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Polariton-hosted Swissphotonics PIC Convention
As teased in our previous newsletter, we are thrilled to announce the upcoming Photonics Integrated Circuits (PIC) Convention titled "Guiding Light, Sharing Knowledge” on Friday, June 21, 2024. Organized through Swissphotonics, Polariton hosts this event at our offices in Adliswil, Zurich. Whether you're new to PICs or an experienced professional, this workshop provides an opportunity to explore the basics, real-world applications, and industry insights.
As teased in our previous newsletter, we are thrilled to announce the upcoming Photonics Integrated Circuits (PIC) Convention titled "Guiding Light, Sharing Knowledge” on Friday, June 21, 2024. Organized through Swissphotonics, Polariton hosts this event at our offices in Adliswil, Zurich. Whether you're new to PICs or an experienced professional, this workshop provides an opportunity to explore the basics, real-world applications, and industry insights.
Highlights include:
• Dr. Anna Tatarczak, Senior Principal Scientist, Coherent Corp., Santa Clara, California, USA
• Dr. Chiara Alessandri, Sales and Application Engineer, Luceda Photonics, Milan, Italy
• Prof. Jonathan Home, Trapped Ion Quantum Information group, ETH Zurich, Zurich, Switzerland
• Dr. Sven Friedel, Managing Director COMSOL Multiphysics, Zurich, Switzerland
• Dr. Remus Nicolaescu, CEO Pointcloud Inc., Zurich, Switzerland
• Dr. Bert Offrein, Manager Neuromorphic Devices and Systems, IBM, Zurich, Switzerland
• Hands-on workshop “Create your own PIC design” with gdsfactory
• Lab tours at Polariton Technologies AG and lino Biotech AG
This lineup is a preview, and more talks and participatory elements are being added. While attendance will be free of charge, company sponsoring is welcome, and participant registration is required before the deadline on June 10, 2024.
From Polarion Newsletter:
OFC featured PIC highlights: papers and presentations:
T. Blatter, et al. Dual-Sideband Receiver Enabling 160 Gbps Direct SubThz-to-Optical Conversion Over 1400 m (OFC, 2024)
TALK AT OFC 2024
L. Kulmer, et al. Single Carrier net 400 Gbit/s IM/DD Over 400 m Fiber Enabled by Plasmonic Mach-Zehnder Modulator. (OFC, 2024)
TALK AT OFC 2024
H. Ibili, et al. Plasmonic on-Chip Antenna Enabling Fully Passive sub-THz-to-Optical Receiver for Future RoF Systems. (OFC, 2024)
TALK AT OFC 2024
We are excited to direct your attention to three engaging talks at this year's OFC, presented by researchers at ETH and employing devices from Polariton. Having achieved outstanding results, we would like to thank them and will not miss to celebrate the achievement in-situ. To explore these papers, please visit the official OFC page and our dedicated page where you can connect directly.
Laurenz, who also had a featured talk at ECOC last year, will share how a 400 plus Gbit per second IM/DD transmission with a plasmonic Mach Zehnder modulator can be the solution for intra-datacenters. Tobias’s talk is about how the future is now with a 160 Gbps over 1.4 kilometers wireless link. And finally, Hande’s research focuses on how a plasmonic on-chip antenna can propel sub-terahertz communication for Radio over fiber.
Again, congratulations and please support these promising talents.
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I am sure she has your number then, JLPTNG. So does everyone else
When I see Polariton recently saying they now have 8000 hours on LWLG's version 3 material, that is great news, but it also puts thing in perspective for me regarding reliability data on subsequent version materials.
What excites me
We are working with foundries. This approach is not capital intensive.
We ramped up and have a full house.
We are seeing 8 x 10 color glossies of modulators coming back from the foundries all the time for well over a year.
We are poling at wafer level.
We already ramped to have the right people involved.
The process of working with the foundries has matured.
It is all about reliability data now.
We have been active on the Intellectual Property Front, which will gain visibility this year in 2024.
Fifty employees is a lean level once a foundry deal is signed in the big picture.
We all take some risks on the timing of that big deal in relation to the ramp - no pain no gain, so I guess we will see how good a chess player the good doctor is.
for me, I would rather have this additional talent working to make it happen, than to be trying to overtake incumbent technologies with a skeleton crew.
You cannot please everyone, but I will take the path Dr. Lebby chose in ramping verses the alternative any day because it increases our chances for success.
If you are not short or not long whet the hell you are you doing here in the first place? Oh No! Another TP trying to protect us from ourselves in an altruistic fashion.
What B.S. A pure short agenda is on full display
I recently added about a dozen shares in my AI basket since it is all the rage.
I was thinking the same about Polariton's NDA requirements.
now down to 900k available
I took an early out from my company and retire on April 30 so no "too busy at work" excuses for me. I booked my room already and will be making a longer vacation of it with my family. My wife is already on board with it. In listening to a talking head on Nvidia, the guy makes sense - this is going to actually increase power needed in the data center and it is going to be all about bringing down the power.
You may consider this off topic but it is really on point - our adoption is about speed and power reduction and the industry will be forced to pursue and adopt with an open mind any approaches that will reduce power.
If there was ever a time where we might actually succeed in supplanting an incumbent technology it is going to be over the next several years. AI is going to force the industry to do something, otherwise it is blackouts for you and me in our homes. I am sure in Hotel Cali they will tell the citizenry that it is all your own fault - do without and by the way - we are raising your taxes. "You can check out any time you like but you can never leave"
https://www.msn.com/en-us/money/topstocks/here-s-why-nvidia-s-stock-is-trading-lower/vi-BB1kapCQ?ocid=msedgntp&pc=U531&cvid=0f00ef3bd2ec4ba1967a1bdbded7be0c&ei=6
I MZ group suddenly grew a set of gonads I will still take it LOL. There exists a symbiotic relationship between the MZ group & Dr. Lebby.
It is hands-down the boldest statement I have ever heard him make, and he goes out of his way to preface things with boilerplate reg FD words like potentially, and such language is nowhere to be found.
LWLG continues to be my largest holding. I am as anxious for news as anyone, but there are times where negotiations are sensitive and i would like for Lebby to focus on deals.
I would also like to see an up to date spider chart between EOP and competing tech to see how the charts of competing tech is improving relative to LWLG EO polymers. Based on that I would make adjustments as needed.
The early investment in LWLG is betting Dr Lebby will succeed in displacing encumbent techologies. You should sell until it is certain, then buy if that level of risk is not suitable.
This is why I remain invested and ignore the detractors. The odds of adoption are high because it will be a demand-driven adoption of convenience. It will be a no-brainer to adopt - an upgrade cycle of ease to increase speed and lower costs.
Put a little of your money on an ETF
Nice, I recently took a small position in Intel since the government is going to subsidize their turnaround.
I think I will go with the prolific inventor who is paid as a side-hustle to be an expert witness on intellectual property cases.
I am ready for a visual and patiently waiting to see what is demoed this year.
My call was made solely on the great pumpkin's post as a contrarian indicator! LOL
Folks, I am calling the bottom. The bottom is in. We go up from here!
A tactical liar is a liar plain and simple. Like painting zebra stripes on a mule, still a mule. In modern terms, TP is a manipulative liar trying to identify as an honest person. It's not working
Big news for intel
https://www.businesswire.com/news/home/20240221189319/en/
In summary, an Epic squeeze when a big deal is announced.
I took out the trash and my every day is tranquil when reviewing the board by removing a handful of posters.
I had sold a little above 5 anticipating a purchase need, but that need was not immediate. Since it dipped into the 4's I reloaded almost three thousand shares late this morning. It added a little bit to my overall share count.
So we definitely have benefited at least indirectly from CHIPS Act funding. Nice!
There is no way that his presence was by some solely personal choice, good will, or any sort of altruistic motives. Profit & greed are behind his every lying word. I ignored TP long ago because to read such lengthy lies would be like drinking a daily dose of poison which I refuse to waste the precious blessing of life on.
I am looking forward to the days ahead as the technology is adopted.
Amen ZDOG. You nailed it!
Finish your sentence. Cramer is really good... at scamming people. Much like you are trying to do, but he is much better at it.
Cramer is a contrarian indicator on most stocks, so I always do the opposite, and I added more LWLG today.
Seems to me that any advancement in measurement technology is good for all. We bumped the limit in some measurements and have been involved with compananies that make measuring equipment to fix that, so if this helps to measure what Perkamine has to offer it is a great thing.
Nice, I would really love to see a line representing TPs posting volume against this chart. But, it might start a correlation vs causality argument on the board...
He is like Jim Cramer. When he says sell you buy and make a fortune.
When looking at the following job posting for Microvision, which utilizes 905 nm MEMS on their lidar product, which is not a FMCW Lidar approach, yet still they are looking for optical/photonics engineering expertise. I have only seen Dr. Lebby mention the potential to improve FMCW LIDAR. So I am wondering what is the photonics application on a MEMS-based approach. In the 2025-2030 timeframe the volume opportunity here will be enormous, for whoever the technology winners are. I hope to see LWLG becoming ubiquitous in this space for sure.
https://jobs.jobvite.com/microvision/job/oUn6qfwx
Nice dot-connecting
I show him as doing contract work for 1yr & 1 month, so he has been at it awhile as a top gun slinger for hire. I have heard his name mentioned over this period on the investorshub board.
I read the word of God quite often but I have TP on ignore. Once I determined he was filled with lies and deceipt, I cast him out. I never read a post, and life is a great blessing that way. Slow accumulation, just nibbling until this investment pays off again.
I saw Jelly Roll in concert in St. Louis this summer and really enjoyed it.
I saw Jelly Roll in concert in St. Louis this summer and really enjoyed it.
A pretty sure bet institutions are adding, and this retail investor is adding.