Lightwave Logic Inc (LWLG)

[Richard_LaRiv]

Great question pitcook. According to the company, they will enter the market at the 800G node. Moving from 400G to 800G is the point where current technology is stretched too thin and higher risk will be realized by incumbent technologies, i.e. moving to 8 lane PAM-4 or increasing to 4 lane PAM-8 or even moving to coherent optics for short reach.

1) Moving to 8 lanes increases complexity and increased probability of failure with the higher number of components.
2) Moving to PAM-8 or coherent requires more sensitive and costly DSPs. These components are higher in money cost as well as power budget. This is why coherent has only been used in high capacity long reach telecom links, not short reach data center applications.

With LWLG 100G modulators, 800G can be reached by 4 lane PAM-4 or 8 lane simple NRZ signaling, removing the need for a driver chip and using a lower cost DSP.

800G is the "fork lift upgrade" where hyper scale datacenters are looking to completely redesign their network architecture and are actively looking for disruptive technology to implement in the new designs. This will be done over the next three years, exactly lining up with LWLG's stated commercialization timeline.

Again, the exact timing of groundbreaking news will be impossible to guess. Those who sell now will regret it forever and those that are just buying in will think they are the best stock picker in the world by this time next year.


From the company:
"The advanced fabrication processes of ALD with temperatures below 100C will solidify the company's market position with both the company's manufacturing foundry partners as well as end-users as it prepares to enter the 800Gbps integrated photonics marketplace."

https://finance.yahoo.com/news/lightwave-logic-acquires-polymer-technology-133100327.html