Replies to post #216345 on Lightwave Logic Inc (LWLG)

[prototype_101]

Jeuke, great to see Polymers on Nvidia's patents! Why was Yves in Taiwan a week ago? most likely involved in meetings regarding

NVIDIA's Bold Expansion in Taiwan: Jensen Huang Champions Optimism and Innovation for the Future of Tech
Original Article by SemiVision Research
SEMI VISION_TW
May 03, 2025

Jensen Huang, the visionary CEO of NVIDIA, has once again positioned himself—and Taiwan—at the epicenter of global technological discourse. His last visit to COMPUTEX Taipei was far more than a routine keynote appearance; it was a powerful demonstration of leadership, foresight, and a deep-seated belief in the transformative power of collaboration between NVIDIA and Taiwan. Following his electrifying speech, Huang unveiled a landmark announcement: NVIDIA will recruit 1,000 engineers in Taiwan over the next five years, establish a major design center, and potentially lay the groundwork for a new headquarters on the island.

https://tspasemiconductor.substack.com/p/nvidias-bold-expansion-in-taiwan?

LWLG on SemiVision chart on LinkedIn post here

https://www.linkedin.com/feed/update/urn:li:activity:7323005894114312192/

Clear overall picture of the ecosystem and the role of LWLG:

Beyond Chips: Unveiling the Future of the Global Silicon Photonics Ecosystem
Original Article by SemiVision Research
SEMI VISION_TW
APR 29, 2025

Lightwave Logic: Specializes in polymer-based photonic devices, developing ultra-high-speed optical modulators using proprietary electro-optic polymers for future optical interconnect and communication applications.

Lightwave Logic, based in Englewood, Colorado, USA, is a technology platform company dedicated to developing next-generation electro-optic (EO) polymer materials and photonic devices.

Its core technologies aim to enhance data transmission speeds in data centers and telecom networks while reducing power consumption, meeting the increasing demand for high-speed, low-latency connectivity driven by Generative AI and high-performance computing.

https://tspasemiconductor.substack.com/p/beyond-chips-unveiling-the-future

[prototype_101]

worth another LQQk, I thought it might give some information and put LeMaitre’s recent visit to Taiwan ( TSMC) into perspective. Since people are looking for connections , I thought that this was worth mentioning again.

Exchange between me and another shareholder on Ihub.
“ Taiwan Semiconductor (TSMC)Patents : I was reviewing a few patents on Micro Ring Modulators, and found several from TSMC that are related. Please recall that TSMC was part of the recent NVIDIA news involving CPO and Coupe (Compact universal Photonic engine).
The patents published in early 2025 ( Feb/March) are related and caught my eye. They all kept the identical clauses, for example Application 18/526920, "Optical device and method of manufacture". Excerpts below...”

" ..... for the first active layer 201 may be a dielectric material such as silicon nitride or the like, although in other embodiments the material 105 for the first active layer 201 may be III-V materials, lithium niobate materials or polymers ....."

"...optical components 203 of the first active layer 201 may include such components as optical waveguides (e.g., ridge waveguides, rib waveguides, buried channel waveguides, diffused waveguides, etc.), couplers (e.g., grating couplers, edge couplers that are a narrowed waveguide with a width of between about 1 nm and about 200 nm, etc.), directional couplers, optical modulators (e.g., Mach-Zehnder silicon-photonic switches, microelectromechanical switches, micro-ring resonators, etc.), amplifiers, multiplexors, demultiplexors, optical-to-electrical converters (e.g., P-N junctions), electrical-to-optical converters, lasers, combinations of these, or the like...".
Does it mean TSMC is using polymers now? NO

Does it mean TSMC is aware of the possibility and believes that polymers can potentially replace other III-V and Lithium Niobate materials well enough to include in the patent write. YES”

At least we know that TSMC has included polymers in their options.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176159796

[prototype_101]

Jeunke, great to see Polymers on Nvidia's patents! Why was Yves in Taiwan a week ago? most likely involved in meetings regarding

NVIDIA's Bold Expansion in Taiwan: Jensen Huang Champions Optimism and Innovation for the Future of Tech
Original Article by SemiVision Research
SEMI VISION_TW
May 03, 2025

Jensen Huang, the visionary CEO of NVIDIA, has once again positioned himself—and Taiwan—at the epicenter of global technological discourse. His last visit to COMPUTEX Taipei was far more than a routine keynote appearance; it was a powerful demonstration of leadership, foresight, and a deep-seated belief in the transformative power of collaboration between NVIDIA and Taiwan. Following his electrifying speech, Huang unveiled a landmark announcement: NVIDIA will recruit 1,000 engineers in Taiwan over the next five years, establish a major design center, and potentially lay the groundwork for a new headquarters on the island.

https://tspasemiconductor.substack.com/p/nvidias-bold-expansion-in-taiwan?

LWLG on SemiVision chart on LinkedIn post here

https://www.linkedin.com/feed/update/urn:li:activity:7323005894114312192/

Clear overall picture of the ecosystem and the role of LWLG:

Beyond Chips: Unveiling the Future of the Global Silicon Photonics Ecosystem
Original Article by SemiVision Research
SEMI VISION_TW
APR 29, 2025

Lightwave Logic: Specializes in polymer-based photonic devices, developing ultra-high-speed optical modulators using proprietary electro-optic polymers for future optical interconnect and communication applications.

Lightwave Logic, based in Englewood, Colorado, USA, is a technology platform company dedicated to developing next-generation electro-optic (EO) polymer materials and photonic devices.

Its core technologies aim to enhance data transmission speeds in data centers and telecom networks while reducing power consumption, meeting the increasing demand for high-speed, low-latency connectivity driven by Generative AI and high-performance computing.

https://tspasemiconductor.substack.com/p/beyond-chips-unveiling-the-future

[prototype_101]

Jeunke, great to see Polymers on Nvidia's patents!

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176159796

what is key in the r/nvidia announcement this week, lies in the fact, that for the very first time, a leading worldwide conglomerate, along with other partners ($TSMC, $INTC... ) is recognizing the value of photonics in reducing the power use that is constraining the amount of work new #AIFactories can accomplish!

Now, a corollary of this statement, implies that photonics be compatible with CMOS foundries, to meet the volume targets demanded by the industry. The bottlenecks today are not in designing and prototyping (you will see many announcements at OFC25 for #200G/L, even #400G/L ) but in packaging and testing those components at scale (this was the call from Nvidia's Seyedi at Optica PECC conference last November).

Of course, existing base materials, are going to fight like hell to delay when they are kicked out of designs, but the true cost of ownership of the solutions they are introducing is torpedoed by the reliance on various amounts of DSP (Digital Signal Processing: extra power hungry components on the transceivers chips), by the reliance on multiplying the number of lanes (8-lanes, 16-lanes...), which are also incompatible with the power restrictions mentioned above.

The value of $LWLG Perkinamine TM, lies in its core molecular make up:

- It modulates light really fast (holds a world record along with Polariton Plasmonics, into the TeraHerz)

- It saves power to do so: claims up to 90% power saving vs competing solutions

- It is fully compatible with the CMOS chip manufacturing environment: see the PDK portfolio that was achieved in collaboration with the Singapore based Photonic foundry AMF (PR in May'24).

- It is so compact, it saves a lot of real estate on the chip, making room for the designers to pack in more features, if they so desire...

As a start-up, Lightwave Logic had to recently adjust its go-to-market strategy to reach a wider audience, but don't you think Nvidia, along with all the other players in the AI race who recently announced they are launching their proprietary solutions (AMD, Apple, Google, Amazon... along with their various suppliers: Broadcom, Cisco, Marvell, Lumentum, Coherent...) are going to rapidly make use of any solution that gives them an edge? The recent strategy adjustment has a huge benefit: it places the development costs on the competitors in this cutthroat environment.

That's why Yves was brought in, in this commercial race: to make sure that starting in 2025 and 2026, Lightwave Logic gets its fair share of the up to $2.5B serviceable market in which modulators could claim up to 25% of the value at higher speeds!!

Looking forward to what the coming months are going to unveil...

GLTAL

AR.

https://www.reddit.com/r/LWLG/comments/1jfz0yg/jensen_huang_nvidia_silicon_photonics/