Just to keep this board on an even keel here there is a discussion that is being bantered back and forth on Poling. Until we hear otherwise, as I see is it, there is no problem poling the modulators, they have done it well over 1 thousand times on modulators that came out of the foundries. The company is moving towards mass production, that is the ability to produce thousands (millions) of modulators at time, it appears that they are working with foundries (remember there are 5 or 6 of them) on the front-end process PDK’s to optimize modulator performance results (every few weeks lightwave receives a run of modulators (remember there are 5 of them), they test, tweak instructions and do it again with a slight change, that is how a feedback loop works), basically tweaking the process working toward Six sigma QC kind of ish. Then there is the ‘back end’ this is where the poling is accomplished. In December they were looking for a partner to fully automate full wafer poling on the ‘back end’. Some are conflating the process of automating full wafer poling as some sort of problem when (in reality) it is just another step towards mass automated commercialization.
Remember that at the end of last year they snatched up the ALD patent.
“In 2022 we started working with Atomic Layer Deposition (ALD) for chip-scale packaging, and this type of packaging can be completed using foundry 'back-end' (foundry term for the preparation of chips for packaging) PDKs. As noted in this update, we have moved quickly to position ourselves strongly with ALD through focused patents, as well as a recent acquisition of Chromosol's state-of-the-art ALD fabrication and deposition process. Further, we are advancing our poling techniques and processes toward full wafer poling. We are evaluating partners for wafer-based fully automated poling that will be ideal for high-volume production.”
“The patent also details a more efficient process that allows for high yielding, high stability poling of polymers in a high-volume foundry manufacturing environment. The development of the Process Development Kit (PDK) for this new optical hybrid optical modulator design is now in progress with Lightwave Logic's foundry partners.”
The shorts are kind of in a pickle here, they have borrowed and sold 20 million shares, lightwave is working towards mass production. Normally the roll out of production from multi-billion dollar foundries could be timed by watching the brick and mortar construction process then adding a few months. However Under this scenario the shorts cannot see what is going on, there are 5 FOUNDRIES. Somehow, they need to cover those 20 million shares, when this jumps to $10, $15, or $20 they are going to be in big trouble. Anyone that has tried to purchase 100k shares in a day knows what happens to the price, they will halt the trading at 10% for a few minutes and when that happens eyes will focus on the news and off we go.
I’m not a TicTok snap chat attention span kind of investor, I would love to see a discussion between some so-called experts on this board ask a couple questions of management, receive an answer and then have to explain the answer to us. Believe me all you need to do is stand behind an engineer asking questions of these guys, listen to the response then post what they said, LOL.
X, Don’t let the shorts set your timeline. They are now back over 20 million. Honestly I wouldn’t be surprised to see them dump 1, 2, 3 million more shares upon the first announcement to make the red, green panicky crowd think the market didn’t like an announcement. But I’d bet Lightwave will line up the releases so that the red, green investors “get it”, I get it. Plus I’d love to see a partnership with a dividend of shares of some sort attached. X is just planting seeds. I still say there will be a takeover attempt/offer.
Hi Purp, how’s ticker?
Ted anyone that meets every goal they set is setting their goals to low, that is why they are called "goals" It isn't the end of the world if someone only gets 90% of what they set out to achieve. I know I never get everything done, why would I hold them to higher standard. Example, well I'll have the house built in 9 months, Oops it took 11, my bad, there are certain things that we cannot control. And this is in fact Rocket Science.
Bullish
AI
