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LWLG is one of the most UNDERVALUED stocks on Wall Street.
VALUATION & NEAR TERM PROSPECTS:
VALUATION:
LWLG has SUCCEEDED where the INDUSTRY has FAILED for over 40 years!!!! The technology is worth BILLION$$$
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173919132&txt2find=40%20years
1. SCREENING
How many have valuations of $500m or more and have the HOLY GRAIL of PHOTONICS in-hand today
Answer: just one it's LWLG!!!
2. SHORT POSITION
For now, the company issued 1,453,332 new shares during the 4th quarter. Short interest increased by 89,799 shares bringing the total number of shares owned by investors to 140,503,131.
Institutions that report to Fintel, Nasdaq, and Whale Wisdom increased their ownership by 1,467,119 shares to 32.120,876. Individuals, which includes small institutional investors who are not required to report their ownership, increased their ownership by 76,012 shares to 108,383,018 shares.
In percentage terms, individuals own 92.91%, institutions own 26.17%, and short sellers have supplied 19.08% equaling 100%. In other words, there was very little change in ownership in the 4th quarter.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173954156
3. THE EVIDENCE
1) There are deals under negotiation, and investors now know that these are BIG DEALS because of the additional requirements disclosed of the potential Customers wanted to be assured of
a) Financial strength for a LT relationship
b) ability to not have only a single source for the Perk supply, ie, perhaps another site will be opened by LWLG or perhaps some other arrangements will be made to accommodate these big players!!
2) Foundries Volume Scaling Achieved!! Lebby said "BIG MILESTONE!!"
how many times are Shorts going to keep trying to deceive Longs on this one!!!
here read this post >>
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173959736
3) Reliability/Stability is PROVEN 100% already!! Lebby already stood up at OFC March 2023 and told hundreds of Industry insiders that LWLG's Reliability/Stability had been proven!! And at ECOC 2023 Lebby presented UNDENIABLE proof in his presentation!! And at OFC 2024 Lebby presented the proof of LWLG devices on 200mm large Foundry wafers!!! The data has been absolutely ASTOUNDING!!! here see for yourselves,
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
Of course, that doesn't mean the Google's and Amazon's don't want to see additional data, OR, are they just playing that card to gain BETTER PRICING?
NEAR TERM PROSPECTS:
HUGE HUGE HUGE!!!! Lebby is working on finalizing BIG DEALS with the BIGGEST COMPANIES IN THE WORLD!!!! here
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!!!
Google just had a shout out to (LWLG) EOP on a slide for hetero integration. LinkedIn post from APC.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464
This is the google slide! (middle picture is of EOP slot modulator)
https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios
Modulators with low driving voltage, high bandwidth, and low loss.
They are also showing the same wafer
And “organic Material” the same picture on page 15 from LWLG
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
I can’t believe my eyes!
It is happening…
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281
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!!!
The article Synopsis Photonics Solutions posted on LinkedIn was from the PIC Magazine article by Michael Lebby here
https://www.linkedin.com/posts/synopsysphotonicsolutions_article-by-michael-lebby-ceo-lightwave-activity-7181893534705201153-QcJ2/
Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.
https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U
Synopsis also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.
https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf
Just going to put this here. Synopsis Foundy Spotlight: GF Fotonix
"Roadmap Solution (excerpt)
The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)
Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)
Just a guess here/speculating:
GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.
In the investor pres at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure
One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.
https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?
from the IPSR, “TECHNOLOGY FORECAST OF ELECTRO-OPTIC POLYMERS
In the field of active electro-optic polymers, there has been significant technological and commercial progress. There are now commercial companies that are supplying active electro-optic polymer material as well as commercial companies supplying silicon slot and plasmonic slot modulator devices, and devices embedded into photonic integrated circuit (PIC) platforms.”
Yes, indeed investors are learning that LWLG and Lebby are now involved with more than just the Polymer Modulators they can now mass produce in several large Foundries, investors also learned from the report and the news release today that Lebby ALSO was contributing author to the Transceivers and Optical Interconnects portions of the report!! Lebby has been authoring the Polymers section of the report for a handful of years, but this is the first time Lebby has authored in the Transceivers and Optical Interconnects portions of the report!!
Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap
8:31 am ET April 16, 2024 (PR Newswire)
Integrated Photonics System Roadmap Defines and Creates Future PIC Technology and Systems Requirements for Industry that Span out to 2040
Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, substantially contributed to the recently published "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond.
Led by foundation PhotonDelta and the Microphotonics Center at the Massachusetts Institute of Technology (MIT), the IPSR-I is based on the highly influential semiconductor industry roadmap that outlined research priorities and has enabled the semiconductor industry to navigate Moore's Law for integrated photonics. These non-competitive industry roadmaps also serve stakeholders, investors and research analysts as a resource for industry trends, research, and commercial opportunities.
More than 400 technology, academic and industrial organizations from around the world contributed to IPSR-I. The IPSR-I describes a route toward building a global, aligned integrated photonics industry with the ability to help solve major societal challenges. It includes a comprehensive overview of major technology gaps for volume manufacturing of photonic integrated circuits (PIC) and a detailed analysis of the challenges that the integrated photonics industry needs to overcome to achieve its potential.
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter. 'Transceivers' are a critical commercial pluggable optical engine, for example in hyperscaler datacenters, telelcom networks, and high-performance computing. 'Interconnects' focuses on optical fiber links that connect pluggable optical transceivers together for routers, switches, computational systems etc. 'Polymers' focuses on active electro-optic polymers for optical modulators as well as passive polymers that guide and manipulate light in fiber optic communications markets.
"We were privileged to be invited to contribute to the updated IPSR-I to establish and sustain a trust based global network of industrial and R&D partners, working together to create PIC technology and systems requirements," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "These requirements comprise the commercial factors that will compose and grow the accelerating photonics industry going forward for all companies, with our focus on our Perkinamine(R) Electro-Optic polymers. The integrated photonics roadmaps both plan and anticipate commercial opportunities as well as potential roadblocks and/or critical needs on the way to scaling the manufacturing of integrated photonics through 2040. The silicon semiconductor industry has relied on these types of roadmaps for the past 50 years and with IPSR-I, the photonics industry is becoming organized and more influential as well."
"With our first commercial material supply and license agreement for our electro-optic polymer materials and ongoing efforts to build on this commercialization momentum, we continue to believe Lightwave Logic will become a stronger technological and commercial leader in the photonics industry," concluded Lebby.
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ: LWLG) develops a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the company's website at www.lightwavelogic.com.
Safe Harbor Statement
The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1.A "Risk Factors" in our most recent Form 10-K; other risks to which our company is subject; other factors beyond the company's control.
Investor Relations Contact:Lucas A. ZimmermanMZ Group - MZ North America949-259-4987LWLG@mzgroup.uswww.mzgroup.us
https://c212.net/c/img/favicon.png?sn=CL86259&sd=2024-04-16
View original content to download multimedia:https://www.prnewswire.com/news-releases/lightwave-logic-demonstrates-thought-leadership-with-critical-contributions-to-global-integrated-photonics-industry-roadmap-302115206.html
SOURCE Lightwave Logic, Inc.
Vivek stepping down to Advisory role is NOT good news, it just doesn't smell right, he had been left out of the Options grants, if it were health reasons they should have said so, just doesn't pass the smell test to me
things known
1) S7 was the only player involved with the Ethernet Alliance interoperability demonstration recently and had been acclaimed for it
2) it's a no brainer that the 800gb ACC market is a honeypot for ACC's
3) future did a great job connecting tons of dots for us here, hard to believe none of that would have some validity
4) LY the PP was oversubscribed in 5 days and raised 6 million at about twice the price this one would have been expected to fill at
questions
1) was the untimely departure of Bonnie really for the reason stated
2) why was this "modest" PP buried in another news release
3) why would RH and RP not want to lead the charge on this PP when they know 800gb honeypot is on the doorstep considering they led the charge on all other less significant PP's of the past
4) why were investors turned away and told it was oversubscribed
I agree with SEV that something doesn't smell right here
is this a nefarious takedown of all those retail investors that supported S7 over the years for a management coup? it's possible, but it would be quite underhanded of them to do so
PIC International Conference April 16-17 Brussels
Michael Lebby
CEO
Lightwave Logic Inc
Presently, Michael is driving new frontiers in the integrated photonics field as: CEO and Board Director, Lightwave Logic Inc. Michael is also part-time full Professor and Chair of optoelectronics at Glyndwr University in Wales, UK where he contributes to the European Commission’s programs and pilot lines in integrated photonics. Michael has been involved in photonics for his whole career which began with research for the UK Government R&D labs in 1977, and continued at AT&T Bell Labs in 1984. At that time, Michael’s activities included researching novel optoelectronic devices in III-V compound semiconductors. Michael then went to Motorola’s Corporate R&D labs in 1989 and drove the VCSEL based technology platform to product and high volume manufacturing. He continued his fiber optics roles at AMP/TE Connectivity, and then helped initiate Intel’s silicon photonics work in 1999. In 2001, he founded his own company Ignis Optics to develop OC-48/192 transceivers and subsequently sold the company to Bookham (now Oclaro). Michael then led OIDA (Optoelectronics Industry Development Association) in Washington DC to campaign on behalf of the photonics industry. At OIDA Michael coined the term ‘green photonics’ and established this as discipline in the industry. Michael also spoke on Capitol Hill representing the optoelectronics industry. Since 2010, Michael has been focusing on bringing PIC (Photonic Integrated Circuit) based technologies to market in various roles that include Solar, LED lighting, and Integrated Photonics for fiber communications. Michael is pursuing high speed polymer based integrated photonics as part of a polymer PIC platform at Lightwave Logic Inc.
Presentations
Hybrid PICs: Pioneering New Frontiers in Photonic Integration
High speed, low power, tiny modulators in a polymer PIC platform are poised to enable 800G/1.6Tbps data communications, driven in part by artificial intelligence.
The issue of reducing power consumption, increasing information in optical networks in a datacenter rich environment has become a huge topic of discussion at major optical communication conferences, and industry in general. Ultra-high speed, ultra-low power modulators, ultra-small foundry-based polymer modulators are seen to be an enabling technology that can help mitigate power consumption in transceivers, line cards, servers, and routers. This is especially the case where the appetite for artificial intelligence, machine learning is driving huge investments for higher performance datacenter equipment/cap ex. Electro-optic polymer modulators are now poised to address power consumption with their inherent ultra-high speed and very low power properties (>70GHz EO S21 3dB bandwidths, and sub 1V drive voltages). Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators will be reported that aligns very well with 800G and 1.6Tbps transceiver technology. This talk will also review the latest work in photonics industry decade roadmaps (that look out to 2030-2040) on both the integrated photonics (PIC) level for hybrid PICs, as well as PIC packaging level for the various technologies to package hybrid PICs.
Panel Sessions
Advancing the Frontier of Photonic Integration: Challenges and Innovations in PIC Packaging
Photonic Integrated Circuit (PIC) packaging is correctly redefined because of new challenges in miniaturization, efficiency and capacity demands driven by new trends, such as AI or quantum computing. This panel session aims to dissect the need for collaboration between equipment manufacturers, OSATs and their customers discussing the pivotal role of the photonic ecosystem in ensuring reliability, and optimal performance of PICs. The session will discuss the maturity, applicability and suitability for volume production of the latest advances in assembly and encapsulation techniques, efficient coupling strategies for light transmission, and the integration of PICs into diverse applications like communication networks and sensing systems.
https://picinternational.net/speakers
love this part>>
Electro-optic polymer modulators are now poised to address power consumption with their inherent ultra-high speed and very low power properties (>70GHz EO S21 3dB bandwidths, and sub 1V drive voltages). Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators will be reported that aligns very well with 800G and 1.6Tbps transceiver technology.
Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon
1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!
2) 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!!!!
3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!
4) Lebby showed that Perk 6 is NOW ready for Licensing !!!
5) Lebby expects much more Licensing activity in 2024 forward
6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!
7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!
The April 2024 Investor Slides are up on the LWLG website, here
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.
Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.
Thanks,
Sequire Team
Too funny, patching together 10gbs/20gbs MRMs each with it's own heater, good luck with RT and lifetime reliability testing!!
Why do you think investors hear zero, zip, nada from Intel on these powering a next gen Transceiver? Because it ain't happening!!!
Not unless they spun coat LWLG Polymers onto them!!!
Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon
1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!
2) 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!!!!
3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!
4) Lebby showed that Perk 6 is NOW ready for Licensing !!!
5) Lebby expects much more Licensing activity in 2024 forward
6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!
7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!
The April 2024 Investor Slides are up on the LWLG website, here
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.
Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.
Thanks,
Sequire Team
Mr 5874 said, I would not lose sight on the fact that Lebby has publicly stated they are now engaged with more prospects than ever. The timing is right here, especially when you see the path to 400G/lane coming sooner than expected - especially with 1.6Tbps and 3.2Tbps.
EXACTLY!! Lebby now saying the Customer funnel has DRAMATICALLY increased since the ASM in 2023, and with the "Leads" now being greater than 10 it is not hard to imagine which companies those are since Lebby already told us who the Customers would be!!
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 2023 and 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!!!
Mr Stock quoted from the report,
More from the report:
“TECHNOLOGY FORECAST OF ELECTRO-OPTIC POLYMERS
In the field of active electro-optic polymers, there has been significant technological and commercial progress.
There are now commercial companies that are supplying active electro-optic polymer material as well as commercial companies supplying silicon slot and plasmonic slot modulator devices, and devices embedded into photonic integrated circuit (PIC) platforms.”
Yes, indeed investors are learning that LWLG and Lebby are now involved with more than just the Polymer Modulators they can now mass produce in several large Foundries, investors also learned from the report and the news release today that Lebby ALSO was contributing author to the Transceivers and Optical Interconnects portions of the report!! Lebby has been authoring the Polymers section of the report for a handful of years, but this is the first time Lebby has authored in the Transceivers and Optical Interconnects portions of the report!!
Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap
8:31 am ET April 16, 2024 (PR Newswire)
Integrated Photonics System Roadmap Defines and Creates Future PIC Technology and Systems Requirements for Industry that Span out to 2040
Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, substantially contributed to the recently published "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond.
Led by foundation PhotonDelta and the Microphotonics Center at the Massachusetts Institute of Technology (MIT), the IPSR-I is based on the highly influential semiconductor industry roadmap that outlined research priorities and has enabled the semiconductor industry to navigate Moore's Law for integrated photonics. These non-competitive industry roadmaps also serve stakeholders, investors and research analysts as a resource for industry trends, research, and commercial opportunities.
More than 400 technology, academic and industrial organizations from around the world contributed to IPSR-I. The IPSR-I describes a route toward building a global, aligned integrated photonics industry with the ability to help solve major societal challenges. It includes a comprehensive overview of major technology gaps for volume manufacturing of photonic integrated circuits (PIC) and a detailed analysis of the challenges that the integrated photonics industry needs to overcome to achieve its potential.
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter. 'Transceivers' are a critical commercial pluggable optical engine, for example in hyperscaler datacenters, telecom networks, and high-performance computing. 'Interconnects' focuses on optical fiber links that connect pluggable optical transceivers together for routers, switches, computational systems etc. 'Polymers' focuses on active electro-optic polymers for optical modulators as well as passive polymers that guide and manipulate light in fiber optic communications markets.
"We were privileged to be invited to contribute to the updated IPSR-I to establish and sustain a trust based global network of industrial and R&D partners, working together to create PIC technology and systems requirements," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "These requirements comprise the commercial factors that will compose and grow the accelerating photonics industry going forward for all companies, with our focus on our Perkinamine(R) Electro-Optic polymers. The integrated photonics roadmaps both plan and anticipate commercial opportunities as well as potential roadblocks and/or critical needs on the way to scaling the manufacturing of integrated photonics through 2040. The silicon semiconductor industry has relied on these types of roadmaps for the past 50 years and with IPSR-I, the photonics industry is becoming organized and more influential as well."
"With our first commercial material supply and license agreement for our electro-optic polymer materials and ongoing efforts to build on this commercialization momentum, we continue to believe Lightwave Logic will become a stronger technological and commercial leader in the photonics industry," concluded Lebby.
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ: LWLG) develops a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the company's website at www.lightwavelogic.com.
Safe Harbor Statement
The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1.A "Risk Factors" in our most recent Form 10-K; other risks to which our company is subject; other factors beyond the company's control.
Investor Relations Contact:Lucas A. ZimmermanMZ Group - MZ North America949-259-4987LWLG@mzgroup.uswww.mzgroup.us
https://c212.net/c/img/favicon.png?sn=CL86259&sd=2024-04-16
View original content to download multimedia:https://www.prnewswire.com/news-releases/lightwave-logic-demonstrates-thought-leadership-with-critical-contributions-to-global-integrated-photonics-industry-roadmap-302115206.html
SOURCE Lightwave Logic, Inc.
the invesntory may be all VR related and should be written off since Sony's VR sales plummeted and they didn't need the S7 cables any more
RH stopped using the slide that showed design wins/backlog after several years of it growing bigger and bigger every quarter, suddenly the slide vanished, that troubled me too
PIC International Conference April 16-17 Brussels
Michael Lebby
CEO
Lightwave Logic Inc
Presently, Michael is driving new frontiers in the integrated photonics field as: CEO and Board Director, Lightwave Logic Inc. Michael is also part-time full Professor and Chair of optoelectronics at Glyndwr University in Wales, UK where he contributes to the European Commission’s programs and pilot lines in integrated photonics. Michael has been involved in photonics for his whole career which began with research for the UK Government R&D labs in 1977, and continued at AT&T Bell Labs in 1984. At that time, Michael’s activities included researching novel optoelectronic devices in III-V compound semiconductors. Michael then went to Motorola’s Corporate R&D labs in 1989 and drove the VCSEL based technology platform to product and high volume manufacturing. He continued his fiber optics roles at AMP/TE Connectivity, and then helped initiate Intel’s silicon photonics work in 1999. In 2001, he founded his own company Ignis Optics to develop OC-48/192 transceivers and subsequently sold the company to Bookham (now Oclaro). Michael then led OIDA (Optoelectronics Industry Development Association) in Washington DC to campaign on behalf of the photonics industry. At OIDA Michael coined the term ‘green photonics’ and established this as discipline in the industry. Michael also spoke on Capitol Hill representing the optoelectronics industry. Since 2010, Michael has been focusing on bringing PIC (Photonic Integrated Circuit) based technologies to market in various roles that include Solar, LED lighting, and Integrated Photonics for fiber communications. Michael is pursuing high speed polymer based integrated photonics as part of a polymer PIC platform at Lightwave Logic Inc.
Presentations
Hybrid PICs: Pioneering New Frontiers in Photonic Integration
High speed, low power, tiny modulators in a polymer PIC platform are poised to enable 800G/1.6Tbps data communications, driven in part by artificial intelligence.
The issue of reducing power consumption, increasing information in optical networks in a datacenter rich environment has become a huge topic of discussion at major optical communication conferences, and industry in general. Ultra-high speed, ultra-low power modulators, ultra-small foundry-based polymer modulators are seen to be an enabling technology that can help mitigate power consumption in transceivers, line cards, servers, and routers. This is especially the case where the appetite for artificial intelligence, machine learning is driving huge investments for higher performance datacenter equipment/cap ex. Electro-optic polymer modulators are now poised to address power consumption with their inherent ultra-high speed and very low power properties (>70GHz EO S21 3dB bandwidths, and sub 1V drive voltages). Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators will be reported that aligns very well with 800G and 1.6Tbps transceiver technology. This talk will also review the latest work in photonics industry decade roadmaps (that look out to 2030-2040) on both the integrated photonics (PIC) level for hybrid PICs, as well as PIC packaging level for the various technologies to package hybrid PICs.
Panel Sessions
Advancing the Frontier of Photonic Integration: Challenges and Innovations in PIC Packaging
Photonic Integrated Circuit (PIC) packaging is correctly redefined because of new challenges in miniaturization, efficiency and capacity demands driven by new trends, such as AI or quantum computing. This panel session aims to dissect the need for collaboration between equipment manufacturers, OSATs and their customers discussing the pivotal role of the photonic ecosystem in ensuring reliability, and optimal performance of PICs. The session will discuss the maturity, applicability and suitability for volume production of the latest advances in assembly and encapsulation techniques, efficient coupling strategies for light transmission, and the integration of PICs into diverse applications like communication networks and sensing systems.
https://picinternational.net/speakers
love this part>>
Electro-optic polymer modulators are now poised to address power consumption with their inherent ultra-high speed and very low power properties (>70GHz EO S21 3dB bandwidths, and sub 1V drive voltages). Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators will be reported that aligns very well with 800G and 1.6Tbps transceiver technology.
Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap
8:31 am ET April 16, 2024 (PR Newswire)
Integrated Photonics System Roadmap Defines and Creates Future PIC Technology and Systems Requirements for Industry that Span out to 2040
Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, substantially contributed to the recently published "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond.
Led by foundation PhotonDelta and the Microphotonics Center at the Massachusetts Institute of Technology (MIT), the IPSR-I is based on the highly influential semiconductor industry roadmap that outlined research priorities and has enabled the semiconductor industry to navigate Moore's Law for integrated photonics. These non-competitive industry roadmaps also serve stakeholders, investors and research analysts as a resource for industry trends, research, and commercial opportunities.
More than 400 technology, academic and industrial organizations from around the world contributed to IPSR-I. The IPSR-I describes a route toward building a global, aligned integrated photonics industry with the ability to help solve major societal challenges. It includes a comprehensive overview of major technology gaps for volume manufacturing of photonic integrated circuits (PIC) and a detailed analysis of the challenges that the integrated photonics industry needs to overcome to achieve its potential.
Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter. 'Transceivers' are a critical commercial pluggable optical engine, for example in hyperscaler datacenters, telelcom networks, and high-performance computing. 'Interconnects' focuses on optical fiber links that connect pluggable optical transceivers together for routers, switches, computational systems etc. 'Polymers' focuses on active electro-optic polymers for optical modulators as well as passive polymers that guide and manipulate light in fiber optic communications markets.
"We were privileged to be invited to contribute to the updated IPSR-I to establish and sustain a trust based global network of industrial and R&D partners, working together to create PIC technology and systems requirements," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "These requirements comprise the commercial factors that will compose and grow the accelerating photonics industry going forward for all companies, with our focus on our Perkinamine(R) Electro-Optic polymers. The integrated photonics roadmaps both plan and anticipate commercial opportunities as well as potential roadblocks and/or critical needs on the way to scaling the manufacturing of integrated photonics through 2040. The silicon semiconductor industry has relied on these types of roadmaps for the past 50 years and with IPSR-I, the photonics industry is becoming organized and more influential as well."
"With our first commercial material supply and license agreement for our electro-optic polymer materials and ongoing efforts to build on this commercialization momentum, we continue to believe Lightwave Logic will become a stronger technological and commercial leader in the photonics industry," concluded Lebby.
About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ: LWLG) develops a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the company's website at www.lightwavelogic.com.
Safe Harbor Statement
The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1.A "Risk Factors" in our most recent Form 10-K; other risks to which our company is subject; other factors beyond the company's control.
Investor Relations Contact:Lucas A. ZimmermanMZ Group - MZ North America949-259-4987LWLG@mzgroup.uswww.mzgroup.us
https://c212.net/c/img/favicon.png?sn=CL86259&sd=2024-04-16
View original content to download multimedia:https://www.prnewswire.com/news-releases/lightwave-logic-demonstrates-thought-leadership-with-critical-contributions-to-global-integrated-photonics-industry-roadmap-302115206.html
SOURCE Lightwave Logic, Inc.
The article Synopsis Photonics Solutions posted on LinkedIn was from the PIC Magazine article by Michael Lebby here
https://www.linkedin.com/posts/synopsysphotonicsolutions_article-by-michael-lebby-ceo-lightwave-activity-7181893534705201153-QcJ2/
Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.
https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U
Synopsis also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.
https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf
Just going to put this here. Synopsis Foundy Spotlight: GF Fotonix
"Roadmap Solution (excerpt)
The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)
Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)
Just a guess here/speculating:
GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.
In the investor pres at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure
One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.
https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?
LWLG HAS OVER $30 MILLION CASH ON THE BALANCE SHEET ENOUGH TO FUND THE OPERATING BUDGET THROUGH JULY 2025!!!
YES THAT'S RIGHT!!! JULY 2025!!!
LWLG ALSO HAS ZERO DEBT!!!!
LWLG ALSO HAS $100 MILLION SHELF ALREADY IN PLACE TO RAMP THE MASS COMMERCIALIZATION IN 2024!!!
LEBBY TOLD INVESTORS THAT SEVERAL LARGE FOUNDRIES 200MM WAFER VOLUME SCALING ACHIEVED CALLING IT A "BIG MILESTONE!!"
LEBBY IS CLOSING MULTIPLE LICENSING AGREEMENTS IN THE NEAR-TERM!!!
LEBBY ALREADY SCHEDULED THE ASM FOR MAY 22nd 2024 AND WILL BE GIVING A PRODUCT DEMO!!! THIS IS A FIRST EVER FOR LEBBY SINCE TAKING THE HELM IN 2017!!! (NOTE NVIDIA HAS SCHEDULED ITS 1Q EARNINGS REPORT FOR THIS SAME DAY MAY 22nd 2024, COULD THERE POSSIBLY BE A JOINT NEWS RELEASE BEFORE THE BELL??
COMPANYS FUNDAMENTALS LOOK AWESOME!!!
IT'S ALL BIG GREEN FLAGS FOR LWLG!!!
some of the things I had posted ring true today.
1) the PP being buried in another news release and not being stand alone was not a good start
2) the term "modest" being used and SEV telling us he heard 1-2 million sounded like cash to keep lights on versus a ramp for 800g ACCs
3) the LY PP closed in 5 days and was oversubscribed
4) this PP was supposed to close by end of March 2024, it didn't
5) LY's PP was 6 million and was oversubscribed at $1 this PP was expected much smaller at about half the price but was taking 4x as long and then didn't even close as expected
6) I said when the news finally drops on the PP it would be either really good or really bad, it was really bad
7) the 60% CAGR didn't smell anything like Nvidia to me
for these reasons I hope some of you listened to my thoughts and at least lightened up your holdings ahead of this news, I did get out mostly to wait and see what the news would be, in my mind I thought the likelihood of it being bad (ie a small raise) was much more likely and I was somewhat right, I really didn't expect it to be this bad though
I heard S7 scheduled an annual meeting which sounds like they really do plan to stay in business, this is a positive sign, here is the info I received, has anyone read through this yet?
Annual meeting announced on June 27, voting on May 10: https://ceo.ca/content/sedar/SEV-2024-04-15-notice-of-the-meeting-and-record-date-english-54b5.pdf
Google just had a shout out to (LWLG) EOP on a slide for hetero integration. LinkedIn post from APC.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464
This is the google slide! (middle picture is of EOP slot modulator)
https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios
Modulators with low driving voltage, high bandwidth, and low loss.
They are also showing the same wafer
And “organic Material” the same picture on page 15 from LWLG
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
I can’t believe my eyes!
It is happening…
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281
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 2023 and 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!!!
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 2023 and 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!!!
it really does seem like they have right product/right time, and we "know" it works, and they have a bunch of big name distributors in place (cable makers), they were at OFC showcasing with the Ethernet Alliance with the Big name companies!! this is just hard to believe that RH & RP are not willing to prop this up NOW at this crucial time when they did all the other times!!
Electro-optic polymer modulators are now poised to address power consumption with their inherent ultra-high speed and very low power properties (>70GHz EO S21 3dB bandwidths, and sub 1V drive voltages). Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators will be reported that aligns very well with 800G and 1.6Tbps transceiver technology.
PIC International Conference April 16-17 Brussels
Michael Lebby
CEO
Lightwave Logic Inc
Presently, Michael is driving new frontiers in the integrated photonics field as: CEO and Board Director, Lightwave Logic Inc. Michael is also part-time full Professor and Chair of optoelectronics at Glyndwr University in Wales, UK where he contributes to the European Commission’s programs and pilot lines in integrated photonics. Michael has been involved in photonics for his whole career which began with research for the UK Government R&D labs in 1977, and continued at AT&T Bell Labs in 1984. At that time, Michael’s activities included researching novel optoelectronic devices in III-V compound semiconductors. Michael then went to Motorola’s Corporate R&D labs in 1989 and drove the VCSEL based technology platform to product and high volume manufacturing. He continued his fiber optics roles at AMP/TE Connectivity, and then helped initiate Intel’s silicon photonics work in 1999. In 2001, he founded his own company Ignis Optics to develop OC-48/192 transceivers and subsequently sold the company to Bookham (now Oclaro). Michael then led OIDA (Optoelectronics Industry Development Association) in Washington DC to campaign on behalf of the photonics industry. At OIDA Michael coined the term ‘green photonics’ and established this as discipline in the industry. Michael also spoke on Capitol Hill representing the optoelectronics industry. Since 2010, Michael has been focusing on bringing PIC (Photonic Integrated Circuit) based technologies to market in various roles that include Solar, LED lighting, and Integrated Photonics for fiber communications. Michael is pursuing high speed polymer based integrated photonics as part of a polymer PIC platform at Lightwave Logic Inc.
Presentations
Hybrid PICs: Pioneering New Frontiers in Photonic Integration
High speed, low power, tiny modulators in a polymer PIC platform are poised to enable 800G/1.6Tbps data communications, driven in part by artificial intelligence.
The issue of reducing power consumption, increasing information in optical networks in a datacenter rich environment has become a huge topic of discussion at major optical communication conferences, and industry in general. Ultra-high speed, ultra-low power modulators, ultra-small foundry-based polymer modulators are seen to be an enabling technology that can help mitigate power consumption in transceivers, line cards, servers, and routers. This is especially the case where the appetite for artificial intelligence, machine learning is driving huge investments for higher performance datacenter equipment/cap ex. Electro-optic polymer modulators are now poised to address power consumption with their inherent ultra-high speed and very low power properties (>70GHz EO S21 3dB bandwidths, and sub 1V drive voltages). Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators will be reported that aligns very well with 800G and 1.6Tbps transceiver technology. This talk will also review the latest work in photonics industry decade roadmaps (that look out to 2030-2040) on both the integrated photonics (PIC) level for hybrid PICs, as well as PIC packaging level for the various technologies to package hybrid PICs.
Panel Sessions
Advancing the Frontier of Photonic Integration: Challenges and Innovations in PIC Packaging
Photonic Integrated Circuit (PIC) packaging is correctly redefined because of new challenges in miniaturization, efficiency and capacity demands driven by new trends, such as AI or quantum computing. This panel session aims to dissect the need for collaboration between equipment manufacturers, OSATs and their customers discussing the pivotal role of the photonic ecosystem in ensuring reliability, and optimal performance of PICs. The session will discuss the maturity, applicability and suitability for volume production of the latest advances in assembly and encapsulation techniques, efficient coupling strategies for light transmission, and the integration of PICs into diverse applications like communication networks and sensing systems.
https://picinternational.net/speakers
spvnf at 10 cents thats only 4 million market cap, patents should be 10-20x that no?
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!!!
LWLG Eliminates Power Hungry & Expensive Driver Chip!!!
Lebby quote came from the Wall Street Transcript Interview (TWST) with Dr. Lebby - August 17, 2023
TWST: So you’re looking at value pricing, where the part might be more expensive, but you’re providing more performance and using less power, and as a result it’s going to be less expensive.
Dr. Lebby: Also, you’re saving the customer architectural IC designs. You don’t need driver chips and they are really expensive, way more than what a device would cost. And so, you’re providing that advantage to network operators.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172679450First
What Lebby told investors in that interview is that the cost of the device, ie the 4x200 PIC Modulator Array chip is LESS than the cost of the Driver(s) that it ELIMINATES!!! And folks, LWLG's technology is the ONLY Next-Gen technology that CAN ELIMINATE the Driver(s)!!!!
Also let's not forget that the Driver(s) is/are power hungry, I know when I asked Bard it responded that it accounted for 40% of the power usage on 8x100 800Gbs and perhaps that is/was high but regardless the Driver(s) is/are known as being a big power user in the Transceiver so if you can eliminate the Driver(s0 you are saving a lot of power!!
So what's that worth to the Transceiver companies? you guessed it.... A WHOLE LOT!!!
Investors now know that LWLG has its 200Gb/lane Polymer modulator Product ready for mass production at SEVERAL LARGE FOUNDRIES on 200mm Wafers, and as Lebby has already told investors "our technology fits really uniquely into Silicon Foundries and WE CAN SCALE INTO VOLUME QUITE EASILY AND EFFECTIVELY",
Knowing these FACTS I believe it is time to revisit what I learned from Bard about LWLG relationships with Foundries, which was subsequently scrubbed from the Databases Bard was able to access at that time!! Today I asked Bard this question
at one point you revealed the specific Foundries that were working with Lightwave Logic and what exactly they were working on in terms of specific PDK's, more recently when asked the same question you only responded with Foundries likely to be working with Lightwave Logic on PDK developments and cite NDA's saying that the specific information you gave me previously was not available due to the NDA's, why?
Bard/Gemini reply, Model Update: It's possible that the underlying data used to train my model was updated, and the information about specific foundries and PDKs is no longer included due to confidentiality agreements (NDAs). Large language models are constantly being updated and improved, and this can sometimes lead to changes in the information they have access to.
I believe that my original inquiry of Bard which I will repost here is SPOT ON so much so that the information was quickly scrubbed from the Databases Bard had access to at that time!! here,
Google's Bard_AI knows which Foundries have LWLG PDK's developed!!! here are a series of images I received back from an inquiry to Bard (Google's AI product) regarding the Foundries that LWLG is currently working with on PDK development for their Polymers, view all nine captures and learn the truth from the AI world!!
1) https://postimg.cc/KksmXXNx
2) https://postimg.cc/xXbJt59X
3) https://postimg.cc/HVXBRwYh
4) https://postimg.cc/svQJSpG2
5) https://postimg.cc/D4sK4SqY
6) https://postimg.cc/dZDLbjcZ
7) https://postimg.cc/xqQ5wkZx
8) https://postimg.cc/ftLFmVhf
9) https://postimg.cc/nXNM6D3C
And for the record I asked Google's Bard to confirm for me that NLM ("the competition") is actually just a myth and they are know where near any sort of volume commercialization with ANY Foundries!!
NLM >> https://postimg.cc/Yh1phF9c
Ok, so there you have it folks, the veil has been lifted!!!! LWLG is going to begin it's Mass Commercialization in the very Near-Term just as Lebby has told investors!!!
"It's REAL and it's HAPPENING!!!"
"When this rolls it's going to roll!!"
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171906154&txt2find=bard%20foundries
Foundries Volume Scaling Achieved!! Lebby said "BIG MILESTONE!!"
Lebby told investors in the Dec 4th 2023 letter "and I look forward to sharing exciting new milestones during the balance of this year and in the next year to come."
In the Benzinga interview Lebby shared a newly achieved BIG MILESTONE!!! That milestone is LWLG's ability to NOW be able to SCALE VOLUME PRODUCTION!!!!
Folks this is HUGE and it was obviously only achieved in either January or February of 2024 since the 4th Quarter 2023 Update letter did NOT say that the SCALING AT VOLUME milestone had been achieved yet!!!
In the Benzinga interview, listen to what Lebby told investors in terms of scaling LWLG modulators to HIGH VOLUME!!
"in terms of working with the Big Foundries we actually have modulators on 200mm wafers, 8" across, this is the Standard size that Foundries use, this is a BIG MILESTONE, this means we can scale our technology quickly and efficiently in volume"
let me repeat that!!! Lebby said this was a BIG MILESTONE!!!
quote found at about 1:49:00
SEV123 if that is true, who told you this? was it RH? there are recordings of course of any phone conversations, that would not be good for RH
wow, I guess RH and RP don't want to invest any more of their own $$, strange they had always led the charge, and now when so soon to 800g ACC, hard to understand
wow, so no Nvidia? who'd of thunk it...
Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon
1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!
2) 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!!!!
3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!
4) Lebby showed that Perk 6 is NOW ready for Licensing !!!
5) Lebby expects much more Licensing activity in 2024 forward
6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!
7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!
The April 2024 Investor Slides are up on the LWLG website, here
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2
Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.
Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.
Thanks,
Sequire Team
PIC International Conference April 16-17 Brussels
Michael Lebby
CEO
Lightwave Logic Inc
Presently, Michael is driving new frontiers in the integrated photonics field as: CEO and Board Director, Lightwave Logic Inc. Michael is also part-time full Professor and Chair of optoelectronics at Glyndwr University in Wales, UK where he contributes to the European Commission’s programs and pilot lines in integrated photonics. Michael has been involved in photonics for his whole career which began with research for the UK Government R&D labs in 1977, and continued at AT&T Bell Labs in 1984. At that time, Michael’s activities included researching novel optoelectronic devices in III-V compound semiconductors. Michael then went to Motorola’s Corporate R&D labs in 1989 and drove the VCSEL based technology platform to product and high volume manufacturing. He continued his fiber optics roles at AMP/TE Connectivity, and then helped initiate Intel’s silicon photonics work in 1999. In 2001, he founded his own company Ignis Optics to develop OC-48/192 transceivers and subsequently sold the company to Bookham (now Oclaro). Michael then led OIDA (Optoelectronics Industry Development Association) in Washington DC to campaign on behalf of the photonics industry. At OIDA Michael coined the term ‘green photonics’ and established this as discipline in the industry. Michael also spoke on Capitol Hill representing the optoelectronics industry. Since 2010, Michael has been focusing on bringing PIC (Photonic Integrated Circuit) based technologies to market in various roles that include Solar, LED lighting, and Integrated Photonics for fiber communications. Michael is pursuing high speed polymer based integrated photonics as part of a polymer PIC platform at Lightwave Logic Inc.
Presentations
Hybrid PICs: Pioneering New Frontiers in Photonic Integration
High speed, low power, tiny modulators in a polymer PIC platform are poised to enable 800G/1.6Tbps data communications, driven in part by artificial intelligence.
The issue of reducing power consumption, increasing information in optical networks in a datacenter rich environment has become a huge topic of discussion at major optical communication conferences, and industry in general. Ultra-high speed, ultra-low power modulators, ultra-small foundry-based polymer modulators are seen to be an enabling technology that can help mitigate power consumption in transceivers, line cards, servers, and routers. This is especially the case where the appetite for artificial intelligence, machine learning is driving huge investments for higher performance datacenter equipment/cap ex. Electro-optic polymer modulators are now poised to address power consumption with their inherent ultra-high speed and very low power properties (>70GHz EO S21 3dB bandwidths, and sub 1V drive voltages). Electro-optic polymers are now additive with silicon foundries to integrated photonics platforms such as silicon photonics to increase performance significantly. The latest performance of polymer modulators will be reported that aligns very well with 800G and 1.6Tbps transceiver technology. This talk will also review the latest work in photonics industry decade roadmaps (that look out to 2030-2040) on both the integrated photonics (PIC) level for hybrid PICs, as well as PIC packaging level for the various technologies to package hybrid PICs.
Panel Sessions
Advancing the Frontier of Photonic Integration: Challenges and Innovations in PIC Packaging
Photonic Integrated Circuit (PIC) packaging is correctly redefined because of new challenges in miniaturization, efficiency and capacity demands driven by new trends, such as AI or quantum computing. This panel session aims to dissect the need for collaboration between equipment manufacturers, OSATs and their customers discussing the pivotal role of the photonic ecosystem in ensuring reliability, and optimal performance of PICs. The session will discuss the maturity, applicability and suitability for volume production of the latest advances in assembly and encapsulation techniques, efficient coupling strategies for light transmission, and the integration of PICs into diverse applications like communication networks and sensing systems.
https://picinternational.net/speakers
Google just had a shout out to (LWLG) EOP on a slide for hetero integration. LinkedIn post from APC.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174108464
This is the google slide! (middle picture is of EOP slot modulator)
https://www.linkedin.com/posts/advanced-photonics-coalition_fiberoptics-technology-innovation-activity-7178065757874913281-L2Oo?utm_source=share&utm_medium=member_ios
Modulators with low driving voltage, high bandwidth, and low loss.
They are also showing the same wafer
And “organic Material” the same picture on page 15 from LWLG
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
I can’t believe my eyes!
It is happening…
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174111281
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 2023 and 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!!!
Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.
https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U
Synopsis also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.
https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf
Just going to put this here. Synopsis Foundy Spotlight: GF Fotonix
"Roadmap Solution (excerpt)
The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)
Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)
Just a guess here/speculating:
GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.
In the investor pres at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure
One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.
https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?
LWLG 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!!!
LWLG is one of the most UNDERVALUED stocks on Wall Street.
VALUATION & NEAR TERM PROSPECTS:
VALUATION:
LWLG has SUCCEEDED where the INDUSTRY has FAILED for over 40 years!!!! The technology is worth BILLION$$$
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173919132&txt2find=40%20years
1. SCREENING
How many have valuations of $500m or more and have the HOLY GRAIL of PHOTONICS in-hand today
Answer: just one it's LWLG!!!
2. SHORT POSITION
For now, the company issued 1,453,332 new shares during the 4th quarter. Short interest increased by 89,799 shares bringing the total number of shares owned by investors to 140,503,131.
Institutions that report to Fintel, Nasdaq, and Whale Wisdom increased their ownership by 1,467,119 shares to 32.120,876. Individuals, which includes small institutional investors who are not required to report their ownership, increased their ownership by 76,012 shares to 108,383,018 shares.
In percentage terms, individuals own 92.91%, institutions own 26.17%, and short sellers have supplied 19.08% equaling 100%. In other words, there was very little change in ownership in the 4th quarter.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173954156
3. THE EVIDENCE
1) There are deals under negotiation, and investors now know that these are BIG DEALS because of the additional requirements disclosed of the potential Customers wanted to be assured of
a) Financial strength for a LT relationship
b) ability to not have only a single source for the Perk supply, ie, perhaps another site will be opened by LWLG or perhaps some other arrangements will be made to accommodate these big players!!
2) Foundries Volume Scaling Achieved!! Lebby said "BIG MILESTONE!!"
how many times are Shorts going to keep trying to deceive Longs on this one!!!
here read this post >>
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173959736
3) Reliability/Stability is PROVEN 100% already!! Lebby already stood up at OFC March 2023 and told hundreds of Industry insiders that LWLG's Reliability/Stability had been proven!! And at ECOC 2023 Lebby presented UNDENIABLE proof in his presentation!! Of course, that doesn't mean the Google's and Amazon's don't want to see additional data, OR, are they just playing that card to gain BETTER PRICING?
NEAR TERM PROSPECTS:
HUGE HUGE HUGE!!!! Lebby is working on finalizing BIG DEALS with the BIGGEST COMPANIES IN THE WORLD!!!! here
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!!!
LWLG Eliminates Power Hungry & Expensive Driver Chip!!!
Lebby quote came from the Wall Street Transcript Interview (TWST) with Dr. Lebby - August 17, 2023
TWST: So you’re looking at value pricing, where the part might be more expensive, but you’re providing more performance and using less power, and as a result it’s going to be less expensive.
Dr. Lebby: Also, you’re saving the customer architectural IC designs. You don’t need driver chips and they are really expensive, way more than what a device would cost. And so, you’re providing that advantage to network operators.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172679450First
What Lebby told investors in that interview is that the cost of the device, ie the 4x200 PIC Modulator Array chip is LESS than the cost of the Driver(s) that it ELIMINATES!!! And folks, LWLG's technology is the ONLY Next-Gen technology that CAN ELIMINATE the Driver(s)!!!!
Also let's not forget that the Driver(s) is/are power hungry, I know when I asked Bard it responded that it accounted for 40% of the power usage on 8x100 800Gbs and perhaps that is/was high but regardless the Driver(s) is/are known as being a big power user in the Transceiver so if you can eliminate the Driver(s0 you are saving a lot of power!!
So what's that worth to the Transceiver companies? you guessed it.... A WHOLE LOT!!!
Investors now know that LWLG has its 200Gb/lane Polymer modulator Product ready for mass production at SEVERAL LARGE FOUNDRIES on 200mm Wafers, and as Lebby has already told investors "our technology fits really uniquely into Silicon Foundries and WE CAN SCALE INTO VOLUME QUITE EASILY AND EFFECTIVELY",
Knowing these FACTS I believe it is time to revisit what I learned from Bard about LWLG relationships with Foundries, which was subsequently scrubbed from the Databases Bard was able to access at that time!! Today I asked Bard this question
at one point you revealed the specific Foundries that were working with Lightwave Logic and what exactly they were working on in terms of specific PDK's, more recently when asked the same question you only responded with Foundries likely to be working with Lightwave Logic on PDK developments and cite NDA's saying that the specific information you gave me previously was not available due to the NDA's, why?
Bard/Gemini reply, Model Update: It's possible that the underlying data used to train my model was updated, and the information about specific foundries and PDKs is no longer included due to confidentiality agreements (NDAs). Large language models are constantly being updated and improved, and this can sometimes lead to changes in the information they have access to.
I believe that my original inquiry of Bard which I will repost here is SPOT ON so much so that the information was quickly scrubbed from the Databases Bard had access to at that time!! here,
Google's Bard_AI knows which Foundries have LWLG PDK's developed!!! here are a series of images I received back from an inquiry to Bard (Google's AI product) regarding the Foundries that LWLG is currently working with on PDK development for their Polymers, view all nine captures and learn the truth from the AI world!!
1) https://postimg.cc/KksmXXNx
2) https://postimg.cc/xXbJt59X
3) https://postimg.cc/HVXBRwYh
4) https://postimg.cc/svQJSpG2
5) https://postimg.cc/D4sK4SqY
6) https://postimg.cc/dZDLbjcZ
7) https://postimg.cc/xqQ5wkZx
8) https://postimg.cc/ftLFmVhf
9) https://postimg.cc/nXNM6D3C
And for the record I asked Google's Bard to confirm for me that NLM ("the competition") is actually just a myth and they are know where near any sort of volume commercialization with ANY Foundries!!
NLM >> https://postimg.cc/Yh1phF9c
Ok, so there you have it folks, the veil has been lifted!!!! LWLG is going to begin it's Mass Commercialization in the very Near-Term just as Lebby has told investors!!!
"It's REAL and it's HAPPENING!!!"
"When this rolls it's going to roll!!"
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171906154&txt2find=bard%20foundries
Foundries Volume Scaling Achieved!! Lebby said "BIG MILESTONE!!"
Lebby told investors in the Dec 4th 2023 letter "and I look forward to sharing exciting new milestones during the balance of this year and in the next year to come."
In the Benzinga interview Lebby shared a newly achieved BIG MILESTONE!!! That milestone is LWLG's ability to NOW be able to SCALE VOLUME PRODUCTION!!!!
Folks this is HUGE and it was obviously only achieved in either January or February of 2024 since the 4th Quarter 2023 Update letter did NOT say that the SCALING AT VOLUME milestone had been achieved yet!!!
In the Benzinga interview, listen to what Lebby told investors in terms of scaling LWLG modulators to HIGH VOLUME!!
"in terms of working with the Big Foundries we actually have modulators on 200mm wafers, 8" across, this is the Standard size that Foundries use, this is a BIG MILESTONE, this means we can scale our technology quickly and efficiently in volume"
let me repeat that!!! Lebby said this was a BIG MILESTONE!!!
quote found at about 1:49:00