For the new eyes, What Does Lightwave Logic have and Why is it needed?
Lightwave logic has created a polymer that can turn a laser on and off at very fast speeds, using a fraction of the power embedding data in the lasers. In fact it only uses the power of the electrons (moving on copper) with the 1's and 0's from the silicon chips to transform it to super-fast lightwaves which move through waveguides to fiber optics, until now Silicon Photonics could handle the speeds needed for streaming and computing in a CPU data center, but no more. Oh and instead of building a $500 million dollar silicon foundry it can be APPLIED to SILICON in prebuilt SILICON FOUNDRIES using known well developed methods without the need to protect the chip with a GOLD BOX.
What NVDA created is hardware which enabled large GPU data centers to process data so fast that the copper communications cannot keep up, they tried silicon photonics, but it runs out of steam which creates bottlenecks and delays in processing which costs money. An Automobile plant produces autos, Foundries no longer need just locate and return data but generate AI tokens, more tokens equal more profit for them.
Remember that chips in the GPU's are silicon Perkinaine has finally been proven to be fully compatible with silicon which is produced in those billion-dollar silicon foundries, and they are building new foundries like they used to build assembly lines back in the day.
Lightwave has secret polymer material that can be applied to Silicon in a foundry using standard foundry processes.
Where the recent breakthrough happened, and that attracted this talent to Lightwave was that stability to the polymer was proven using Atomic Layer Disposition (ALD) a process that the foundries are already using to protect silicon in the foundries.
Lightwave has the patent (or IP) on ALD, the Polymer itself, and the process in the foundry PDK. This all finally came together recently, the reason it took so long is that once this was developed it takes Data, Data, Data and that takes time stress testing it. A PDK is a recipe for the foundry to follow like baking a cake.
A few weeks ago Lightwave passed telcordia operating at 85c with 85% humidity and NOT protected by a gold box.
That is a big deal because now the modulator can be placed inside the GPU.
Until recently the likes of NVDA have resisted this move but Jenson stated at the last GTC conference they are now forced to move in this direction.
True "Single lane 400 Gig, with a path to 800, that is what I'm talking about. Not 4x100 or 8 x 100.
What folks need to understand is that companies using this material and processes are not going to announce it publicly because it is a dog-eat-dog world and every company is trying to outdo the other. For that reason, this will be taken over, period and full stop.
This has been a long road for me, but as we see with the bigly talent joining and quickly getting on board. This latest “Move to Market” phase began 9 months ago.
Now I Pinch myself, the former director of marketing at Intel that moved on to the Head of Silicon Phonics Market Foundry Services (at Intel) then moved to Applied Material (AMAT) as the Head of Product Line Management, Photonics Platforms Business joins to become Senior V.P Sales and Marketing Lightwave Logic, most recent hire Dr. Lance Thompson appointed as Vice President of Engineering, was the Director Transceiver Engineering at Coherent (transceiver send and receive date) was senior manager at Finisar, was Director of Engineering Development, Waveguide Devices at Lumentum (waveguides are the channels that move light on the silicon chips) The CEO here is a master of M&A's. Admiral put in charge on 9/11 of a 3 carrier 100 vessel task force running the day to day business is president, Sundar Ramamurthy just left Applied Material where he was the General Manager joined the Advisory board in August, Jeremy Belin Process Engineer joined in July (he was a former process engineer at Intel) Thomas Connely who was in charge of many of the Dupont polymer materials joined the board las year.
Pumpkin would have folks believe that this is not legitimate, in reality he has to be freaking out, but I guess that he needs a paycheck, so he works for the shorts trying to sow seeds of doubt. This post is getting long I’ll do another on what the shorts said could never be accomplished. Honestly, (until now) that is what the industry said about EO Polymers.
By now one should understand that Lightwaves Polymer is Applied to Silicon, get it? The shorts are indeed worried and rightfully so. End of newbies introduction to Lightwave Logic.
I've been here since day one, still here. I told the shorts to cover at a buck, I don't like seeing anyone loose money, some listened, some did not.
The market price is a game for them and they will not go down easy. Lightwave is "Pocket Change" for the trillion-dollar market that this technology is enabling IMO, a Dollar a day increase will be back and they are fun indeed.
So last week the COO and CFO announced that he is retiring (age 77 I think), over the past 10 years or so he always kept 15 months of cash in the bank, he did this by transferring shares to LPC and they would sell them on the market. Stay tuned to see what Yves and company do with a new CFO because the LPC steady dribble of shares may stop, that would indeed hurt the shorts.
X, I did this post the old fasion way I typed it, fingers are getting tired after typing for 45 minutes.
Bullish
Market Data 
Markets 
