Replies to post #125412 on Lightwave Logic Inc (LWLG)

[pitcook]

Outstanding find! Who is that gentleman at the 3:11 mark?

[DustyShares]

Great find KCCO , thank for posting.
We are gold.

[Rkf302]

KC. Great great find. Thanks.

[tkg]

Great find KCC, thank you!

[WayHaw]

KC...That is just too cool. Thanks!

[tkg]

Strange, I was just re reading an article from Aug. 2020 regarding indium phosphide...

High-performance electro-optic (EO) materials have matured commercially1 and have the potential to offer solutions. These polymer-engineered materials are naturally fast, are highly responsive to electric fields, can be added to integration semiconductor platforms such as silicon photonics or indium phosphide (InP), or can be used on their own in a packaged polymer chip.

The modulator is a key component of a high-speed photonic integration platform, and the potential combination of high-performance polymer modulators with silicon photonics or InP has incredible potential in the marketplace.

https://www.photonics.com/Articles/Electro-Optic_Polymers_Improve_Speed_and_Power/a65902

[pochemunyet]

WOW. Now it's a sticky.

[StockJumper25]

Good Job, KC, Well I think that takes care of the check box for our European Semi partner.

I'm just going to have to assume that GFS is the other, there is just too much documented collaboration between them.

Cheers!

[spartex]

Excellent KCCO! GO LIGHTWAVE

This may be more a future chip maker for Lidar, and other sensors, right, not mass production of modulators?? They are private and appear more highly specialized niche. Thanks for any thoughts

GO NETHERLANDS! :-)

[jealmc79]

Interesting numbers according to this video that played after the one you posted on my computer titled: Silicon Photonics: The Next Silicon Revolution(don't know how to do links yet)

Transceiver market is biggest silicon photonics market.
50-75 million transceivers needed per year for next 5 years.
Assuming 200mm wafer with 25mm die and 100% yield thats 40-60,000 wafers for the entire industry.
That's less than 1 months production for a typical megafab or just a few days run per customer.

So according to this video LWLG on needs 1 megafab to take over the entire transceiver market. They are already in talks with several. TSMC is so large that this market is probably too small for them to even bother to get involved in.

[iDraco]

5:19 Could that be...? :-) Great find K!

[iDraco]

Also that could explain why dr. Lebby had a few meetings with Belgian shareholders. For those not knowing, the places where Smart Photonics in The Netherlands and the shareholder meetings/dinners are located are pretty close to each other so it would be 'easy' to incorporate in his busy schedule.

Anyway, just speculation on my part ofc. ;-)

[foxy175]

Look at my post 92961 earlier this year!

[JohnnyLightwave]

Nice find KC! Not surprised to see our CEO in this clip. He’s got his fingers on the pulse of all things photonics.

[Dead On Arrival]

I believe you have access to management. Could you please request they look into this shorting going on. Enough of the dancing around sticking their thumbs out and get down to getting the share price higher. That is what the CEO is there for. If not make Lebby the head science guy and bring in someone who knows how to create shareholder wealth.

[rjs1]

It is a pure-play InP foundry.
What is the connection with LWLG's polymers?

[frobinso]

Smart Photonics received 75M in funding from Netherlands to scale up and drive the technology forward. Did I hear thst correctly?