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Thanks Steven, this is the full article...
https://www.wsj.com/articles/intel-is-in-talks-to-buy-globalfoundries-for-about-30-billion-11626387704
Intel Corp. is exploring a deal to buy GlobalFoundries Inc., according to people familiar with the matter, in a move that would turbocharge the semiconductor giant’s plans to make more chips for other tech companies and rate as its largest acquisition ever.
A deal could value GlobalFoundries at around $30 billion, the people said. It isn’t guaranteed one will come together, and GlobalFoundries could proceed with a planned initial public offering. GlobalFoundries is owned by Mubadala Investment Co., an investment arm of the Abu Dhabi government, but based in the U.S.
Any talks don’t appear to include GlobalFoundries executives, as a spokeswoman for the company said it isn’t in discussions with Intel.
Intel’s new chief executive, Pat Gelsinger, in March said the company would launch a major push to become a chip manufacturer for others, a market dominated by Taiwan Semiconductor Manufacturing Co.
Intel, with a market value of around $225 billion, this year pledged more than $20 billion in investments to expand chip-making facilities in the U.S., and Mr. Gelsinger has said more commitments domestically and abroad are in the works.
GlobalFoundries is one of the largest specialist chip-production companies. It was created when Intel rival Advanced Micro Devices Inc. in 2008 decided to spin off its chip-production operations.
AMD remains a big customer for GlobalFoundries—agreeing to a multiyear, roughly $1.6 billion chip-component supply deal this year—and that could complicate a takeover by Intel. GlobalFoundries is relocating its corporate headquarters to Malta, N.Y., from Santa Clara, Calif.
GlobalFoundries has about 7% of the foundry market share by revenue, according to Taiwan-based research firm TrendForce. Some of the largest chip companies, including Qualcomm Inc. and Nvidia Corp., rely on third-party producers to make their products, preferring to focus on design and without the hassle of running their own factories. Nvidia last year overtook Intel as America’s biggest semiconductor company by value.
Like Intel and TSMC, GlobalFoundries is expanding its manufacturing footprint amid a global shortage of semiconductors. GlobalFoundries last month said it broke ground on a new chip-production facility, called a fab, in Singapore, investing more than $4 billion in the site.
The shortage has disrupted manufacturing across various sectors, leading to temporary shutdowns of automobile factories and reduced supply of items such as computers and some appliances.
Car makers have been hit particularly hard, unable to get enough chips for all their vehicles. The shortages are starting to drive up the costs of some electronics, too.
President Biden has promised to take steps to help mitigate the chip shortage, pledging to spend billions of dollars to boost capacity. Governments overseas have signaled similar commitments.
TSMC, the world’s largest contract chip maker, this week said it expects the chip-supply issues hampering car makers to start easing in the coming months after it ramped up its production of auto chips. Car makers have signaled they expect shortages to persist into next year.
Mr. Gelsinger, who was Intel’s chief technology officer before leaving to run VMware Inc., returned to the chip giant to be its chief executive in February, following major delays in chip-making advances under his predecessor, Bob Swan.
Mr. Gelsinger has vowed to make Intel more reliable in producing new chips.
Intel, a serial deal maker, in October agreed to sell its flash-memory manufacturing business to South Korea’s SK Hynix Inc. for about $9 billion.
Its biggest deal so far is its $15.4 billion purchase of Altera Corp. in 2015. It agreed to buy Israel-based Mobileye, a maker of driver-assistance systems, for around $14 billion in 2017.
Consolidation has swept through the semiconductor sector as industry players seek scale and expand their product portfolios to support the increasing number of everyday items that are connected to the internet.
Last year, Analog Devices Inc. agreed to pay more than $20 billion for Maxim Integrated Products Inc., and Nvidia agreed to pay $40 billion for Arm Holdings, the British chip designer backed by SoftBank Group Corp. AMD later agreed to buy Xilinx Inc. in a roughly $35 billion deal.
The demand for, and on data centers just continues to increase substantially.
The fact that Microsoft continues to expand ideas for the use of data centres in their business model can only bode well for the need of LightWave technology now more than ever and sooner than later :)
https://www.wsj.com/articles/microsoft-aims-to-put-windows-in-hands-of-apple-android-users-through-hybrid-work-11626274801
Microsoft Corp. MSFT +0.70% is betting hybrid work will provide an opening to make its Windows operating system more widespread, launching a new service aimed at getting users of Apple Inc. AAPL +2.61% and Android products to use the software.
Unlike the traditional Windows software that is typically installed on personal computers, the version Microsoft is introducing on Wednesday will run entirely in the cloud—the remote software-hosting data centers that underpin many modern apps. Windows 365, the company said, will be accessible on any device running any operating system that has a web browser, such as Apple Mac computers, iPhones and iPads, or those running Android software made by Alphabet Inc.’s GOOG +0.97% Google.
The company said the new service is designed for businesses and to accommodate the growing demands of hybrid work environments, where employees split their time between the office and home, said Jared Spataro, a corporate vice president at Microsoft. Instead of having to commute with their PC, workers will be able to access their personalized cloud-based Windows desktop whether they log on from the office or at home, he said.
“This is our take on hybrid,“ Mr. Spataro said in an interview. “Hybrid is really driving a bit of a rewiring of the operating model of our customers.”
Windows 365 represents the second major update to Microsoft’s iconic software franchise in as many months. The company said in June it was launching Windows 11 this year, the product’s first new version in almost six years. It seeks to reposition the operating system as a hub in a computing universe incorporating rival companies’ platforms.
‘Hybrid is really driving a bit of a rewiring of the operating model of our customers.’
— Jared Spataro, Microsoft
The move to a cloud-based version that is able to run on a range of operating systems comes as Microsoft’s share in that segment has eroded, with people gravitating toward doing more on their smartphones that are largely powered by Apple software or Android. Microsoft held 85% of the global operating system market across all PCs and smartphones a decade ago, according to analytics firm Statcounter. It is 30% today.
Microsoft still generates significant income from Windows—it had $22.3 billion in Windows-related sales in the most recent financial year—though its Azure cloud-computing business has become more central to the software giant’s growth. Chief Executive Satya Nadella restored Microsoft’s strength through the bet on the cloud that has propelled the company into a $2 trillion corporate titan, second only to Apple.
With Windows 365, Microsoft is bringing the software more in line with its cloud business, hosting the system entirely on Azure. It also should create a new source of revenue, Mr. Spataro said.
Microsoft said the new service kicks off with a cloud-based version of Windows 10 available in August, with Windows 11 available later this year when it is rolled out also in the PC-based version. Businesses can subscribe to a monthly service, with pricing depending on the number of users and on the power of the PC-cloud they select. Microsoft hasn’t, yet, spelled out pricing plans.
The services, Microsoft said, could help businesses better deal with staff such as interns and contractors or software developers and designers—groups that in some cases might not have access to company devices or tend to gravitate to Apple products. Microsoft introduced the new service at the start of its annual partner conference.
Microsoft’s effort to woo users of Apple products to run Windows at least remotely comes as the two tech giants have rekindled their corporate rivalry that dates back to the early days of the PC era, after a period of relative peace. Because Windows 365 is cloud-based and accessible through a browser, Microsoft can offer the service to Apple users without going through its rival’s closely guarded app store.
On May 28th, LWLG closed at $1.72
Whatever it closes at today will make for a pretty great month for long term shareholders!
I would gladly take the same monthly gains for the next several years but I think we all know the share price gains are likely to be even bigger once sales are announced.
Fantastic times ahead in my opinion and true longs will benefit the most.
https://www.nasdaq.com/market-activity/stocks/lwlg/historical
(Original message edited to show correct price)
Cheers,
tcubed
From Stephen Hardy...LightWave Online
Jul 1st, 2021
Lightwave Logic says new patent enables mass-volume manufacturing of polymer modules
The patent opens the door for the development of large-foundry process development kits (PDKs) that incorporate Lightwave Logic’s electro-optic polymer modulators, the company states, which would then lead to opportunities for mass volume commercialization.
Lightwave Logic Inc. (OTCQX: LWLG), which is developing proprietary electro-optic polymers for photonic applications, says it has received a U.S. patent on a modulator device design that will enable mass-volume manufacturing as part of integrated photonic platforms. U.S. Patent number 11,042,051, "Direct drive region-less polymer modulator methods of fabricating and materials therefor," describes a design that offers improved reliability and optical mode control and offers lower power consumption via direct-drive, low-voltage operation, the company asserts.
The patent opens the door for the development of large-foundry process development kits (PDKs) that incorporate Lightwave Logic’s electro-optic polymer modulators, the company states, which would then lead to opportunities for mass volume commercialization using these foundries. (For more on the company's work, see "Lightwave Logic develops ‘polymer without a package’ approach for photonic integration" and "Lightwave Logic touts photostability of ultra-high-speed polymer for modulators.")
"We are pleased to receive yet another powerful patent, providing us with significant freedom of manufacturing and positioning us for efficient, mass-volume commercialization of our technology with large foundries," said Dr. Michael Lebby, CEO of Lightwave Logic. "The patent emphasizes our technology platform using fabrication techniques that would naturally fit into foundry PDKs. Our technology is proving to be more important than ever as the industry and service providers increasingly consider high-speed, low-power, and foundry compatibility – such as our technology offers – to be key metrics for success."
Another key metric of success likely would be officially offering a product or two. Lightwave Logic has publicly discussed three implementations of its polymer-based modulator technology – a standalone Polymer Stack modulator device and two methods of integrating the polymer modulator capability into multifunction photonic integrated circuits (PICs) based on either silicon photonics or InP. In the integration case, the Polymer Plus approach sees the polymer added as a layer of the wafer, whereas the Polymer Slot sees a smaller amount of polymer laid into a “slot” within a wafer layer, surrounded by other material.
In a recorded presentation from the company’s May 27, 2021, annual shareholder meeting, Lebby described the polymer technology as moving from Step 6 to Step 7 of a nine-step technology maturity scale. Step 8 is the beginning of manufacturing – however, Lebby’s presentation did not include a prediction on when that step will be taken. He did say that he hopes to have tested chips and packaged prototypes of the Polymer Plus implementation in the next year, so that looks to be the first product, likely at a bandwidth performance level of 70-GHz. Along these lines, Lebby also stated that the company is open to licensing its technology or some other sort of technology transfer that would see a partner use the polymer modulator capability in its own designs. Lebby said the company has a packaging partner in place, as well as transceiver partners for technology evaluation.
https://www.lightwaveonline.com/optical-tech/components/article/14206140/lightwave-logic-says-new-patent-enables-massvolume-manufacturing-of-polymer-modules
Crazy numbers to think about Steve!
I think many of the early shareholders are certainly set up with enough shares to experience wealth beyond what the imagination should legally allow, lol.
With taking profits along the way and letting some shares mature, I think we are looking at living a very comfortable life with the bonus of taking care of family, friends and charities of choice.
The good that LightWave technology will do for the future is compounded by the good that its shareholders will do. Shares of LWLG will be the gift that keeps on giving!
Cheers to all,
tcubed
Hmmm, I guess I'm confused.
I'm Canadian though so that's my excuse with the US rules :)
I thought the following meant that because your July 4th falls on a Weekend this year that the early rule the day before doesn't apply.
Early closings, at 2PM, are observed for the day after Thanksgiving, the day before Independence Day and Christmas Eve if they do not occur on a weekend
https://www.otcmarkets.com/market-hours
Anyway, no matter. The important thing is, this an exciting time to own LWLG and losing part of a day in the big scheme of things is survivable, lol.
Cheers,
tcubed
Yes, a full day of trading Friday as per OTC Markets site.
Early closings, at 2PM, are observed for the day after Thanksgiving, the day before Independence Day and Christmas Eve if they do not occur on a weekend
https://www.otcmarkets.com/market-hours
And just in case...the Nasdaq holidays and early closings :)
https://www.nasdaqtrader.com/Trader.aspx?id=calendar
Cheers,
tcubed
All the longs here know how truly truly special this company is and the real world potential it has. We know this is just the beginning, or perhaps more excitingly, the beginning of the beginning :)
I, like many here, quickly learned the value of each contributor to this board and it allows me to separate the wheat from the chaff. Luckily the chaff is such a small percentage of this forum.
There is incredible DD and conversations here and that is why other sites quite often steer people here to truly learn about LightWave Logic and it's game changing technology.
As Richard said, there will be new comers here who are sincerely looking to educate themselves and 99 percent of you are the reason why they will potentially come away as long term investors.
I for one agree with Richard that it's best to keep up the high standard that this board has set over the years as we all continue down this life changing adventure we are on. There will always be the few that show up with nefarious intentions. They are easily identified and easy to filter out of your daily readings and conversations.
I'm addicted to this board thanks to many of you so thanks for all your amazing contributions!
The future has never looked so bright or so near and that is truly exciting :)
Cheers,
tcubed
LIDAR...Interesting that Michael Lebby is an attendee :)
EPIC Online Technology Meeting on New Developments in FMCW LIDAR
06 September 2021
Topic:
Even if the technology needed for FMCW is still costly, the possibility of integrating FMCW on a single chip is very attractive for the automotive industry as automotive LIDAR is subject to strong price pressure. At this meeting, the last developments for FMCW LIDAR will be presented, and the potential collaborations within the supply chain to accelerate the adoption of this technology will be discussed.
https://www.epic-assoc.com/epic-online-technology-meeting-on-new-developments-in-fmcw-lidar/
Exciting times ahead!
Cheers,
tcubed
Thanks for this Walter,
Great perspective. I think we will all enthusiasticlly cheer you on for your venture up the Alps given the direct correlation coefficient between your uphill biking and the LWLG stock value!!!
I liked this line most of all..."Personally, I do not sell any share because in my opinion we are really at the beginning of very many beautiful things."
This is such an exciting time..Goodbye to Covid, HELLO to LWLG :)
Cheers,
tcubed
I'll say Over...
My guess, $10.49 close for the weekend.
This is such an exciting time in LWLG and I'm so happy to be part of this ride!!!.
Cheers,
tcubed
This is the best post all day, thanks Richard!
Lots of different personalities on this board with varying opinions and investment experience but ultimately 99 percent of us want the same thing and are on the same side.
I know I have appreciated the professionalism (with few exceptions) and information sharing on this board for several years and it motivated me to increase my share count several times.
This past while has been so exciting and I think it is just a hint of the great times ahead for LWLG shareholders.
I think 2021 will be very memorable for us and then just continue to get better and better!
I'm of the belief now that there is no way Lebby and team will sell LWLG. They want it to grow into a behemoth in the industry and enjoy the fruits of their labour along with taking care of all you long term, dedicated shareholders :)
Could Lebby someday be in the conversation of GOAT in the technology world or perhaps LWLG under the Team category for GOAT, lol.
The ride is just beginning...so lets just enjoy and be civil amongst ourselves.
Cheers all,
tcubed
The clock is counting up, not down...likely just a glitch!
https://saferplace.market
Good luck all,
tcubed
It's just nice that we are at the stage of having this Nasdaq conversation no matter what the correct stance is.
I've googled a bunch and am still confused but that's the norm anyway :)
Exciting times are upon us and it's just the tip of the iceberg! Thanks for all the chat and DD which keeps me distracted and entertained while we get ready for the ride of a lifetime!!!
Cheers,
tcubed
"We had a good day" :)
I only got in around early 2018 and found out about the LightWave through one of you on another ihub board and wish I could remember who but the memory goes with age, lol..
I fell in love with the company and Michael Lebby immediately and thanks to all of you ( well, most of you :) ) I kept increasing my position based on the potential but also the great DD posted here!
I look forward to a future ASM where I can put faces to the names and buy all of you way too many drinks to celebrate. This is a life changer for me as retirement looms.
This is just the beginning and while I'm excited, I can't imagine the feeling the true longs are going through knowing the time is near!
Cheers and LWLG I love you so much but please play it cool in front of my wife!
tcubed
Thanks Sheldrick! EOM
Thanks proto, sums it up nicely and very exciting times are upon us!
Cheers
tcubed
Yes, it's amazing the goodwill of some people who, without any stake in the game and without alterior motive, remain year after year after year and continually help people by trying to prevent them from making investment mistakes.
Amazing really :)
Fortune favours the bold. Lets hope this is the year we are rewarded in our investments!
Cheers,
tcubed
Interesting trading today on decent volume.
Lets hope for good news in 2021!
Cheers
tcubed
Hi th6565, I fall under the broker- non votes but not usually by choice so I’m sure there’s a percentage out there like me as well as people just not interested in voting.
I’m in Canada and own and have owned a few US stocks for many years. I have yet to receive any ASM material or voting documents from my Investment company before the actual ASM date of the companies I own shares in and therefore have never voted. Not sure why that is other than it’s my location. Truthfully, right or wrong, I haven’t really cared enough to inquire why or to make an effort to be able to vote.
I really believe, like many others here, that we are really close to something special with LightWave and the aches and pains of all of our different journeys to this point will be a thing of the past starting in 2021!
Cheers and good fortune to us all!
tcubed
Thanks Steve...much better!
I was a little concerned at the quality of the original video posted and felt it didn't send a good message about the quality of their website. Unless of course their message was to show how video quality is being reduced due to high internet traffic and LightWave Logic has the answer! :)
I think we are close, 2021 is the year!
Cheers,
tcubed
Lol, Yep. I'm in British Columbia so it's still early here!
Very excited for what's to come!!!
Cheers all and thanks for all the great DD and board discussion.
tcubed
We are Pink Current :)
https://www.otcmarkets.com/stock/PVDG/quote
Cheers,
tcubed
Thanks for the link and info Steve and again for your contributions to this Board.
I truly believe the future is bright and this is a once (or twice in a lifetime opportunity) for shareholders.
I often think of one day in the future when people will look back on LWLG and be so thankful they invested and hopefully held on to their shares because of the amazing potential or alternatively (and unfortunately) regret giving up on the company and it's potential.
Cheers and good luck to us all but I think Dr, Lebby and Team have already removed the luck portion of my statement :) The time is near and it's so damn exciting!!!
tcubed
For sure, I'm a big fan of Proto's DD as well as many others on this chat including yourself. While I have been intrigued and involved with computers since the late 70's, I'm so appreciative and amazed at both LightWave Logic and the information contributed by investors on Investorshub! Even at my advanced age, this forum teaches me new things all the time:)
I'm so excited for the near future and privileged to be a share holder in LWLG.
Cheers all,
tcubed
Not lost on me, thanks Steve... we are very close to the promised land, lol. Thanks for all your contributions!
Cheers,
Tcubed
Patent Granted Jan 5, 2021
Hermetic capsule and method
Patent number: 10886694
Abstract: A hermetic capsule including a semiconductor/metal base with sensitive semiconductor/polymer electrical and optical components formed thereon and a semiconductor/metal lid. The semiconductor/metal lid sealed to the semiconductor/metal base by metallization so as to form a chamber including all of the sensitive semiconductor/polymer electrical and optical components and hermetically sealing the chamber and all sensitive components from the ambient. External access to the sensitive semiconductor/polymer electrical and optical components is provided through a metallization.
Type: Grant
Filed: December 15, 2019
Date of Patent: January 5, 2021
Assignee: Lightwave Logic Inc.
Inventor: Michael Lebby
https://patents.justia.com/assignee/lightwave-logic-inc
Thanks, that's what gets me so excited that it appears we are the only Polymer game in town at this stage and to me it looks like its going to pay off big time! And soon :)
Cheers,
tcubed
For sure, I look forward to a similar document in the very near future where Polymers and LightWave Logic are front and centre and finally get the respect we all know is coming!
Cheers
tcubed
Found this to be an interesting slide...
Especially the reference of "Polymer is only developed by LightWave Logic."
https://soiconsortium.org/storage/2020/07/Yole-slides.pdf
Apologies if previously posted.
Cheers,
tcubed
Happy New Year to you all!
Good share volume on this last day of 2020. Looking forward to 2021 and good things for all of us!
Cheers,
tcubed
Merry Christmas and Happy Holidays from Canada to all LightWave Logic shareholders!
Good riddance to 2020 and I believe big things are coming to us in 2021!!!
Cheers,
tcubed
Merry Christmas and Happy Holidays to my fellow MMTC shareholders!
Hoping for big things in 2021!!!
Cheers,
tcubed
Generous donation!
Merry Christmas and Happy Holidays!
Cheers,
tcubed
Interesting read, not directly related but touches on Data Centres, Moores Law and the way forward for the big companies...
https://www.wsj.com/articles/chip-giants-intel-and-nvidia-face-new-threats-from-amazon-to-google-to-apple-11608460201
Cheers,
tcubed
LightWaveOnline Stephen Hardy's take on the news release...
https://www.lightwaveonline.com/optical-tech/components/article/14189302/lightwave-logic-develops-polymer-without-a-package-approach-for-photonic-integration
Cheers
tcubed
Wow, I can't remember seeing this much volume in one day!
Good fortune to us all!
Cheers,
tcubed
Thanks Walter, here are the links...
https://www.ecocexhibition.com/visit/market-focus/
https://www.ecocexhibition.com/visit/market-focus/market-focus-2020-timetable/
Cheers,
tcubed
Always love Jose's enthusiasm towards Michael Lebby and LightWave Logic...
Jose Pozo in the chat next to video:
"amazing presentation from Michael Lebby, with one priceless slide on the roadmapping for the next 5 years"
Cheers
tcubed
https://www.otcmarkets.com/stock/LWLG/quote
Is this what you're looking for? They do show as listing real time level 2.
Cheers
tcubed