Lightwave Logic Inc (LWLG)

[Richard_LaRiv]

Here's some research (free of charge) for anyone interested. The near term implications are huge.

1) Inphi and Cisco just announced a collaboration for Co-Packaged Optics (CPO). They believe CPO will rollout in 2024, which is earlier than previously anticipated and means co-development must begin now.

2) Inphi's CTO, Radha Nagarajan, said they expect a 30% power reduction from next generation optics (CPO). This confirms what Brad Booth of Microsoft and Lightwave Logic have both said about the expected 30% power reduction. Radha also mentioned a JP Morgan investor conference that took place today in which Broadcom echoed the 30% power reduction statement. Finally, he said directly driving the optics is what is going to reduce the overall system power.

Polymer Photonics is the ONLY technology capable of low enough voltage to achieve direct drive modulators. Lightwave Logic is the ONLY company with patent protected Polymer Photonics.

This explains the multitude of NDAs and LWLG not wanting to be married to one company. Are we working with GlobalFoundries, HGGenuine, Inphi, Microsoft, Intel... The list goes on. Maybe LWLG modulators will become the industry de facto standard going forward.

References:
The quotes from Radha's LinkedIn blog post
https://www.linkedin.com/feed/update/urn:li:activity:6754621185788661760/

"The use of a much lower power XSR Serdes or directly driving the optical tile from the switch is what going to reduce the overall system power.
There was a JP Morgan investor conference today where Broadcom pretty much said there was a 30% reduction in power in co-packaging as well."

"While pluggable optics solutions will be possible for 51.2T switches, we believe the industry needs to initiate a parallel development of CPO with the goal of first deployment in the 51.2T switch generation around 2024. CPO will complement pluggable optics in the quest of providing ever higher bandwidth while continuing to achieve lower power per bit."

Inphi/Cisco collaboration announcement.
https://www.inphi.com/an-open-ecosystem-for-co-packaged-optics/