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KCC said, I'm trying to dig in my stash and find another paper with EOP and MRR that highlighted the improved temperature stability by adding EOP. It know I have it somewhere because I discussed it with an Ayar Labs engineer at OFC last year.
Besides this, there's a handful of other papers from groups investigating EOP in ring modulators. It's most likely a configuration to be used down the road once CPO takes off.
KCC, is your latest linked abstract the same one that provided the information you summarized some time ago for us here?
EO Polymers & Micro-Ring Modulators
At the request of Proto, I am going to share a very significant piece of information on the topic of EO polymers and micro-ring modulators/resonators (MRM/MRR).
We’ve seen research in the past on EO polymer MRRs that demonstrated the “expected” performance enhancement that EO polymers bring modulators in general.
We know that the primary weakness to MRR’s is that they are highly sensitive to temperature fluctuations. A 2-3 degree change in temperature in Silicon MRR’s can effectively make them useless in a PIC because the desired wavelength changes with temperature. Temperature controllers are used for Silicon MRRs to resolve this issue, but that creates more complicated system designs and drastically increases the power consumption.
There is relatively new research from a Chinese research group that uses a Dalton polymer (with proven instability, so no commercial threat and is for research purposes only) inside the waveguide of a Si MRR.
Besides showcasing the “expected” performance enhancements, an unexpected result of the research was that by using the EO polymer inside, the temperature dependency was lowered by 20-30 times. This means that the performance of this MRR is no longer affected by temperature changes in the operating environment and that you can eliminate the power-hungry temperature controller.
Another benefit showcased by this research is from a manufacturing standpoint. By using EO polymer as the waveguide core, you eliminate etching and additional doping steps of the Silicon.
What’s the point of all this?
I had shoved a possible Ayar Labs/Ranovus/LWLG collaboration aside, but now I strongly believe that they are collaborating. Ayar Labs/Ranovus are the dominant players in MRRs. LWLG is of course the dominant player in EO polymers. 1+1=2.
-KCC
https://www.reddit.com/r/LWLG/comments/1130r63/eo_polymers_microring_modulators/
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171232988
KCC I believe that one of yours is in one of my links here too, hence comprehensive
this post of mine is the comprehensive look at EOP and MRR issues being solved, no doubt Intel/Ayar are under NDA's with LWLG for coating MRR's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
this post of mine is the comprehensive look at EOP and MRR issues being solved, no doubt Intel/Ayar are under NDA's with LWLG for coating MRR's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
I read today that Intel is on the chopping block from DOW Industrials inclusion, remember it was Intel and Microsoft that were the first technology additions to this Index
If they would do a deal with LWLG, it would mean big things for BOTH companies!! let's not forget LWLG has a long-standing relationship with Intel, the presumed LSS of over a decade ago, long before LWLG changed from a Materials Only company to a Materials & Devices company in 2014/2015
down 9% on 216k volume total bullshit low volume high frequency manipulation games again!!! they can drip torture the Longs but they will NEVER get a volume capitulation!!! 21 million Shorts hourglass sands of time waning before Lebby inks first of many Tier 1 deals here in 2024!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
Wake me up when 21 million Shorts covered!!!
a top executive at LWLG just made these two bold statements!!
1) "We’re working with the biggest transceiver companies in the world"
2) "I am more than confident we’ll close on probably more than one Tier 1 deal this year."
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
LWLG has MANY links to TOP TIER 1 COMPANIES under NDA's now numbering approximately 40 as of 2024 ASM!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175019136
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
Lebby's long-standing Timeline is anything but vague!!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
Shorts want investors to believe that the Foundry PDK's are NOT ready, I find it hard to believe that AMF would have actually WANTED to go public that they are producing LWLG World Class 200Gbs devices on 200MM Wafers that can produce MILLIONS of devices annually if the PDK's weren't PERFECT already, do you think there is a snowball's chance in hell that they would have wanted to do that if the PDK they were using was questionable for ongoing results, or the yields were terrible? I don't think so
All the witnesses on the ASM lab tours were reporting a "constant flow of wafers from around the world", I highly doubt if these foundries were struggling to get these PDK's successfully operational that they would be continuing to waste time with LWLG after 2-3 years now already, Foundries are in high demand for their time, and as I understand it, some of our Foundry work is being sponsored/at request of potential Customers
Dr. Michael Lebby commented: "Our newly presented results are incredibly exciting, representing not only the best commercial-grade-compatible polymer modulators to-date, but on commercial 200mm silicon wafers, with performances that fit very well for a 4-channel x 200Gbps (or 800Gbps) pluggable transceiver, as well as the next generation 4-channel x 400Gbps (or 1600Gbps) pluggable transceivers. 200G lanes with clean, open eye diagrams now represent an inflection-point to extend silicon photonics benefits by utilizing the company's polymers to enable much higher data-rate speeds at significantly lower power consumption levels. These results will position LWLG to support the burgeoning demand of generative AI as datacenters around the world begin to upgrade their hardware faster than expected to meet the demands of the future."
https://finance.yahoo.com/news/lightwave-logic-demonstrates-world-class-123100712.html
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 long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
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???????
down 6% on 84k volume total bullshit low volume high frequency manipulation games again!!! they can drip torture the Longs but they will NEVER get a volume capitulation!!! 21 million Shorts hourglass sands of time waning before Lebby inks first of many Tier 1 deals here in 2024!!
Lebby from ASM Q&A, I will agree with you, this technology has taken some time. But then when I think back to other technologies that I worked on where there is incumbent technology, there is a laser ray in this phone called a VCSEL. I’ve worked on this in 1990/1991 with Motorola, never before face ID applications. We worked on it then, or optical interconnects for data centres or central office switches, as we called them at the time. But it took about a decade or more for that technology to take off. Now there’s a hundred billion of these lasers. If you look at OLEDs and the first OLEDs were being worked on in the early 90s. It took a long time. But it gets to a point where it just becomes ubiquitous. I’ve worked on some technologies and I’ve seen the timelines. If you’re asking the question, would I like this to go faster? Yes, I would. Are we achieving an industry average with this brand new technology to displace incumbents? 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!! Tier ones are looking at our technology. I can’t answer the question about their decision process because they’re big companies, but we’re engaged from the engineers all the way up to the executive office. We’re engaged at the right levels. We’re working that issue as hard as we can.
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 long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
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???????
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
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
g) TFLN has SAFETY ISSUES in a SiPh Foundry would be risking contamination to the Foundry
h) TFLN has SUPPLY ISSUES as it is almost 100% sourced from China, and it is in LIMITED SUPPY
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!!
NEWBIES beware teddybear is so desperate he is pushing the latest ploy by his 3 bosses kerri, izzy and dale to try and get investors to believe that LWLG is a scam!!! This latest scheme he is trying to get you to believe is PURE INSANITY, let's examine the TRUTH!!!
teddybear said, Hint that your technology is known by the largest companies in the world who are sworn to secrecy under NDA agreements.
Ha!! Too Funny!!!
Here, off the top of my head teddybear the following are WAY MORE than HINTS that LWLG has MANY NDA's, current estimate given on ASM lab tours was 40 NDA's now, and they are currently working with a couple dozen Tier 1's as shown on the Customer Funnel at the Safe Capital presentation!!!!
1) AMF is producing LWLG's modulators now on 200mm Wafers and AMF WANTED to go public with this information!!! Why would AMF want to do this unless the PDK's are PERFECTLY WORKING? AMF alone could support millions of units!!!!
2) There are multiple Foundries still UNNAMED that are creating a "constant stream of Wafers" being received into LWLG labs, the current estimate is 1 Wafer every 2 weeks from all around the world
NOTE - Foundries time is a precious commodity!!! These Foundries would NOT be continuing there PDK work with LWLG for 2-3 years, which is a normal amount of time to achieve a successful operational PDK
ALSO NOTE - TFLN and BTO which teddybear continues to try and push are NOT EASILY INTEGRATED into SiPh Foundries, and the Foundries have SAFETY concerns with these material and risk CONTAMINATION of the Foundry itself!!! Also in the case of TFLN, the sole source of the material is CHINA and the supplies are LIMITED!!!! Also don't forget the #1 TFLN development company in the world Hyperlight has recently told the world they would need 3 more years to (shoehorn) TFLN into a SiPh Foundry PDK!!!!
3) Why did Google include a picture of (LWLG) EOP on one of their slides at 2024 OFC if they were uninterested/unaware of LWLG, that would make NO SENSE teddybear!!!
4) Why has Synopsis posted MULTIPLE TIMES about LWLG's technology on LinkedIn, that would make NO SENSE teddybear!!!
5) Why did Any B, the Founder and Chairman of Arista include (LWLG) EOP on one of his slides at PECC Rump Session that showed (LWLG) EOP being in HVP (High Volume Production) in 2026, that would make NO SENSE teddybear!!!
6) Why did Anthony Yu of Global Foundries say "Optical Polymers" (LWLG) as the FIRST WORDS out of his mouth when addressing a question about New Materials being implemented? And why did Anthony Yu so cynically smirk when he spoke about TFLN being the talk of the show, and then go on to tell investors why he has to hide working with such materials as they pose SAFETY RISKS to contaminating the Foundry, that would make NO SENSE teddybear!!!
7) Why did Smart Photonics feature Dr Lebby in their Promo Video? that would make NO SENSE teddybear!!!
8) Why would a top executive of Nvidia say "“in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”. as shown on Slide 13 of the 2024 ASM video? that would make NO SENSE teddybear!!!
9) Why would Robert Blum of Applied Materials pull Dr Lebby aside for a 20 minute discussion at PECC if they were NOT interested in working with LWLG Polymers? that would make NO SENSE teddybear!!!
10) Why would Polariton have brought LWLG Polymers to market which gave LWLG it's first "market acceptance, Polariton was also joined by ETH Zurich, as well as linked to Nokia, that would make NO SENSE teddybear!!!
Ok, these were all off the top of my head, I'm sure I could find more examples of why LWLG is being embraced by the Industry, in fact, one more is the IPSR Integrated Photonic Systems Roadmap where Lebby not only authored the Polymers chapter, but for the FIRST TIME he also authored the TRANSCEIVERS section of the roadmap!!!!!
so NEWBIES please don't be fooled by the GREAT DECEIVER teddybear who twists and contorts everything here!!!
Think said, Can you ask the ceo which it will be?
sure, I'll get right on that, I'm sure ML will give me the scoop on how he plans to roll with the Tier 1 deals, then I'll just tell you guys about it here in on the IHUB board!! 🤣🤣🤣🤣
In the Q&A at 1:19:30 "What kind of company would be interested in acquiring Lightwave Logic?" Lebby's reply "I'll give you an answer in two words, a WEALTHY ONE!!!"
In the Q&A at 1:16:00 forward Lebby said that Andy Bechtolsheim, Arista, Chairman and Chief Development Officer said that the impact of adding high speed, low power modulators could reduce overall System Power consumption by 20%, and LWLG has the lowest power Modulators of ANY/ALL possible competition and that is HUGE!!! Also please note that LWLG's Polymer Modulators are the ONLY high speed, low power modulators that operate at such a low voltage that they can run directly from CMOS and thereby eliminate the Power Hungry and Expensive Driver chip!!! And that Driver chip can actually cost more than LWLG's modulators themselves cost!!!
LWLG 2024 ASM replay here
LR said to teddybear, Explain why so many Tier 1's bothered to show up in CO. to see the 200 mm wafers and to bother communicating with LWLG about the potential of these modulators if "they" [the industry] does not care that much.
You are absolutely full of it TP.
LR Exactly!! In addition to all the Tier 1 teams that made their way out to CO to visit the LWLG labs, and witness the World Class 200Gbs Polymer modulators of LWLG, investors learned from ASM lab tours questioning that LWLG currently has approximately 40 NDA's!!! WOW!!! Off the top of my head that sounds like just about EVERY company of significance within the Photonics Industry!!
Let's try to name the most likely Tier 1 companies, I'll do it in the following groups,
1) Foundries
a) AMF (announced)
b) Global Foundries (Yu interviews)
c) Tower (Intel)
d) AIM Photonics (300mm Wafers/known to be working with Polymers)
e) Samsung
f) Skywater (Defense)
g) Openlight
h) X-Fab
2) Optical Component Makers
a) MACOM
3) High Speed Optics Manufacturers - Transceiver sub-systems
a) Source Photonics
b) II-VI
c) Lumentum
d) Sumitomo
4) Network Equipment Manufacturers - Switches, Router, Transport systems
a) Intel
b) Arista
c) Cisco
d) Ciena
e) Huawei
f) Nokia
5) End Users - Datacenter & Telecom Network (Whitebox makers)
a) Google
b) AWS
c) Meta (Facebook)
d) Microsoft
e) Oracle
f) AT&T
g) Verizon
h) Comcast
6) Contract Manufacturers
a) Jabil (worked with Polymers already)
7) Others
a) Nvidia (GPU)
b) Lockheed Martin (Defense)
c) Raytheon (Defense)
d) D-WAVE (Quantum Computing)
Ok, so here is a good list of potential customers, all of these have some link to LWLG through presentation slides, press releases, and other information sources, I count 32 companies listed above, I'm sure there are many others that could be added to this listing, but it gives investors a pretty good idea of who the first Tier 1 deals may be
and keep in mind that when asked who the Customers would be in the Wall Street Transcript Interview these companies I listed above were on his short list given in that interview!! here
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
what teddybear & SCAM_Shorts didn't understand about LWLG!!!
1) The Industry has tried & FAILED for 40 years and spent Billions$$ trying to accomplish what LWLG has SUCCESSFULLY ACHIEVED and has in-hand TODAY!!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175019310
2) LWLG was a MATERIALS ONLY company until they shifted strategies to MATERIALS & DEVICES in 2014-2015
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173872700&txt2find=2014
3) The Financing of LWLG has been BRILLIANT!! The ONLY PP's done since going public were in 2014and 2015 to Finance the transition to adding on DEVICE Development, so those two PP's were the ONLY times that LWLG issued WARRANTS 1 for 1 along with shares!! Investors understand that WARRANTS are HIGHLY DILUTIVE!!!
4) The use of LPC has been MASTERFUL!!!! Go ahead and search HIGH and LOW and find me how many companies have successfully navigated these treacherous waters without an eventual swish down the toilet bowl, I'll save you the effort >> VERY VERY RARE!!!!
5) LWLG is commercial ready in VOLUME SCALE on large 200mm Wafers, and LWLG has Wafers coming into its lab from Foundries all around the world on a constant flow basis currently!!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175009982
6) Tier 1 interest has SKYROCKETED after the March 2024 OFC demos of its WORLD CLASS 200gbs modulators!!!
7) For the last 3 years 100% of LWLG's Financing has come on the backs of the Shorts & Institutions!!!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
Wake me up when 21 million Shorts covered!!!
8) a top executive at LWLG just made these two bold statements!!
1) "We’re working with the biggest transceiver companies in the world"
2) "I am more than confident we’ll close on probably more than one Tier 1 deal this year."
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
9) LWLG has MANY links to TOP TIER 1 COMPANIES under NDA's now numbering approximately 40 as of 2024 ASM!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175019136
10) Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
Comprehensive review LWLG known Customer connections
The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG
Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually, keep in mind it was AMF who wanted to go public with this relationship, do you really think that they would want to make it public if the PDK's were not 100% rock n' roll ready? NO, of course not!!
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811
Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972
Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia
Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google
Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista
Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
Polariton, Nokia (and now Infinera), ETH Zurich (Plasmonics)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics
Also, let's look at the FAQ's on the LWLG website here,
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
and another thing Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174656086&txt2find=cross%20functional
These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in 2024 with Tier 1 deal(s) right on schedule with Lebby's long-standing Timeline!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
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???????
Electro-Optic Polymer Production – Our Approach vs. the BLA Approach
LWLG's P2IC Platform is cheaper ($1/Gb) & better (lower power 1v) & scalable (100Gbs to 400Gbs to 800Gbs and beyond!)
Brief polymer history…
• <1980s
– Strong government funding for non-linear electro-optic organic
polymers (DARPA, NSF, DOE, DoD etc.)
– Many papers, reports, books
• 1980s – 2000s
– Heavy, focused, and increased gvt funding for non-linear EO organic
polymers (DARPA, NSF, DOE, DoD, USAirForce, USNavy, USArmy, EU)
– Industry R&D lab funding e.g. Du Pont, Dow, Akzo Nobel, IBM, Intel,
Boeing, Motorola, AT&T Bell Labs, GE, Lockheed etc.
– Increase in papers, publications, conferences, and books
• 2000s – 2010s
– Wane in government funding and industrial R&D lab activity
– Limited commercialization in fiber based communications
• >2010s
– Excellent progress on high speed performance (>100Gbaud)
– Resurgence?
LWLG inventor Fred Goetz took an opposite approach, he started with something inherently STABILE, a plastic, and worked to make it E/O active, the result was a 3rd generation Polymer that is LWLG
Read below to understand why LWLG has succeeded now, and YES they have succeeded, just need to be accepted and this rocket will launch !!
Paradox of Electro-Optics
Certain materials are made of robust molecules and their electrons are so strongly bound in the molecular structure that it is difficult for them to vibrate or breakaway.
Such materials may be robust but generally their electrons do not vibrate easily. By analogy, a beer-mug may be thick -walled but it would be much more difficult for our soprano to vibrate it with his or her voice.
This has been the dilemma of electro -optics. Creating a molecule in which an electron can oscillate freely back and forth when hit by light but which does not wildly vibrate the material toward its own resonant destruction.
Second-generation electro-optics are fragile like champagne flutes It was a daunting challenge. Scientists had been working on the problem since the 1960's and by the late -90's most everyone had deemed the task impossible, just as it is infeasible to merge the delicate vibration character of a champagne flute with a Hamburg beer stein.
Second-Generation
Second-generation electro-optic polymers are excellent high -
performance electron oscillators. Their long fluted shape however makes them highly unstable and unreliable.
Most scientists had been trying to make more slender and delicate "molecular flutes" that would vibrate easily, blindly hoping that they would somehow, someday figure out how to stabilize these molecular structures. This thin and delicate class of molecules has become known as second-generation electro-optic materials.
Third-Generation (LWLG)
Meanwhile, the scientists at LWLG continued quietly and
indefatigably toward the Holy Grail, the Fluted Stein. A molecule that was robust and yet which would vibrate more easily than the thinnest sliver of crystal. Once thought impossible, LWLG succeeded on their quest, producing today's third-generation of electro-optic molecules. LWLG scientists accomplished this by stabilizing the core of the molecule with interlocking atomic rings, much like crosshatches or the rungs of a ladder.
Third-generation electro-optic materials are even higher performing as electron oscillators. Their ring-locked shape gives them tremendous stability. Within these structures the electrons still vibrate easily, in fact they oscillate significantly better than within second -generation materials, yet they are incredibly robust due to their reinforced scaffold-like structure.
Comprehensive look at LWLG known Customer connections
The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG
Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually, keep in mind it was AMF who wanted to go public with this relationship, do you really think that they would want to make it public if the PDK's were not 100% rock n' roll ready? NO, of course not!!
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811
Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972
Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia
Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google
Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista
Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
Polariton, Nokia (and now Infinera), ETH Zurich (Plasmonics)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics
Also, let's look at the FAQ's on the LWLG website here,
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
and another thing Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174656086&txt2find=cross%20functional
These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in 2024 with Tier 1 deal(s) right on schedule with Lebby's long-standing Timeline!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
In the Q&A at 1:19:30 "What kind of company would be interested in acquiring Lightwave Logic?" Lebby's reply "I'll give you an answer in two words, a WEALTHY ONE!!!"
In the Q&A at 1:16:00 forward Lebby said that Andy Bechtolsheim, Arista, Chairman and Chief Development Officer said that the impact of adding high speed, low power modulators could reduce overall System Power consumption by 20%, and LWLG has the lowest power Modulators of ANY/ALL possible competition and that is HUGE!!! Also please note that LWLG's Polymer Modulators are the ONLY high speed, low power modulators that operate at such a low voltage that they can run directly from CMOS and thereby eliminate the Power Hungry and Expensive Driver chip!!! And that Driver chip can actually cost more than LWLG's modulators themselves cost!!!
LWLG 2024 ASM replay here
teddybear said, 4. Cultivate a shareholder base that will not only regularly buy up the financier shares but will also spread the hopes and dreams daily on public forums to keep the cycle going year after year
WRONG!!! here you must have missed it!!!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
Wake me when 21 million Shorts covered!!!
Let's look at LWLG NDA's and Tier1 associations
The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG
Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
Then let's look at the FAQ's on the LWLG website here,
companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's
Broadcom Inc., Broadex Technologies Co., Ltd., Ciena Corporation, Cisco Systems, Inc., Coherent Corp., Enablence, Hewlett Packard Enterprise Development LP, Huawei Technologies Co., Ltd., Infinera Corporation, Intel Corporation, Lightwave Logic, Inc., LioniX International, Lumentum Holdings, Inc., MACOM, NokiaTechnologies, Q.ANT GmbH, TE Connectivity, Teem Photonics, VLC Photonics S.L
Space Exploration Investment Drives Photonic Integrated Circuits Market to Reach US$ 98.7 Billion by 2031: TMR Study
https://finance.yahoo.com/news/space-exploration-investment-drives-photonic-113000427.html
1) AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
2) Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811
3) Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972
4) Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia
5) Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google
6) Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista
7) Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
8) Plasmonics - Polariton, Nokia (and now Infinera), ETH Zurich
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics
These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in 2024 with Tier 1 deal(s) right on schedule with Lebby's long-standing Timeline!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsys 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 Synopsys has been posting on LinkedIn about LWLG!!
Synopsys AGAIN posting about LWLG on LinkedIn!!
Synopsys Photonic Solutions
10,715 followers
Lightwave Logic, Inc. and Advanced Micro Foundry(AMF) have announced a collaboration to develop state-of-the-art polymer slot modulators using AMF's silicon photonics platform. This partnership has achieved record-breaking performance with modulators operating at sub-1V drive and data rates of 200Gbps PAM4, ideal for 800Gbps and 1.6T pluggable transceivers. The collaboration leverages Lightwave Logic's electro-optic polymers and AMF's standard manufacturing process on 200-mm wafers, marking a significant milestone in integrated photonics. This development aims to meet the growing demand for optical connectivity in large generative AI computing clusters.
https://ow.ly/BFEp50SiujM
#Photonics #SiliconPhotonics
see the original Synopsys post here
https://www.linkedin.com/feed/update/urn:li:activity:7208347797178236928/
and more times here
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
Synopsys 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. Synopsys Foundry 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 press 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/?
Global_Foundries_Yu's FIRST "new material"===>> Optical Polymers!!!!
watch again in addition to Yu VERY SERIOUSLY saying "Optical Polymers" at 10:55 minute marker then when Yu says TFLN was the talk of the show check out the look on his face at 11:00 minute marker, it was more one of laughing mockery of TFLN not being taken seriously by him!!! I believe it is simply a case of TFLN being worked on by a number of companies now VERY similar to when Polymers would have been the talk of the show back when all the giant companies, DARPA, DOD, etc were trying to make a fragile 2nd generation Polymer molecule (ie CLD etc) stabile and FAILED miserably, the best of which was Lumera (now resurrected as NLM who is STILL working with a fragile 2nd generation molecule!!)), here is the history & the WHY that LWLG WILL BE THE ONE AND ONLY TRUE NEXT-GEN SOLUTION TO ALL INTERNET TRANSMISSIONS!!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsys 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 Synopsys has been posting on LinkedIn about LWLG!!
Synopsys AGAIN posting about LWLG on LinkedIn!!
Synopsys Photonic Solutions
10,715 followers
Lightwave Logic, Inc. and Advanced Micro Foundry(AMF) have announced a collaboration to develop state-of-the-art polymer slot modulators using AMF's silicon photonics platform. This partnership has achieved record-breaking performance with modulators operating at sub-1V drive and data rates of 200Gbps PAM4, ideal for 800Gbps and 1.6T pluggable transceivers. The collaboration leverages Lightwave Logic's electro-optic polymers and AMF's standard manufacturing process on 200-mm wafers, marking a significant milestone in integrated photonics. This development aims to meet the growing demand for optical connectivity in large generative AI computing clusters.
https://ow.ly/BFEp50SiujM
#Photonics #SiliconPhotonics
see the original Synopsys post here
https://www.linkedin.com/feed/update/urn:li:activity:7208347797178236928/
and more times here
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
Synopsys 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. Synopsys Foundry 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 press 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/?
Wake me when 21 million Shorts covered!!! ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
Diceman said, Lebby’s invitation and involvement with the Synopsis gathering?
Anthony Yu’s mention of EOP?
AMF public statement they are working with LWLG?
Ayer Labs’s white paper regarding incorporating perkinamine in a their ring modulators?
There may be other references to LWLG or EOP that I am not recalling at the moment.
These are not CEO Lebby’s safe harbor statements.
Looks to me like the Dice may be rolling Box Cars very soon!! The wall holding back the flood of information is starting to show cracks, punkipoo and teddybear are currently trying to put their little fingers in each new hole in the wall in an attempt to hide the TRUTH!!!
And don't forget 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
LWLG is about to emerge in a BIG WAY at 200Gb devices for 800gbs/1600gbs market EXACTLY on schedule with Lebby's long-standing Timeline!!! Lebby's long-standing Timeline with Customer Acceptance in 2024 (see Slide 38 from 2022 ASM linked below) ramping into 2025 with full blown mass commercialization in 2026 and Lebby not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
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
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!! And Hyperlight the #1 TFLN Development company said in about 3 MORE YEARS they could possibly get this done!!!
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!!!
Global_Foundries_Yu's FIRST "new material"===>> Optical Polymers!!!!
watch again in addition to Yu VERY SERIOUSLY saying "Optical Polymers" at 10:55 minute marker then when Yu says TFLN was the talk of the show check out the look on his face at 11:00 minute marker, it was more one of laughing mockery of TFLN not being taken seriously by him!!! I believe it is simply a case of TFLN being worked on by a number of companies now VERY similar to when Polymers would have been the talk of the show back when all the giant companies, DARPA, DOD, etc were trying to make a fragile 2nd generation Polymer molecule (ie CLD etc) stabile and FAILED miserably, the best of which was Lumera (now resurrected as NLM who is STILL working with a fragile 2nd generation molecule!!)), here is the history & the WHY that LWLG WILL BE THE ONE AND ONLY TRUE NEXT-GEN SOLUTION TO ALL INTERNET TRANSMISSIONS!!!
teddybear, you have posted a thousand times saying that LWLG needs to show a "completed" PDK, do you believe that Lebby saying that "EO polymers HAVE BEEN easily integrated using standard PDKs" qualifies for what YOU are looking for as a "completed" PDK? Or do you have yet another spin that this is just more smoke and mirrors from Lebby?
Also NOTE that Slide 19 is PURAL "fabs" meaning EASILY FABRICATED in MULTIPLE Foundries!!!!
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
In the Q&A at 1:19:30 "What kind of company would be interested in acquiring Lightwave Logic?" Lebby's reply "I'll give you an answer in two words, a WEALTHY ONE!!!"
In the Q&A at 1:16:00 forward Lebby said that Andy Bechtolsheim, Arista, Chairman and Chief Development Officer said that the impact of adding high speed, low power modulators could reduce overall System Power consumption by 20%, and LWLG has the lowest power Modulators of ANY/ALL possible competition and that is HUGE!!! Also please note that LWLG's Polymer Modulators are the ONLY high speed, low power modulators that operate at such a low voltage that they can run directly from CMOS and thereby eliminate the Power Hungry and Expensive Driver chip!!! And that Driver chip can actually cost more than LWLG's modulators themselves cost!!!
LWLG 2024 ASM replay here
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
2nd quarter comments from Pasek
Strengthened Balance Sheet with C$12.5 Million in New Capital in the Second Quarter, C$11.7 Million in Debt Eliminated
Advancing Key Data Center Testing Activity
"Spectra7 remains focused on advancing to commercial orders from top global datacenter customers for its new 100Gbps active copper cable products 4 . The Company is actively engaged in testing with data center and other customers, supported by our newly strengthened balance sheet," said Ron Pasek , Interim Chief Executive Officer.
https://money.tmx.com/quote/SEV/news/7321737966103761/Spectra7_Announces_Financial_Results_for_Second_Quarter_2024
no real guidance for 2nd half 2024 so looks like 800gbs market ACC's pushed to 2025? Did anyone read the Sedar filing? link?
Lebby from ASM Q&A, I will agree with you, this technology has taken some time. But then when I think back to other technologies that I worked on where there is incumbent technology, there is a laser ray in this phone called a VCSEL. I’ve worked on this in 1990/1991 with Motorola, never before face ID applications. We worked on it then, or optical interconnects for data centres or central office switches, as we called them at the time. But it took about a decade or more for that technology to take off. Now there’s a hundred billion of these lasers. If you look at OLEDs and the first OLEDs were being worked on in the early 90s. It took a long time. But it gets to a point where it just becomes ubiquitous. I’ve worked on some technologies and I’ve seen the timelines. If you’re asking the question, would I like this to go faster? Yes, I would. Are we achieving an industry average with this brand new technology to displace incumbents? 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!! Tier ones are looking at our technology. I can’t answer the question about their decision process because they’re big companies, but we’re engaged from the engineers all the way up to the executive office. We’re engaged at the right levels. We’re working that issue as hard as we can.
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 long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
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 want investors to believe that the Foundry PDK's are NOT ready, I find it hard to believe that AMF would have actually WANTED to go public that they are producing LWLG World Class 200Gbs devices on 200MM Wafers that can produce MILLIONS of devices annually if the PDK's weren't PERFECT already, do you think there is a snowball's chance in hell that they would have wanted to do that if the PDK they were using was questionable for ongoing results, or the yields were terrible? I don't think so
All the witnesses on the ASM lab tours were reporting a "constant flow of wafers from around the world", I highly doubt if these foundries were struggling to get these PDK's successfully operational that they would be continuing to waste time with LWLG after 2-3 years now already, Foundries are in high demand for their time, and as I understand it, some of our Foundry work is being sponsored/at request of potential Customers
Dr. Michael Lebby commented: "Our newly presented results are incredibly exciting, representing not only the best commercial-grade-compatible polymer modulators to-date, but on commercial 200mm silicon wafers, with performances that fit very well for a 4-channel x 200Gbps (or 800Gbps) pluggable transceiver, as well as the next generation 4-channel x 400Gbps (or 1600Gbps) pluggable transceivers. 200G lanes with clean, open eye diagrams now represent an inflection-point to extend silicon photonics benefits by utilizing the company's polymers to enable much higher data-rate speeds at significantly lower power consumption levels. These results will position LWLG to support the burgeoning demand of generative AI as datacenters around the world begin to upgrade their hardware faster than expected to meet the demands of the future."
https://finance.yahoo.com/news/lightwave-logic-demonstrates-world-class-123100712.html
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 long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
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???????
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!! And Hyperlight the #1 TFLN Development company said in about 3 MORE YEARS they could possibly get this done!!!
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!!!
anyone see a quarterly report yet?
wake me when 21 million Shorts Cover! ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Is Nvidia working with LWLG's Polymers, short answer YES almost certainly!!! Nvidia is CLEARLY always trying to get/stay ahead of the game, here read this
https://blogs.nvidia.com/blog/nvidia-investments/
and what did a top management executive of LWLG recently say when asked about working with Nvidia?
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.”
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174785535&txt2find=biggest%20transceiver
2024 ASM 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
Don’t forget there were questions asked directly to scientists/engineers of LWLG on the ASM lab tours and when Nvidia was brought up the responses garnished ear to ear smiles with replies that “we’re not allowed to answer that question for you” so seems pretty obvious what the answer really was… YES, of course we are!!!!
is the quarterly report due out today?
Dice, ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
In the Q&A at 1:19:30 "What kind of company would be interested in acquiring Lightwave Logic?" Lebby's reply "I'll give you an answer in two words, a WEALTHY ONE!!!"
In the Q&A at 1:16:00 forward Lebby said that Andy Bechtolsheim, Arista, Chairman and Chief Development Officer said that the impact of adding high speed, low power modulators could reduce overall System Power consumption by 20%, and LWLG has the lowest power Modulators of ANY/ALL possible competition and that is HUGE!!! Also please note that LWLG's Polymer Modulators are the ONLY high speed, low power modulators that operate at such a low voltage that they can run directly from CMOS and thereby eliminate the Power Hungry and Expensive Driver chip!!! And that Driver chip can actually cost more than LWLG's modulators themselves cost!!!
LWLG 2024 ASM replay here
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