News Focus
News Focus
Followers 111
Posts 21701
Boards Moderated 1
Alias Born 04/22/2010

Re: SupernovaGolem92 post# 218586

Friday, 06/20/2025 7:11:14 AM

Friday, June 20, 2025 7:11:14 AM

Post# of 233465
Wrong again for many reasons!!!

1) There is nothing TYPICAL about the Industry needs today fueled by the HUGE data onslaught of AI, IOT, LIDAR, etc, The Tier 1's are in panic mode to find the best way to meet this PARABOLIC increase in data, and that data onslaught HUGE pain point is only worsened by the ENERGY CRUNCH it is causing by pushing through such exorbitant amounts of data!!

2) LWLG Polymer are Reliable and Stable, listen to the ASM presentation starting at 26 mins Siraj talks to the fact that LWLG Polymers have had the breakthrough over the last year that solved any remaining issue with long-term Reliability, also look at the spider chart showing that LWLG Polymers now have ALL important metrics at 5/5 level and ready for mass commercialization



3) LWLG Polymers Reliability and Stability have already been PROVEN in 3rd party Production by Polariton

4) See Slide 16 from the ASM presentation that focuses on meeting the Tier 1 requirements which LWLG has been laser focused on achieving these requirements

Enhance Operational Excellence to Benefit Tier 1s and Foundries

- Materials Production
- Backend Semiconductor Process
- Reliability + Qualification Toolkit
- High-Speed RF Electronics Expertise
- Internal Business Processes + People

5) ALL of the Industry Tier 1 have acknowledged the IMMINENT NEED for NEW MATERIALS and the TWO leading candidates are Polymers and TFLN, and Polymers are TONS THE BEST over TFLN see Slide 13 for the details

Thin-Film LiNbO3 (TFLN) versus LWLG Electro-optic Polymers

Performance

Thin-Film LiNbO3 (TFLN)
- r33 intrinsically capped at ~ 31 pm/V at 1310 nm
- n = 2.2, er = 30 (high dispersion across frequencies)

LWLG Electro-optic Polymers
- No intrinsic cap on r33 (> 200 pm/V at 1310 nm easily achieved)
- n ˜ 1.9, er ˜ 3-6 (low dispersion across frequencies)

Integration

Thin-Film LiNbO3 (TFLN)
- Integration with Si/SiN very low yielding & basically still in R&D stage
- Limited wafer size (150 mm)
- Large device footprint (sub-cm scale)
- High material cost w/ only one supplier (NanoLN)


LWLG Electro-optic Polymers
- Fully Si compatible
- Easily scalable to 300 (+) mm wafer
- Very small device footprint (sub-mm scale)
- Low material cost


Processing

Thin-Film LiNbO3 (TFLN)
- Thin film uniformity becomes difficult as wafer size scales up
- Specialized processing/tools needed – leads to higher costs
associated with processing, QC, etc.

LWLG Electro-optic Polymers
- Spin-coating produces films with high uniformity
- No specialized processing/tools needed (completely compatible
with existing Si foundry processes/tools) – reduces costs
associated with processing, QC, etc

I still say you come off as a Short/Basher trying to get investors to believe LWLG will be relegated to Tier 2's and 3's and that there is no interest from Tier 1's which is 100% contradictory to EVERYTHING Yves has been telling investors!!! Why do Shorts/Bashers always try and cloak themselves as Longs? Funny, I already gave you explanations as to how Lebby was focused on Tier 2's BEFORE the 1st Quarter 2024 breakthrough that led to MASSIVE Tier 1 interest at OFC 2024, read that post again here

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176339161
Bullish
Bullish
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News