prototype_101
9 hours ago
Lebby gave a Keynote at OFC 2024 about "Heterogeneous Integration", here AMAT speaks about heterogeneous integration as well as saying that "materials science and materials engineering are increasingly important to the industry's road map", AMAT has been discussed here many times as a Tier 1 very likely having an NDA partnership with LWLG currently, here
A few little tidbits from the AMAT earnings call. Recall that at multiple industry events, Robert Blum has been seen pulling Lebby aside for private conversations.
“Key inflections that underpin the semiconductor road map are enabled by Applied Materials and will support our ongoing outperformance as next-generation chip technologies move into high-volume production. In addition, the complexity of implementing the industry's road map and bringing new semiconductor technologies to market is driving earlier, deeper, and broader collaboration with customers, as well as supporting double-digit growth for our service business.”
“Looking further ahead, we see opportunities for this business to double again as heterogeneous integration is more widely adopted beyond the AI data center, and we introduce new products that expand our served market.”
“Materials science and materials engineering are increasingly important to the industry's road map. Applied has invested early to develop a broad, unique, and connected portfolio of materials engineering solutions that are critical to enable major semiconductor inflections, from AI high-performance computing to ICAPS edge computing.”
https://www.fool.com/earnings/call-transcripts/2024/05/16/applied-materials-amat-q2-2024-earnings-call-trans/
Ok folks, AMAT has been spoken about many times on this board as being a likely potential partner/buyer of LWLG's technology, KCC added this interesting comment for color from what he had personally witnessed in October 2023 at the PECC conference,
Very good. There’s been long running speculation that AMAT is involved somehow. Personally I think AMAT is a company who would possibly acquire LWLG.
At Optica PECC last fall, Robert Blum (former head of Silicon Photonics at Intel, now at AMAT) pulled Lebby from a table and they spent a fair amount of time talking about something that must have been private.
https://www.reddit.com/r/LWLG/comments/1ctz0o0/daily_trading_action_and_general_discussion/?share_id=2EIv0l-jrd8vK5LesM41j&utm_content=1&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1
Lightwave Logic has announced that Chairman and Chief Executive Officer Dr. Michael Lebby discussed the latest world-class results for the company’s 200 Gbps heterogeneous polymer/silicon photonic modulator at a record low drive voltage at the 2024 Optical Fiber Conference (OFC) in San Diego, California.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174205574&txt2find=heterogeneous%20integration
prototype_101
9 hours ago
LWLG is one of the most UNDERVALUED stocks on Wall Street.
VALUATION & NEAR TERM PROSPECTS:
VALUATION:
LWLG has SUCCEEDED where the INDUSTRY has FAILED for over 40 years!!!! The technology is worth BILLION$$$
If you look at the VWAPS LWLG is undervalued, and based on Developments and IP to-date TODAY the fair valuation should be $1-$2 Billion which is roughly $8 to $17 range
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173919132&txt2find=40%20years
1. SCREENING
How many have valuations of $500m or more and have the HOLY GRAIL of PHOTONICS in-hand today
Answer: just one it's LWLG!!!
2. SHORT POSITION
For now, the company issued 1,453,332 new shares during the 4th quarter. Short interest increased by 89,799 shares bringing the total number of shares owned by investors to 140,503,131.
Institutions that report to Fintel, Nasdaq, and Whale Wisdom increased their ownership by 1,467,119 shares to 32.120,876. Individuals, which includes small institutional investors who are not required to report their ownership, increased their ownership by 76,012 shares to 108,383,018 shares.
In percentage terms, individuals own 92.91%, institutions own 26.17%, and short sellers have supplied 19.08% equaling 100%. In other words, there was very little change in ownership in the 4th quarter.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173954156
3. THE EVIDENCE
1) There are deals under negotiation, and investors now know that these are BIG DEALS because of the additional requirements disclosed of the potential Customers wanted to be assured of
a) Financial strength for a LT relationship
b) ability to not have only a single source for the Perk supply, ie, perhaps another site will be opened by LWLG or perhaps some other arrangements will be made to accommodate these big players!!
2) Foundries Volume Scaling Achieved!! Lebby said "BIG MILESTONE!!"
how many times are Shorts going to keep trying to deceive Longs on this one!!!
here read this post >>
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173959736
3) Reliability/Stability is PROVEN 100% already!! Lebby already stood up at OFC March 2023 and told hundreds of Industry insiders that LWLG's Reliability/Stability had been proven!! And at ECOC 2023 Lebby presented UNDENIABLE proof in his presentation!! And at OFC 2024 Lebby presented the proof of LWLG devices on 200mm large Foundry wafers!!! The data has been absolutely ASTOUNDING!!! here see for yourselves,
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/1bd96423-05f6-76f0-82d8-2a80d7a40691?origin=2
Of course, that doesn't mean the Google's and Amazon's don't want to see additional data, OR, are they just playing that card to gain BETTER PRICING?
NEAR TERM PROSPECTS:
HUGE HUGE HUGE!!!! Lebby is working on finalizing BIG DEALS with the BIGGEST COMPANIES IN THE WORLD!!!! here
with Cisco, Intel, Google, Ciena as LWLG Customers I wouldn't want to be stuck holding the Old Maid "Short" card when Lebby drops additional Licensing and Tech Transfer Agreements in 2024!!
there are 22 Million++ Shorts holding that Old Maid card currently!!
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
spartex
21 hours ago
Very interesting article on Corning's big opportunity in fiber optics growth as part of US broadband expansion funds, but primarily because of the massive growth in AI via Nvidia, and Data Center expansion and need to higher transmissions, and lower costs to install and operate. (Barron's "This Week's Magazine").
Lightwave's polymer is hand-in-hand with Corning's growth and new fiber technology to accelerate and reduce costs! But Lightwave's polymers are an entirely NEW additive into the ENTIRE Data Center Ecosystem, as a "overhaul" replacement product to extend the life of some DC, as well as to help the newer faster speeds and 1.6T per transceiver Data Centers roll out in 2026 and beyond at rapid speed.
This Stock Is About to Get an AI Boost. No One Is Paying Attention—Yet.
By Eric J. Savitz
June 14, 2024, 2:21 pm EDT
In this article
Corning is known for its glassmaking but it could soon be better known for AI. (COURTESY CORNING GORILLA GLASS)
Finding fresh opportunities to invest in artificial intelligence is daunting, which explains why investors just keep pouring money into a handful of the same ideas. Nvidia
has rallied 43% over the past month. In the same span, Arm Holdings
ARM has jumped 35%, C3.ai
AI is up 22%, and Taiwan Semiconductor has gained 14%. AI plays, all.
Wall Street has recently started to fret about AI’s profit potential outside of Nvidia, but this past week emboldened the bulls. It started with Apple’s long-awaited unveiling of its AI strategy at the company’s Worldwide Developers Conference. Apple stock rallied 11% on the news, with investors seemingly convinced a new iPhone upgrade cycle is coming. The Apple news was followed by AI-juiced earnings reports from Oracle, Broadcom, and Adobe, sparking double-digit stock rallies for all three, and spurring a renewed hunt for AI ideas.
I’ve got one for you: specialty glassmaker Corning. Founded in 1851, Corning makes highly engineered glass for a host of applications: Glass for TVs, PCs, and mobile phones. Glass for automotive displays and pollution control systems. Glass for vaccine vials and solar panels. And glass in the form of fiberoptic cable, which is used, among other places, in AI data centers.
Corning’s recent financial results have been ugly. Revenue has been down year over year for six straight quarters, and the June quarter will likely extend the string to seven. Declines in multiple key markets—smartphones, TVs, autos, and telecommunications—have battered the business.
But CEO Wendell Weeks thinks a turnaround is at hand, thanks to improvements in the underlying businesses along with underappreciated new opportunities. Like AI.
Weeks sees a “springboard” coming. He predicts Corning can boost annual revenue by at least $3 billion by 2026—and potentially as much as $5 billion—on top of the $13.6 billion in revenue the company reported in 2023.
“Material science is really slow, until it gets fast,” Weeks told me this past week. “You work in an area, and you work, and it takes a long time. We’re talking about the composition of matter. And then a catalyzing customer application comes along and all of a sudden you have a big secular trend take off.” That trend? Well, you know.
Before we get to the details, it’s worth noting a few other things playing in Corning’s favor.
“The springboard framework is all about this combination of cyclical and secular growth coming together,” Weeks says. “We have this $3 billion-plus sales opportunity over the next three years in which we have high confidence. And because we already have the capacity in place to execute on that, the margins in the incremental revenue should be outstanding.” That’s an important point: Corning doesn’t need to spend a fortune here to build infrastructure.
On the cyclical side, Corning sees growth ahead in the automotive sector, for curved glass displays inside electric and autonomous vehicles, and from increased use of its gas particulate filters, widely used overseas and about to get adopted in the U.S. thanks to new Environmental Protection Agency emissions rules.
Weeks also sees a rebound coming in non-AI fiberoptic cable. That business has been down double-digits over the past year, including a 17% drop in the March quarter. But, Weeks says, it has averaged 7% growth over the long haul, and should rebound as telcos work down inventory.
Meanwhile, Weeks expects Corning to start seeing increased fiber demand next year from the rollout of a $42.5 billion federal government program known as BEAD—Broadband Equity, Access, and Deployment—to make high-speed connectivity available in underserved areas. He also sees a boost to display glass volumes from a gradual increase in average TV screen sizes.
But the big opportunity comes from AI. As Weeks notes, fiberoptic cable is crucial to every cloud data center, linking processors to each other. That is even more important for AI, where the computing power comes from the interconnection of thousands and someday millions of graphics processing units, or GPUs, made by Nvidia and others. “I have been doing this a long time,” Weeks says. “And we have a pretty unprecedented opportunity right now.”
Weeks says systems that rely on Nvidia’s popular Hopper H100 GPUs require 10 times the fiber used in a conventional server rack.
Corning formed a dedicated team four years ago to solve the problem, Weeks notes. The company invented thinner fiber, new cabling, new connectors, and a new system to tie them together. Weeks says the new approach offers 60% higher density and 70% less labor for installation. The system starts shipping this quarter.
The math should steadily improve for Corning as systems get even denser over time. When Nvidia launches its powerful new Blackwell chips later this year, the number of GPUs per rack more than doubles, to 74 from 32. That means more connections, and more fiber. When that happens, Weeks says, Corning’s revenue per rack should double.
Corning shares have rallied 25% this year, but they still trade at a relatively modest 2.3 times expected 2024 sales, and about 20 times adjusted earnings. With growth set to explode and its AI business still emerging, the undiscovered Corning story might not stay that way for long.
Write to Eric J. Savitz at eric.savitz@barrons.com
prototype_101
22 hours ago
We’re working with the biggest transceiver companies in the world"
Keep in mind, Lebby is working on multi-year deals, with the type of Tier 1s investors know Lebby is in negotiations with, there could easily be large up-front monies, $50 million or more is realistic, don't think it's not!!
LWLG is a once in a lifetime opportunity!!
The quotes are from the LWLG executive and should be nearly exact to what was said. While the conversation was not recorded, detailed notes were taken and the messages should be very close, if not exactly what was said.
LWLG is “close on deals”. They have "calls all week discussing the deals". Just before the conversation, the executive was on a call with a "potential counterparty to a deal".
This executive acknowledged the only thing that will move the stock price at this point is closing deals.
"I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Within the next month, engineering teams from three separate companies will be visiting LWLG’s facility.
When asked if the T1 announcements will have a name attached, the response was that they "would love to be able to". Based on the NDA’s, they "can’t use a counterparty’s name without its permission". “The argument they make is that they are trying to gain a competitive advantage.”
When asked directly if they are working with NVIDIA the response was, “Let’s put it this way. Anyone not trying to work with NVIDIA is a fool and I’m no fool. What’s the old saying? I can neither confirm nor deny that we are working with NVIDIA.”
“We’re working with the biggest transceiver companies in the world.”
“Amazon wants warrants from companies to sell to them. They eat their young. I said that to a guy during a meeting – you eat your young. He just smirked.”
I will not disclose the identity of this person. Do not ask. Do not assume.
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
I've been adding shares since the ASM as Lebby told investors nothing had changed!! The long-standing Timeline to Commercialization has been 2024 for Customer Acceptance and Ramp into 2025 with full blown Mass Commercialization in 2026!!!
Shorts are LYING SCUMBAGS and will say LITERALLY ANYTHING to get Longs to sell their shares!!! They are criminals who worship their underworld gods of manipulation!!!
prototype_101
22 hours ago
Ayars Lab, The company manufactured approximately 10,000 optical chiplets in 2023 and expects similar volumes this year.
seem familiar? sounds much like the volumes LWLG is projecting as it ramps for its Mass Commercialization 2025/2026, now if LWLG also has Ayar project under NDA, just imagine what happens to LWLG's ramp in 2025/2026!!
https://www.gazettabyte.com/home/2024/5/18/has-the-era-of-co-packaged-optics-finally-arrived.html
Direct evidence connection between GlobalFoundries, (Intel)Ayar Labs, LWLG EO polymers. Note that LWLG is not referenced, however Carsten Eschenbaum, CTO of SilOriX, and Christian Koos are listed authors on the paper. We all know the connection to LWLG and SilOriX and Christian Koos.
White Paper - Hybrid Integration of Exotic Materials in CMOS Platform
Deniz Onural is at Boston University in their Silicon Photonics Lab. Hayk Gevorgyan is a Senior Photonics Device Engineer at Ayar Labs. Milos Popovic is also at Boston University and a co-founder at Ayar Labs.
This paper describes the BEOL process for integrating EO polymers in ring modulators on wafers supplied by GlobalFoundries.
Title: “Towards Hybrid Integration of Exotic Materials in an Electronic-Photonic CMOS Platform via Substrate Removal”
Abstract: “We demonstrate direct access to the silicon device layer of a monolithic CMOS electronics-photonics platform with a full-digital back-end-metal stack, in post-fabrication at die level, allowing the integration of functional materials (e.g. into slot waveguides).”
Paper requires payment to view. For those extra curious who want to read the details, go ahead and support Optica by purchasing the white paper.
-KCC
https://opg.optica.org/abstract.cfm?uri=CLEO_SI-2023-STh3H.4
Reddit link >> https://www.reddit.com/r/LWLG/comments/154a4rw/white_paper_hybrid_integration_of_exotic/
LWLG to the rescue of Intel/Ayar/GF!!! Today, silicon microring modulators are perceived as promising to implement such links; however, they provide limited bandwidth and need thermal stabilization systems.
LWLG has NO COMPETITION!!!!
NOTHING EVEN CLOSE!!!!
Intel/Ayar MRR fatal issues solved by LWLG Polymers, just read posts #133274_#133275_#133276 and understand the following about the position LWLG is currently in, here to summarize for you,
#133274 Intel/Ayar for many years now have focused on their Next-Gen Photonics solution using silicon based MRR's, but there is an inherent problem with this technology, temperature control, which cannot be solved, at least not economically, read this to better understand,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171251782
#122275 LWLG Polymers CAN solve the issues that Intel/Ayars cannot, therefore it is a strong probability that Intel/Ayar and LWLG are working together under NDA's currently, read this to better understand,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171251787
#133276 Intel in 2022 after a handful of years selling Photonics devices achieved RECORD unit volume of about 2 million units!! Here KCC points out that LWLG can achieve these same volumes, perhaps even more, with one small Foundry & one Customer!! read this to better understand,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171251790
prototype_101
22 hours ago
ECOC Market Focus Topics!! Polymers RULE!! Check it out!!!
September 23-25, 2024
Components/ICs/PICs/fiber
1. Classic component performance (discrete and
integrated photonics), ROADMs
2. High speed, low power modulators (polymer, TFLN,
plasmonic, Silicon, InP etc.)
3. Tunable and fixed wavelength devices
4. Future PIC trends, roadmaps, complexity with InP,
silicon photonics, polymers
5. VCSELs: high speed, arrays, smart pixels
6. Electronics (and associated modulation techniques
– PAM, QPSK, QAM etc.) for lightwave (DSPs, ASICs,
computational processing)
7. Advanced packaging trends (low cost, high speed,
volume driven, CoB, FC, interposers) and associated
testing techniques
https://www.ecocexhibition.com/wp-content/uploads/ECOC2024-Market-Focus-Call-For-Speakers.pdf
prototype_101
22 hours ago
PECC October 22-23 Optica Photonic-Enabled Cloud Computing Industry Summit hosted by Synopsis has a TOP SHELF speaker list, check it out here
https://www.optica.org/events/industry_events/2024/pecc/program_speakers/
Investors keep in mind that Synopsis has been posting on LinkedIn about LWLG!!
The article Synopsis Photonics Solutions posted on LinkedIn was from the PIC Magazine article by Michael Lebby here
https://www.linkedin.com/posts/synopsysphotonicsolutions_article-by-michael-lebby-ceo-lightwave-activity-7181893534705201153-QcJ2/
Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.
https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U
Synopsis also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.
https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf
Just going to put this here. Synopsis Foundy Spotlight: GF Fotonix
"Roadmap Solution (excerpt)
The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)
Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)
Just a guess here/speculating:
GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.
In the investor pres at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure
One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.
https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?
prototype_101
1 day ago
teddybear said, And I’m really not a big proponent of TFLN Ha!! Too Funny!! Youv'e been PUMPING this pig as the Industry "Top Choice" for true Next-gen solution!! You and your BFF Marky boy!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174605420
Glad to see you go on record today saying this though because TFLN is really ZERO competitive threat to LWLG's success, not only is it miles behind in all of the important attributes when compared to LWLG's Polymers, but it also very likely can't extend beyond one future generation and Foundries don't want to make investments that will expire so fast!!! Add on to that the fact the #1 TFLN Development company, Hyperlight, has already told the Industry it will take another 3 years before they MIGHT be able to get TFLN produced in scale at a Foundry!!!! Put that all together and TFLN is DOA baby, read em and weep TFLN fan-boys!!!
TFLN the closet competitor (laughable!!!) to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
Why LWLG Polymers are the ONLY true Next-Gen SOLUTION!!!
1) the Industry need for a true next-gen internet transmissions solution is great because the growth rate of Data is on a parabolic curve and the TAM today is about $10 Billion growing to about $30 Billion in 2030
2) the Industry has already decided that the next-gen products to for 800gb/1600gb will be delivered using 200gb per lane
3) the ONLY incumbent technology that can deliver 200gbs per lane is InP but it is a major struggle to get there for InP and the power usage is extremely high to do it, and it cannot be extended for generations beyond 800gb/1600gb
4) there are only these several contenders as the next-gen solution, they are Polymers, TFLN, BTO, and InP
5) to-date only LWLG Polymers have proven the ability to scale volume on a 200gbs that has INCREDIBLE attributes and garnished tons of interest from all of the Tier 1's, so much so that Lebby is picking and choosing which Tier 1's to be working with first (limited resources) to get LWLG Polymers to Ubiquity the fastest
6) TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE
7) LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
Here are relevant Q&A from the 2024 ASM,
ASM Q&A: Is the current state of the technology, of the Company’s technology enough for commercialization of product polymer modulators?
Lebby: Well, our current performance is suitable for live trials with the data centers. Another way of saying data centers is what people use today as hyper scaling. I don’t know where that word came from, but yes, our performance is suitable for those companies. We engage with these companies today.
ASM Q&A: Are we achieving an industry average with this brand new technology to displace incumbents?
Lebby:I think we are. We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
Jeunke posted this about Lebby's pivot to slides showing Nvidia's Infiniband on Slides 13 and 14, Lebby is quite calculated in what he presents as being extremely relevant and as Jeunke points out in a recent presentation Nvidia said they would NOT wait for Standards to develop and if you had a Solution to bring it to their attention and they would work with you or buy you out!! here,
In fact if you look at the X axis ( timing) of the NVIDIA roadmap than ( slides 13/14) than it would appear Lightwaves 800 G ( 4 lane x 200G) is clearly positioned in 2024. You may also like to reflect on the fact why Lebby changed his previous ETHERNET slides and used the NVIDIA roadmap and the InfiniBand market requirements? Some will say that this is another carrot. Personally I don’t think so, just look at the comment alongside the Nvidia graph. I participated in a Photondelta event a few years ago where I heard the NVIDIA VP for R&D challenging the audience to come up with more bandwidth. In fact he said:” if you have a solution contact me after the meeting. If you have a solution we may even buy out your company “, That was in 2018. I think listen to Lebby and BOD, these are some of the most experienced people in the industry. I don’t think there is any messenger here with similar reputation, know how or experience. So, just listen to the company.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174511230
Conclusion: There is NO competition that comes even close to LWLG Polymers as the solution to true next-generation and future generations of Internet transmissions!!
prototype_101
1 day ago
$4.50 profit taking will be way to soon, even without any news or any major squeeze, this high volume reversal will have legs to a minimum of the 5's to 7's range which is essentially just bringing the PPS back into the long-term VWAP range, now if the volume accelerates and the PPS maintains the trajectory we have witnessed these past 5 days, then I believe it will rocket much higher fueled by Shorts scrambling to exit their positions
As I have stated here many times CORRECTLY, the Shorts and manipulators could get the PPS lower on their LIES and DECEPTIONS game (ie teddybear etc) coupled with LOW VOLUME HIGH FREQUENCY manipulation, but they would NEVER get a VOLUME CAPITULATION!!!!
worth another LQQk, slides 13/14. There is NVIDIA written all over it. InfiniBand is 90% NVIDIA. NVIDIA is currently driving future industry hardware choices and all the big guys are in ‘catch up’ mode.
Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”.
Let me add. You believe Lebby and we are on the runway to the moon, or Lebby is the biggest con man in the world, My choice: I believe Lebby
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174518590
The 800X Quantum switch of 115.2 Tbps announced in March 2024 will have 200 G electrical lanes and would be able to connected to 4x 200 G transceivers ( 800 G) or eventually 8x 200G ( 1600G). I know only one company being able to deliver such 200G per lane option. NVIDIA would leapfrog the competition and be the first to offer a full 800G/1600 G all encompassing solution from GPU into the datacenter and combine its monopolistic world class GPU’s with far the best AI datacenter solution in the world, leaving the rest scratching their heads.No doubt a similar Spectrum solution will be planned for the 2025 and I assume the rest of the ‘ Ethernet industry cooperation’ which is still defining it ‘ standard’ will need to follow soon after.
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I believe anyone with half a brain, so this excludes teddybear, punkipoo, and the "fake Longs" who are such big liars they try to make their user ID's "sound like" they would be Longs, would see that the quote on Slide13 Quote from Industry Leader (Nvidia?) “in many ways polymers will be an ideal enabler for the growth expected in InfiniBand. High speeds are required now”. was from Nvidia, very likely from Ashkan Seyedi NVIDIA, Principal Silicon Photonics Products who is connected on LinkedIn to Atikem of LWLG presumably working on the upcoming LWLG Customer Agreement with Nvidia
prototype_101
1 day ago
LWLG's TOP Competition is TFLN which is LAUGHABLE!!!
TFLN? here worth another LQQk,
TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.
Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.
“The volume will act as a barrier.” LOL for TFLN you mean Markie?
-KCC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174320206
HyperLight is TFLN's #1 leading company in world!!! Check out HyperLight's latest Development of "gold-box" TFLN modulators which they are proudly showcasing at CLEO next week!!! Too funny!!!
https://cleo24.mapyourshow.com/8_0/exhibitor/exhibitor-details.cfm?exhid=209&shareguid=0C02EFD5-B1E7-126B-A742469AED53E0F4
Hyperlight is showcasing its TFLN GOLD BOX modulator as their PRIZE DEVELOPMENT!!! TOO FUNNY!!!!
Hyperlight is supposedly the #1 TFLN company in the world!!!!!
This is where LWLG was about 5 years ago!!!!
here's a sample meeting of a Google/Amazon/Nvidia etc CEO with their Chief Engineer of Photonics
CEO, so what do you think we should use for our true next-gen internet transmissions solution?
ENG, well we've been working hard to help you decide the BEST solution and here's what we've got, Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, so then TFLN must have all those things we spoke about right? Is TFLN incredibly small so as to free up space in the Transceiver box so we don't have to implement Co-Packaged Optics any time within the next several generations?
ENG, well no, actually LWLG Polymers fit 120 devices in the same space TFLN fits only 8, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must be using the least power right?
ENG, well no, actually LWLG Polymers is the ONLY solution operating at sub-1Volt that ELIMINATE the power hungry and expensive Driver Chip, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well then TFLN must have the lowest Optical Losses and will save us money on requiring less DSP usage right?
ENG, well no, actually LWLG Polymers has MUCH LOWER Optical Losses, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok well TFLN must be SUPER COMPATIBLE with Standard Silicon Foundries right?
ENG, well no, actually LWLG Polymers are SUPER COMPATIBLE with Standard Silicon Foundries and we are not sure whether TFLN can be "shoehorned in" to a Silicon Foundry PDK yet but there are quite a few companies trying to do that right now, but Mark L says TFLN is going to be the winner of all the materials out there
CEO, ok, well I've heard that TFLN does not yet have a 200Gbs device capable of being mass produced at a large SiPh Foundry on 200mm Wafers?
ENG, sorry sir, NO they don't yet, but they are working really hard on that right now!!
CEO, what about LWLG Polymers, can they mass produce a 200Gbs device on 200mm Wafers at a large Foundry?
ENG, well YES sir, they just got done demonstrating perfect Open Eyes of that very device at OFC to MANY Tier1's along with Research Analysts, etc, it was VERY IMPRESSIVE indeed, I was there!!! BUT may I remind you, Mark L says TFLN is going to be the winner of all the materials out there
CEO, well I actually know Michael Lebby and I know of all his credentials in leadership of the Photonics Industry, but I really hadn't considered what you are telling me about Mark L telling everyone that TFLN is the way to go, interesting, well I've come to my decision
ENG, well did I convince you? Are you going with TFLN as Mark L says is going to be the winner?
CEO, no actually I'm going with Lebby/LWLG and YOU'RE FIRED!!!
Oh and one more thing, LWLG's technology has HEADROOM for at least a decade of future generations!!
TFLN does NOT!!!
Here from the 2023 ASM Lebby quoted a Foundry as saying the following "At our Foundry we are worried about an investment into TFLN, it may only be for one generation, but with (LWLG) Polymers our investment would be worthwhile and a better ROI"
LWLG beats ALL Next-Gen Competitors hands down!!! Let's compare,
Understanding Figure of Merit (FOM) the BEST place to be on the chart shown on Slide 47 is the TOP and RIGHT of the chart, and notice this is EXACTLY where LWLG is shown as compared to the competing Next-Gen challengers!!!
https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/9bec8dfc-0108-5227-4f5b-d31f67ae623a?origin=2
LWLG tops ALL competition in FOM scores by far!!!!
Let's discuss the Competition >> from the ASM video starting at about 21:06 investors learn that amazingly there is no REAL competition to LWLG's technology for transmitting data!!! The first slide on competition shown is #25 and it has columns for each of the competitive products and then down the page a list of attributes along with the comparable Ratings for each of them, LWLG's Polymers are by far and away TONS THE BEST versus ALL the competitors!!
Let's review each of the attributes and see why LWLG's technology is SO SUPERIOR to any/all of them
1) SPEED >> LWLG is TONS THE BEST with speeds over 100GHz with HEADROOM to go MUCH FASTER!!!!! The rest of the competitors MAX OUT in the 30GHz - 70GHz range!!!
2) SIZE >> LWLG's slot modulator is the smallest, InP comes closest, but LNb, TFLN, and BTO are all MUCH BIGGER, in fact in another slide Lebby compares LWLG's slot modulator array to TFLN and in the space where 8 TFLN modulators sit, there could be 15 times as many LWLG slot modulators (120 modualtors!!)
3) POWER (Voltage) >> Only LWLG's technology is at sub 1 volt, SiP up to 5 volts, InP up to 7 volts, LNb up to 40 volts, TFLN up to 5 volts, BTO up to 3 volts
4) OPTICAL LOSS >> again LWLG slot is BEST with 3-8Db, SiP up to 20Db, InP up to 10Db, LNb up to 12Db, TFLN up to 15Db, BTO up to 12Db
5) ENERGY CONSUMPTION >> LWLG is BEST again with just 5pj/bit!!! SiP up to 20pj/bit, InP up to 40pj/bit, LNb up to 100pj/bit, TFLN up to 20pj/bit, BTO up to 20pj/bit
6) STABILITY >> again LWLG is the BEST, while SiP and InP are also very Stabile, the newcomers BTO and TFLN are NOT stabile enough for commercial acceptance!!
7) FOUNDRY COMPATABILITY >> Only LWLG and SiP use "Standard SiP PDK Fabrication", InP, LNb, TFLN and BTO are NOT able to use "Standard SiP PDK Fabrication" they all require their own Foundries
8) REQUIRES DRIVER (Expensive & Power Hungry!!!!) >> Only LWLG at sub 1 volt can ELIMINATE THE DRIVER!!!!! This is HUGE HUGE HUGE!!!!
Lebby also illustrates all of this at 25:18 marker with Slide #29 where the BEST technology would be found as HIGH UP and as FAR TO THE RIGHT as can be, notice ONLY one technology is placed there and it is of course LWLG in the light green shaded rectangle!!!
Folks, see it for yourselves starting at 21:06, LWLG is the hands down WINNER of the TRUE NEXT-GEN competition!!! NOTHING else is even close!!!!
prototype_101
1 day ago
oh teddybear you are such a narcissist, you think the world revolves around you, you told everyone here that the reason LWLG went lower post ASM is because of YOU, now OWN IT, yes because of your LIES AND DECEPTIONS the 3 weeks following the ASM you managed to trick additional NEWBIE SHORTS into becoming BAGHOLDERS, and now after the TRUTH has been revealed you still pounded the table on your FALSE AND MISLEADING statements here, so YES it is YOU who must now answer to those newbie Short bag holders who are ALREADY DOWN 50% from opening their Short at 2.40 just 5 short days ago, as you continued to try and "talk it down" to pennyland, but you FAILED MISERABLY, the past 5 days have all but ERASED the almost 3 weeks of selling it down based on YOUR LIES AND DECEPTIONS, and the last 5 days have seen INCREDIBLE BUYING in a down market no less!!!! and the newly begun uptrend has been on MUCH HIGHER VOLUME than the 3 weeks of manipulative selling that you proclaimed loudly that YOU CAUSED!!
the market has now learned the TRUTH, and that is that Lebby's TIMELINE is 100% INTACT and that means Customer Acceptance in 2024 Ramping into 2025 and Mass Commercialization in 2026, and this is all just the TIP OF THE ICEBERG, as LWLG as MANY more Applications and MANY more VERTICALS, and as for the "missing" SAM SOM slide, it certainly does not mean the numbers presented for 2024-2030 at the ASM in 2023 no longer exist!! And if Lebby had chosen to include that slide I'd say with 99% confidence that the numbers would be MUCH HIGHER based on the OFC March 2024 jaw dropping response to LWLG's unveiling of the perfect specs 200Gbs Modulator on large 200mm Wafers that can support MILLIONS of units, and now knowing that LWLG is receiving a "constant flow of Wafers from all around the world" and that Tier 1's are clamoring so much for Lebby's time that Lebby is forced to pick and choose which Tier 1's to work with currently based on resources available to get LWLG to Ubiquity the fastest!!!
We’re working with the biggest transceiver companies in the world"
Keep in mind, Lebby is working on multi-year deals, with the type of Tier 1s investors know Lebby is in negotiations with, there could easily be large up-front monies, $50 million or more is realistic, don't think it's not!!
LWLG is a once in a lifetime opportunity!!
The quotes are from the LWLG executive and should be nearly exact to what was said. While the conversation was not recorded, detailed notes were taken and the messages should be very close, if not exactly what was said.
LWLG is “close on deals”. They have "calls all week discussing the deals". Just before the conversation, the executive was on a call with a "potential counterparty to a deal".
This executive acknowledged the only thing that will move the stock price at this point is closing deals.
"I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Within the next month, engineering teams from three separate companies will be visiting LWLG’s facility.
When asked if the T1 announcements will have a name attached, the response was that they "would love to be able to". Based on the NDA’s, they "can’t use a counterparty’s name without its permission". “The argument they make is that they are trying to gain a competitive advantage.”
When asked directly if they are working with NVIDIA the response was, “Let’s put it this way. Anyone not trying to work with NVIDIA is a fool and I’m no fool. What’s the old saying? I can neither confirm nor deny that we are working with NVIDIA.”
“We’re working with the biggest transceiver companies in the world.”
“Amazon wants warrants from companies to sell to them. They eat their young. I said that to a guy during a meeting – you eat your young. He just smirked.”
I will not disclose the identity of this person. Do not ask. Do not assume.
https://www.reddit.com/r/LWLG/comments/1dad4n6/a_quick_message/
I've been adding shares since the ASM as Lebby told investors nothing had changed!! The long-standing Timeline to Commercialization has been 2024 for Customer Acceptance and Ramp into 2025 with full blown Mass Commercialization in 2026!!!
Shorts are LYING SCUMBAGS and will say LITERALLY ANYTHING to get Longs to sell their shares!!! They are criminals who worship their underworld gods of manipulation!!!
prototype_101
1 day ago
teddybear your lies and deception since the ASM have led many newbie Shorts to the Slaughterhouse!!! And just like your previous campaign to pound the table on lies and deceptions from the lowest of the low bucket shop even AFTER Lebby issued SEC filed documents SUMMARILY REBUKING them as being FALSE AND MISLEADING!!! So again, you created a FALSE NARRATIVE that the Timeline had changed after the ASM when CLEARLY IT DID NOT CHANGE!!! And even AFTER Lebby put out a news release REAFFIRMING that the Timeline remained UNCHANGED you still pounded the table with your lies and deceptions!!!! And now you are trying to change your tune and slink away!!! You are despised by ALL, the Longs and now the victimized newbie Shorts too!!!
The past 3 days the RUT index has been slaughtered and LWLG has soared on extremely high volume!!! As I told everyone here MANY TIMES, the Shorts will NEVER get a VOLUME CAPITULATION!!! In fact, it is beginning to look like the 21+ Million Shorts may need to SQUEEZE through the EXIT before Lebby drops MULTIPLE TIER 1 deals in 2024 which is EXACTLY the long-standing Timeline of Lebby!!!!
TFLN the closet competitor (laughable!!!) to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
Why LWLG Polymers are the ONLY true Next-Gen SOLUTION!!!
1) the Industry need for a true next-gen internet transmissions solution is great because the growth rate of Data is on a parabolic curve and the TAM today is about $10 Billion growing to about $30 Billion in 2030
2) the Industry has already decided that the next-gen products to for 800gb/1600gb will be delivered using 200gb per lane
3) the ONLY incumbent technology that can deliver 200gbs per lane is InP but it is a major struggle to get there for InP and the power usage is extremely high to do it, and it cannot be extended for generations beyond 800gb/1600gb
4) there are only these several contenders as the next-gen solution, they are Polymers, TFLN, BTO, and InP
5) to-date only LWLG Polymers have proven the ability to scale volume on a 200gbs that has INCREDIBLE attributes and garnished tons of interest from all of the Tier 1's, so much so that Lebby is picking and choosing which Tier 1's to be working with first (limited resources) to get LWLG Polymers to Ubiquity the fastest
6) TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE
7) LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following
a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM
b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024
c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026
The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!
Here are relevant Q&A from the 2024 ASM,
ASM Q&A: Is the current state of the technology, of the Company’s technology enough for commercialization of product polymer modulators?
Lebby: Well, our current performance is suitable for live trials with the data centers. Another way of saying data centers is what people use today as hyper scaling. I don’t know where that word came from, but yes, our performance is suitable for those companies. We engage with these companies today.
ASM Q&A: Are we achieving an industry average with this brand new technology to displace incumbents?
Lebby:I think we are. We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.
Jeunke posted this about Lebby's pivot to slides showing Nvidia's Infiniband on Slides 13 and 14, Lebby is quite calculated in what he presents as being extremely relevant and as Jeunke points out in a recent presentation Nvidia said they would NOT wait for Standards to develop and if you had a Solution to bring it to their attention and they would work with you or buy you out!! here,
In fact if you look at the X axis ( timing) of the NVIDIA roadmap than ( slides 13/14) than it would appear Lightwaves 800 G ( 4 lane x 200G) is clearly positioned in 2024. You may also like to reflect on the fact why Lebby changed his previous ETHERNET slides and used the NVIDIA roadmap and the InfiniBand market requirements? Some will say that this is another carrot. Personally I don’t think so, just look at the comment alongside the Nvidia graph. I participated in a Photondelta event a few years ago where I heard the NVIDIA VP for R&D challenging the audience to come up with more bandwidth. In fact he said:” if you have a solution contact me after the meeting. If you have a solution we may even buy out your company “, That was in 2018. I think listen to Lebby and BOD, these are some of the most experienced people in the industry. I don’t think there is any messenger here with similar reputation, know how or experience. So, just listen to the company.
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Conclusion: There is NO competition that comes even close to LWLG Polymers as the solution to true next-generation and future generations of Internet transmissions!!
Trade like a pro: Leverage real-time discussions and market-moving ideas to outperform.
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