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There’s that nagging timeline issue going back to NDA’s and 2020… the exits of Cory & Karen (who had even relocated to Malta area), coinciding with Global Foundries PUBLIC announcements of partnerships with Ayar… followed by more PUBLIC announcements by HPE & NVDA… yet YOU Claim it is known their product inferior back in 2020… …
Busy day tomorrow!
On top of PIC’s afternoon line-up, we have Ayar also presenting at HPE Discover:
Please join Ayar Labs for the following presentations at HPE Discover:
Let There Be Light! The Future of Computing
Tuesday, June 28, 2:00-2:45 PM
Titian 2304
Michael Woodacre, HPE, and Terry Thorn, Ayar Labs
Current compute and network architectures are reaching their limits using electrical interconnects. Emerging photonic capabilities will enable increased flexibility, efficiency, performance, and throughput to support data-intensive demands of future workloads, as well as enable new, novel architectures that are critical to accelerating future innovation. Learn how HPE is working with Ayar Labs, a Pathfinder portfolio company, to explore the future of computing with innovative photonics technology.
Data Center Innovation with Optical I/O
Wednesday, June 29, 11:00-11:30 AM
Pathfinder Theater
Jeff Demain, Ayar Labs
Optical I/sO uniquely changes the performance and power trajectories of system designs by enabling ASICs to communicate with dramatically increased bandwidth, at a lower latency, and at a fraction of the power of existing electrical I/O solutions. The technology is also foundational to enabling emerging heterogeneous compute systems and disaggregated/pooled designs that are critical to accelerating future innovation. In this talk, Ayar Labs will present advancements in their solution, the ecosystem, and the work they are doing with HPE.
AND, https://towersemi.com/webinars/
Develop and Verify Designs Using a Silicon Photonics Platform with Integrated Lasers
Presented by:
Dr. Samir Chaudhry (Tower), Dr. Luis Orbe (Synopsys),
Dr. Jae Shin (OpenLight), Dr. Daniel Sparacin (OpenLight)
28/06/2022
Session I – China 11:00am | Japan 12:00pm
Session II – USA PST 9:00am | Europe (Germany) 6:00pm
Good morning, recently became a shareholder, and was curious about company’s activity pursuing grant funding thru infrastructure bill…
Seems like a no brainer to me… i imagine there may be several categories they could e eligible for… do they have an active grant writer???
https://www.mckinsey.com/industries/public-and-social-sector/our-insights/a-new-era-of-us-infrastructure-grants
Quote from sticky3/31/21…
It is not uncommon that the most powerful companies ultimately determine the direction for standardization and the standards. Since the large data center operators and telecom companies will benefit from ( vendor/ product) standardization in terms of costs, speed, reliability, serviceability and power consumption, they will drive the agenda. For the upstream vendors ( device manufacturers and system integrators), standardization may lead to commoditization, but possibly to the loss of ( brand and product) margin differentiation.The competitive forces at play here are, as we speak, are meeting in virtual conferences to address how to move forward more diligently. Lightwave Logic is not part of the incumbent problem, but is part of the solution. It is a member of OIF and MSA and participated actively in EPIC and global roadmap meetings to promote its polymer photonics technology solution. For the last few years Michael Lebby has created awareness for the unique performance, reliability and power consumption capabilities of Lightwave’s chromophores.
Design simplicity, the use of incumbent CMOS manufacturing practices and the excellent add on to incumbent material technologies, like silicon and indium phosphide, will enable the industry to benefit from Lightwave’s technology in terms of speed, costs and low power. Lebby’s efforts have resulted in many NDA agreements and a rich and all encompassing IP portfolio of 70 polymer related patents. Lightwave Logic is the only supplier of polymer photonics and has patent exclusivity for any application in combination with silicon or indium phosphide. Lightwave itself has moved over the years through various development stages driven by a combination of changing market requirements and new leadership insights. Its strategy and focus evolved from a material chemistry company to a photonics modulator/ device company and is at present ideally positioned to play an active role in the upcoming co-packaging, on board optics and photonic integration ( PIC’s) revolution. Adoption of its polymer technology by one of the current Tier 1 companies would deliver a final stamp of industry approval and would open a treasury chest for its patient shareholders.
Shareholders in Lightwave Logic have exercised great patience over the years. Most have understood the arduous process to build a company with a new technology in one of the most competitive markets in the world. They have understood the need for cautious communication given the competitive dynamics at play. Michael Lebby recently revealed that Lightwave’s technology was used on a silicon photonics platform. This is a milestone in the companies’ history. It means a stamp of approval on performance and reliability by a Tier 1 industry player.
With no debt and just over 100 million shares outstanding the company is able to capture a market position in the growing photonics market. A market which is forecasted to grow to $ 45B in 2025. Lightwave’s management claims it can capture a third of this growing market or at least $ 10B of recurring annual revenue. Well, everybody can do the math and immediately understand that the current $ 1,25 share price is a pittance and waiting to explode upon the announcement of the name of its first Tier 1 silicon photonics partner.
About the author:
The author served a member of the senior corporate technology team of a Fortune 150 company with senior executive responsibility for its global
“If you review the COMPARATIVE results of Polariton's LWLG secret sauce racetrack (MRR) vs the Intel/Ayers silicon MRR you will see that LWLG/Polariton were TONS THE BEST!!!”
Do you have such a comparative review to review???
New video from AYAR LABS… NVIDIA seems to like what they see… strategic investment, and actual orders speak volumes…
I would think it would have a line item in 10K for foundry services??
‘Ear ‘Ear!
I picked up a few more
Interesting read… Lebby quoted on page 10… 2020 article
horseshoes and hand grenades… smh
Yes, I’ve seen all of that… interestingly enough, they are presenting on June 28th as well!… see my links on GFS board… they also list polymers in their arsenal…
I’m well aware of what they do,…
https://www.synopsys.com/partners.html
Largest holding Synopsis!… hmmm
https://semiwiki.com/podcast/podcast-ep80-the-future-of-silicon-photonics-with-dr-anthony-j-yu/
Noyce interview here… he does mention “unique materials” around the 7 min mark…
28th’s a busy day!! Lwlg, Ayer, and Poet all presenting at PIC…with afternoon panel discussion with all three!! And Tower, Synopsis, Open light webinar same day
https://towersemi.com/2022-webinar-develop-and-verify-designs-using-a-silicon-photonics-platform-with-integrated-lasers/
https://picinternational.net/agenda/pdf
Mr. Lutkowitz only has 91 followers, however, one of them is Karen Liu
And back to 2020…
Took entry here… best bet far as I can tell on the “ubiquitous” roll out of optical chips…
Well, that post disappeared quick.. Peter Theils founders fund original seed for Ayer…
It is indeed ML… you can see entire clip here…
Q&A begins 29:01…
Polycrystalline vs polmer from what I gather from the patents
I think this one already has… with a whopping 30 views… interview in 2020…
That’s what heard… then my ears “perked” up at 24:10…
OpenLight expects the first open multi-project wafer shuttle run on the PH18DA process as well as 400G and 800G reference designs with integrated lasers to be available in summer 2022.
The key elements that differentiate OpenLight, Mader said, are its “open” recipes for chip designs combined with the unique integrated lasers on which those recipes are based. The company develops modular templates of photonic chip designs with an emphasis on integrated InP lasers, operating between 1310 and 1550 nm. Customers can use these PDKs to develop a chip design that has already been validated.
“OpenLight is paving the way for the new generation of silicon photonics by enabling the scalable integration of lasers in pluggable and co-packaged optics,” said Aveek Sarkar, vice president of engineering at Synopsys. “The combination of Synopsys’ unified electronic and photonic design solution and OpenLight’s innovative silicon photonics platform will significantly accelerate the development of photonics ICs.”
https://www.photonics.com/AMP/AMP_Article.aspx?AID=68080
Particularly around 20:00, and 24:10…
A very interesting listen!!
You are correct about people posting where they invest… but, stopped posting much of anything anywhere on IHub and have thus kept an eye on the progress of both… lwlg, and poet…
Hey Zena, if you think I’m “one of them” this is the 1 board I was moderator of…