Sunday, January 08, 2023 12:49:02 PM
They are Currently in 5 foundries and that is the most in demand production space in the world, and about to go into 2 more and check it out one is an InP foundry, as info that is not silicon photonics. (see slide 20 in the presentation 3 Links down) and talk about reducing risk they are in both North American and European foundries. A foundry run takes 6 to 9 months, looks like they have been running in them for about 1 ½ years so many runs have taken place there are some pictures below in the presentation, read on..
The fact is that photonics are transformative, the next big thing and that Lightwaves Polymer is peer reviewed to be at least 3 times faster and uses 1/10 the power of today’s materials. For years now Lightwave has been in numerous companies testing, talking, calling for changes under NDA’s, folks understand the industry tried this for years and could not figure it out so they gave up and Lightwave picked up the ball and kept hammering away at it. While the industry tout’s that silicon Photonics is the next big thing it immediately hit the wall out of the starting gate and is maxed out, just as Lebby stated a few years back (prior to him joining Lightwave) in an industry wide roadmap he did for them documenting when the various devices and materials would hit the brick wall. Check it out over the past year two outside companies publicly placed Lightwaves proprietary polymer in a device and both immediately set world records. So it is kind of hard to argue that foundries will not be able to figure out how to do this. Lebbys vision is to make this available to many companies at a foundry level, Lightwave controls and provides the polymer, the front end of the process is done by foundries, the back end is done by an outside company as well. I have heard that as little as few ounces of perkinamine can produce thousands of devices, also I think that as few as 50 employees at lightwave can feed multiple foundries capable of producing millions of devises. As the foundries document various components, they document them in PDKs so anyone can order them off the menu.
Over the past couple of decades Lightwave kept their eye on the science laser focused on Proving that they can start at 10 Gig. Modifing the Polymer to 25 Gig, Modifying it again to 40 Gig, modify again to 50 Gig (This is where Silicon, LiNbO3 and InP all Maxed out at less than 60GHz.) Then moving to 100 Gig, now it looks like 150Gig and 250 Gig are on the map. The point is folks that you needed to prove that they can modify to improve performance, hence they started out slow, met, then passed the industry with performance for decades of speed improvements in the tank. Read On.
Once the material was stabilized (it took years and years that is why the industry gave up) I made notes with the help of Photonics guy on a presentation in October of 2018 Ok check it ,, out see page 34 of where we, the investors, understood they needed to go to improve the science while understanding that because the test equipment available to the industry maxed out at 67GHz (and Lightwave had pegged the needle) so without the test equipment (the industry could simply not test the speeds that lightwaves polymer was achieving) so in order to plan they had to extrapolate out that data to see where they needed to be on power, size and speed. On that Report we concluded (on slide 35) that 5mm length, 100 Gig NRZ could be reached at 120GHz oh and 1 volt would get them to a driverless modulator. Well it is 2023 they are at 1mm, 0.6 volts, on-chip loss of 1 dB as well as an optical 3-dB bandwidth of beyond 110 GHz. On the presentation I have 2.5mm with a who knows question mark next to it because that appeared to be out of reach, Well folks they have a modulator with a footprint of 1mm BooYa. As info 100gig NRZ means a single modulator without PAM4 (PAM4 doubles the speed which is how the industry gets to 100 gig, if Lightwave runs PAM4 it performs at 200Gig). And see new technology roadmap slide 5 links below and NOW 200 and 400 gig are listed as “technology demonstrated" That is huge folks Read on
X’s Old 2018 worksheet with Photonguys work on the first page
https://www.dropbox.com/sh/d639l7wtbn0clrl/AABv2I3IlPu7nFS9bRT0xj2ua?dl=0
World record numbers listed above by an outside company using Lightwaves Polymer.
https://www.lightwaveonline.com/optical-tech/components/article/14210499/lightwave-logic-polariton-technologies-claim-record-modulator-performance-at-ecoc-2021
1mm Footprint slide 28, 150 Gbaud on slide 37, Foundry Pictures on slide 22, Foundries working it into production slide 20,
https://epic-assoc.com/wp-content/uploads/2022/02/3.1-Michael-Lebby_LightwaveLogic.pdf
Old technology roadmap with timelines.
https://investorshub.advfn.com/uimage/uploads/2022/12/7/vyekzold.PNG
New technology roadmap (what has moved over to the circle now?, glad you asked
New Slide These are now colored as "Technology Demonstration" Moved over from "Proposed"
PkM-3, PkM-4
Pick/Phase/50/100/200G+
Chip on board 50,100,200g, 400g
Silicon photonics hybrid PDK 50/100/200G 400G
Technology Demonstration at 400G <- - - - - Wow
https://investorshub.advfn.com/uimage/uploads/2022/12/7/e[esgnew.PNG
TRL scale, next steps puts them very close to manufacturing, we have watched this scale progress for years now, that is why we have been here for years..
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170538779
How does one mitigate risk while ramping up production for a Technology that will change the speed of the internet without investing billions constructing production facilities? Answer: You give it to 5 different foundries in different areas of the world, hire a V.P. of engineering to work with them (2 more foundries are joining the effort, 1 is in Europe and will put the perkinamine on InP, the other is in the U.S.) We would not be in them if Silicon Photonics had anything left in the tank, obviously it does not, the friggin speeds are maxed out at 1/3 of Lightwaves Polymer, oh and check it out silicon requires a driver to boost the voltage, Lightwave Polymer reduces power requirements by an order of magnitude.
Being in multiple foundries will enable customers to order it directly from the foundries. Foundries are the most in demand production space in the world. Governments around the world are providing additional money for companies to build even more.
Lightwave is currently looking for a company to handle the back end of the process. Lightwave makes the polymer, patents the processes, does a technology transfer to work with outside vendors to ramp production, so they can move on to another device, modulators are literally the tip of the iceberg I think lidar, military and medical devices may be handled differently in a licensing type agreement.
In my opinion Lightwave will focus on the various lengths and devices in the Telcom and Datacom lines. I don't think Lidar and Medical can wait so they will most likely license out those verticals.
I still think that we will get bought out by the likes of an Amazon (AWS), Tesla, Lockheed Etc. Or for that matter even a Private Venture, after all we all have our price.
A car that travels at 100 mph and get 33 mpg, when Perkinamine is put on the sparkplugs it top end increases to 300 Miles Per Hour and get 100 Miles Per Gallon. And it is green.
Can you imagine what happens to the accuracy of missiles, LiDAR, medical sensing devices, bingo more verticals to license out.
Yup Modulators are only a single use with a 20 billion dollar market.
Just wait until the biotech and green guys find out about this. Watch those multiples go through the roof.
I hope that helps some understand, Folks call back those shares please and others call your broker to make sure they are not loaning out your shares.
X tire of proof reading this is all you get
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