Foundries Volume Scaling Achieved!! Lebby said "BIG MILESTONE!!"
Lebby told investors in the Dec 4th 2023 letter "and I look forward to sharing exciting new milestones during the balance of this year and in the next year to come."
In the Benzinga interview Lebby shared a newly achieved BIG MILESTONE!!! That milestone is LWLG's ability to NOW be able to SCALE VOLUME PRODUCTION!!!!
Folks this is HUGE and it was obviously only achieved in either January or February of 2024 since the 4th Quarter 2023 Update letter did NOT say that the SCALING AT VOLUME milestone had been achieved yet!!!
In the Benzinga interview, listen to what Lebby told investors in terms of scaling LWLG modulators to HIGH VOLUME!!
"in terms of working with the Big Foundries we actually have modulators on 200mm wafers, 8" across, this is the Standard size that Foundries use, this is a BIG MILESTONE, this means we can scale our technology quickly and efficiently in volume"
let me repeat that!!! Lebby said this was a BIG MILESTONE!!!
quote found at about 1:49:00
Folks Shorts here have been lying and deceiving Longs here trying to get them to believe this was IMPOSSIBLE!! Well guess what, LWLG just accomplished it!!! DONE DEAL!!!
I’ll be concerned if Marcelli fires all of their new hires. They were hired for specific purposes. Peer reviewed publications have proven the technology. Packaging partners and foundries are plural words throughout the 10-K.
Reliability and stability concerns may be a stall tactic to give their existing suppliers a chance to launch their latest and improved optical engines. After all, these are billion dollar relationships that are being disrupted. But, the value proposition is far too superior over the incumbent performance. The need is too great.
Perhaps a private room dinner at Ruth’s Chris to break the news would be appropriate!
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