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News Focus
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tedpeele

10/30/24 8:29 AM

#203606 RE: theroc66 #203600

Yes, polymer are becoming recognized as One of the emerging materials that might be able to help data centers meet some of the new requirements of the industry going forward

Companies are starting to show an interest, as we’ve seen someone from Google, someone from GFS, and now someone from Broadcom Include them in a list of potential emerging materials..

The question is why doesn’t the company tell us the truth about how far away things are? All they tell us is more data will be coming in 6 to 9 months that is being requested.

It’s very much the first inning folks. The technology is being challenged from all angles and polymers is trying to get noticed. That’s the reality.

Will it be enough data? Will a PIC be ready then? I suspect the company itself may not know the answer, which makes it all the more tragic for shareholders when they dangle carrots in shareholder letters each year about deals happening in a short amount of time.

More dangling ahead… Those that ignore me And the Great Pumpkin and a few other critical thinkers here continue to do so at their own peril. Still not a single person has been able to respond to the latest red flag sticky after 3 months. Sad indeed…
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MarcoPolo4

10/30/24 1:35 PM

#203641 RE: theroc66 #203600

From Rajiv Pancholy head of Hyperscale Strategy and Optic Systems Division Broadcom
As generative AI systems move to unsupervised, transformer-based parallel architectures, there is less time for resending packets due to data transmission errors. Improved bit error rates are thus required to reduce training times while higher interconnect bandwidth and data rates are needed to support larger GPU clusters. These compute networks are already moving to 224 gigabit PAM4 well before the previous generation at 112 gigabit PAM4 was allowed to reach hyperscale deployment volumes.

He is telling folks that open eyes are clearly needed in modulator transmission and that means a low error rate and less resending of data He is also saying we are not far from moving to next generation bandwidth. A large error rate lessens the efficiency of greater bandwidth. AI will not like that.. So low optical loss matters. Michael Lebby has been touting the low optical loss with polymers and the open eyes in transmission. TFLN has a significant optical loss problem now that will only be magnified with increased demands for next generation speed. He might as well be saying polymers will win out over TFLN.
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Lightning_Rod

10/30/24 9:31 PM

#203652 RE: theroc66 #203600

Yes a tier-1 deal signing is going to shut down the total nonsense that has plagued this board forever.

The spider charts presened by LWLG make it clear that the polymer is the real deal for what is wanted in the industry. We are closing in on completing the transceivers.

This board of clowns has said that the EO polymer modulators could not meet requirements, would have poling issues, reliability issues, sealing issues and would never complete PDK’s. All nonsense. These modulators have been passed on to some of the largest transceiver companies in the world. Just a matter of time and LWLG is leading in scaling up low power, small form factor, high speed EO polymer modulators.

Broadcom effectively has acknowledged Lightwave’s EO polymer modulators as one of the promising solutions for the future needs of the industry. This endorsement makes it clear that we are known by the tier-1’s

L_R
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Lightning_Rod

10/30/24 9:33 PM

#203653 RE: theroc66 #203600

Nice to see you post here again btw.

L_R