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prototype_101

08/03/25 12:09 PM

#220701 RE: The Great Pumpkin #220700

why do you even post such absolute nonsense, my information was all confirmed by an Industry insider who knows the requirements, here for investor again,

for all intents and purposes full Telcordia Gr-468 testing has been completed

1) the recent 85/85 results was the most stringent of all the Telcordia tests albeit not the longest requiring only 1000 hours to complete the test for "Damp Heat"

the Tier 1 partners only have to redo the 1000 hours test in a device (41 days) since LWLG did these tests on the material only. The results would not be expected to change in a device, remember, the ALD encapsulation provides the protection and that is the same when in a device

2) the longest Telcordia tests are for 2000 hours (required) and 5000 hours (optional) for devices which LWLG already completed 5000+ hours using its own fully packaged 200gbs Modulator devices

a) Temperature Cycling
b) High Temperature Storage
c) Low Temperature Storage

if the Tier 1 partner decides they do wish to redo the aging and storage tests on their own devices, they just have to go to 2,000 hours for qualification (82 days). the 5,000 hours is just “informational” and not for “qualification"

3) the remainder of the required tests for "full Telcordia GR-468" qualification are not over extended periods of time and also are the easiest ones for LWLG Polymers to pass as they only relate mechanical shock and vibration

So, 1,000 hours in customer devices (41 days) and 2,000 hours (82) days, if they want to redo the aging tests in their own devices. Just saying we are not waiting on 6 or 12 months more of testing like we were in the past. Also, the sample size of 11 devices is the standard, just as the company reported

Ok, so based on the FACTS above, this is the reason the pipeline of Tier 1 (and VC funded startups as well) has been swelling recently as Yves describe in his presentation update on July 31st which you can view in its entirety here



Yves reconfirmed there will be 3-5 Tier 1 (and perhaps a VC funded startup as well) in Stage 3 by the end of 2025, and recently Yves has engaged a Hyperscaler in addition to the impressive list of Tier 1's engaged around the world!!
Bullish
Bullish
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tedpeele

08/03/25 12:58 PM

#220705 RE: The Great Pumpkin #220700

Exactly GP. Yes, they passed the very initial tests - but people here thought ALL reliability testing was going to be done and revealed at ECOC 2023!, and then by year end 2023!

Remember that? The 'complete set' of reliability testing.

It is GREAT they finally passed SOMETHING that the industry requires to take them more seriously.

But this recent announcement on material only was just a start and it wasn't even all of the tests for that! Very High Risk is an accurate assessment.

There are two announcements that can move the needle and they are still a ways off (maybe one by year end - maybe), but even if those happen over the next 12-18 months they could fail to be deployed for many different reasons.

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x993231

08/03/25 1:11 PM

#220707 RE: The Great Pumpkin #220700

Originally you said they could not clean the material, then you said they could not apply it evenly (sputter) then you said they could not increase the concentration, then you said they could not pole it, then you said stability was an issue, then once they did all that you said that it would not get off the bench to a foundry, then you said they couldn't repeat it, then you said that a foundry would never offer a PDK, then you said they couldn't pole it at wafer scale, then you said well, yes they did all that but (and patented it) then you said but only at 200mm (lol) then you said that it would need to be protected in a gold box. Now you finally understand that they did everything they needed to do AND are working with numerous tier 1's, you say but, but, but, it won't see mass production for a few more years. We'll I've got news for you, there is too much money for someone not to take LWLG over. I'd say there are atleast 10 suitors so perhaps a consortium will be needed.

X. Tis a beuitiful day, enjoy it guys.