Right. X will remember this. Years ago, on the ASM call, there was an analyst from, I think, Citi. His only question was “when do you expect to generate revenue.” That’s it.
It’s the only thing anyone cares about at this point. How is it everyone thinks institutions are “accumulating” for the upside potential when we don’t even have a single analyst following us. That INCLUDES Vanguard and Blackrock.
Silly Jiz smoker this is the Nasdaq not a sub penny pink sheet company. It matters very much what a CEO says.
AND This is what he'll say to the industry in a few weeks, makes no bones about it, this is a big deal.
This is what he said in 2018 with my notes at ECOC and check out what he is going to disclose at ECOC 2023.
Remember that until today 2023 the industry has been able to make Silicon work by Doubling Quadrupling the device and the signal, but it is out of gas folks, nothing left in the tank and AI is smoking the current capacity in the data centers.
Remember that back then test equipment was not available to measure what Lightwave was working on because it was too fast.
First Page Photonics Guy Breaks down his observations from the presentation.
Page 20 Lebby envisioned a 1 Volt 100 Gbaud modulator but How do we get there? Look at the chart back then look at the circle look at todays presentations. Slide 22 Lebby spells out the advantages of Polymer Modulators Slide 28Demonstrates that it is compatible with Both InP and Silicon photonics Slide 32 highlighted the db loss and electrode length where of what they needed to accomplish. Slide 33 shows the experimental results remember that No Test Equipment was Available. Slide 34 remember that back then the upper limits of the test equipment was 67 GHz so they had to use calculated results (Solid Line) Slide 35 S21 results remember that test equipment was not available so the results were a combo of Calculated vs. Experimental Slide 37 Shows the importance of a Larger R33 Larger r33 -> Shorter electrode -> More Gbps -> Smaller Vpi Slide 43 they had just Stabilized the Material
Coming in October the Industry Presentation in ECOC 2023 Commercializing reliable hybrid electro-optic polymer modulators Michael Lebby, CEO Lightwave Logic Inc Electro-optic polymer modulators, and especially slot modulators are a hot topic in the industry today as the industry strives to increase modulation speed while reducing optical network equipment power consumption.
Results will be shown that enable not only 800G transceivers, but 1600G, and 3200G
EO polymers offer 4 key advantages:
1) Exceptionally high EO bandwidth in excess of 110GHz, and with plasmonic devices over 250GHz
2)Low voltage drive of under 1V (which allows direct drive from ICs, DSPs etc., and eliminates driver chips)
3)Very small footprint and size, which allows simple integration with PICs and silicon photonics and are ideal for pluggable and Onboard-optic transceiver form-factors
4)EO polymers can be easily handled in standard silicon fabs using standard PDKs
The talk will discuss the latest results with commercial grade electro-optic polymer materials that are being licensed for device applications for datacom at 1310 and 1550nm. As well as silicon foundry fabricated silicon slot modulator polymer PIC device designs for use with integrated photonics platforms.
Material and device demonstration will show polymers exceeding electro-optical and electrical 3dB bandwidths of 110GHz, low voltage, and very small form factors.
Polymer electro-optical materials have competitive performance characteristics both at 1310nm as well as 1550nm operating wavelengths.
Reliability and stability results will be presented to show the robustness of the technology platform with respect to thermal and photostability that will exceed over 9k hrs.
Plans and details for CSP – chip scale packaging for polymer PICs will be shown from the performance of dielectric sealants such as Atomic Layer Deposition at temperatures suitable for organic, polymer material.
The talk will also show how the performance of EO polymer modulators can extend to not only 400 and 800Gbps transceivers, but also 1600, 3200 and beyond using the natural bandwidth characteristics of Perkinamine® chromophore organic material.
With EO bandwidths that exceed 250GHz, single line data rates that exceed 200Gbps are possible which opens a path for multi-Tbps data rate transceiver designs. Further, it will be shown that the EO polymer technology has the potential to extend the technology roadmap significantly over this decade.
So riddle me this, they can cut and dice tiny chips in the foundry so why can’t they cut a bagel evenly?
Xster Again the next ECOC presentation in a few weeks will be Lebby talking to the industry Not to Investors, this is for the industry not for institutions.
That is a great post. For long term shareholders who are staying the course, the share price means as much to them as Lebby cares about it. Which means zero. I have a short term interest and a long term one as well. My option contracts are getting abused and it stinks for anyone holding them. I thought we would see something by September but I was wrong. Now it looks like sometime in the first half of 2024 will be where the goalposts reside.
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