dilemma. No reason we should be drowning right now considering how far we've come, we just need some at the top who gives a #$%^ about shareholders. Sadly, I have no flippin clue when that day will come as this is dragging out to what can only be viewed as the absurd. No reflection on ML's scientific acumen but it is undeniable that shareholders have been/ are suffering under his tenure. Yeah, yeah I have no right to bitch because this is what we signed up for...

A little industry related news...

November 16, 2020 09:01 AM ET (BZ Newswire) -- M&A
SAN JOSE, Calif., and ALBUQUERQUE, N.M., Nov. 16, 2020 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") (NASDAQ:LITE) and TriLumina Corporation ("TriLumina") today announced that Lumentum has acquired certain technology assets of TriLumina, including its patents and other intellectual property. TriLumina technology includes innovative flip-chip, back-emitting VCSEL arrays for use in a wide range of applications, including 3D sensing, automotive safety and driver assistance systems and LiDAR, and other emerging applications. Terms of the transaction were not disclosed.

This gives a little context as to why the longest of the longs are so bitter...

Well Mr. Marcelli, I'm still waiting for that FDA approval....from the way back machine circa 2009...
Dear Mr. Lebby, please put an end to the BS and give us something we can sink our teeth into!

Conclusion

All things considered, this is an extremely exciting time for Lightwave Logic and the rewards for investors greatly outweigh the risks at this point despite the limited cash resources. With a working prototype that can meet commercial standards, the company will be in a much better position with which to raise capital and entice potential partners.

In many respects the Lightwave Logic story is not very different from a biotech company. Started and run by scientists, it has taken a long time to move out of the discovery stage and into clinical trials. Where the company is now would be the biotech equivalent of having completed a successful Phase 3 trial. Investors can now anticipate the equivalent of an FDA approval which will be the first development contract from either an integrated circuit company or telecom equipment manufacturer. When that happens, the company will enter its commercial stage presumably with enough money to pursue their ultimate goal, an all plastic chip using light to manipulating light. In the scientific world, this is known as the Third Order Effect. When achieved it will not only transform the company, it will transform society and it will have a Third Order Effect on your portfolio if you happen to be a shareholder.

https://www.sec.gov/Archives/edgar/data/1325964/000094344010000211/lwlgfm8k_ex99z1.htm

BS or impossible for the human brain to process? AMAT doesn't make mistakes...PERIOD ...to quote a Presidential candidate..."Am I in New Hampshire or Vermont" , "300M people have died in the US under the leadership of this President" lol