Lightwave Logic Inc (LWLG)

[prototype_101]

Jeunke, great to see Polymers on Nvidia's patents!

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176159796

what is key in the r/nvidia announcement this week, lies in the fact, that for the very first time, a leading worldwide conglomerate, along with other partners ($TSMC, $INTC... ) is recognizing the value of photonics in reducing the power use that is constraining the amount of work new #AIFactories can accomplish!

Now, a corollary of this statement, implies that photonics be compatible with CMOS foundries, to meet the volume targets demanded by the industry. The bottlenecks today are not in designing and prototyping (you will see many announcements at OFC25 for #200G/L, even #400G/L ) but in packaging and testing those components at scale (this was the call from Nvidia's Seyedi at Optica PECC conference last November).

Of course, existing base materials, are going to fight like hell to delay when they are kicked out of designs, but the true cost of ownership of the solutions they are introducing is torpedoed by the reliance on various amounts of DSP (Digital Signal Processing: extra power hungry components on the transceivers chips), by the reliance on multiplying the number of lanes (8-lanes, 16-lanes...), which are also incompatible with the power restrictions mentioned above.

The value of $LWLG Perkinamine TM, lies in its core molecular make up:

- It modulates light really fast (holds a world record along with Polariton Plasmonics, into the TeraHerz)

- It saves power to do so: claims up to 90% power saving vs competing solutions

- It is fully compatible with the CMOS chip manufacturing environment: see the PDK portfolio that was achieved in collaboration with the Singapore based Photonic foundry AMF (PR in May'24).

- It is so compact, it saves a lot of real estate on the chip, making room for the designers to pack in more features, if they so desire...

As a start-up, Lightwave Logic had to recently adjust its go-to-market strategy to reach a wider audience, but don't you think Nvidia, along with all the other players in the AI race who recently announced they are launching their proprietary solutions (AMD, Apple, Google, Amazon... along with their various suppliers: Broadcom, Cisco, Marvell, Lumentum, Coherent...) are going to rapidly make use of any solution that gives them an edge? The recent strategy adjustment has a huge benefit: it places the development costs on the competitors in this cutthroat environment.

That's why Yves was brought in, in this commercial race: to make sure that starting in 2025 and 2026, Lightwave Logic gets its fair share of the up to $2.5B serviceable market in which modulators could claim up to 25% of the value at higher speeds!!

Looking forward to what the coming months are going to unveil...

GLTAL

AR.

https://www.reddit.com/r/LWLG/comments/1jfz0yg/jensen_huang_nvidia_silicon_photonics/