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prototype_101

09/27/23 11:08 AM

#159883 RE: tedpeele #159882

WRONG 4TH TIME TODAY and everyone knows it!!!! Lebby has shown Investors 5 Foundries in 2022 and added 2 more Foundries for 2023, so Lebby has AT LEAST been working with SEVEN FOUNDRIES over the past 2 years!!!!

I believe MORE actually, in one-on-one discussions Lebby told me there are approximately 30 Foundries that LWLG could be working with on PDK's so put that in your pipe and smoke it!!!

KCC is correct, I listened to this presentation as well!! again, it's about the sensitivity of the competition in Foundries activities, not about competition of the technologies being implemented in the PDK's at the various Foundries (and there are MANY!!)

KCC said, Now - I've mentioned this before, but the Belgian encore presentation was a bit more polished with this answer and here is Lebby's response about not sharing foundry details.


Lebby said, "I'm still very nervous about telling the competition, whether they’re semiconductor based or barium titanate or thin film lithium-based, who we're working with. And because I don't want to give them the idea - just because we've chosen a particular foundry - that they can go to the same one too. If they see that we work really well with Foundry X or Foundry Y then they may do that. And a lot of these companies are trying to figure out…you know there's 30 foundries…and all these foundries want to get into photonics because they see this as future business opportunity to run more wafers and so when we evaluate these foundries and we do our own benchmarking, I don't really want to tell everybody what we've decided. At least not right now. That doesn't mean we won't down the road when we feel it is more comfortable. We'll be talking about a lot more details about who we're working with, even to some extent the end users if it makes a lot of sense, but right now we're in this position that we just started our business and the last thing I want to do is enable the competition to catch up."
Bullish
Bullish

x993231

09/27/23 11:11 AM

#159887 RE: tedpeele #159882

Well I sat there and heard Lebby say they were in 5 in 2 continents both Silicon and InP and had 2 more foundries that they were getting ready to use. Last time I looked 5+2=7

Now I think that 7 would be running them a little tight but 5+2 is 7 Ya know.

I think some are fast tracked and some are on the slow and steady, depending what Lebby shows next week could shake up the slow ones.

As info it will not take 7 foundries to satisfy demand because they are so small they may get 30 times the yield on a single wafer, I'd guess more like 15 times the yield to allow for dicing.

X Ted how do you think this end of quarter will end up, It looks to me like shorts exceeding shares on loan is very interesting and something that the SEC would pick up.
Bullish
Bullish