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Grifter Shorts need to RETURN 21 MILLION BORROWED_SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 21 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
Optica Executive Forum 9/30/2024 - Former Chair and CEO at Coherent Corp. Chuck Mattera
It is my pleasure to share that in a few weeks I will be at the first-ever Global Photonics Economic Forum organized by Optica. It will be held in Malaga, Spain!
I am honored to be giving a keynote presentation on advancing photonics technology and its applications.I will also be speaking on the CEO Panel alongside John T.C. Lee, Mike Dastoor, Anders Lindqvist and moderator Michael Lebby, where we will be discussing the future of photonics.
This pivotal event is expected to attract over 300 senior leaders from the fast growing and super-exciting, global photonics industry, including CEOs and CTOs among other corporate executives, entrepreneurial founders of exciting start-ups, academic and government laboratory researchers, and ecosystem investors among others.
The Forum will take place against an industry backdrop of the revolution in AI that is already here and the one in Quantum Computing that some believe is just around the corner.
Among the sessions, there will be an innovation showcase detailing case studies, a focus on the regulatory and compliance backdrop, a broad spotlight on disruptive technologies and the challenges and opportunities with achieving scale, and an assessment of market trends and analytics.
Stimulating discussions on two of my favorites; the strategic value of vertical integration can be expected, as well as those around resiliency across new and emerging trends including the information revolution, industrial automation, the energy transition, and disruptive life science technologies that I remain enthusiastically interested in. These will all surely require sustained innovations around advanced materials, integrated optoelectronic components, and lasers and optics to achieve their full potential.
I am truly grateful to Optica for hosting this inaugural forum. I hope to see in person and online many of my lifelong friends, collaborators and pioneers. It will also be a great chance for me to meet in person new entrants to the industry, many of whom have reached out to me from across the globe since retiring from Coherent Corp in June. I believe you are also vital to the light of our future.
Register here: https://lnkd.in/gD5ZeXXN
CEO PANEL
Moderator: Michael Lebby, CEO, Lightwave Logic
Panelists: John T.C. Lee, President & CEO, MKS Instruments; Chuck Mattera, Former Chair & CEO, Coherent; Mike Dastoor, CEO, Jabil; Anders Lindqvist, CEO, Mycronic
Discussion among top CEOs about leadership and strategic direction in the photonics industry.
https://www.optica.org/events/industry_events/2024/global_photonics_economic_forum_2024/schedule/
https://www.linkedin.com/feed/update/urn:li:activity:7241864114925363200/
Keep in mind
1) Coherent has a PowerPoint presentation where it mentions next gen modulators and EOP is of course mentioned
2) There is also this quote from Coherent's CEO at OFC in March when Lebby hosted the panel discussion.
“It’s totally possible that the technology that gets discovered by this tremendous power of AI, I think for the next 10 or 20 years that once these models get deployed and are built and refined, it’s possible that we’ll discover a whole new mathematics we didn’t know existed. Calculus didn’t exist until Newton invented it. Nobody knew about it. I think it’s possible that we’ll see large discoveries in the way in which we understand the universe. One thing’s for sure, it will require lots of investment, a whole new realm of innovation. And in the end, no matter how fast the silicon goes, no matter how the electronics evolve. In the end, we’re going to come all the way back down to the materials, to end up having to solve some basic problems to be able to take the next step.”
There is also a few other data points over the past few years before Finisar was acquired by II-VI which then acquired Coherent and changed its name to Coherent.
Interview with Dr. Lebby - August 17, 2023
Disclaimer - I'm not providing a link because this cost $25 and I'm probably not allowed to be copy/pasting this. A bit ridiculous to require payment to see this article. They probably saw Lebby mention the large, loyal shareholder base and tried for a quick money grab.
**TWST: Let’s start with some background on both the company and you.**
**Dr. Lebby:** The company started about 20 years ago as the founders spun out of DuPont as a chemistry company designed to generate electro-optic polymers using chromophores.
**TWST: And just to help the audience, a chromophore is really a molecule that you can insert that when struck by light reacts and generates electrical flow. Correct?**
**Dr. Lebby:** Yes. An easy way to rephrase that is, a chromophore is a molecule with a “conjugated backbone” with its molecules electrically aligned. This conjugated backbone allows for really fast electron movement, and this really fast electron movement allows light to be switched really quickly.
**TWST: Thanks, please continue.**
**Dr. Lebby:** The company spent its first decade developing different types of chromophores that were activated by electro-optic effects. I joined the company in 2015 to look for applications for these electro-optic polymers. The major application and the biggest opportunity is in a device called an optical modulator.
Optical modulators are devices used in the millions today on the internet. They physically stand in front of the lasers we use to generate the light that goes into the fiber optics. A modulator blocks and lets through the light in digital code to generate the information transferred through the internet.
The company since 2015, since I joined, has been making its own electro-optic polymers using chromophores and also putting those polymers into modulated devices that can switch light really quickly.
The big net bonus of using polymer materials or organic materials is that they switch light a lot faster than the semiconductor technologies traditionally used, so you can send a lot more information. And you can also do it in lower power. We’ve progressed a long way in the last few years.
**TWST: And your background?**
**Dr. Lebby:** I was born in the U.K., in London, educated in U.K. universities. I’ve got two doctorates and an MBA. I’ve been in the fiber optics semiconductor field since the 1980s. I came to the States in 1985 to join Bell Labs, did some initial research work there on lasers and different types of devices.
Since then, I’ve been working in R&D and production manufacturing of different types of devices that include lasers, photo detectors, modulators, and things that help light to go faster using fiber optics as well as free space light, meaning optical beams sent through the air. You can see applications of that today with sensing and LiDAR.
So I’ve been in the field as a photonics engineer, with specialties in fiber optics and semiconductors and electronics for the last 40 years. And I’ve done various jobs, including running companies, R&D groups, in production and sales, too, so I’ve seen lots of different aspects of the industry.
**TWST: Now stepping back to this technology for a moment, can you explain a bit more about chromophores?**
**Dr. Lebby:** The fast electron movement in chromophores allows light to be switched really quickly by changing the refractive index of the material, or how easily light can pass through. When you have a material like a chromophore and you apply a voltage called a bias across it, it acts similarly to an organic light-emitting diode, or LED, another polymer-based material. You place a bias across that and you generate red, green, or blue light.
With our chromophores, if you put a bias across it, you can switch light really fast. In fact, much faster than with semiconductors. And you can also do it at super-low voltages, which saves lots of electrical power.
**TWST: And you’re basically saying, turning the light on and off very rapidly.**
**Dr. Lebby:** Exactly. So if you think about the fiber optic internet, where you have fiber optic cables, you have a laser at one end of the fiber that generates the light. Ten years ago, we couldn’t turn the lasers on and off that quickly. We needed to turn them on and off a lot faster. Physically turning the laser on and off doesn’t work very fast. You can imagine just like a flashlight, turning the flashlight on and off takes time.
But it’s faster to put a shutter in front of the flashlight. And if that shutter moves really quickly, then the ones and the zeros, essentially the digital information that goes down the fiber optic cable — light for on, no light for off — that generates ones and zeros. If you have a shutter that works super-fast, then you can send a lot more information faster.
We put our polymers in front of the laser with an electrical bias and we can switch the light really quickly. That allows us to send a lot more information down the fiber optic cable.
**TWST: So it’s sort of like the photographic filter that you can control electronically. It used that as a shutter.**
**Dr. Lebby:** Yes, it’s like a shutter on a camera or a windscreen wiper or your eye blinking. You’re blinking really fast, right?
**TWST: And the reason that you need the speed of switching the light is you can put a lot more ones and zeros in a row in a given amount of time.**
**Dr. Lebby:** And the easiest way to picture this is we all have internet coming into our homes today via our internet cable. And if we don’t have high data rates, 50 megs, 100 megs and the kids have all got their video streaming going, sometimes we don’t have the bandwidth to keep everything going.
If you have not just 50 megabits or 100 megabits but a gig or 10 gigs, you can have 10 cameras streaming or 10 computers streaming, and not even worry about these things, plus you can have an increased quality. You can have a higher-density or higher-quality image.
And so, more bandwidth is what everybody has really been asking for over the last decade.
**TWST: And it’s also important from the provider viewpoint because all of this traffic is being intermingled on its transmission media.**
**Dr. Lebby:** Look at our interstate freeway system. Some cities have got eight lanes and other cities have got two lanes. If you look at the internet as the interstate freeway system, the data centers are the intersections. All the traffic gets routed to a different destination, and it comes back through the data centers. If we can send the traffic faster, it gets routed to the destination a lot faster and we can have our return signal a lot faster.
It’s not just the consumers or the end users who benefit. It’s actually the network providers and the network operators really benefit too.
**TWST: Is your material only used on the sending side? Or is it used as a demodulator on the receiving side?**
**Dr. Lebby:** We use this only on the sending side because what we’re doing is we’re modulating the light that generates the information. When the light goes to the fiber, it gets collected by a photo detector at the destination. What we have really helps the transmitter on the sending side.
**TWST: And you talked about an aligned backbone. What’s that?**
**Dr. Lebby:** That refers to the idea of a conjugated backbone. Each chromophore is a molecule that is a dipole, with a positive and negative end. In the old LCD digital displays, we would align all the dipoles in the LCD liquid material by putting an electrical bias, or voltage on it. That meant you could go from black to transparent. Ours is a similar concept, except our material is solid, it’s not liquid.
**TWST: And then, from what I was reading on your site, you heat the material first, then put on the electromagnetic field, which aligns everything, and then you cool it down to keep everything aligned.**
**Dr. Lebby:** Correct. It’s a thermal process where you can align all the dipoles by heating the organic material, and then you freeze them in place when you cool it down. That allows us to apply very small voltage biases to switch the light really quickly.
**TWST: Can you give some idea of how much advantage there is in terms of transmitting information versus using semiconductors?**
**Dr. Lebby:** The incumbent technology today is semiconductors. These are materials like silicon, lithium niobate, or indium phosphide. These are all semiconductor materials used in modulators on the internet today. For an apples-to-apples comparison, we look at the electrical optical bandwidth of these devices, which is a metric of speed performance.
Most of the devices used on the internet today have a bandwidth of about 20 to 30 gigahertz. Our technology starts at 70. We’ve already demonstrated above 100. And we’ve had nice experiments that show that the technology can go out over and above 250 gigahertz. This can be upwards of an order of magnitude faster than technology today — five to 10 times faster.
Also, the incumbent semiconductor technology needs a few volts to drive the modulators. We can drive this polymer technology under a volt. That’s a big power saving.
And if you think about some of the Achilles heels that these data center folks are really struggling with — with the rise of artificial intelligence and the new computational processing overheads that everybody’s all excited about — they need to send information faster, on one hand.
On the other hand, they need to go rein in the power consumption because these things are taking a good percentage of the electrical grid of the U.S. And so, they’re looking for innovative technologies to bring the power consumption down and to send data faster.
**TWST: And also, the higher the power consumption, the more heat you have to dissipate.**
**Dr. Lebby:** Exactly.
**TWST: So, in other words, some of the industries you’re looking at, it could be data center, computational stuff, it could be telecommunications.**
**Dr. Lebby:** Yes, you’re exactly right. Our initial application is what I call fiber optic communications: telecom, data comm, high performance computing. But it’s the fiber optics part of it, it’s not the processing of the chip, that’s all done by silicon. What we do is take those signals of the chip and then send them really quickly to the destination.
**TWST: So it gives you an advantage in terms of companies’ work. They don’t have to replace all of their equipment. It’s not a wholesale change. It’s an exchange of the signaling part. But the fiber optics aren’t different. The computational stuff isn’t different. That makes adoption easier and more possible.**
**Dr. Lebby:** That’s exactly right. The infrastructure remains in place. All we’re really doing is literally changing the modulator.
**TWST: Because one of the tough things in telecom or in any sort of computing, data centers, cloud computing, or what have you, is the minute you start saying, “Oh, and you have to replace everything,” they start going, “Oh, wait, we can’t do that.”**
**Dr. Lebby:** No, you’re absolutely right. And we have another advantage here. It’s more architectural, right? So if you can directly drive polymer modulators with a 1 volt or less, you don’t need the dedicated integrated circuits called driver chips. You can directly drive these things from ASICs — application-specific integrated circuits — or DSP — digital signal processing — chips.
Architecturally, you need fewer ICs. You save even more power consumption if fewer ICs go into the network card. It’s a bonus that if you get your voltage to the right level, the power consumption not only goes down from the device you’re using but it goes down architecturally because these data center architects can design these things on fewer chips.
**TWST: Is this related to processes that could be used to create polymer semiconductors? Or is that totally out of the realm?**
**Dr. Lebby:** Well, it depends how you define polymer semiconductors. The way we’re using it is, we apply liquid polymer material onto silicon wafers. And then we can cure it onto the wafers, just like you would cure a photoresist in an oven. So, we’re using standard fabrication techniques. Now, some people would say, well, that’s polymer semiconductors, because you got polymer onto a semiconductor.
**TWST: But that’s not a polymer being a semiconductor, that’s polymer sitting on a semiconductor.**
**Dr. Lebby:** That is absolutely correct. Look at it as a polymer semiconductor.
**TWST: I mean, otherwise, it would be the same as saying that spreading peanut butter on a piece of bread turns the peanut butter into bread.**
**Dr. Lebby:** Yes, that’s a really good analogy.
**TWST: Now, what are the market dynamics here? You’ve been at this, the development, for a very long time. And your financials make clear you haven’t brought in revenue. So I’ve got to think that it’s been a long stretch to get up to the point where you can actually start to go to market. Is that correct?**
**Dr. Lebby:** When I joined the company back in 2015, the designs of the chromophores and the polymers at the time were for the telecom market. The telecom market requires 20-year lifetimes and extreme temperature ranges. If you look at the requirements of the data center market, the reliability doesn’t have to be 20 years.
**TWST: They tear down outmoded data centers in five to 10 years and build new ones.**
**Dr. Lebby:** Exactly right. And in the temperature ranges, 0- to 70-degrees Celsius, which are much more amenable for polymers. So when I looked at the opportunity in 2015, I thought, wow, the goalposts have changed. This is a really nice situation for polymers.
And polymers have been tried before, but I think they lost out in competition with semiconductors, even though they had really good performance.
Nowadays, from a market standpoint, we have the performance in polymers and the end users, the customers, all know this. What we’re going through right now is what I will call the customers wants to see, a “reliability dataset.”
**TWST: They want to see somebody else has used it already, right? I’ve been a little flippant there, but they want proof that it’s going to work for an extended period of time.**
**Dr. Lebby:** And it’s exactly the same as 10 years ago, when we first got OLED displays in mobile phones and TVs. There were LCDs, but they had their own problems of fast switching, and you could see it in sports on TVs.
What the OLED industry did 10 years ago was put out a reliability dataset. “Look, this is the reliability data of all these OLED polymers. And look at it today, I mean, do you ever see an LCD display that much?”
We’re going to do the same education for market acceptance. Once the market sees a reliability dataset that we’re putting together right now, I think my plan of getting the electronic polymers ubiquitous is going to be successful.
**TWST: What are the financial considerations on their end? How much do they gain versus how much does it cost them to gain?**
**Dr. Lebby:** Our business model allows licensing, tech transfer and actually selling devices.
If you’re one of these folks that are putting together what we call a fiber optic transceiver, which is a little box that contains the modulators and lasers and some of the other components, you’re really just swapping out a chip.
But replacing the chip is in some ways like an old four-cylinder motor car and putting a V8 in it. Our chip represents putting the V8 into the motorcar. You’re just boosting up the performance and lowering the power consumption.
And that’s really what we’re doing. We’re not really changing a lot of the infrastructure. We’re just putting a faster solution in existing transceiver boxes and in existing networks.
**TWST: What’s the cost differential for that?**
**Dr. Lebby:** We can scale our technology economically. And we certainly can beat some of the costs that are going into the transceivers today. But what we’re actually doing is providing an incredible performance increase. That will allow us to raise our ASPs — average sales prices — and keep our margins. And it’s really all about the margins, making sure that we can maintain our margins while we scale in volume.
We’re comfortable we can do that because our advantage is lower power and much higher speed, as well as a small footprint in a very small size so these components fit into these boxes.
**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.
**TWST: When do you think these sales are actually going to start? How long for you to become a product company with regular revenue?**
**Dr. Lebby:** In terms of the public guidance we’ve given, we put out a press release back in May for our first commercial licensing of our technology. That was our first public commercial deal. The business model allows us to license our chromophore materials as well as put our materials into devices and sell those devices.
Commercially, we’ve begun that road. We haven’t given a lot of guidance into the details of the revenue expectations at this point. But commercially, we were in a new phase since May this year.
**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.
As I see the business model, you need to be flexible, because some of these guys will want to buy from you direct. And other ones who will say, go work with our contract manufacturer or go work with our foundry, get qualified there, and then we’ll give you the business.
And so, we have to be flexible with these large guys, because they have different working models.
**TWST: Can you explain the jumps in stock price? In 2021, it suddenly shot up — or starting 2021. And it came up to $18.47 according to data from S&P Global Market Intelligence. Then you had ups and downs. Right now, you’re around $6.70 a share. What’s been going on? What’s been driving the changes?**
**Dr. Lebby:** Well, I can’t answer stock price questions because I have no idea why the stock price goes up and down. But what I can tell you is back in 2021, we actually went public with a plan to scale up our technology. We provided more insight into the impact of our technology with the data centers in 2021. And I think there was definitely a lot of interest.
We actually did an organic shift upwards from the OTC boards to the NASDAQ board without raising money, without doing a reverse split. And as far as we can tell, that was extremely rare. So that was really exciting.
What you’ve seen over the last two years is that we were still essentially a pre-revenue company. Our stock price is not based on quarterly financials like most companies. What we’ve been focusing on in the last two years is getting the technical job done. That’s really where my focus is.
And yes, you’re right. The stock price has varied quite a bit. And I’m sure there’s some folks who play it. But one of the things that we have that a lot of companies don’t have, we have a huge retail investor base that are very loyal. So loyal that every day I get emails from investors asking questions, either getting excited or not excited. I mean, they’re really showing a lot of interest.
In our annual shareholder meeting, over 100 of these folks turn up every year, which is quite amazing. It’s like a technical conference. And I know this makes it more exciting because when you have a loyal shareholder base that really are excited about the technology, it makes me more excited. I get enthused. I just want to make sure it happens.
Has this had a role in the share price? I think it has. I mean, I’m no expert. I can’t really explain it. I’m sure we have a number of shorts that play the boards just like everybody else. But our goal is to create shareholder value and get this technology scaled, ramped and having the impact with the end users like we expect it to be.
And that’s the excitement. It’s not the how or the what. We know what we’re doing. And we know how we’re doing it. It’s why. Why are we doing this? I want to get this technology ubiquitous. I want everybody to use it. That’s really what’s driving us.
**TWST: You said you started a new phase in May. How much longer do you think before you’re really hitting the market and hitting customers in a regular way or in a more regular?**
**Dr. Lebby:** The best way I’ve answered this question before is I’m really expecting 2023 and 2024 to be really exciting years. We go into a different phase of the company now. What was this commercial licensing all about? In May, it was market acceptance. We had market acceptance of this technology for the first time. And that’s really going to snowball. We haven’t given you detailed guidance yet. But certainly, at a very high level, the market acceptance of our material commercially means we’re looking forward to really exciting ’23 and ’24.
**TWST: And it’s important to remember that industries move more slowly than people sometimes realize.**
**Dr. Lebby:** Sure. It took some time for OLED lights, OLED displays, but they’re everywhere. And everybody uses it. I expect the same thing with our technology.
**TWST: You have something new to the market and it seems to be revolutionary. And still, sometimes companies are slow to take it up because there’s a lot of factors that go into the decision. Is this going to work with what we’re doing? What do we have to change? Is there going to be sufficient technical support? There are so many questions that come up in adopting new technology. So it’s 2023, 2024 may be exciting years for you. It may be that things will take a little longer. It’s hard to tell.**
**Dr. Lebby:** Those are good observations. And I would add one other thing. We are a small company focused on fiber optics. But if you think about free space and you think about LiDAR, you think about sensing, you think about displays or projection displays, our technology has the potential impact in some of these other optical areas, which we really haven’t explored to any great extent right now.
**TWST: And I’m also going to bet that your costs are going to go up. You’ll have to hire more people in sales and support the more customers you get.**
**Dr. Lebby:** Without question. But I think one of the things we’ve done so far is we don’t have any debt. And so, we’re financially a very clean company. We’ve managed our run rate and our costs very carefully. And we built the company reasonably steadily and slowly. We want to make a big impact and we’ll hire. We’ve hired quite a few people this year, and we’ll hire as appropriate when we scale up.
does anyone here believe that MACOM or Semtech are using S7 chips? I remember once RH said that S7 technology would not be easy to replicate from scratch, that it was very complicated technology developed over the years, anyone remember this too?
Comprehensive review LWLG known Customer connections
The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG
Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually, keep in mind it was AMF who wanted to go public with this relationship, do you really think that they would want to make it public if the PDK's were not 100% rock n' roll ready? NO, of course not!!
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811
Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972
Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia
Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google
Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista
Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
Polariton, Nokia (and now Infinera), ETH Zurich (Plasmonics)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics
Also, let's look at the FAQ's on the LWLG website here,
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
and another thing Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174656086&txt2find=cross%20functional
These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in 2024 with Tier 1 deal(s) right on schedule with Lebby's long-standing Timeline!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
wonder if future is still hopeful, haven't heard anything from him lately
teddybear said, Yet, the conspiracies proliferated. Ha!! Too funny!!
Yeah, the conspiracies that kerrisdale clowns started and YOU continued to repeat a thousand times EVEN AFTER all the claims were refuted by management in SEC filed documents stating the document was summarily FALSE AND MISLEADING!!!!
You even doubled down more recently calling for another total BS kerrisdale clowns report here,
teddybear said, This is ripe for a Kerrisdale update
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174497903
so it was YOU as well as the kerrisdale clowns that have assaulted/slandered the company and the management of LWLG in an effort to destroy shareholder value and this will NOT be forgotten, everything here is an open book!!
Grifter Shorts need to RETURN 21 MILLION BORROWED_SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
TFLN has SERIOUS ISSUES here, For monolithic TFLN modulators and PICs, 150 mm wafer is the largest size for product presently. Limited wafer size, large device footprint, relatively high material cost, and thin-film uniformity contribute a large portion of the chip cost. Although the chip fabrication is not overly complex, uniform waveguide formation for ultra-low loss operation is not trivial, which necessitates optimized photolithography, etching technology, and post-fabrication processes. Additionally, long-term DC drift remains a challenge for TFLN. To make these modulators commercially viable and reliable, thermally or electrically phase control is a must.
TFLN modulators heterogeneously integrated with silicon or Si3N4 are still in the R&D stage. Similar to III-V-on-silicon heterogeneous integration, TFLN integration occurs towards the back-end-of-line (BEOL) process and requires specialized processing tools along with stringent cross-contamination controls, especially if large-wafer scale processing is involved. The TFLN transfer step is critical for achieving high yield and optimal device performance..
https://ieeexplore.ieee.org/abstract/document/10666944
I've previously SUMMARIZED why TFLN is a LOSER to LWLG Polymers!!! here
TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry!!!
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE
g) TFLN has SAFETY ISSUES in a SiPh Foundry would be risking contamination to the Foundry
h) TFLN has SUPPLY ISSUES as it is almost 100% sourced from China, and it is in LIMITED SUPPY
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
Global_Foundries_Yu's FIRST "new material"===>> Optical Polymers!!!!
watch again in addition to Yu VERY SERIOUSLY saying "Optical Polymers" at 10:55 minute marker then when Yu says TFLN was the talk of the show check out the look on his face at 11:00 minute marker, it was more one of laughing mockery of TFLN not being taken seriously by him!!! I believe it is simply a case of TFLN being worked on by a number of companies now VERY similar to when Polymers would have been the talk of the show back when all the giant companies, DARPA, DOD, etc were trying to make a fragile 2nd generation Polymer molecule (ie CLD etc) stabile and FAILED miserably, the best of which was Lumera (now resurrected as NLM who is STILL working with a fragile 2nd generation molecule!!)
Optica Executive Forum 9/30/2024 - Former Chair and CEO at Coherent Corp. Chuck Mattera
It is my pleasure to share that in a few weeks I will be at the first-ever Global Photonics Economic Forum organized by Optica. It will be held in Malaga, Spain!
I am honored to be giving a keynote presentation on advancing photonics technology and its applications.I will also be speaking on the CEO Panel alongside John T.C. Lee, Mike Dastoor, Anders Lindqvist and moderator Michael Lebby, where we will be discussing the future of photonics.
This pivotal event is expected to attract over 300 senior leaders from the fast growing and super-exciting, global photonics industry, including CEOs and CTOs among other corporate executives, entrepreneurial founders of exciting start-ups, academic and government laboratory researchers, and ecosystem investors among others.
The Forum will take place against an industry backdrop of the revolution in AI that is already here and the one in Quantum Computing that some believe is just around the corner.
Among the sessions, there will be an innovation showcase detailing case studies, a focus on the regulatory and compliance backdrop, a broad spotlight on disruptive technologies and the challenges and opportunities with achieving scale, and an assessment of market trends and analytics.
Stimulating discussions on two of my favorites; the strategic value of vertical integration can be expected, as well as those around resiliency across new and emerging trends including the information revolution, industrial automation, the energy transition, and disruptive life science technologies that I remain enthusiastically interested in. These will all surely require sustained innovations around advanced materials, integrated optoelectronic components, and lasers and optics to achieve their full potential.
I am truly grateful to Optica for hosting this inaugural forum. I hope to see in person and online many of my lifelong friends, collaborators and pioneers. It will also be a great chance for me to meet in person new entrants to the industry, many of whom have reached out to me from across the globe since retiring from Coherent Corp in June. I believe you are also vital to the light of our future.
Register here: https://lnkd.in/gD5ZeXXN
CEO PANEL
Moderator: Michael Lebby, CEO, Lightwave Logic
Panelists: John T.C. Lee, President & CEO, MKS Instruments; Chuck Mattera, Former Chair & CEO, Coherent; Mike Dastoor, CEO, Jabil; Anders Lindqvist, CEO, Mycronic
Discussion among top CEOs about leadership and strategic direction in the photonics industry.
https://www.optica.org/events/industry_events/2024/global_photonics_economic_forum_2024/schedule/
https://www.linkedin.com/feed/update/urn:li:activity:7241864114925363200/
Keep in mind
1) Coherent has a PowerPoint presentation where it mentions next gen modulators and EOP is of course mentioned
2) There is also this quote from Coherent's CEO at OFC in March when Lebby hosted the panel discussion.
“It’s totally possible that the technology that gets discovered by this tremendous power of AI, I think for the next 10 or 20 years that once these models get deployed and are built and refined, it’s possible that we’ll discover a whole new mathematics we didn’t know existed. Calculus didn’t exist until Newton invented it. Nobody knew about it. I think it’s possible that we’ll see large discoveries in the way in which we understand the universe. One thing’s for sure, it will require lots of investment, a whole new realm of innovation. And in the end, no matter how fast the silicon goes, no matter how the electronics evolve. In the end, we’re going to come all the way back down to the materials, to end up having to solve some basic problems to be able to take the next step.”
There is also a few other data points over the past few years before Finisar was acquired by II-VI which then acquired Coherent and changed its name to Coherent.
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
Just ask yourself one simple question, do you believe Lebby will ink a deal with a Tier 1 or not? personally I believe there will be MULTIPLE deals with Tier 1's coming soon, and all I have to do is look at ASTS to see what happened when they inked a deal with AT&T recently, their stock went from $1.90 to $40 and still sits at $29 today, I strongly believe when LWLG inks its first Tier 1 the result will be even greater because the markets LWLG technology sell into are much greater than those of ASTS
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
Grifter Shorts need to RETURN 21 MILLION BORROWED_SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 21 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
Comprehensive review LWLG known Customer connections
The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG
Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually, keep in mind it was AMF who wanted to go public with this relationship, do you really think that they would want to make it public if the PDK's were not 100% rock n' roll ready? NO, of course not!!
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811
Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972
Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia
Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google
Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista
Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
Polariton, Nokia (and now Infinera), ETH Zurich (Plasmonics)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics
Also, let's look at the FAQ's on the LWLG website here,
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
and another thing Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174656086&txt2find=cross%20functional
These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in 2024 with Tier 1 deal(s) right on schedule with Lebby's long-standing Timeline!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
In the Q&A at 1:19:30 "What kind of company would be interested in acquiring Lightwave Logic?" Lebby's reply "I'll give you an answer in two words, a WEALTHY ONE!!!"
In the Q&A at 1:16:00 forward Lebby said that Andy Bechtolsheim, Arista, Chairman and Chief Development Officer said that the impact of adding high speed, low power modulators could reduce overall System Power consumption by 20%, and LWLG has the lowest power Modulators of ANY/ALL possible competition and that is HUGE!!! Also please note that LWLG's Polymer Modulators are the ONLY high speed, low power modulators that operate at such a low voltage that they can run directly from CMOS and thereby eliminate the Power Hungry and Expensive Driver chip!!! And that Driver chip can actually cost more than LWLG's modulators themselves cost!!!
LWLG 2024 ASM replay here
TFLN has SERIOUS ISSUES here, For monolithic TFLN modulators and PICs, 150 mm wafer is the largest size for product presently. Limited wafer size, large device footprint, relatively high material cost, and thin-film uniformity contribute a large portion of the chip cost. Although the chip fabrication is not overly complex, uniform waveguide formation for ultra-low loss operation is not trivial, which necessitates optimized photolithography, etching technology, and post-fabrication processes. Additionally, long-term DC drift remains a challenge for TFLN. To make these modulators commercially viable and reliable, thermally or electrically phase control is a must.
TFLN modulators heterogeneously integrated with silicon or Si3N4 are still in the R&D stage. Similar to III-V-on-silicon heterogeneous integration, TFLN integration occurs towards the back-end-of-line (BEOL) process and requires specialized processing tools along with stringent cross-contamination controls, especially if large-wafer scale processing is involved. The TFLN transfer step is critical for achieving high yield and optimal device performance..
https://ieeexplore.ieee.org/abstract/document/10666944
I've previously SUMMARIZED why TFLN is a LOSER to LWLG Polymers!!! here
TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry!!!
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE
g) TFLN has SAFETY ISSUES in a SiPh Foundry would be risking contamination to the Foundry
h) TFLN has SUPPLY ISSUES as it is almost 100% sourced from China, and it is in LIMITED SUPPY
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
Grifter Shorts need to RETURN 21 MILLION BORROWED_SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 21 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsys has a TOP SHELF speaker list, check it out here
https://www.optica.org/events/industry_events/2024/pecc/program_speakers/
Investors keep in mind that Synopsys has been posting on LinkedIn about LWLG!!
Synopsys AGAIN posting about LWLG on LinkedIn!!
Synopsys Photonic Solutions
10,715 followers
Lightwave Logic, Inc. and Advanced Micro Foundry(AMF) have announced a collaboration to develop state-of-the-art polymer slot modulators using AMF's silicon photonics platform. This partnership has achieved record-breaking performance with modulators operating at sub-1V drive and data rates of 200Gbps PAM4, ideal for 800Gbps and 1.6T pluggable transceivers. The collaboration leverages Lightwave Logic's electro-optic polymers and AMF's standard manufacturing process on 200-mm wafers, marking a significant milestone in integrated photonics. This development aims to meet the growing demand for optical connectivity in large generative AI computing clusters.
https://ow.ly/BFEp50SiujM
#Photonics #SiliconPhotonics
see the original Synopsys post here
https://www.linkedin.com/feed/update/urn:li:activity:7208347797178236928/
and more times here
Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.
https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U
Synopsys also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.
https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf
Just going to put this here. Synopsys Foundry Spotlight: GF Fotonix
"Roadmap Solution (excerpt)
The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)
Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)
Just a guess here/speculating:
GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.
In the investor press at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure
One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.
https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
Lebby from ASM Q&A, I will agree with you, this technology has taken some time. But then when I think back to other technologies that I worked on where there is incumbent technology, there is a laser ray in this phone called a VCSEL. I’ve worked on this in 1990/1991 with Motorola, never before face ID applications. We worked on it then, or optical interconnects for data centres or central office switches, as we called them at the time. But it took about a decade or more for that technology to take off. Now there’s a hundred billion of these lasers. If you look at OLEDs and the first OLEDs were being worked on in the early 90s. It took a long time. But it gets to a point where it just becomes ubiquitous. I’ve worked on some technologies and I’ve seen the timelines. If you’re asking the question, would I like this to go faster? Yes, I would. Are we achieving an industry average with this brand new technology to displace incumbents? I think we are. We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge!! Tier ones are looking at our technology. I can’t answer the question about their decision process because they’re big companies, but we’re engaged from the engineers all the way up to the executive office. We’re engaged at the right levels. We’re working that issue as hard as we can.
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several Foundries and on large 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on Foundries large 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL Foundries on large 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Global_Foundries_Yu's FIRST "new material"===>> Optical Polymers!!!!
watch again in addition to Yu VERY SERIOUSLY saying "Optical Polymers" at 10:55 minute marker then when Yu says TFLN was the talk of the show check out the look on his face at 11:00 minute marker, it was more one of laughing mockery of TFLN not being taken seriously by him!!! I believe it is simply a case of TFLN being worked on by a number of companies now VERY similar to when Polymers would have been the talk of the show back when all the giant companies, DARPA, DOD, etc were trying to make a fragile 2nd generation Polymer molecule (ie CLD etc) stabile and FAILED miserably, the best of which was Lumera (now resurrected as NLM who is STILL working with a fragile 2nd generation molecule!!)
Grifter Shorts need to RETURN 21 MILLION BORROWED_SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 21 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
down 4% on 157k volume total bullshit low volume high frequency manipulation games again!!! they can drip torture the Longs but they will NEVER get a volume capitulation!!! 21 million Shorts hourglass sands of time waning before Lebby inks first of many Tier 1 deals here in 2024!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
Wake me up when 21 million Shorts covered before Lebby inks the first of many Tier 1 deals!!!
a top executive at LWLG just made these two bold statements!!
1) "We’re working with the biggest transceiver companies in the world"
2) "I am more than confident we’ll close on probably more than one Tier 1 deal this year."
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
LWLG has MANY links to TOP TIER 1 COMPANIES under NDA's now numbering approximately 40 as of 2024 ASM!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175019136
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE
g) TFLN has SAFETY ISSUES in a SiPh Foundry would be risking contamination to the Foundry
h) TFLN has SUPPLY ISSUES as it is almost 100% sourced from China, and it is in LIMITED SUPPY
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!! And Hyperlight the #1 TFLN Development company said in about 3 MORE YEARS they could possibly get this done!!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,
Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2
LWLG tops ALL competition in FOM scores by far!!!!
Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!
Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them
1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!
2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)
3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts
4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db
5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit
6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!
7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries
8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!
Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
dlucky, instead of having imaginary converstions with X why don't you ask yourself one simple question, do you believe Lebby will ink a deal with a Tier 1 or not? if you believe NOT then sell and go somewhere where you believe, personally I believe there will be MULTIPLE deals with Tier 1's coming soon, and all I have to do is look at ASTS to see what happened when they inked a deal with AT&T recently, their stock went from $1.90 to $40 and still sits at $27 today, I strongly believe when LWLG inks its first Tier 1 the result will be even greater because the markets LWLG technology sell into are much greater than those of ASTS
Grifter Shorts need to BUY BACK 21 MILLION BORROWED SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 21 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
"With strong competition and only a fraction of entries selected for oral presentation, we are honored to have received both a presentation slot and selected as a finalist for most innovative product at ECOC," said Dr. Michael Lebby, Chief Executive Officer of Lightwave Logic. "Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by generative AI-driven needs to upgrade hyperscaler datacenters. We believe that as artificial intelligence, machine learning, and other cloud-based services continue to drive the need for higher speed data transmission, the interest in the inherent wide bandwidth, low power consumption and footprint of our world-class performance electro-optic (EO) polymers will grow. I look forward to providing this presentation to the industry and continuing to position Lightwave as a clear leader in this space with one of the hottest topics at this tier-1 industry conference."
https://www.lightwavelogic.com/news/press-releases/ (July 30, 2024 news release)
Lightwave Logic’s unique value proposition, including ease of manufacture at foundries, the enablement of lower power usage among thousands of components in data centers and the reduction of the risk of “fork lift upgrades” for future speed requirements including 3.2Tbps relative to traditional solutions, has enabled the Company to enter into Non-Disclosure Agreements (NDAs) with tier-1 and tier-2 potential strategic partners to evaluate its technology for use in devices utilized in data centers.
https://www.lightwavelogic.com/about-us/
In the Q&A at 1:19:30 "What kind of company would be interested in acquiring Lightwave Logic?" Lebby's reply "I'll give you an answer in two words, a WEALTHY ONE!!!"
In the Q&A at 1:16:00 forward Lebby said that Andy Bechtolsheim, Arista, Chairman and Chief Development Officer said that the impact of adding high speed, low power modulators could reduce overall System Power consumption by 20%, and LWLG has the lowest power Modulators of ANY/ALL possible competition and that is HUGE!!! Also please note that LWLG's Polymer Modulators are the ONLY high speed, low power modulators that operate at such a low voltage that they can run directly from CMOS and thereby eliminate the Power Hungry and Expensive Driver chip!!! And that Driver chip can actually cost more than LWLG's modulators themselves cost!!!
LWLG 2024 ASM replay here
LWLG website update indirectly reveals NDA Customer(s) by REMOVAL of the following FAQ from the website!!
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
I will 100% guarantee you that MZ did NOT make that REMOVAL on their own!!! And the ONLY reason that Lebby would have given them the directive to remove it is if it contained NDA Customers in active discussions/negotiations!!!!
So the Short List from the FAQ would be
1) Arista
2) Ciena
3) Lumentum
4) Finisar (II-VI)
Further proofs of this would be,
1) this quote from The Wall Street Transcript interview with Lebby, here
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. 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/
2) Additionally, investors can look to the Customer Funnel slide of Lebby's to see Potential Customers
Amazon, Meta, Microsoft, Oracle, Cisco, Arista, Samsung, OpenLight, Tower, AWS, Raytheon, Jabil, Google, D.WAVE, Gobal Foundries, Nvidia, Nokia, Xfab, Fujitsu, Ciena
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174919145&txt2find=cross%20functional
3) Investors also know that Andy B the Chairman and Founder of Arista has publicly shown a slide in his presentations showing LWLG Polymers in High Volume Production (HVP) in 2026
Ruud, Gemini said this about that message text from LWLG's updated website
The message highlights Lightwave Logic's competitive advantages in the field of optical communications technology:
Ease of manufacture at foundries: This suggests that Lightwave Logic's technology can be easily integrated into existing manufacturing processes, reducing production costs and time-to-market.
Lower power usage: In data centers where energy efficiency is critical, reducing power consumption can lead to significant cost savings and environmental benefits.
Reduction of "forklift upgrades": Traditional solutions often require complete replacements (forklift upgrades) to accommodate future speed requirements. Lightwave Logic's technology, with its scalability to 3.2Tbps, can potentially avoid these disruptive and costly upgrades.
These advantages have attracted the attention of potential strategic partners, leading to non-disclosure agreements (NDAs) to explore the use of Lightwave Logic's technology in data center devices.
Overall, the message positions Lightwave Logic as a promising player in the optical communications industry, offering innovative solutions that address key challenges faced by data center operators.
Newbies, Walter is right, keep in mind that some people would rather destroy than to build!! It's a crying shame really, they will use lies and deceptions to try and get Longs to sell, but it won't work here!!!
Lebby from ASM Q&A, I will agree with you, this technology has taken some time. But then when I think back to other technologies that I worked on where there is incumbent technology, there is a laser ray in this phone called a VCSEL. I’ve worked on this in 1990/1991 with Motorola, never before face ID applications. We worked on it then, or optical interconnects for data centres or central office switches, as we called them at the time. But it took about a decade or more for that technology to take off. Now there’s a hundred billion of these lasers. If you look at OLEDs and the first OLEDs were being worked on in the early 90s. It took a long time. But it gets to a point where it just becomes ubiquitous. I’ve worked on some technologies and I’ve seen the timelines. If you’re asking the question, would I like this to go faster? Yes, I would. Are we achieving an industry average with this brand new technology to displace incumbents? I think we are. We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge!! Tier ones are looking at our technology. I can’t answer the question about their decision process because they’re big companies, but we’re engaged from the engineers all the way up to the executive office. We’re engaged at the right levels. We’re working that issue as hard as we can.
Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051
Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!
Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several Foundries and on large 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2
Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months
1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on Foundries large 200mm Wafers
2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024
Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April
1) Lebby has LWLG modulators being implemented at SEVERAL Foundries on large 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606
2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)
3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies
4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)
Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden
5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!
6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893
7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401
8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!
9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap
10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!
Folks this is a Cinderella story 40 years in the making!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Grifter Shorts need to BUY BACK 21 MILLION BORROWED SHARES!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!! Tier 1 deals coming in 2024 Shorts hourglass sands of time are waning rapidly!!!
If Shorts think that 108 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 108 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day Lebby drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!
If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!
WAKE ME WHEN 21 MILLION SHORTS HAVE COVERED BEFORE LEBBY INKS THE FIRST OF MANY TIER 1 DEALS!!!!
Lebby's TIMELINE remains the SAME since 2019 at least!!!! here is a link to the 2019 ASM presentation and Lebby at 27:27 shows the TIMELINE to Customer Acceptance and Ramp, albeit in 2019 Lebby had NOT put the DATES on his TIMELINE yet!!!
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
LWLG Most Innovative Product Award Finalist
ECOC 2024 Hybrid PIC / Optical Integration Platform
https://pbs.twimg.com/media/GTUvX0HXoAAZIO2?format=jpg&name=small
ECOC - World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators
Michael Lebby, Lightwave Logic Inc
Electro-optic (EO) polymer modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption, driven by G-AI needs to upgrade hypescaler datacenters. Polymer modulators are now showing world class performance for 200Gbps PAM4 lanes, with initial results at 400Gbps PAM4 lanes and headroom for 800Gbps lanes as polymers have significant bandwidth capability. This enables not only 4 channel by 200Gbps PAM4 lanes for 800Gbps pluggable transceivers today, but also 4 channel by 400Gbps PAM4 lanes for 1.6Tbps pluggable transceivers soon. Further, polymer modulators have the capability for 4 channel by 800Gbps PAM4 lanes for 3.2Tbps pluggable transceivers using 800G lanes as part of a technology roadmap plan. Recent world class EO polymers results include:
1) Clean PAM4 eye diagrams at 200Gbps with less than 1V drive voltage.
2) Super high bandwidth polymer based plasmonic devices that exceed 250GHz (EO S21 3dB) for 400Gbps PAM4 lane applications for4 channel by 400Gbps PAM4 (1.6Tbps) pluggable transceivers.
3) Very low voltage drive of ~0.5V (which allows direct drive from ICs, DSPs etc., and potentially can eliminate driver chips)
4) Very small footprint and size, which allows simple integration with PICs to turbo-boost silicon photonics. Tiny optical engines are ideal for pluggable and onboard-optic transceiver form-factors.
5) Commercial silicon foundry 200mm wafers where EO polymers have been easily integrated using standard PDKs.
The talk will discuss the latest world class results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. These devices are fabricated onto 200mm silicon commercial foundry wafers and perform to 200G lane specifications at drive voltages less than 1V (which supports the drive to lower power consumption). Packaged polymer modulators will show the latest reliability and lifetime performance for datacenter applications. Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal stability and photostability in testing on materials, packages, and boards. Plans for CSP (Chip Scale Packaging) for polymer PICs will be shown based on dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material. The talk will also show how the performance of EO polymer modulators can extend to not only 800Gbps and 1.6Tbps transceivers, but also 3.2Tbps, 6.4Tbps and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material family. With EO bandwidths that exceed 250GHz that have been demonstrated with Polariton, single line or lane data rates that exceed 800Gbps PAM4 possible which opens a path for multi-Tbps data rate pluggable transceiver designs that include 3.2Tbps and 6.4Tbps for an exciting technology roadmap using polymer materials.
https://www.ecocexhibition.com/visit/market-focus/market-focus-session-information/
Ha!! Too funny!!! for years you told us how LPC was the ultimate in vulture capital financing and showed us lists of companies that fell into the dreaded "death spiral" after using them, you told us LWLG PPS would be at a NICKEL soon back then, obviously YOU WERE WRONG, so what does that say about LWLG which has used LPC financing successfully for well over a DECADE, it says LWLG's technology is the real deal punkipoo, that's what it says!!!!
Oh, and NOT ONLY did LWLG not toilet bowl swish because of LPC financing, LWLG FLOURISHED and grew its business to the point where it was able to do an ORGANIC UPLIST TO NASDAQ, this is ANOTHER feat that is unheard of being possible!!!! It is a one in a million kind of thing!! And why did it happen? because LWLG has in-hand today a technology that the Industry has DESPERATELY tried to create but has FAILED for 40+ years after spending cumulatively BILLIONS $$$, that's why!!!
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Electro-Optic Polymer Production – Our Approach vs. the BLA Approach
LWLG's P2IC Platform is cheaper ($1/Gb) & better (lower power 1v) & scalable (100Gbs to 400Gbs to 800Gbs and beyond!)
Brief polymer history…
• <1980s
– Strong government funding for non-linear electro-optic organic
polymers (DARPA, NSF, DOE, DoD etc.)
– Many papers, reports, books
• 1980s – 2000s
– Heavy, focused, and increased gvt funding for non-linear EO organic
polymers (DARPA, NSF, DOE, DoD, USAirForce, USNavy, USArmy, EU)
– Industry R&D lab funding e.g. Du Pont, Dow, Akzo Nobel, IBM, Intel,
Boeing, Motorola, AT&T Bell Labs, GE, Lockheed etc.
– Increase in papers, publications, conferences, and books
• 2000s – 2010s
– Wane in government funding and industrial R&D lab activity
– Limited commercialization in fiber based communications
• >2010s
– Excellent progress on high speed performance (>100Gbaud)
– Resurgence?
LWLG inventor Fred Goetz took an opposite approach, he started with something inherently STABILE, a plastic, and worked to make it E/O active, the result was a 3rd generation Polymer that is LWLG
Read below to understand why LWLG has succeeded now, and YES they have succeeded, just need to be accepted and this rocket will launch !!
Paradox of Electro-Optics
Certain materials are made of robust molecules and their electrons are so strongly bound in the molecular structure that it is difficult for them to vibrate or breakaway.
Such materials may be robust but generally their electrons do not vibrate easily. By analogy, a beer-mug may be thick -walled but it would be much more difficult for our soprano to vibrate it with his or her voice.
This has been the dilemma of electro -optics. Creating a molecule in which an electron can oscillate freely back and forth when hit by light but which does not wildly vibrate the material toward its own resonant destruction.
Second-generation electro-optics are fragile like champagne flutes It was a daunting challenge. Scientists had been working on the problem since the 1960's and by the late -90's most everyone had deemed the task impossible, just as it is infeasible to merge the delicate vibration character of a champagne flute with a Hamburg beer stein.
Second-Generation
Second-generation electro-optic polymers are excellent high -
performance electron oscillators. Their long fluted shape however makes them highly unstable and unreliable.
Most scientists had been trying to make more slender and delicate "molecular flutes" that would vibrate easily, blindly hoping that they would somehow, someday figure out how to stabilize these molecular structures. This thin and delicate class of molecules has become known as second-generation electro-optic materials.
Third-Generation (LWLG)
Meanwhile, the scientists at LWLG continued quietly and
indefatigably toward the Holy Grail, the Fluted Stein. A molecule that was robust and yet which would vibrate more easily than the thinnest sliver of crystal. Once thought impossible, LWLG succeeded on their quest, producing today's third-generation of electro-optic molecules. LWLG scientists accomplished this by stabilizing the core of the molecule with interlocking atomic rings, much like crosshatches or the rungs of a ladder.
Third-generation electro-optic materials are even higher performing as electron oscillators. Their ring-locked shape gives them tremendous stability. Within these structures the electrons still vibrate easily, in fact they oscillate significantly better than within second -generation materials, yet they are incredibly robust due to their reinforced scaffold-like structure.
dan said, but I know some posters are scam artists, and used car salesmen.
Yup, and I have my list and you have yours and we're going to find out who's right and who's wrong
Btw, SPAM is posting essentially the same message more than twice in one day, especially posting the same message four times within a half hour that's ridiculously SPAMMING
Btw, OFF TOPIC among other things is talking ABOUT other posters on this message board
you really ought to read The rules of engagement here it might help you out have a nice day
For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!
IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers
The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!
LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!
RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????
Electro-Optic Polymer Production – Our Approach vs. the BLA Approach
LWLG's P2IC Platform is cheaper ($1/Gb) & better (lower power 1v) & scalable (100Gbs to 400Gbs to 800Gbs and beyond!)
Brief polymer history…
• <1980s
– Strong government funding for non-linear electro-optic organic
polymers (DARPA, NSF, DOE, DoD etc.)
– Many papers, reports, books
• 1980s – 2000s
– Heavy, focused, and increased gvt funding for non-linear EO organic
polymers (DARPA, NSF, DOE, DoD, USAirForce, USNavy, USArmy, EU)
– Industry R&D lab funding e.g. Du Pont, Dow, Akzo Nobel, IBM, Intel,
Boeing, Motorola, AT&T Bell Labs, GE, Lockheed etc.
– Increase in papers, publications, conferences, and books
• 2000s – 2010s
– Wane in government funding and industrial R&D lab activity
– Limited commercialization in fiber based communications
• >2010s
– Excellent progress on high speed performance (>100Gbaud)
– Resurgence?
LWLG inventor Fred Goetz took an opposite approach, he started with something inherently STABILE, a plastic, and worked to make it E/O active, the result was a 3rd generation Polymer that is LWLG
Read below to understand why LWLG has succeeded now, and YES they have succeeded, just need to be accepted and this rocket will launch !!
Paradox of Electro-Optics
Certain materials are made of robust molecules and their electrons are so strongly bound in the molecular structure that it is difficult for them to vibrate or breakaway.
Such materials may be robust but generally their electrons do not vibrate easily. By analogy, a beer-mug may be thick -walled but it would be much more difficult for our soprano to vibrate it with his or her voice.
This has been the dilemma of electro -optics. Creating a molecule in which an electron can oscillate freely back and forth when hit by light but which does not wildly vibrate the material toward its own resonant destruction.
Second-generation electro-optics are fragile like champagne flutes It was a daunting challenge. Scientists had been working on the problem since the 1960's and by the late -90's most everyone had deemed the task impossible, just as it is infeasible to merge the delicate vibration character of a champagne flute with a Hamburg beer stein.
Second-Generation
Second-generation electro-optic polymers are excellent high -
performance electron oscillators. Their long fluted shape however makes them highly unstable and unreliable.
Most scientists had been trying to make more slender and delicate "molecular flutes" that would vibrate easily, blindly hoping that they would somehow, someday figure out how to stabilize these molecular structures. This thin and delicate class of molecules has become known as second-generation electro-optic materials.
Third-Generation (LWLG)
Meanwhile, the scientists at LWLG continued quietly and
indefatigably toward the Holy Grail, the Fluted Stein. A molecule that was robust and yet which would vibrate more easily than the thinnest sliver of crystal. Once thought impossible, LWLG succeeded on their quest, producing today's third-generation of electro-optic molecules. LWLG scientists accomplished this by stabilizing the core of the molecule with interlocking atomic rings, much like crosshatches or the rungs of a ladder.
Third-generation electro-optic materials are even higher performing as electron oscillators. Their ring-locked shape gives them tremendous stability. Within these structures the electrons still vibrate easily, in fact they oscillate significantly better than within second -generation materials, yet they are incredibly robust due to their reinforced scaffold-like structure.
Ha!! Too funny!!! Do you even have the SLIGHTEST CLUE why in 2011 there was an expectation of this revenue??
You are GRASPING AT (short) STRAWS!!! here's a little history of the company for REAL investors to understand things a bit, remember the Industry has been FAILING for 40 YEARS to accomplish what LWLG has IN-HAND TODAY!!!!
1) from 2008 -2014 LWLG was a very early-stage materials only development company primarily using Universities and Outside Companies to test the materials as they had a TINY BUDGET and virtually NO state-of-the-art testing equipment of their own!! the turnaround times were HORRIBLE and the pace of developments was akin to a snail!!
2) the Industry worked extremely hard in the 80's and 90's for the holy grail of Photonics development which was a stabile Polymer but was largely unsuccessful in ALL their efforts including the largest companies, the government, DOD, DARPA etc
IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers <<<< literally in the Billions R&D $$ were spent to try to do what LWLG has done!
3) in 2014/2015 LWLG made the decision that to progress the science they would need to have device development in-house, the PP's in 2014 and 2015 financed the devices lab
4) Zelibor then got the LWLG to set a focus on a first real in-house prototype RWG modulator that tested well and got the attention of Leonberger and then Lebby who saw that LWLG had the potential to succeed where ALL the behemoths of the Industry had failed!!
5) from 2017 forward Lebby got LWLG's Polymers on the Photonics Roadmap, and as Lebby points out in his presentations, the Industry changed it's perception of Polymers over the next 5 years from not being interested to now seeing the great value Polymers can provide, and finally to the point where there is actually PULL from the End Users, the Google's, Amazon's etc In fact, it was at the OFC 2022 that Lebby said that for the first time he could see that "the gloves were off" and that LWLG's Polymers were being talked about openly at this conference, no longer a discussion only held behind closed doors of NDA'd meetings!!
6) fast forward to 2023 and LWLG is in the drivers seat, Lebby has shown the Customer Funnel with GREATER THAN FIVE LEAD CUSTOMERS and Lebby has been working with SEVEN OR MORE FOUNDRIES on PDK DEVELOPMENTS since 2021 and the FOUNDRIES are now running PRODUCTION TRIALS
7) and all along the way Lebby has LOCKED DOWN the LWLG Polymer technology with an INCREDIBLE PATENT MOAT that provides for FREEDOM OF MANUFACTURING!!!
8) now investors are seeing White papers showing Intel/Ayar Labs working with LWLG Polymers to solve the critical issues of their next-gen MRR's
9) It's a real life Cinderella story!! LWLG has the BEST solution hands down for true Next-Gen transmissions!!
10) the markets are HUGE and LWLG is now on the road to becoming UBIQUITOUS with Customer Acceptance and Ramp on Lebby's Timeline set for 2024!
LWLG website update indirectly reveals NDA Customer(s) by REMOVAL of the following FAQ from the website!!
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
I will 100% guarantee you that MZ did NOT make that REMOVAL on their own!!! And the ONLY reason that Lebby would have given them the directive to remove it is if it contained NDA Customers in active discussions/negotiations!!!!
So the Short List from the FAQ would be
1) Arista
2) Ciena
3) Lumentum
4) Finisar (II-VI)
Further proofs of this would be,
1) this quote from The Wall Street Transcript interview with Lebby, here
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. 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/
2) Additionally, investors can look to the Customer Funnel slide of Lebby's to see Potential Customers
Amazon, Meta, Microsoft, Oracle, Cisco, Arista, Samsung, OpenLight, Tower, AWS, Raytheon, Jabil, Google, D.WAVE, Gobal Foundries, Nvidia, Nokia, Xfab, Fujitsu, Ciena
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174919145&txt2find=cross%20functional
3) Investors also know that Andy B the Chairman and Founder of Arista has publicly shown a slide in his presentations showing LWLG Polymers in High Volume Production (HVP) in 2026
Comprehensive review LWLG known Customer connections
The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG
Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated
AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually, keep in mind it was AMF who wanted to go public with this relationship, do you really think that they would want to make it public if the PDK's were not 100% rock n' roll ready? NO, of course not!!
Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2
ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."
Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811
Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972
Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia
Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google
Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista
Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar
Polariton, Nokia (and now Infinera), ETH Zurich (Plasmonics)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics
Also, let's look at the FAQ's on the LWLG website here,
Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/
and another thing Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174656086&txt2find=cross%20functional
These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in 2024 with Tier 1 deal(s) right on schedule with Lebby's long-standing Timeline!!
Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2