Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Lying scumbag Shorts do what lying scumbag Shorts do, they LIE!!!
At OFC Lebby showcased 200gbs modulators being mass produced on 200mm Wafers with
1 Perfect Attributes
2 Poling of 1000s devices in a split second in the Foundry PDK process!!!!
Lying scumbag Shorts have posted here 1000s of times this was IMPOSSIBLE!!
AND, on the lab tour 100+ people gave witness to "a constant flow of Wafers" coming from all around the world!!!
PDKs are working perfectly at FOUNDRIES ON 3 CONTINENTS!!!!!
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!
Lebby gave a Keynote at OFC 2024 about "Heterogeneous Integration", here AMAT speaks about heterogeneous integration as well as saying that "materials science and materials engineering are increasingly important to the industry's road map", AMAT has been discussed here many times as a Tier 1 very likely having an NDA partnership with LWLG currently, here
A few little tidbits from the AMAT earnings call. Recall that at multiple industry events, Robert Blum has been seen pulling Lebby aside for private conversations.
“Key inflections that underpin the semiconductor road map are enabled by Applied Materials and will support our ongoing outperformance as next-generation chip technologies move into high-volume production. In addition, the complexity of implementing the industry's road map and bringing new semiconductor technologies to market is driving earlier, deeper, and broader collaboration with customers, as well as supporting double-digit growth for our service business.”
“Looking further ahead, we see opportunities for this business to double again as heterogeneous integration is more widely adopted beyond the AI data center, and we introduce new products that expand our served market.”
“Materials science and materials engineering are increasingly important to the industry's road map. Applied has invested early to develop a broad, unique, and connected portfolio of materials engineering solutions that are critical to enable major semiconductor inflections, from AI high-performance computing to ICAPS edge computing.”
https://www.fool.com/earnings/call-transcripts/2024/05/16/applied-materials-amat-q2-2024-earnings-call-trans/
Ok folks, AMAT has been spoken about many times on this board as being a likely potential partner/buyer of LWLG's technology, KCC added this interesting comment for color from what he had personally witnessed in October 2023 at the PECC conference,
Very good. There’s been long running speculation that AMAT is involved somehow. Personally I think AMAT is a company who would possibly acquire LWLG.
At Optica PECC last fall, Robert Blum (former head of Silicon Photonics at Intel, now at AMAT) pulled Lebby from a table and they spent a fair amount of time talking about something that must have been private.
https://www.reddit.com/r/LWLG/comments/1ctz0o0/daily_trading_action_and_general_discussion/?share_id=2EIv0l-jrd8vK5LesM41j&utm_content=1&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1
Lightwave Logic has announced that Chairman and Chief Executive Officer Dr. Michael Lebby discussed the latest world-class results for the company’s 200 Gbps heterogeneous polymer/silicon photonic modulator at a record low drive voltage at the 2024 Optical Fiber Conference (OFC) in San Diego, California.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174205574&txt2find=heterogeneous%20integration
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!
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!!!!
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!!!
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsis has a TOP SHELF speaker list, check it out here
https://www.optica.org/events/industry_events/2024/pecc/program_speakers/
Investors keep in mind that Synopsis has been posting on LinkedIn about LWLG!!
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/?
worth another LQQk, slides 13/14. There is NVIDIA written all over it. InfiniBand is 90% NVIDIA. NVIDIA is currently driving future industry hardware choices and all the big guys are in ‘catch up’ mode.
Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”.
Let me add. You believe Lebby and we are on the runway to the moon, or Lebby is the biggest con man in the world, My choice: I believe Lebby
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174518590
The 800X Quantum switch of 115.2 Tbps announced in March 2024 will have 200 G electrical lanes and would be able to connected to 4x 200 G transceivers ( 800 G) or eventually 8x 200G ( 1600G). I know only one company being able to deliver such 200G per lane option. NVIDIA would leapfrog the competition and be the first to offer a full 800G/1600 G all encompassing solution from GPU into the datacenter and combine its monopolistic world class GPU’s with far the best AI datacenter solution in the world, leaving the rest scratching their heads.No doubt a similar Spectrum solution will be planned for the 2025 and I assume the rest of the ‘ Ethernet industry cooperation’ which is still defining it ‘ standard’ will need to follow soon after.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174537948
I believe anyone with half a brain, so this excludes teddybear, punkipoo, and the "fake Longs" who are such big liars they try to make their user ID's "sound like" they would be Longs, would see that the quote on Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”. was from Nvidia, very likely from Ashkan Seyedi NVIDIA, Principal Silicon Photonics Products who is connected on LinkedIn to Atikem of LWLG presumably working on the upcoming LWLG Customer Agreement with Nvidia
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsis has a TOP SHELF speaker list, check it out here
https://www.optica.org/events/industry_events/2024/pecc/program_speakers/
Investors keep in mind that Synopsis has been posting on LinkedIn about LWLG!!
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/?
Lebby gave a Keynote at OFC 2024 about "Heterogeneous Integration", here AMAT speaks about heterogeneous integration as well as saying that "materials science and materials engineering are increasingly important to the industry's road map", AMAT has been discussed here many times as a Tier 1 very likely having an NDA partnership with LWLG currently, here
A few little tidbits from the AMAT earnings call. Recall that at multiple industry events, Robert Blum has been seen pulling Lebby aside for private conversations.
“Key inflections that underpin the semiconductor road map are enabled by Applied Materials and will support our ongoing outperformance as next-generation chip technologies move into high-volume production. In addition, the complexity of implementing the industry's road map and bringing new semiconductor technologies to market is driving earlier, deeper, and broader collaboration with customers, as well as supporting double-digit growth for our service business.”
“Looking further ahead, we see opportunities for this business to double again as heterogeneous integration is more widely adopted beyond the AI data center, and we introduce new products that expand our served market.”
“Materials science and materials engineering are increasingly important to the industry's road map. Applied has invested early to develop a broad, unique, and connected portfolio of materials engineering solutions that are critical to enable major semiconductor inflections, from AI high-performance computing to ICAPS edge computing.”
https://www.fool.com/earnings/call-transcripts/2024/05/16/applied-materials-amat-q2-2024-earnings-call-trans/
Ok folks, AMAT has been spoken about many times on this board as being a likely potential partner/buyer of LWLG's technology, KCC added this interesting comment for color from what he had personally witnessed in October 2023 at the PECC conference,
Very good. There’s been long running speculation that AMAT is involved somehow. Personally I think AMAT is a company who would possibly acquire LWLG.
At Optica PECC last fall, Robert Blum (former head of Silicon Photonics at Intel, now at AMAT) pulled Lebby from a table and they spent a fair amount of time talking about something that must have been private.
https://www.reddit.com/r/LWLG/comments/1ctz0o0/daily_trading_action_and_general_discussion/?share_id=2EIv0l-jrd8vK5LesM41j&utm_content=1&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1
Lightwave Logic has announced that Chairman and Chief Executive Officer Dr. Michael Lebby discussed the latest world-class results for the company’s 200 Gbps heterogeneous polymer/silicon photonic modulator at a record low drive voltage at the 2024 Optical Fiber Conference (OFC) in San Diego, California.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174205574&txt2find=heterogeneous%20integration
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!
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!!!!
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!!!
teddybear, Anything/Everything Lebby, myself, or any Long says validates IN YOUR MIND all of the PURE BULLSHIT YOU POST HERE!!! Everyone knows you TWIST AND CONTORT day in and day out, it's your job as a paid basher to do that though!!!
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 Foundries and on large 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 Foundries large 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 Foundries on large 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???????
"We’re working with the biggest transceiver companies in the world"
Keep in mind, Lebby is working on multi-year deals, with the type of Tier 1s investors know Lebby is in negotiations with, there could easily be large up-front monies, $50 million or more is realistic, don't think it's not!!
LWLG is a once in a lifetime opportunity!!
The quotes are from the LWLG executive and should be nearly exact to what was said. While the conversation was not recorded, detailed notes were taken and the messages should be very close, if not exactly what was said.
LWLG is “close on deals”. They have "calls all week discussing the deals". Just before the conversation, the executive was on a call with a "potential counterparty to a deal".
This executive acknowledged the only thing that will move the stock price at this point is closing deals.
"I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Within the next month, engineering teams from three separate companies will be visiting LWLG’s facility.
When asked if the T1 announcements will have a name attached, the response was that they "would love to be able to". Based on the NDA’s, they "can’t use a counterparty’s name without its permission". “The argument they make is that they are trying to gain a competitive advantage.”
When asked directly if they are working with NVIDIA the response was, “Let’s put it this way. Anyone not trying to work with NVIDIA is a fool and I’m no fool. What’s the old saying? I can neither confirm nor deny that we are working with NVIDIA.”
“We’re working with the biggest transceiver companies in the world.”
“Amazon wants warrants from companies to sell to them. They eat their young. I said that to a guy during a meeting – you eat your young. He just smirked.”
I will not disclose the identity of this person. Do not ask. Do not assume.
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
I've been adding shares since the ASM as Lebby told investors nothing had changed!! The long-standing Timeline to Commercialization has been 2024 for Customer Acceptance and Ramp into 2025 with full blown Mass Commercialization in 2026!!!
Shorts are LYING SCUMBAGS and will say LITERALLY ANYTHING to get Longs to sell their shares!!! They are criminals who worship their underworld gods of manipulation!!!
there goes tedybear again trying to get investors to focus on his misdirection just like a seasoned magician!! Too funny!!!!
The FACT is that Lebby RIGHT NOW has the 200gbs LWLG modulator ready for mass production of 200mm Wafers being implemented at SEVERAL FOUNDRIES and on large 200mm Wafers, and Lebby post-OFC meetings in Belgium declared NO ISSUES left to solve!!! here,
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
The FACT is that the DEMONSTRATIONS of this device at OFC were so over-the-top successful that the Tier 1's are fighting now for Lebby/LWLG's time, for their Engineers to be working with LWLG Engineers!!! In fact, 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
Oh and BTW, teddybear has practically ZERO understanding of the things he posts here, it is like he is throwing spaghetti up against the wall to see if it sticks!!! Too funny!! KCC already shot down teddybear's newest lame arguments, here
1) That is the correct image from the Google shout out. Zwickel was the reference. The date was 2020 but I think it was just a continuation of the 2018 paper you posted. It’s a slot modulator structure so of course LWLGs pictures and these pictures are going to look the same.
2) LWLG owns the IP for the technology in the 5k hour paper. You gotta peel the onion back on these types of stats to see what may or may not be significant. There’s material only tests, tests on devices, tests on packaged devices. LWLG’s data today is packaged devices that are quasi-hermetically sealed using the ALD and do not require a gold box package for that hermetic seal. Leaps and bounds ahead of that paper.
3) 100% poling efficiency there isn’t what you think it means. There, it means the material r33 stayed the same when they put it into a device. Generally there’s a reduction in r33 “in-device”.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174402284
The important thing for investors to focus on is that Lebby is still on-track with his long-standing Timeline to Customer Acceptance and Ramp at 800gbs in 2024!!!!
Lebby has not backed down from his stated SAM/SOM 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!! The 2024 SAM/SOM goals are clearly for SAMPLING of Polymer Modulators and Lebby told Investors that the 200gb Polymer Modulator PRODUCT was 100% reeady for LIVE TRIALS and this folks if SAMPLING and the targets for 2024 SAM/SOM goals given by Lebby at the 2023 ASM will be met and likely EXCEEDED now after the EXTREMELY SUCCESSFUL DEMOS at OFC March 2023!!!
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/?
Heck even teddybear's BFF Andy from Arista had it perfectly right on his slide that LWLG Polymers would be in HIGH VOLUME PRODUCTION in 2026, and the funny thing about that is Andy knew it would be 2026 even though his slide showed that the Polymers were still unproven at that time!!! Today Andy is among all of the many Tier 1s lining up to try and get Lebby's time after the highly successful demos of the 200 GB modulator being produced on 200 mm wafers with the most incredible statistics of any modulators of all time!!! Today Lebby is picking and choosing which of the Tier 1s he is prioritizing to work with that will help him achieve Ubiquity the fastest for LWLG!!!
The progress they've made in the last 12 months is nothing to be disappointed about. The new lab and production facility, the hires, the equipment and internal capability to scale, one of the several foundry partners revealed, slot modulators progressing from 30-50Gbd (80G and 2V) to 100Gbd (200G and 1V) within the last 12 months, poling thousands of devices at a time INSIDE a foundry in a seamless process. Oh by the way...the engineer who discussed the wafer scale poling with me was more than an engineer. He was extremely polished and well spoken. Enthusiastic. Almost seemed like he's being primed for CTO. Also...you won't find him on LinkedIn but my sleuthing revealed why he's under wraps at the moment. Don't worry Polymer Paul...this isn't a carrot or anything potentially stock-moving. Just me having fun poking around looking for info. OK here's a carrot unrelated to the aforementioned info I found...he's buddies with some developers of next-gen products at NVIDIA. I don't know why he mentioned that. Probably nothing. I tongue in cheek asked if any of their next-gen products have EOP inside. He laughed and basically said he wouldn't be allowed to tell me that.
To me, Lebby saying there are other "issues" they're concerned with besides poling means "topics". Not that they're actually issues. Again, maybe "challenges" is the correct word to use here.
Hermeticity could be what he was referring to. He mentioned that in the first question in the Q&A. Also, maybe it's the new set of challenges they're facing in designing/building the 4x200G PIC chip. A different engineer mentioned they are sending "arrayed modulators" to "customers". Why the hell did Lebby only say the 4x200G is "in progress" during the Q&A? I don't know. He's not wrong. But just because he was vague doesn't mean he's lying or it's not making progress in the right direction. The challenges likely are not device performance related because they're at their targets. And we know it isn't poling. Anyone have any other ideas?
We'll learn more about the hermeticity topic after next month's ALD presentation. Again...the successful photo stability data we've seen was 4,300 hours and Marwan (sp?) told me they went beyond that. THIS IS LITERALLY AND PHYSICALLY IMPOSSIBLE TO ACHEIVE IF THE ALD DIDN'T WORK AND OXYGEN WAS AN ISSUE.
I will bet money to anyone here that a transceiver company collaboration is announced this year. That will satisfy many. I also bet with the immense pressure on LWLG to deliver something impactful right now, Lebby is more inclined than ever to announce a customer. Maybe he'll convince the customer that "it makes business sense" to announce it.
We also just learned via another engineer that by the end of the year we should have the second 200G modulator revealed and then will have BOTH short-reach and long-reach capabilities covered.
Long term...I have zero doubts about this technology commercializing. Short term...I am admittedly worried because too many dumdums and loose cannons own this stock.
-KCC
https://www.reddit.com/r/LWLG/comments/1d7r0az/daily_trading_action_and_general_discussion/
also,
While typing up the other post, I was thinking about a couple new terms we saw at the shareholder meeting presentation: transceiver outsourcing and transceiver reference design.
At the shareholder meeting, it showed "transceiver outsourcing" for 2024/2025 and then "transceiver reference design" in 2026. Initially when I saw that, I thought that meant we'd have to wait until 2026 for a transceiver. I do not believe that is true whatsoever. I searched for more information about these terms and actually used ChatGPT for my first time. Encouraging results below...
Question - What does transceiver outsourcing mean from an optical modulator supplier?
Answer - Transceiver outsourcing from an optical modulator supplier refers to the practice of delegating the manufacturing or assembly of transceivers to a third-party company that specializes in providing such services. In this context, an optical modulator supplier typically focuses on producing optical modulators, which are crucial components within transceivers used in fiber optic communication systems.
Outsourcing the production of transceivers allows the optical modulator supplier to concentrate on their core competency of developing and manufacturing optical modulators, while relying on the expertise of another company to handle the integration of these modulators into complete transceiver units. This can be advantageous for several reasons:
Focus on core competencies: By outsourcing transceiver assembly, the optical modulator supplier can focus their resources and efforts on improving the quality and performance of their optical modulators, potentially leading to innovation and competitive advantages in this specific area.
Cost-effectiveness: Outsourcing transceiver manufacturing may reduce operational costs for the optical modulator supplier, as they don't have to invest in additional production facilities, equipment, or personnel for transceiver assembly.
Scalability: Partnering with a specialized transceiver manufacturer allows the optical modulator supplier to scale production more flexibly in response to fluctuations in demand, without being constrained by internal manufacturing capabilities.
Access to expertise: Transceiver manufacturers often have specialized knowledge and experience in transceiver design, assembly, and testing, which can result in higher-quality products and faster time-to-market for the optical modulator supplier.
Question - What is a transceiver reference design?
Answer - A transceiver reference design typically refers to a detailed blueprint or template for creating a transceiver, which is a device that can both transmit and receive signals. This design includes specifications, schematics, layouts, and sometimes even software code necessary for building the transceiver. It serves as a starting point for engineers or developers who want to create their own transceiver, providing guidance on components, circuitry, and overall architecture. These reference designs can be especially useful in industries like telecommunications, wireless networking, and IoT, where transceivers are commonly used. They can help streamline the development process, ensure compatibility with standards, and accelerate time-to-market for new products.
and
Yes my understanding of this is that 2024/2025…the ‘transceiver outsourcing’…is creating the prototypes and initial sampling (maybe even the start of volume shipments?) with a select few customers. Then the ‘reference design’ slated for 2026 is the point when any transceiver maker can simply take that blueprint and design modules from it.
Lastly, in the Maxim interview Lebby RECONFIRMED that in 2024 the Tier 1 deals will get done matching EXACTLY to his lon-standing Timeline to Commercial Accptance in 2024 with Ramp into 2025 and Mass Commercial in 2026!!!
The quotes are from the LWLG executive and should be nearly exact to what was said. While the conversation was not recorded, detailed notes were taken and the messages should be very close, if not exactly what was said.
LWLG is “close on deals”. They have "calls all week discussing the deals". Just before the conversation, the executive was on a call with a "potential counterparty to a deal".
This executive acknowledged the only thing that will move the stock price at this point is closing deals.
"I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Within the next month, engineering teams from three separate companies will be visiting LWLG’s facility.
When asked if the T1 announcements will have a name attached, the response was that they "would love to be able to". Based on the NDA’s, they "can’t use a counterparty’s name without its permission". “The argument they make is that they are trying to gain a competitive advantage.”
When asked directly if they are working with NVIDIA the response was, “Let’s put it this way. Anyone not trying to work with NVIDIA is a fool and I’m no fool. What’s the old saying? I can neither confirm nor deny that we are working with NVIDIA.”
“We’re working with the biggest transceiver companies in the world.”
“Amazon wants warrants from companies to sell to them. They eat their young. I said that to a guy during a meeting – you eat your young. He just smirked.”
I will not disclose the identity of this person. Do not ask. Do not assume.
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
I've been adding shares since the ASM as Lebby told investors nothing had changed!! The long-standing Timeline to Commercialization has been 2024 for Customer Acceptance and Ramp into 2025 with full blown Mass Commercialization in 2026!!!
Shorts are LYING SCUMBAGS and will say LITERALLY ANYTHING to get Longs to sell their shares!!! They are criminals who worship their underworld gods of manipulation!!!
teddybear using lies and deceptions here again, it's nothing new, everyone knows his game, he will twist and contort EVERYTHING that Lebby or any Long says to be negative, this is the kind of person that would swindle his own grandmother!! here's the TRUTH just as Lightning_Rod explained to teddybear a DOZEN TIMES already just today!!!!! But teddybear ALWAYS comes back and TWISTS & CONTORTS EVERYTHING and puts his ultra-negative spin on it!!!! PERIOD!!!! He's a LIAR/DECEIVER plain & simple!!!!!
Gemini(Bard), is there such a thing as a "completed" PDK?
In the context of integrated circuit (IC) design, a Process Design Kit (PDK) is never truly "completed." Here's why:
Constant Improvement: The semiconductor industry is constantly evolving, with new materials, processes, and design rules being developed. A PDK needs to reflect these advancements to ensure designers have access to the latest capabilities of the manufacturing process.
Foundry Specificity: PDKs are specific to a particular foundry and their manufacturing process. As a foundry refines its processes, the PDK needs to be updated to reflect those changes.
Error Correction: Even the most rigorous testing can't guarantee a PDK is entirely free of errors. As issues arise, the PDK needs to be patched and updated to ensure accurate and reliable design.
However, a PDK can be considered functional or production-ready when it meets these criteria:
Comprehensiveness: It provides all the necessary information for designers to create functional and manufacturable ICs using the specific foundry's process.
Stability: It has undergone thorough testing and validation to ensure reliable results.
Documentation: It includes clear and up-to-date documentation for designers to understand the available options and design constraints.
So, while a PDK is never truly "completed," it can be considered functional and ready for use when it fulfills these requirements.
BOOM!!! Lying scumbag Shorts do what lying scumbag Shorts do, they LIE!!!
At OFC Lebby showcased 200gbs modulators being mass produced on 200mm Wafers with
1 Perfect Attributes
2 Poling of 1000s devices in a split second in the Foundry PDK process!!!!
Lying scumbag Shorts have posted here 1000s of times this was IMPOSSIBLE!!
AND, on the lab tour 100+ people gave witness to "a constant flow of Wafers" coming from all around the world!!!
PDKs are working perfectly at FOUNDRIES ON 3 CONTINENTS!!!!!
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
Lastly, LR I will give you credit you did get this part right though when you said of teddybear, You are such a doofus. Exactly!!
worth another LQQk, slides 13/14. There is NVIDIA written all over it. InfiniBand is 90% NVIDIA. NVIDIA is currently driving future industry hardware choices and all the big guys are in ‘catch up’ mode.
Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”.
Let me add. You believe Lebby and we are on the runway to the moon, or Lebby is the biggest con man in the world, My choice: I believe Lebby
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174518590
The 800X Quantum switch of 115.2 Tbps announced in March 2024 will have 200 G electrical lanes and would be able to connected to 4x 200 G transceivers ( 800 G) or eventually 8x 200G ( 1600G). I know only one company being able to deliver such 200G per lane option. NVIDIA would leapfrog the competition and be the first to offer a full 800G/1600 G all encompassing solution from GPU into the datacenter and combine its monopolistic world class GPU’s with far the best AI datacenter solution in the world, leaving the rest scratching their heads.No doubt a similar Spectrum solution will be planned for the 2025 and I assume the rest of the ‘ Ethernet industry cooperation’ which is still defining it ‘ standard’ will need to follow soon after.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174537948
I believe anyone with half a brain, so this excludes teddybear, punkipoo, and the "fake Longs" who are such big liars they try to make their user ID's "sound like" they would be Longs, would see that the quote on Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”. was from Nvidia, very likely from Ashkan Seyedi NVIDIA, Principal Silicon Photonics Products who is connected on LinkedIn to Atikem of LWLG presumably working on the upcoming LWLG Customer Agreement with Nvidia
Lebby gave a Keynote at OFC 2024 about "Heterogeneous Integration", here AMAT speaks about heterogeneous integration as well as saying that "materials science and materials engineering are increasingly important to the industry's road map", AMAT has been discussed here many times as a Tier 1 very likely having an NDA partnership with LWLG currently, here
A few little tidbits from the AMAT earnings call. Recall that at multiple industry events, Robert Blum has been seen pulling Lebby aside for private conversations.
“Key inflections that underpin the semiconductor road map are enabled by Applied Materials and will support our ongoing outperformance as next-generation chip technologies move into high-volume production. In addition, the complexity of implementing the industry's road map and bringing new semiconductor technologies to market is driving earlier, deeper, and broader collaboration with customers, as well as supporting double-digit growth for our service business.”
“Looking further ahead, we see opportunities for this business to double again as heterogeneous integration is more widely adopted beyond the AI data center, and we introduce new products that expand our served market.”
“Materials science and materials engineering are increasingly important to the industry's road map. Applied has invested early to develop a broad, unique, and connected portfolio of materials engineering solutions that are critical to enable major semiconductor inflections, from AI high-performance computing to ICAPS edge computing.”
https://www.fool.com/earnings/call-transcripts/2024/05/16/applied-materials-amat-q2-2024-earnings-call-trans/
Ok folks, AMAT has been spoken about many times on this board as being a likely potential partner/buyer of LWLG's technology, KCC added this interesting comment for color from what he had personally witnessed in October 2023 at the PECC conference,
Very good. There’s been long running speculation that AMAT is involved somehow. Personally I think AMAT is a company who would possibly acquire LWLG.
At Optica PECC last fall, Robert Blum (former head of Silicon Photonics at Intel, now at AMAT) pulled Lebby from a table and they spent a fair amount of time talking about something that must have been private.
https://www.reddit.com/r/LWLG/comments/1ctz0o0/daily_trading_action_and_general_discussion/?share_id=2EIv0l-jrd8vK5LesM41j&utm_content=1&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1
Lightwave Logic has announced that Chairman and Chief Executive Officer Dr. Michael Lebby discussed the latest world-class results for the company’s 200 Gbps heterogeneous polymer/silicon photonic modulator at a record low drive voltage at the 2024 Optical Fiber Conference (OFC) in San Diego, California.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174205574&txt2find=heterogeneous%20integration
TFLN the closet competitor (laughable!!!) to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
Why LWLG Polymers are the ONLY true Next-Gen SOLUTION!!!
1) the Industry need for a true next-gen internet transmissions solution is great because the growth rate of Data is on a parabolic curve and the TAM today is about $10 Billion growing to about $30 Billion in 2030
2) the Industry has already decided that the next-gen products to for 800gb/1600gb will be delivered using 200gb per lane
3) the ONLY incumbent technology that can deliver 200gbs per lane is InP but it is a major struggle to get there for InP and the power usage is extremely high to do it, and it cannot be extended for generations beyond 800gb/1600gb
4) there are only these several contenders as the next-gen solution, they are Polymers, TFLN, BTO, and InP
5) to-date only LWLG Polymers have proven the ability to scale volume on a 200gbs that has INCREDIBLE attributes and garnished tons of interest from all of the Tier 1's, so much so that Lebby is picking and choosing which Tier 1's to be working with first (limited resources) to get LWLG Polymers to Ubiquity the fastest
6) TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE
7) LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
Here are relevant Q&A from the 2024 ASM,
ASM Q&A: Is the current state of the technology, of the Company’s technology enough for commercialization of product polymer modulators?
Lebby: Well, our current performance is suitable for live trials with the data centers. Another way of saying data centers is what people use today as hyper scaling. I don’t know where that word came from, but yes, our performance is suitable for those companies. We engage with these companies today.
ASM Q&A: Are we achieving an industry average with this brand new technology to displace incumbents?
Lebby:I think we are. We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
Jeunke posted this about Lebby's pivot to slides showing Nvidia's Infiniband on Slides 13 and 14, Lebby is quite calculated in what he presents as being extremely relevant and as Jeunke points out in a recent presentation Nvidia said they would NOT wait for Standards to develop and if you had a Solution to bring it to their attention and they would work with you or buy you out!! here,
In fact if you look at the X axis ( timing) of the NVIDIA roadmap than ( slides 13/14) than it would appear Lightwaves 800 G ( 4 lane x 200G) is clearly positioned in 2024. You may also like to reflect on the fact why Lebby changed his previous ETHERNET slides and used the NVIDIA roadmap and the InfiniBand market requirements? Some will say that this is another carrot. Personally I don’t think so, just look at the comment alongside the Nvidia graph. I participated in a Photondelta event a few years ago where I heard the NVIDIA VP for R&D challenging the audience to come up with more bandwidth. In fact he said:” if you have a solution contact me after the meeting. If you have a solution we may even buy out your company “, That was in 2018. I think listen to Lebby and BOD, these are some of the most experienced people in the industry. I don’t think there is any messenger here with similar reputation, know how or experience. So, just listen to the company.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174511230
Conclusion: There is NO competition that comes even close to LWLG Polymers as the solution to true next-generation and future generations of Internet transmissions!!
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsis has a TOP SHELF speaker list, check it out here
https://www.optica.org/events/industry_events/2024/pecc/program_speakers/
Investors keep in mind that Synopsis has been posting on LinkedIn about LWLG!!
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/?
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!
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!!!!
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!!!
All, I want to share a couple tidbits from a conversation yesterday between a high level LWLG executive and a shareholder. I’m not sure this person will be happy I am posting this, but at the same time perhaps they want this message out. Ask for forgiveness, not permission. If the bridge is now burned, so be it. We understand. Everyone please know that this is not an attempt to “pump”. Many shareholders are confused and worried. Perhaps this will help. My friend and I understand the implications to this executive should these not be true statements.
Do not make investment decisions based on hearsay from an ‘anonymous internet stranger’.
The quotes are from the LWLG executive and should be nearly exact to what was said. While the conversation was not recorded, detailed notes were taken and the messages should be very close, if not exactly what was said.
LWLG is “close on deals”. They have "calls all week discussing the deals". Just before the conversation, the executive was on a call with a "potential counterparty to a deal".
This executive acknowledged the only thing that will move the stock price at this point is closing deals.
"I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Within the next month, engineering teams from three separate companies will be visiting LWLG’s facility.
When asked if the T1 announcements will have a name attached, the response was that they "would love to be able to". Based on the NDA’s, they "can’t use a counterparty’s name without its permission". “The argument they make is that they are trying to gain a competitive advantage.”
When asked directly if they are working with NVIDIA the response was, “Let’s put it this way. Anyone not trying to work with NVIDIA is a fool and I’m no fool. What’s the old saying? I can neither confirm nor deny that we are working with NVIDIA.”
“We’re working with the biggest transceiver companies in the world.”
“Amazon wants warrants from companies to sell to them. They eat their young. I said that to a guy during a meeting – you eat your young. He just smirked.”
I will not disclose the identity of this person. Do not ask. Do not assume.
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
I've been adding shares since the ASM as Lebby told investors nothing had changed!! The long-standing Timeline to Commercialization has been 2024 for Customer Acceptance and Ramp into 2025 with full blown Mass Commercialization in 2026!!!
Shorts are LYING SCUMBAGS and will say LITERALLY ANYTHING to get Longs to sell their shares!!! They are criminals who worship their underworld gods of manipulation!!!
Lightning said of teddybear, You still know NOTHING about PDK’s and I mean NOTHING.
Wrong!! teddybear knows the PDK's are in place and working GREAT at multiple Foundries including on large 200mm Wafers!!!
but he will NEVER ADMIT IT!!!!
Why??? well let's review
Lying scumbag Shorts do what lying scumbag Shorts do, they LIE!!!
At OFC Lebby showcased 200gbs modulators being mass produced on 200mm Wafers with
1 Perfect Attributes
2 Poling of 1000s devices in a split second in the Foundry PDK process!!!!
Lying scumbag Shorts have posted here 1000s of times this was IMPOSSIBLE!!
AND, on the lab tour 100+ people gave witness to "a constant flow of Wafers" coming from all around the world!!!
PDKs are working perfectly at FOUNDRIES ON 3 CONTINENTS!!!!!
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
Lastly, LR I will give you credit you did get this part right though when you said of teddybear, You are such a doofus. Exactly!!
worth another LQQk, slides 13/14. There is NVIDIA written all over it. InfiniBand is 90% NVIDIA. NVIDIA is currently driving future industry hardware choices and all the big guys are in ‘catch up’ mode.
Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”.
Let me add. You believe Lebby and we are on the runway to the moon, or Lebby is the biggest con man in the world, My choice: I believe Lebby
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174518590
The 800X Quantum switch of 115.2 Tbps announced in March 2024 will have 200 G electrical lanes and would be able to connected to 4x 200 G transceivers ( 800 G) or eventually 8x 200G ( 1600G). I know only one company being able to deliver such 200G per lane option. NVIDIA would leapfrog the competition and be the first to offer a full 800G/1600 G all encompassing solution from GPU into the datacenter and combine its monopolistic world class GPU’s with far the best AI datacenter solution in the world, leaving the rest scratching their heads.No doubt a similar Spectrum solution will be planned for the 2025 and I assume the rest of the ‘ Ethernet industry cooperation’ which is still defining it ‘ standard’ will need to follow soon after.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174537948
I believe anyone with half a brain, so this excludes teddybear, punkipoo, and the "fake Longs" who are such big liars they try to make their user ID's "sound like" they would be Longs, would see that the quote on Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”. was from Nvidia, very likely from Ashkan Seyedi NVIDIA, Principal Silicon Photonics Products who is connected on LinkedIn to Atikem of LWLG presumably working on the upcoming LWLG Customer Agreement with Nvidia
Lying scumbag Shorts do what lying scumbag Shorts do, they LIE!!!
At OFC Lebby showcased 200gbs modulators being mass produced on 200mm Wafers with
1 Perfect Attributes
2 Poling of 1000s devices in a split second in the Foundry PDK process!!!!
Lying scumbag Shorts have posted here 1000s of times this was IMPOSSIBLE!!
AND, on the lab tour 100+ people gave witness to "a constant flow of Wafers" coming from all around the world!!!
PDKs are working perfectly at FOUNDRIES ON 3 CONTINENTS!!!!!
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
All, I want to share a couple tidbits from a conversation yesterday between a high level LWLG executive and a shareholder. I’m not sure this person will be happy I am posting this, but at the same time perhaps they want this message out. Ask for forgiveness, not permission. If the bridge is now burned, so be it. We understand. Everyone please know that this is not an attempt to “pump”. Many shareholders are confused and worried. Perhaps this will help. My friend and I understand the implications to this executive should these not be true statements.
Do not make investment decisions based on hearsay from an ‘anonymous internet stranger’.
The quotes are from the LWLG executive and should be nearly exact to what was said. While the conversation was not recorded, detailed notes were taken and the messages should be very close, if not exactly what was said.
LWLG is “close on deals”. They have "calls all week discussing the deals". Just before the conversation, the executive was on a call with a "potential counterparty to a deal".
This executive acknowledged the only thing that will move the stock price at this point is closing deals.
"I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Within the next month, engineering teams from three separate companies will be visiting LWLG’s facility.
When asked if the T1 announcements will have a name attached, the response was that they "would love to be able to". Based on the NDA’s, they "can’t use a counterparty’s name without its permission". “The argument they make is that they are trying to gain a competitive advantage.”
When asked directly if they are working with NVIDIA the response was, “Let’s put it this way. Anyone not trying to work with NVIDIA is a fool and I’m no fool. What’s the old saying? I can neither confirm nor deny that we are working with NVIDIA.”
“We’re working with the biggest transceiver companies in the world.”
“Amazon wants warrants from companies to sell to them. They eat their young. I said that to a guy during a meeting – you eat your young. He just smirked.”
I will not disclose the identity of this person. Do not ask. Do not assume.
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
I've been adding shares since the ASM as Lebby told investors nothing had changed!! The long-standing Timeline to Commercialization has been 2024 for Customer Acceptance and Ramp into 2025 with full blown Mass Commercialization in 2026!!!
Shorts are LYING SCUMBAGS and will say LITERALLY ANYTHING to get Longs to sell their shares!!! They are criminals who worship their underworld gods of manipulation!!!
All, I want to share a couple tidbits from a conversation yesterday between a high level LWLG executive and a shareholder. I’m not sure this person will be happy I am posting this, but at the same time perhaps they want this message out. Ask for forgiveness, not permission. If the bridge is now burned, so be it. We understand. Everyone please know that this is not an attempt to “pump”. Many shareholders are confused and worried. Perhaps this will help. My friend and I understand the implications to this executive should these not be true statements.
Do not make investment decisions based on hearsay from an ‘anonymous internet stranger’.
The quotes are from the LWLG executive and should be nearly exact to what was said. While the conversation was not recorded, detailed notes were taken and the messages should be very close, if not exactly what was said.
LWLG is “close on deals”. They have "calls all week discussing the deals". Just before the conversation, the executive was on a call with a "potential counterparty to a deal".
This executive acknowledged the only thing that will move the stock price at this point is closing deals.
"I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Within the next month, engineering teams from three separate companies will be visiting LWLG’s facility.
When asked if the T1 announcements will have a name attached, the response was that they "would love to be able to". Based on the NDA’s, they "can’t use a counterparty’s name without its permission". “The argument they make is that they are trying to gain a competitive advantage.”
When asked directly if they are working with NVIDIA the response was, “Let’s put it this way. Anyone not trying to work with NVIDIA is a fool and I’m no fool. What’s the old saying? I can neither confirm nor deny that we are working with NVIDIA.”
“We’re working with the biggest transceiver companies in the world.”
“Amazon wants warrants from companies to sell to them. They eat their young. I said that to a guy during a meeting – you eat your young. He just smirked.”
I will not disclose the identity of this person. Do not ask. Do not assume.
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
I've been adding shares since the ASM as Lebby told investors nothing had changed!! The long-standing Timeline to Commercialization has been 2024 for Customer Acceptance and Ramp into 2025 with full blown Mass Commercialization in 2026!!!
Shorts are LYING SCUMBAGS and will say LITERALLY ANYTHING to get Longs to sell their shares!!! They are criminals who worship their underworld gods of manipulation!!!
the bitter end is when the 21 million lying scumbag Shorts get squeezed when Lebby inks the first of multiple Tier 1 deals, LWLG has the ONE AND ONLY true Next-Gen solution the Industry has been trying & failing at for 40+ years!!!
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 $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
worth another LQQk, slides 13/14. There is NVIDIA written all over it. InfiniBand is 90% NVIDIA. NVIDIA is currently driving future industry hardware choices and all the big guys are in ‘catch up’ mode.
Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”.
Let me add. You believe Lebby and we are on the runway to the moon, or Lebby is the biggest con man in the world, My choice: I believe Lebby
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174518590
The 800X Quantum switch of 115.2 Tbps announced in March 2024 will have 200 G electrical lanes and would be able to connected to 4x 200 G transceivers ( 800 G) or eventually 8x 200G ( 1600G). I know only one company being able to deliver such 200G per lane option. NVIDIA would leapfrog the competition and be the first to offer a full 800G/1600 G all encompassing solution from GPU into the datacenter and combine its monopolistic world class GPU’s with far the best AI datacenter solution in the world, leaving the rest scratching their heads.No doubt a similar Spectrum solution will be planned for the 2025 and I assume the rest of the ‘ Ethernet industry cooperation’ which is still defining it ‘ standard’ will need to follow soon after.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174537948
I believe anyone with half a brain, so this excludes teddybear, punkipoo, and the "fake Longs" who are such big liars they try to make their user ID's "sound like" they would be Longs, would see that the quote on Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”. was from Nvidia, very likely from Ashkan Seyedi NVIDIA, Principal Silicon Photonics Products who is connected on LinkedIn to Atikem of LWLG presumably working on the upcoming LWLG Customer Agreement with Nvidia
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!
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!!!!
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!!!
KCC said, We’ll get at least 1 T1 announcement this year. 100%.
I agree, there is no way 2024 is NOT the year of Customer Acceptance, this has been on Lebby's long-standing Timeline for Commercialization
2024 Customer Acceptance with Ramp into 2025 and Mass Commercialization in 2026
Lying scumbag Shorts do what lying scumbag Shorts do, they LIE!!!
At OFC Lebby showcased 200gbs modulators being mass produced on 200mm Wafers with
1 Perfect Attributes
2 Poling of 1000s devices in a split second in the Foundry PDK process!!!!
Lying scumbag Shorts have posted here 1000s of times this was IMPOSSIBLE!!
AND, on the lab tour 100+ people gave witness to "a constant flow of Wafers" coming from all around the world!!!
PDKs are working perfectly at FOUNDRIES ON 3 CONTINENTS!!!!!
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
yeah it's telling you that adding 21 million share Shorted and constant low volume high frequency trading manipulation games day in and day out can drop the PPS, but you will NEVER get a VOLUME CAPITULATION, the Longs are being GIFTED cheaper shares and when Lebby inks the first of MULTIPLE Tier 1 deals the stock will shoot up to new highs just like ASTS just did going from 2 to 10 in a matter of a week on a Tier 1 deal that PALES in comparison to what a Tier 1 deal means for LWLG which is SO MUCH HUGER MARKET served!!!! Shorts are lying scumbags that would steal candy from a baby and swindle your elderly grandma, they are such big liars they can't even admit they are Shorts, they even disguise their being Short in their ID's like ADORELWLG or POLYMERBOB too funny!!! SO TRANSPARENT!!!
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 Foundries and on large 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 Foundries large 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 Foundries on large 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???????
Shorts are all liars and scumbags, here, This is a very interesting case of mass hysteria. Does the company lack great communication skills? Absolutely. But tech wise, stability wise and for a tier one deal we are closer than ever before. Has anyone actually seen what LWLG brought to the table on OFC? Has anyone listened to the change in strategy from going to deals with smaller companies to becoming ubiquitous with tier one partners?
If there weren’t any internet forums, nobody would be selling! Like Jeunke said: you guys are really taking advice from anonymous internet shorters, OVER phd’s, chemists and business people with 30 years of experience? Are you guys actually kidding? The tech is proven, everything is ready to go and right before the finish line you guys are going to sell?!
Does anyone here on this forum actually know what the hell they are invested in? It takes 3-9 months to finish one wafer. And make one miniscule mistake and you have to start all over! A million dollars - gone. And LWLG ‘s PDK has been accepted into multiple FOUNDRIES, with GREAT STABILITY. With a brand new, disruptive tech. Do any of you dumb former longs know what that means? What LWLG and Lebby did was damn near impossible, but they did it! And you are going to give up NOW?
This reminds me of that Warren Buffet interview where he ridicules people following the stock price. “They think the stock is telling them something”. It’s not telling you jack sh. Nothing has changed. Except you guys, listening to Tedpeele, Pumpkin and Polymer paul. Whispering in your ear to sell…. And why is that? Because then THEY make money if YOU sell.
Every datacenter on the planet will need new technology in the next years and Lightwave provides the best features. And Lebby, besides his poor communication skills, is one of the world’s leading experts. So I’ll buy more. Because I am invested in a company, not in a shareprice.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174514747
and all the dumbass Shorts are having a party like it's 1999 posting pure bullshit 24/7 nonstop a million times a day, but my posts of the business facts are throttled, and Longs that want to war with Shorts are throttled, it's criminal, just EXACTLY what the Shorts are!!
Shorts will never get a volume capitulation I guarantee it they can use their high frequency low volume manipulation games to get the price down but they will never ever get a volume capitulation the demand for the shares will go higher and higher the lower the price goes in the end the Longs will be the winners this stock fair value is in the 1 billion to 2 billion dollar range today, Lebby is still on track with his long-standing commercialization, Customer Acceptance 2024 with the largest Tier 1 companies in the world, and Ramping into 2025, and Mass Commercialization in 2026 nothing has changed the Shorts are just feeding everybody a bunch of BS Non-Stop 24/7 everyday here!!!
The last time LWLG was in the 2's there were ZERO Shorts and today there are 21 million Shorts that need to Cover and they will NEVER get a VOLUME CAPITUALTION here with this constant low volume high frequency wash trades game of manipulation!!! The lower the PPS goes the more GIFTS that are being given to the Longs to accumulate cheap shares the Industry has been trying to perfect Polymers for over 40 years and failed, LWLG has done it!!
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 $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Lebby gave a Keynote at OFC 2024 about "Heterogeneous Integration", here AMAT speaks about heterogeneous integration as well as saying that "materials science and materials engineering are increasingly important to the industry's road map", AMAT has been discussed here many times as a Tier 1 very likely having an NDA partnership with LWLG currently, here
A few little tidbits from the AMAT earnings call. Recall that at multiple industry events, Robert Blum has been seen pulling Lebby aside for private conversations.
“Key inflections that underpin the semiconductor road map are enabled by Applied Materials and will support our ongoing outperformance as next-generation chip technologies move into high-volume production. In addition, the complexity of implementing the industry's road map and bringing new semiconductor technologies to market is driving earlier, deeper, and broader collaboration with customers, as well as supporting double-digit growth for our service business.”
“Looking further ahead, we see opportunities for this business to double again as heterogeneous integration is more widely adopted beyond the AI data center, and we introduce new products that expand our served market.”
“Materials science and materials engineering are increasingly important to the industry's road map. Applied has invested early to develop a broad, unique, and connected portfolio of materials engineering solutions that are critical to enable major semiconductor inflections, from AI high-performance computing to ICAPS edge computing.”
https://www.fool.com/earnings/call-transcripts/2024/05/16/applied-materials-amat-q2-2024-earnings-call-trans/
Ok folks, AMAT has been spoken about many times on this board as being a likely potential partner/buyer of LWLG's technology, KCC added this interesting comment for color from what he had personally witnessed in October 2023 at the PECC conference,
Very good. There’s been long running speculation that AMAT is involved somehow. Personally I think AMAT is a company who would possibly acquire LWLG.
At Optica PECC last fall, Robert Blum (former head of Silicon Photonics at Intel, now at AMAT) pulled Lebby from a table and they spent a fair amount of time talking about something that must have been private.
https://www.reddit.com/r/LWLG/comments/1ctz0o0/daily_trading_action_and_general_discussion/?share_id=2EIv0l-jrd8vK5LesM41j&utm_content=1&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1
Lightwave Logic has announced that Chairman and Chief Executive Officer Dr. Michael Lebby discussed the latest world-class results for the company’s 200 Gbps heterogeneous polymer/silicon photonic modulator at a record low drive voltage at the 2024 Optical Fiber Conference (OFC) in San Diego, California.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174205574&txt2find=heterogeneous%20integration
worth another LQQk, slides 13/14. There is NVIDIA written all over it. InfiniBand is 90% NVIDIA. NVIDIA is currently driving future industry hardware choices and all the big guys are in ‘catch up’ mode.
Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”.
Let me add. You believe Lebby and we are on the runway to the moon, or Lebby is the biggest con man in the world, My choice: I believe Lebby
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174518590
The 800X Quantum switch of 115.2 Tbps announced in March 2024 will have 200 G electrical lanes and would be able to connected to 4x 200 G transceivers ( 800 G) or eventually 8x 200G ( 1600G). I know only one company being able to deliver such 200G per lane option. NVIDIA would leapfrog the competition and be the first to offer a full 800G/1600 G all encompassing solution from GPU into the datacenter and combine its monopolistic world class GPU’s with far the best AI datacenter solution in the world, leaving the rest scratching their heads.No doubt a similar Spectrum solution will be planned for the 2025 and I assume the rest of the ‘ Ethernet industry cooperation’ which is still defining it ‘ standard’ will need to follow soon after.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174537948
I believe anyone with half a brain, so this excludes teddybear, punkipoo, and the "fake Longs" who are such big liars they try to make their user ID's "sound like" they would be Longs, would see that the quote on Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”. was from Nvidia, very likely from Ashkan Seyedi NVIDIA, Principal Silicon Photonics Products who is connected on LinkedIn to Atikem of LWLG presumably working on the upcoming LWLG Customer Agreement with Nvidia
Lying scumbag Shorts do what lying scumbag Shorts do, they LIE!!!
At OFC Lebby showcased 200gbs modulators being mass produced on 200mm Wafers with
1 Perfect Attributes
2 Poling of 1000s devices in a split second in the Foundry PDK process!!!!
Lying scumbag Shorts have posted here 1000s of times this was IMPOSSIBLE!!
AND, on the lab tour 100+ people gave witness to "a constant flow of Wafers" coming from all around the world!!!
PDKs are working perfectly at FOUNDRIES ON 3 CONTINENTS!!!!!
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!
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!!!!
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!!!
Lying scumbag Shorts do what lying scumbag Shorts do, they LIE!!!
At OFC Lebby showcased 200gbs modulators being mass produced on 200mm Wafers with
1 Perfect Attributes
2 Poling of 1000s devices in a split second in the Foundry PDK process!!!!
Lying scumbag Shorts have posted here 1000s of times this was IMPOSSIBLE!!
AND, on the lab tour 100+ people gave witness to "a constant flow of Wafers" coming from all around the world!!!
PDKs are working perfectly at FOUNDRIES ON 3 CONTINENTS!!!!!
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
The progress they've made in the last 12 months is nothing to be disappointed about. The new lab and production facility, the hires, the equipment and internal capability to scale, one of the several foundry partners revealed, slot modulators progressing from 30-50Gbd (80G and 2V) to 100Gbd (200G and 1V) within the last 12 months, poling thousands of devices at a time INSIDE a foundry in a seamless process. Oh by the way...the engineer who discussed the wafer scale poling with me was more than an engineer. He was extremely polished and well spoken. Enthusiastic. Almost seemed like he's being primed for CTO. Also...you won't find him on LinkedIn but my sleuthing revealed why he's under wraps at the moment. Don't worry Polymer Paul...this isn't a carrot or anything potentially stock-moving. Just me having fun poking around looking for info. OK here's a carrot unrelated to the aforementioned info I found...he's buddies with some developers of next-gen products at NVIDIA. I don't know why he mentioned that. Probably nothing. I tongue in cheek asked if any of their next-gen products have EOP inside. He laughed and basically said he wouldn't be allowed to tell me that.
To me, Lebby saying there are other "issues" they're concerned with besides poling means "topics". Not that they're actually issues. Again, maybe "challenges" is the correct word to use here.
Hermeticity could be what he was referring to. He mentioned that in the first question in the Q&A. Also, maybe it's the new set of challenges they're facing in designing/building the 4x200G PIC chip. A different engineer mentioned they are sending "arrayed modulators" to "customers". Why the hell did Lebby only say the 4x200G is "in progress" during the Q&A? I don't know. He's not wrong. But just because he was vague doesn't mean he's lying or it's not making progress in the right direction. The challenges likely are not device performance related because they're at their targets. And we know it isn't poling. Anyone have any other ideas?
We'll learn more about the hermeticity topic after next month's ALD presentation. Again...the successful photo stability data we've seen was 4,300 hours and Marwan (sp?) told me they went beyond that. THIS IS LITERALLY AND PHYSICALLY IMPOSSIBLE TO ACHEIVE IF THE ALD DIDN'T WORK AND OXYGEN WAS AN ISSUE.
I will bet money to anyone here that a transceiver company collaboration is announced this year. That will satisfy many. I also bet with the immense pressure on LWLG to deliver something impactful right now, Lebby is more inclined than ever to announce a customer. Maybe he'll convince the customer that "it makes business sense" to announce it.
We also just learned via another engineer that by the end of the year we should have the second 200G modulator revealed and then will have BOTH short-reach and long-reach capabilities covered.
Long term...I have zero doubts about this technology commercializing. Short term...I am admittedly worried because too many dumdums and loose cannons own this stock.
-KCC
https://www.reddit.com/r/LWLG/comments/1d7r0az/daily_trading_action_and_general_discussion/
also,
While typing up the other post, I was thinking about a couple new terms we saw at the shareholder meeting presentation: transceiver outsourcing and transceiver reference design.
At the shareholder meeting, it showed "transceiver outsourcing" for 2024/2025 and then "transceiver reference design" in 2026. Initially when I saw that, I thought that meant we'd have to wait until 2026 for a transceiver. I do not believe that is true whatsoever. I searched for more information about these terms and actually used ChatGPT for my first time. Encouraging results below...
Question - What does transceiver outsourcing mean from an optical modulator supplier?
Answer - Transceiver outsourcing from an optical modulator supplier refers to the practice of delegating the manufacturing or assembly of transceivers to a third-party company that specializes in providing such services. In this context, an optical modulator supplier typically focuses on producing optical modulators, which are crucial components within transceivers used in fiber optic communication systems.
Outsourcing the production of transceivers allows the optical modulator supplier to concentrate on their core competency of developing and manufacturing optical modulators, while relying on the expertise of another company to handle the integration of these modulators into complete transceiver units. This can be advantageous for several reasons:
Focus on core competencies: By outsourcing transceiver assembly, the optical modulator supplier can focus their resources and efforts on improving the quality and performance of their optical modulators, potentially leading to innovation and competitive advantages in this specific area.
Cost-effectiveness: Outsourcing transceiver manufacturing may reduce operational costs for the optical modulator supplier, as they don't have to invest in additional production facilities, equipment, or personnel for transceiver assembly.
Scalability: Partnering with a specialized transceiver manufacturer allows the optical modulator supplier to scale production more flexibly in response to fluctuations in demand, without being constrained by internal manufacturing capabilities.
Access to expertise: Transceiver manufacturers often have specialized knowledge and experience in transceiver design, assembly, and testing, which can result in higher-quality products and faster time-to-market for the optical modulator supplier.
Question - What is a transceiver reference design?
Answer - A transceiver reference design typically refers to a detailed blueprint or template for creating a transceiver, which is a device that can both transmit and receive signals. This design includes specifications, schematics, layouts, and sometimes even software code necessary for building the transceiver. It serves as a starting point for engineers or developers who want to create their own transceiver, providing guidance on components, circuitry, and overall architecture. These reference designs can be especially useful in industries like telecommunications, wireless networking, and IoT, where transceivers are commonly used. They can help streamline the development process, ensure compatibility with standards, and accelerate time-to-market for new products.
and
Yes my understanding of this is that 2024/2025…the ‘transceiver outsourcing’…is creating the prototypes and initial sampling (maybe even the start of volume shipments?) with a select few customers. Then the ‘reference design’ slated for 2026 is the point when any transceiver maker can simply take that blueprint and design modules from it.
Lastly, in the Maxim interview Lebby RECONFIRMED that in 2024 the Tier 1 deals will get done matching EXACTLY to his lon-standing Timeline to Commercial Accptance in 2024 with Ramp into 2025 and Mass Commercial in 2026!!!
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!
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!!!!
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!! down 5% on 51,000 shares!!!! REDIKULOUS!!! 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!!!!
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
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!!
Oh, and let's not forget after OFC March 2024 investors learned that there are about 40 NDA's currently, and that LWLG's Customer Funnel has about DOUBLED since the 2023 ASM!!! here from another post summarizing latest accomplishments,
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!!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174280970
Lebby: We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
Here are relevant Q&A from the 2024 ASM,
ASM Q&A: Is the current state of the technology, of the Company’s technology enough for commercialization of product polymer modulators?
Lebby: Well, our current performance is suitable for live trials with the data centers. Another way of saying data centers is what people use today as hyper scaling. I don’t know where that word came from, but yes, our performance is suitable for those companies. We engage with these companies today.
ASM Q&A: Are we achieving an industry average with this brand new technology to displace incumbents?
Lebby:I think we are. We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
Jeunke posted this about Lebby's pivot to slides showing Nvidia's Infiniband on Slides 13 and 14, Lebby is quite calculated in what he presents as being extremely relevant and as Jeunke points out in a recent presentation Nvidia said they would NOT wait for Standards to develop and if you had a Solution to bring it to their attention and they would work with you or buy you out!! here,
In fact if you look at the X axis ( timing) of the NVIDIA roadmap than ( slides 13/14) than it would appear Lightwaves 800 G ( 4 lane x 200G) is clearly positioned in 2024. You may also like to reflect on the fact why Lebby changed his previous ETHERNET slides and used the NVIDIA roadmap and the InfiniBand market requirements? Some will say that this is another carrot. Personally I don’t think so, just look at the comment alongside the Nvidia graph. I participated in a Photondelta event a few years ago where I heard the NVIDIA VP for R&D challenging the audience to come up with more bandwidth. In fact he said:” if you have a solution contact me after the meeting. If you have a solution we may even buy out your company “, That was in 2018. I think listen to Lebby and BOD, these are some of the most experienced people in the industry. I don’t think there is any messenger here with similar reputation, know how or experience. So, just listen to the company.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174511230
Wrong!!! The Industry would LOVE to keep the Incumbents in place DUH!!! But they CAN'T any longer and they KNOW IT!!!!!
The Industry has ALREADY decided that 800Gbs would be served with 4 LANES OF 200Gbs, there's no "finding a way" to use legacy technology at 800Gb using 4 lanes at 200Gbs that does not involve VERY HIGH POWER and VERY HIGH OPTICAL LOSS (and btw, the only possible one for that is InP) and the Hyperscalers DESPERATELY want LOW POWER and LOW OPTICAL LOSS!!!!!!!
there are only these several contenders as the next-gen solution, they are Polymers, TFLN, BTO, and InP (the incumbent)
TFLN the closet competitor (laughable!!!) to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
Why LWLG Polymers are the ONLY true Next-Gen SOLUTION!!!
1) the Industry need for a true next-gen internet transmissions solution is great because the growth rate of Data is on a parabolic curve and the TAM today is about $10 Billion growing to about $30 Billion in 2030
2) the Industry has already decided that the next-gen products to for 800gb/1600gb will be delivered using 200gb per lane
3) the ONLY incumbent technology that can deliver 200gbs per lane is InP but it is a major struggle to get there for InP and the power usage is extremely high to do it, and it cannot be extended for generations beyond 800gb/1600gb
4) there are only these several contenders as the next-gen solution, they are Polymers, TFLN, BTO, and InP
5) to-date only LWLG Polymers have proven the ability to scale volume on a 200gbs that has INCREDIBLE attributes and garnished tons of interest from all of the Tier 1's, so much so that Lebby is picking and choosing which Tier 1's to be working with first (limited resources) to get LWLG Polymers to Ubiquity the fastest
6) TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE
7) LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
Here are relevant Q&A from the 2024 ASM,
ASM Q&A: Is the current state of the technology, of the Company’s technology enough for commercialization of product polymer modulators?
Lebby: Well, our current performance is suitable for live trials with the data centers. Another way of saying data centers is what people use today as hyper scaling. I don’t know where that word came from, but yes, our performance is suitable for those companies. We engage with these companies today.
ASM Q&A: Are we achieving an industry average with this brand new technology to displace incumbents?
Lebby:I think we are. We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
Jeunke posted this about Lebby's pivot to slides showing Nvidia's Infiniband on Slides 13 and 14, Lebby is quite calculated in what he presents as being extremely relevant and as Jeunke points out in a recent presentation Nvidia said they would NOT wait for Standards to develop and if you had a Solution to bring it to their attention and they would work with you or buy you out!! here,
In fact if you look at the X axis ( timing) of the NVIDIA roadmap than ( slides 13/14) than it would appear Lightwaves 800 G ( 4 lane x 200G) is clearly positioned in 2024. You may also like to reflect on the fact why Lebby changed his previous ETHERNET slides and used the NVIDIA roadmap and the InfiniBand market requirements? Some will say that this is another carrot. Personally I don’t think so, just look at the comment alongside the Nvidia graph. I participated in a Photondelta event a few years ago where I heard the NVIDIA VP for R&D challenging the audience to come up with more bandwidth. In fact he said:” if you have a solution contact me after the meeting. If you have a solution we may even buy out your company “, That was in 2018. I think listen to Lebby and BOD, these are some of the most experienced people in the industry. I don’t think there is any messenger here with similar reputation, know how or experience. So, just listen to the company.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174511230
Conclusion: There is NO competition that comes even close to LWLG Polymers as the solution to true next-generation and future generations of Internet transmissions!!
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 Foundries and on large 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 Foundries large 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 Foundries on large 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???????