News Focus
News Focus
icon url

zdog

02/21/22 4:57 PM

#94086 RE: Richard_LaRiv #94085

Thank you.

So, to me this Macom/Global Foundries sounds like direct drive modulators. Am I wrong that this is different than the Perkinamine spinning onto silicon that they are currently developing the PDK’s with presumably Globsl Foundries and others?
icon url

th6565

02/21/22 5:13 PM

#94087 RE: Richard_LaRiv #94085

I am kind of a refugee from Lumera/gigapeak and I understood there was nothing wrong with their technologies except the polymers materials they had: molecular structures instabilities.

And in 2017 when LWLG acquired Br Photonics knowledge bases I never doubt the success of LWLG. It is because LWLG has stable polymers.
icon url

x993231

02/21/22 5:29 PM

#94090 RE: Richard_LaRiv #94085

Correct almost 1 year ago

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=161826227

Proto and others, please correct anything I may have wrong. Here is the history as I understand it.


1) Vivek Rajgarhia works for GigOptix until 2010 when he leaves to start his own company, Optomai Inc.

2) Optomai gets acquired by MACOM in 2011 and Vivek begins his work with MACOM on thin film polymer technology.

3) Later in 2011, GigOptix files a lawsuit against MACOM for patent infringement directly related to trade secrets (allegedly) brought over from Vivek's employment.

4) In September of 2013 the lawsuit is settled and MACOM pays GigOptix $7.5 million, but admits no fault as part of the settlement.

5) In 2014 GigOptix creates a joint venture with DPqD and names that new company BrPhotonics, headquartered in Brazil. It sends all of its Polymer Photonics technology to BrPhotonics.

6) In April of 2016 GigOptix acquires Magnum Semiconductor and changes its name to GigPeak.

7) In September of 2016, BrPhotonics begins a collaboration with MACOM and AppliedMicro to work on polymer modulators. These modulators never gain market acceptance and BrPhotonics closes shop.

8) In February 2017, GigPeak gets acquired by IDTI for its remaining semiconductor technology for $250 million.

9) In June of 2018, Lightwave Logic acquires BrPhotonics/GigPeak's polymer technology for $300,000. This augments LWLG's existing polymer modulator technology giving them full freedom of manufacture.

10) In 2019, Vivek Rajgarhia leaves MACOM to accept position as the president of POET technologies.



WOW! What a history. A couple reflections in summary:
MACOM infringes (allegedly) on some patents to develop polymer modulators, then settles the lawsuit. Then the company that sued them sends that patented technology to Brazil. Then MACOM collaborates with the Brazilian company on polymer modulators. Then the Brazilian company shuts down and sells its patented technology to Lightwave Logic... I think its safe to say MACOM would be interested in a third run at a partnership to bring polymer modulators to market. I think the question is whether it is in LWLG's best interest to collaborate with MACOM. Perhaps. Or perhaps LWLG has bigger prospects and I think we will find out very soon.



References:
1) https://www.linkedin.com/in/vivek-rajgarhia-8312594/

2) https://www.macom.com/about/news-and-events/press-release-archive/row-col1/news--event-archive/ma-com-technology-solutions-acqu

3) https://www.macom.com/about/news-and-events/press-release-archive/row-col1/news--event-archive/ma-com-tech-to-vigorously-defend

4) https://ir.macom.com/news-releases/news-release-details/macom-and-gigoptix-announce-final-settlement-all-pending-suits

5) https://www.marketscreener.com/quote/stock/GIGOPTIX-INC-10945198/news/GigOptix-Inc-GigOptix-Inc-and-CPqD-Announce-Signing-of-Definitive-Agreements-to-Incept-BrPhotoni-17931795/

6) https://www.sec.gov/Archives/edgar/data/1432150/000114036116059900/ex99_1.htm

7) http://www.semiconductor-today.com/news_items/2016/sep/amcc-macom-brp_200916.shtml

8) https://www.lightwaveonline.com/business/mergers-acquisitions/article/16674097/idt-to-acquire-gigpeak-for-250-million

9) https://www.globenewswire.com/news-release/2018/06/15/1525256/0/en/Lightwave-Logic-Acquires-the-Polymer-Technology-Intellectual-Property-Assets-of-BrPhotonics.html

10) https://www.globenewswire.com/news-release/2019/11/05/1941141/0/en/POET-Announces-Appointment-of-Vivek-Rajgarhia-as-President-and-Suresh-Venkatesan-as-Chairman-CEO.html



icon url

theroc66

02/21/22 11:51 PM

#94123 RE: Richard_LaRiv #94085

Thanks for the props Richard.
It sounded like a good lead. It's comforting you feel the same apparently. Now let's see what MACOM and their manufacturing partner have ready to be announced at OFC.
GLTAL
AR.
icon url

Davisa

02/22/22 2:38 AM

#94124 RE: Richard_LaRiv #94085

A reveal in March also lines up with ML and JM both having their annual grants issued at the end of January instead of the end of April as they have in the past.