InvestorsHub Logo

tkg

11/30/22 5:46 AM

#123886 RE: Tleprathy #123884

2. Polariton and Silorix collaborating with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)



Today, as data rates increase, high-speed modulation using Mach-Zehnder on Si is becoming a bottleneck. There are numerous developments in new materials to overcome the current limitation (LNO thin films, InP, BTO, polymer, plasmons). For example, Arista has integrated thin film LNOs in modulators in an 800G transceiver prototype shown at OFC 2022.
This creates opportunities for companies focusing on materials for silicon photonics: Lumiphase and Polariton (created in Switzerland in 2019), Hyperlight and Liobate in China for thin film LNO, or Riber for BTO.

MrSmithLWLG

11/30/22 8:45 AM

#123907 RE: Tleprathy #123884

Yes all good signs !!!

Good recap.

U r right, more real institutional buyers now (not just index funds).

Right tech at the right time !

Photonics_Guy

11/30/22 9:59 AM

#123919 RE: Tleprathy #123884

I agree with all the points Tle brings out here. Great post.

This is a very good strategic move by ML. There was too much dependence on InP lasers previously.

I’m still long and strong, but dealing with a lymphoma diagnosis, which has been a major distraction.

PG

prototype_101

11/30/22 10:27 AM

#123933 RE: Tleprathy #123884

worth another LQQk, So much interesting and incredible news in the last few months:

1. The purchase of patents from a spin-off of one of London's leading universities, to aid in the manufacturing process. To anyone saying that this means the clock of PDK creation has to restart - that's obviously absurd. What is logical? They will have been using this tech, probably on license, during the runs with the foundries. Now it's got the green light from the foundries - they've bought the intellectual property. Lebby reiterated the 'expected results' timing as little as a few weeks ago. Slam dunk.

2. Polariton and Silorix collaborating with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)

3. NIST working on projects with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)

4. A $600k convertible loan to an unnamed company, expiring in a few months

5. Qube Research & Technologies Ltd, a strategic investment manager, taking a $4 million position in the company (remember when people were saying it was just index funds buying?)

I am confident there will be game-changing news by year end.

Photonics Guy agreed here,

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170569852

...and special note to my friend PG, you are in my continued thoughts & prayers!!
Bullish
Bullish

Benjike

12/01/22 2:46 AM

#124115 RE: Tleprathy #123884

Get well soon Photonics Guy.
Stay strong.
Grtz from Belgium.

prototype_101

12/15/22 7:22 AM

#126228 RE: Tleprathy #123884

worth another LQQk, So much interesting and incredible news in the last few months:

1. The purchase of patents from a spin-off of one of London's leading universities, to aid in the manufacturing process. To anyone saying that this means the clock of PDK creation has to restart - that's obviously absurd. What is logical? They will have been using this tech, probably on license, during the runs with the foundries. Now it's got the green light from the foundries - they've bought the intellectual property. Lebby reiterated the 'expected results' timing as little as a few weeks ago. Slam dunk.

2. Polariton and Silorix collaborating with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)

3. NIST working on projects with Lightwave (again begging the question, why collaborate with a company whose tech can't be scaled?)

4. A $600k convertible loan to an unnamed company, expiring in a few months

5. Qube Research & Technologies Ltd, a strategic investment manager, taking a $4 million position in the company (remember when people were saying it was just index funds buying?)

I am confident there will be game-changing news by year end.

Photonics Guy agreed here,

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170569852

...and special note to my friend PG, you are in my continued thoughts & prayers!!
Bullish
Bullish