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Saturday, May 18, 2024 8:00:54 AM
A few little tidbits from the AMAT earnings call. Recall that at multiple industry events, Robert Blum has been seen pulling Lebby aside for private conversations.
“Key inflections that underpin the semiconductor road map are enabled by Applied Materials and will support our ongoing outperformance as next-generation chip technologies move into high-volume production. In addition, the complexity of implementing the industry's road map and bringing new semiconductor technologies to market is driving earlier, deeper, and broader collaboration with customers, as well as supporting double-digit growth for our service business.”
“Looking further ahead, we see opportunities for this business to double again as heterogeneous integration is more widely adopted beyond the AI data center, and we introduce new products that expand our served market.”
“Materials science and materials engineering are increasingly important to the industry's road map. Applied has invested early to develop a broad, unique, and connected portfolio of materials engineering solutions that are critical to enable major semiconductor inflections, from AI high-performance computing to ICAPS edge computing.”
https://www.fool.com/earnings/call-transcripts/2024/05/16/applied-materials-amat-q2-2024-earnings-call-trans/
Ok folks, AMAT has been spoken about many times on this board as being a likely potential partner/buyer of LWLG's technology, KCC added this interesting comment for color from what he had personally witnessed in October 2023 at the PECC conference,
Very good. There’s been long running speculation that AMAT is involved somehow. Personally I think AMAT is a company who would possibly acquire LWLG.
At Optica PECC last fall, Robert Blum (former head of Silicon Photonics at Intel, now at AMAT) pulled Lebby from a table and they spent a fair amount of time talking about something that must have been private.
https://www.reddit.com/r/LWLG/comments/1ctz0o0/daily_trading_action_and_general_discussion/?share_id=2EIv0l-jrd8vK5LesM41j&utm_content=1&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1
Lightwave Logic has announced that Chairman and Chief Executive Officer Dr. Michael Lebby discussed the latest world-class results for the company’s 200 Gbps heterogeneous polymer/silicon photonic modulator at a record low drive voltage at the 2024 Optical Fiber Conference (OFC) in San Diego, California.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174205574&txt2find=heterogeneous%20integration
Recent LWLG News
- Lightwave Logic Reaffirms Commercialization Timeline Presented at the 2024 Annual Shareholder Meeting • PR Newswire (US) • 06/03/2024 12:31:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/24/2024 08:01:14 PM
- Lightwave Logic and Advanced Micro Foundry (AMF) Partner to Accelerate Development of Silicon Photonics Modulators Using Electro-Optic Polymers • PR Newswire (US) • 05/21/2024 12:31:00 PM
- Lightwave Logic Provides First Quarter 2024 Corporate Update • PR Newswire (US) • 05/13/2024 12:31:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/10/2024 08:41:09 PM
- Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap • PR Newswire (US) • 04/16/2024 12:31:00 PM
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- Lightwave Logic EO Polymer Achieves World-Class Performance of 400Gbps with Plasmonic Mach Zehnder Modulator • PR Newswire (US) • 03/28/2024 12:31:00 PM
- Lightwave Logic Demonstrates World-Class 200Gbps Heterogeneous Polymer/Silicon Photonic Modulator Results • PR Newswire (US) • 03/25/2024 12:31:00 PM
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- Lightwave Logic Provides Fourth Quarter and Fiscal Year 2023 Corporate Update • PR Newswire (US) • 03/01/2024 01:31:00 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 02/29/2024 10:09:53 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/08/2023 09:00:04 PM
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- Lightwave Logic to Participate in Upcoming Investor Conferences • PR Newswire (US) • 11/06/2023 01:31:00 PM
- Lightwave Logic CEO Dr. Michael Lebby to Present at the Optica Photonic-Enabled Cloud Computing Industry Summit • PR Newswire (US) • 10/12/2023 12:50:00 PM
- Lightwave Logic Receives 2023 Industry Innovation Award for Hybrid PIC/Optical Integration Platform at the European Conference on Optical Communications • PR Newswire (US) • 10/03/2023 12:31:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 10/02/2023 08:00:08 PM
- Lightwave Logic to Participate in Upcoming Investor Conferences • PR Newswire (US) • 09/05/2023 12:31:00 PM
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