InvestorsHub Logo
icon url

tkg

10/27/22 5:36 AM

#120015 RE: Richard_LaRiv #120012

A great observation RL, my first thought is it's just a matter of financial resources available to set up the mini LWLG fab, compared to the virtually unlimited budget of a UAE owned GF fab. I would tend to think it's just a matter of increasing the recipe ratios of the Perk to accommodate the 300mm wafers?

I don't claim to have any insight of the difference in cost between the equipment needed to produce 100mm vs 300mm wafers, but my guess would be it's like shopping for a Hyundai vs a Lamborghini...;)

**************
What country owns GlobalFoundries?

the United Arab Emirates

Created by the divestiture of the manufacturing arm of Advanced Micro Devices (AMD), the company was privately owned by Mubadala Investment Company, the sovereign wealth fund of the United Arab Emirates, until an initial public offering (IPO) in October 2021.

GlobalFoundries - Wikipedia
icon url

vein

10/27/22 5:58 AM

#120017 RE: Richard_LaRiv #120012

Hey Richard, do you view that as positive for the diameter size ?!
icon url

jeunke22

10/27/22 7:59 AM

#120019 RE: Richard_LaRiv #120012

Richard Thanks! Quote: “ So, the 300mm wafer produced by GlobalFoundries fits nearly ten times the amount of chips on it”!
So that means 3 times the speed, 10X less power and ten times the amount of chips on one 300 mm wafer. If all true, no reason not to believe , this is out of this world compared to current transceiver and chip performance,
icon url

prototype_101

10/27/22 8:00 AM

#120020 RE: Richard_LaRiv #120012

Richard, yes, no doubt, this is also why you should never get tricked into buying the special on 2 medium pizzas! Always go for the large or x-large pies! meanwhile Lebby is about to deliver the biggest pies in the history of Photonics, 2 Foundries PDK completions by end of 2022, likely within the coming 4-6 weeks!!

BOOYAH!!
icon url

tedpeele

10/27/22 8:25 AM

#120021 RE: Richard_LaRiv #120012

Might this 10 times surface volume difference from their internal testing be a possible explanation for why Dr Lebby was overly enthusiastic with his earlier projections for a deal by last May?

If so should investors have been told that this would be one of the challenges of having a different ‘kitchen’?

Hopefully still on track with the new guidelines but this is a possible example of why trying to understand a science this complicated may provide false hope for the average layman who may later learn they didnt know enough to be able to make a reasonable judgment after all
icon url

The Great Pumpkin

10/27/22 8:38 AM

#120022 RE: Richard_LaRiv #120012

This is part of the inability to scale. I’ve posted about wafer size in the past. They are using wafer sizes from the 60’s and 70’s or it won’t pole. How did someone with your so called technical background not know this?

#scam
icon url

frobinso

10/27/22 9:07 AM

#120032 RE: Richard_LaRiv #120012

I once posted a link that provided the wafer sizes that various foundries worked with. I wonder how much knowing this would help narrow the field, and actually given they are working with 5 foundries with 2 on deck I am not sure I could consider that statement to be applicable across all foundries they are dealing with.
icon url

pitcook

10/27/22 9:53 AM

#120045 RE: Richard_LaRiv #120012

Thanks as always Richard, for the main reason most come to this site to learn about the science. Does this mean that foundries would in time need to change their materials to fit the better and probably more cost efficient Goo sized wafer, or do we need to tweek our material to work with theirs? I assume that when worked out, using the smaller wafer for much more power, would be a nother positive for LWLG, but how difficult would it be, and how long could it take for them to retrofit this?
icon url

StevenDice

10/27/22 10:11 AM

#120048 RE: Richard_LaRiv #120012

Thank you Richard.

One would presume that lightwave logic‘s technical team is well aware of the difference in wafer size. The 300 mm wafer is a prototype/proof of concept. I believe the PDKs are where the size difference and any performance issues get addressed and worked out.

There is nothing in the size factor that would indicate that the Perkamine would not work.

It would be clearly a well understood issue, at this point, if chromophores were not evenly distributed in the material and it was creating fabrication issues.