LWLG has Co developed testing equipment with Keysight for the last handful of years obviously you are not paying attention, at one point a couple of years ago they actually had serial #1 in the LWLG labs!!
As far as the ASM all of the developmental news is incredible, I don't believe the Timeline has shifted at all, Lebby said that Live Trials can be run right now and that folks is called Sampling and at the ASM last year there was SAM SOM guidance given which would basically have been Sampling volumes, the commercialization will accelerate in 2025 and be at Mass commercial levels in 2026
LWLG has PDKs with multiple foundries on at 3 Continents, and after the Demo at OFC in March of 2024 of the 200 GB modulators being mass produced on 200 mm wafers at a large Foundry had the Tier 1s overwhelming Lebby so much so that he has to pick and choose which will be best to accelerate LWLG to its goal of ubiquity
This message board has become a joke because all of the Long posters like myself have been throttled with posting limits and without any reason given for me, so there is no way I can contend with the godzillion posts of all the knuckleheads shorts who just trash talk all day long bashing and slandering anything and everything in sight my few posts would just get lost among all that tons of rubbish anyways so does not even hardly worth my while to try
I have continued to accumulate these past two days and I will continue to accumulate at these low levels I believe this investment is 100% derisked at this point because there is absolutely ZERO COMPETITION, the closest rival next-gen competition is called TFLN and they are having such problems trying to shoehorn their technology into SiP foundries that the current estimate is 3 more years before they can scale volume, let me just tell you in three more years the next node will have come and gone that being 800/1600 and anybody who knows the technology knows that TFLN very likely cannot go much more than one generation forward, in addition to all of that TFLN is very large in size, consumes a lot of power, and has high Optical losses, lol, and this is supposed to be the "tough" competition up against LWLG Polymers!!! Ha!!! Too funny!!!
Lastly I will leave you with the fact that Lebby talked about this share price which at the time was 25% higher than it is currently two days later as being woefully undervalued!! And when asked about what kind of company would be the acquirer in the case of an acquisition Lebby said "a wealthy one!!"
Bullish
AI
