Lightwave Logic Inc (LWLG)

[Richard_LaRiv]

I said there are too many dots to connect for a message board post, but I'll give it my best attempt.

1) March 7, 2022 - GlobalFoundries announced it is collaborating with industry leaders including Broadcom, Cisco Systems, Marvell and NVIDIA.

2) Rewind to January 2021 and Cisco announces a collaboration with Inphi
"today I am pleased to announce a collaboration between Cisco and Inphi to cooperate on the definition of a CPO-based switch/optics solution to drive the industry forward and ensuring interoperability between silicon and optical engines from multiple different companies."
In that same announcement, they stated CPO can be expected in 2022.

3) The CTO of Inphi was asked what would drive the power savings of their CPO switch. He answered, "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."

4) Four months later Inphi was acquired by Marvell.
So now we have dots connecting both Cisco and Marvell to developing direct drive CPO switches in 2022 at 51.2T switches. We also have the companies quoting a 30% reduction in power consumption

5) Moving over to Broadcom, we see CPO deployments with the direct drive and 30% reduction in power consumption again.
We now have 3 of the 4 industry leaders using Global Foundries' PDK 1.0 all corroborating a 30% power reduction with direct drive CPO applications.

6) Facebook also recognizes 51.2T Switches to see the beginning of CPO deployment.

7) HG Genuine (Foundry) and the head of the Ethernet Alliance also mentions polymer modulators as the route to obtain direct drive CPO.

8) Jim Marcelli mentions 26% power reduction was achieved in February 2020 when the modulators were running at 2.6Volt with less than 1Volt in the future.

9) Andy Bechtolsheim, the famous engineer, lists Thin Film Lithium Niobate, Barium Titanate, Polymers, and graphene as the only solutions able to achieve 1Volt for direct drive.
Barium Titanate and graphene are still lab projects. This leaves polymers and TFLN. However, we see below that GF agrees there's a high level of difficulty with epi growth in a foundry setting. So this leaves polymers as the solution for low voltage direct drive modulators.

10) Michael Lebby (LWLG) and Andrew Yu (GF) discuss PDKs, how to decrease their cost, and the difficulty of epi growth in a foundry setting.

I would encourage a re watch of the entire interview with Global Foundries VP Andrew Yu.

If you are new to the company, the dots to connect seem faint and vague. However, if you have followed it closely since at least 2020, it is clear as day what is happening in the near term and with which companies. The LWLG CEO is an intellectual known for his conservative approach. Two years ago he was calling LWLG polymers "competing" technology. Then he softened the message to "additive". He then began a run at calling the polymers "transformational", a bit more assertive. Finally, within the last year he changed his message to "truly disruptive and ubiquitous mass-commercialization".

My personal conclusion is that we are doing business with nearly all of the aforementioned companies starting in 2022 for direct drive devices to save the data centers hundreds of millions of dollars on their power bill while tripling the speed of the internet.


References:
1) https://gf.com/press-release/globalfoundries-announces-next-generation-silicon-photonics-solutions-and

2) https://blogs.cisco.com/sp/co-packaged-optics-and-an-open-ecosystem

3) See the comments section of:
https://www.linkedin.com/posts/radhanagarajan_datacenter-activity-6754621185788661760-wfbf

4) https://www.marvell.com/company/newsroom/marvell-completes-acquisition-of-inphi.html

5) https://www.broadcom.com/info/optics/cpo#resources

6) At the 1:06:00 mark

7) At the 1:19:40 mark

8) At the 5:45 mark

9) https://www.nextplatform.com/2022/03/10/talking-silicon-photonics-signal-and-noise-with-andy-bechtolsheim/

10) At the 15:45 mark