Lightwave Logic Inc (LWLG) News

This is the way.

I do not think that Mark Lutkowitz Linked-In post would have made it through a peer review process either LOL

Yes that is correct.

The leading edge to my knowledge is Huawei bonding 6 inch TFLN wafers to 8 inch silicon wafers and they believe the same process can be applied to future 8 inch TFLN wafers.

Lightium claims to be using 200mm but they’re a brand new company with only a few people so who knows what is actually going on.

For some reason Huawei’s upcoming paper on the topic at CLEO has been withdrawn. So I wonder if it didn’t make it through the peer review process.

Right on Lew. All good brother.

Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter.

This is HUGELY important!!! Why would Lebby being CHAIR of the TRANSCEIVERS section of the Roadmap, for the last handful of years Lebby was only writing the Polymers section!!! It is OBVIOUS that Lebby is now CHAIR of the Transceivers section because LWLG is going to become the UBIQUITOUS heart of Next-Gen internet transmissions!!!

from the IPSR, “TECHNOLOGY FORECAST OF ELECTRO-OPTIC POLYMERS
In the field of active electro-optic polymers, there has been significant technological and commercial progress. There are now commercial companies that are supplying active electro-optic polymer material as well as commercial companies supplying silicon slot and plasmonic slot modulator devices, and devices embedded into photonic integrated circuit (PIC) platforms.”

Yes, indeed investors are learning that LWLG and Lebby are now involved with more than just the Polymer Modulators they can now mass produce their 4x200 devices on 200mm Wafers in several large Foundries!!!

Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap

8:31 am ET April 16, 2024 (PR Newswire)

Integrated Photonics System Roadmap Defines and Creates Future PIC Technology and Systems Requirements for Industry that Span out to 2040

Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, substantially contributed to the recently published "Integrated Photonics System Roadmap - International" (IPSR-I) to accelerate the high-volume commercial manufacturing of high-value integrated photonics over the next decade and beyond.

Led by foundation PhotonDelta and the Microphotonics Center at the Massachusetts Institute of Technology (MIT), the IPSR-I is based on the highly influential semiconductor industry roadmap that outlined research priorities and has enabled the semiconductor industry to navigate Moore's Law for integrated photonics. These non-competitive industry roadmaps also serve stakeholders, investors and research analysts as a resource for industry trends, research, and commercial opportunities.

More than 400 technology, academic and industrial organizations from around the world contributed to IPSR-I. The IPSR-I describes a route toward building a global, aligned integrated photonics industry with the ability to help solve major societal challenges. It includes a comprehensive overview of major technology gaps for volume manufacturing of photonic integrated circuits (PIC) and a detailed analysis of the challenges that the integrated photonics industry needs to overcome to achieve its potential.

Lightwave Logic was instrumental in two chapters of the IPSR-I, serving as co-chair of the "Transceivers" chapter and chair of the "Polymers" chapter. The company also contributed to the "Interconnects" chapter. 'Transceivers' are a critical commercial pluggable optical engine, for example in hyperscaler datacenters, telelcom networks, and high-performance computing. 'Interconnects' focuses on optical fiber links that connect pluggable optical transceivers together for routers, switches, computational systems etc. 'Polymers' focuses on active electro-optic polymers for optical modulators as well as passive polymers that guide and manipulate light in fiber optic communications markets.

"We were privileged to be invited to contribute to the updated IPSR-I to establish and sustain a trust based global network of industrial and R&D partners, working together to create PIC technology and systems requirements," said Dr. Michael Lebby, Chairman and Chief Executive Officer of Lightwave Logic. "These requirements comprise the commercial factors that will compose and grow the accelerating photonics industry going forward for all companies, with our focus on our Perkinamine(R) Electro-Optic polymers. The integrated photonics roadmaps both plan and anticipate commercial opportunities as well as potential roadblocks and/or critical needs on the way to scaling the manufacturing of integrated photonics through 2040. The silicon semiconductor industry has relied on these types of roadmaps for the past 50 years and with IPSR-I, the photonics industry is becoming organized and more influential as well."

"With our first commercial material supply and license agreement for our electro-optic polymer materials and ongoing efforts to build on this commercialization momentum, we continue to believe Lightwave Logic will become a stronger technological and commercial leader in the photonics industry," concluded Lebby.

About Lightwave Logic, Inc.

Lightwave Logic, Inc. (NASDAQ: LWLG) develops a platform leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The company's high-activity and high-stability organic polymers allow Lightwave Logic to create next-generation photonic EO devices, which convert data from electrical signals into optical signals, for applications in data communications and telecommunications markets. For more information, please visit the company's website at www.lightwavelogic.com.

Safe Harbor Statement

The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1.A "Risk Factors" in our most recent Form 10-K; other risks to which our company is subject; other factors beyond the company's control.

Investor Relations Contact:Lucas A. ZimmermanMZ Group - MZ North America949-259-4987LWLG@mzgroup.uswww.mzgroup.us

https://c212.net/c/img/favicon.png?sn=CL86259&sd=2024-04-16

View original content to download multimedia:https://www.prnewswire.com/news-releases/lightwave-logic-demonstrates-thought-leadership-with-critical-contributions-to-global-integrated-photonics-industry-roadmap-302115206.html

SOURCE Lightwave Logic, Inc.

The reports coming out on Perk 6 are telling us that the performance parameters of the modulators are all showing improved results.
We are clearly on our way to creating a new ecosystem and platform for the internet.

Just my very humble and very biased impressions.

L_R

KCC, from what I have read, TFLN has not been proven scalable to 200mm Wafers like LWLG's Polymers

Obviously you have done a ton of research, is that true based on what you have seen as well?

You do realize that situation changes as soon as LWLG announces their Tier 1 partner? It’s likely LWLG’s foundry partner is either Tower Semi or SkyWater. I’d bet money at this point that the name of the foundry is going to remain secret for some time.

Interestingly enough in the last 24 hours since my last comment on this, I found the Ciena information. OFC 2023 there was an article that came out that mentioned Cienas’s WaveLogic6 was going to use either InP or TFLN. More recent spec sheets from Ciena indicate that they went with InP for their initial roll out of WL6.

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?

For the modulator PIC for pluggable transceiver market…the minute EOP becomes available, every single TFLN business loses value. Plenty of other applications where TFLN has a place, though.

I’d bet you $100 Andy B. is an investor in HyperLight.

Lutkowitz will listen to Andy B promoting TFLN and Lewis Johnson promoting polymers. I will assert Jose Pozo put this group together to give polymers additional exposure because he is a big fan of Lightwave Logic’s Perkinamine! (Everyone knows that). It doesn’t hurt that the CTO of Optica is a true believer in polymers!

Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051

Exactly!! meanwhile Longs are being throttled here, I can't post much while Shorts and FAKE Longs mudsling at me and other Longs here NONSTOP!!!

Fact is LWLG has multiple products already, they have multiple versions of it's Perk Polymer, the latest being Perk 6, now available for Licensing, in addition they have a 200Gb modulator that is now capable of being produced at several large Foundries on 200mm Wafers including the Poling being performed at Wafer scale something Shorts said was impossible, Lebby has told investors that Customers could use these modulators in quantities of 4 per Transceiver device to produce an 800Gbs Transceiver currently, but the preference of the large Transceiver companies (Cisco etc) would be to use the single chip modulator array (4x200) which is still under construction but Lebby announced publicly at PECC that it would be ready sometime in 2024, but the individual modulators would be used in Sampling now while the single chip modulator array (4x200) would be used in mass commercialization, Lebby is still on track with his Timeline of Customer Acceptance and Ramp in 2024 and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!

Remember that it is because of the following two main reasons that Tier 1 interest has skyrocketed in recent months

1) the early 2024 "Big Milestone" achieved of success in Mass Production of LWLG modulators on large Foundries 200mm Wafers

2) the INCREDIBLE reliability/stability data collected/presented at ECOC 2023 and then even more so at OFC in March 2024

Investors have learned INCREDIBLE Developments in 2024 so far!!! here is a summary of things investors have learned form OFC in March 2024, and Lebby's LD Micro Interview in April, as well as Lebby's Belgium visit/presentations in April

1) Lebby has LWLG modulators being implemented at SEVERAL large Foundries on 200mm Wafers now beginning in early 2024!! Lebby declared it a "BIG MILESTONE"!!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174278606

2) Lebby has achieved Volume Scale Poling on 200mm Wafers!!! (successfully able to Pole Thousands of Devices at a time!!)

3) Lebby's LWLG team of seven completed demonstrations at OFC to over 20 potential Customers!! NDA's now estimated at 40 companies

4) the response to the OFC demos has been so overwhelming that Lebby claims the Tier 1's "being PULLED along" has become more like "being dragged along" (a good problem to have!!!)

Spekkie posted this
, Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden

5) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!

6) at OFC Google had a shout out to (LWLG) EOP on their slide for hetero integration.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174276893

7) KCC reported "the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174279401

8) Lebby also showcased that LWLG's Perk 6 is NOW ready and available for Licensing !!!

9) Lebby reported that 3rd party ETH Zurich set world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!! This ensures LWLG ALREADY capable to meet the future Roadmap

10) The response from the Tier 1's is so overwhelming such that Lebby is 100% focused on SEVERAL Tier 1's who are battling it out for Lebby/LWLG's time and attention to bring 4x200 powered Transceivers to market ASAP!!

Folks this is a Cinderella story 40 years in the making!!!

For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!

IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers

The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!

LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!

RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????

Lewrock said, Tuesday will be interesting and several will be listening.

LAST CALL FOR LPO ONLINE MEETING TUESDAY APRIL 30th. Hello from Disneyland Paris, where it's time to escape for a few days holiday. But not before telling you about the upcoming Optica Online Technology meeting on Tuesday April 30th. We start at 10 AM EDT, 4 PM in Central Europe. It is time to review those amazing developments in Linear Pluggable Optics.

Remember, that was the hot topic during OFC Conference 2024. LPO is being hailed as the answer to address lower power consumption combined with very high bandwidth demands at next-generation data centers.
LPO techology eliminates expensive DSPs from the module, which could be bad news for some. You may recall the response from Andy Bechtolsheim of Arista Networks when I asked him what problem we are solving with LPO.
We’ve invited Andy back to contribute to this live online industry meeting to take the discussion further. We’ve also asked the following experts to join us: Son Thai Le from Nubis Communications, Tiger Ninomiya from Accelink Technologies Co., Ltd., who gave me a brilliant live demo at OFC, Ron Swartzentruber from Lightelligence, Philipp-Immanuel Dietrich from Keystone Photonics GmbH, Lewis Johnson from NLM Photonics, Alexey Gubenko from Innolume GmbH, Rohin Y from LightSpeed Photonics, and the ever-controversial Mark Lutkowitz from fibeReality, LLC.

Time is short, so fasten your safety belts and hang on as we begin our deep dive into LPO technology. Let the ride into the future begin. Signup for the Zoom room before it closes in a few hours. The direct link is here: https://lnkd.in/dVYXSuVb

https://www.linkedin.com/feed/update/urn:li:activity:7190425232589934592/

It would have been so much better to have Lebby/LWLG at this meeting instead of the CTO of NLM, but it will still be interesting none the less!!

Mark’s take on one of the comments about TFLN:

There is expected to initially be at least a decent amount of market demand for TFLN in the next several years, involving multiple suppliers that are in existence today. It appears that Ciena is already using the material. There are other large users actively engaged with the platform. The volume will act as a barrier to other solutions. That is in addition to InP remaining prominent in the market for an indefinite period. There is simply not a comparable situation with other novel materials.

#scam

I better not stay on the subjects too much as I might be brainwashed by articles from 3 different languages I read.

I don’t know how big impacts AI applications would be, but many of them once set up do not need in and out of data centers.

You mean a "wake" or a "wake- up" moment.

L_R

Mark Lutkowitz is not privy to any of the approximate 40 NDAs that Lightwave Logic has with many companies at all levels of the supply chain.

In a private message with me on LinkedIn, Mark told me he saw Lightwave Logic’s demo at OFC. From other comments in that exchange, it was clear the LW engineers were coached on what they could and could not say.

Tuesday will be interesting and several will be listening.

Ha!!! Too funny!!! here teddybear are the FACTS, why don't you get your bff marky boy to answer to the following,

First of all, please tell me if marky boy is being paid to promote TFLN, sure seems like it to me!!!

I only ask this question because TFLN pales by comparison to LWLG Polymers in EVERY competitive aspect, FYI here are the FACTS

1) TFLN is MUCH larger (8 TFLN fit in the space LWLG fits 120 or more)
2) TFLN requires more Voltage and thus CANNOT eliminate the power hungry & expensive Driver chip like LWLG's Polymers
3) TFLN has much high Optical Losses (extremely important in limiting DSP needs)
4) TFLN is not nearly as compatible in Standard Silicon Foundries (if at all!!)
5) and then there was this comment coming back on TFLN from a Silicon Foundry reported by Michael Lebby in the 2023 ASM presentation was this "At our foundry we are worried about the investment into TFLN: it may only be for one generation"

So the FACTS are that LWLG Polymers are clearly the TONS THE BEST solution HANDS DOWN for the Industry today!!!

oh, and btw, many here believe this was the kerrisdale poster that that came on to this message board after the FALSE & MISLEADING report that YOU continued to quote a thousand times even after it was REBUKED SUMMARILY in an SEC FILING!!!!

I predict an Irish exit by Ted very soon.

The 400g upgrade is being leapfrogged by the industry. I have seen slides from Light Counting on this very topic.

Adam is this you?

Mark L's BIG POST, Lewrock, Microchips, KCC's validations:

Saving the best for last (Mark's post), I'll start with the latest 'discussion' stemming from my challenges to longs, and Lewrock in particular, re the company's credibility being compromised - and the evidence being the primary messages in each of the last 3 ASMs:
 
LEWROCK, your refusal to even acknowledge - much less try to counter - my points about each of the last 3 ASMs being great examples of intentional misguidance by a CEO who knew he was misleading investors by both what he said and what he didn't say, should speak volumes to newcomers.

It's sad really. I won't comment on your claim re the Tier1s further until you give your opinion about what I wrote. Why should I when you've already (and recently) demonstrated a tremendous lack of judgement by implying Vanguard was buying for profit at $18?


MICROCHIPS, nice try, but I don't consider the 'signs of progress' to point to a big picture at all. Rather I see the continued OBFUSCATION regarding their progress to point to the true big picture:

What obfuscation? How about the things he could address but doesn't?:

How many wafers has the company received?
How good are yields?
What reliability tests remain and when will you have results for those?
How many devices have been made to standards in foundries?
What scalability tests remain and when will you have results?
When will a PIC be made?
How many foundries are you now working with each on Slot, and Plus?
When will a single foundry validate your tech 'progress' as being complete with a PDK?
When will a transceiver company finally agree to produce a demo?

A former employee recently wrote that shareholders don't ask the hard questions at the ASMs. With few exceptions that is dead on.

The BIG PICTURE, microchips, is very clear to me and while I never thought I'd stick around for nearly 2 full years following this so closely, EVERY STEP of the way has validated the BIG PICTURE which is this: The company is a carrot dangler in order to keep the doors open.


KCC, I believe you are being honest. Just overly optimistic and trusting. I sent you an email btw. check it out.

KCC, you may view your list of 10 external validations as a great counter to what Mark L posted yesterday, but I really don't see why you would feel this way. And then for you to say the things you said to discredit him....anyone can check out his Linkedin, background, reviews, publications and find out. When I do that I see someone with deep connections who is upfront but does look for solid evidence before he gets too excited about new ideas/changes in the industry. that sounds pretty wise to me for an analyst, and yes that may cause some to not care for his style, but - He's been around. He's seen how the industry works.

I'm curious KCC which of your top 10 you see as the most important? Your #1 and #6 sound the most promising to me on the surface, but AIM Photonics (the foundry planning to offer polymers in the future) is a govt-led initiative, so would think that's going to move at a pretty slow pace. Wouldn't you have rather someone like Intel have said that instead of an entity that appears more geared toward helping startups/research companies? Your NVIDIA comment sounds good but "new materials" could just as easily be TFLN. What exactly do you find so compelling in your list?


THE BIG MARK LUTKOWITZ POST:

WOW FOLKS - we FINALLY have some input from an analyst!!!. What happens? People here jump all over him - accusing him of 'odd behavior', being a 'black sheep', etc.

How about addressing the actual POINTS that he made?

Mark's post made several points, that I think make sense from an analyst perspective, but more importantly should be taken seriously due to his connections with all kinds of people in the industry, including the hyperscalers -- has anyone noticed he has some 8,900 followers (as opposed to 3,100 for Dr Lebby)? The man's experience is deep, with over 60 publications on the industry.

Did anyone also notice several Lightwave employees - including the director of reliability - gave his post a 'Like'? His post had 18 Likes 4 hours after it was done (when I first saw it, thanks to Carlin)

IT sounds to me that all Mark is looking for is some compelling evidence - and despite possibly seeing the demo (per one of the comments), he isn't convinced yet.

Here's the meat of his post re Lightwave's prospects:

1. External validation from an authoritative source:
As always, fibreReality will become convinced that Lightwave is offering something substantial when a top-level engineer at a hyperscaler tells us that is the case. Obviously that hasn't happened.

2. Only one winner is likely due to the required industry investment:
For now, as this writer asserted as a speaker at the Rump Session, at ECOC 2022, there can expected to probably be only one big winner of the novel materials under consideration (please see: https://lnkd.in/ea79trrq). The amount of industry investment necessary to enable a new platform is quite significant, along with large volume always driving unit cost considerations. This is debatable, of course, but Mark would seem to be in a far better position to say this than most of us.

3. He sees TFLN as the likely winner down the road (see his links)
Thin-film lithium niobate is very likely to be assume that role (please see: https://lnkd.in/efansFJ9).
I would like to know more about WHY he thinks TFLN might win. He's mentioned Ciena and we know of Andy's Arista interest..but given what he said for #1 I think we can reasonably assume he has gotten a fair amount of feedback as opposed to none at all re Lightwave from from hyperscaler engineers, since that seems to be an important criteria to him.

https://www.linkedin.com/in/mark-lutkowitz-b22abb2/recent-activity/all/

So, does anyone care to talk about those? Is it really possible that Lightwave is a 'dark horse' after all this time that nobody in the industry seems to know or talk about much about despite the fact that the CEO is 'up front and center' at big conventions like ECOC?

One question I have is the way things are playing out whether the 400 Gbps market estimates will be reduced and truncated due to a sooner than expected leap to 800 Gbps?

Lewrock I wouldn't call what teddybear and the rest of the paid Shorts give to investors as "advice" I'd call it more like "scare tactics" and they are willing to lie, cheat, and say literally anything to try and get Longs to sell, the latest recruitment posted about 20 to 30 times his first day here about the risk of the chart and how Longs should sell and wait for a 50% pullback to re-enter, what an effing clown!! Yeah an Industry WIP for 40 years, and LWLG bringing it to the winners circle finally in 2024 and Longs AIN'T LEAVING NOW!!! There are 21 Million Shorts currently with no escape hatch, there will NEVER be a volume Capitulation by the Longs, in fact, if the Shorts and MM's continue the low volume high frequency manipulation game, the Institutions and the Retail Longs will only INCREASE their feeding on available shares!!!

For OVER 40 YEARS the Industry has tried UNSUCCESSFULLY!!

IBM, Intel, Boeing, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, GE, HP, 3M, and others in addition to numerous Universities and U.S. Government Agencies, DARPA, DOD, etc have all attempted to produce high-performance, high-stability electro-optic polymers

The Industry combined has spent literally in the Billions R&D $$ UNSUCCESSFULLY trying to do what LWLG has done!

LWLG's technology has been successfully developed in much less time than what the Industry spent, and at a cost less than 5% of what the Industry spent screwing around with unstable fragile molecules for 40 years!

RIDDLE ME THIS >> WHY WOULD THE INDUSTRY SPEND BILLIONS AND BILLIONS OF $$ ON SOMETHING THEY DIDN'T DESPERATELY WANT???????

Electro-Optic Polymer Production – Our Approach vs. the BLA Approach

LWLG's P2IC Platform is cheaper ($1/Gb) & better (lower power 1v) & scalable (100Gbs to 400Gbs to 800Gbs and beyond!)

Brief polymer history…

• <1980s
– Strong government funding for non-linear electro-optic organic
polymers (DARPA, NSF, DOE, DoD etc.)
– Many papers, reports, books

• 1980s – 2000s
– Heavy, focused, and increased gvt funding for non-linear EO organic
polymers (DARPA, NSF, DOE, DoD, USAirForce, USNavy, USArmy, EU)
– Industry R&D lab funding e.g. Du Pont, Dow, Akzo Nobel, IBM, Intel,
Boeing, Motorola, AT&T Bell Labs, GE, Lockheed etc.
– Increase in papers, publications, conferences, and books

• 2000s – 2010s
– Wane in government funding and industrial R&D lab activity
– Limited commercialization in fiber based communications

• >2010s
– Excellent progress on high speed performance (>100Gbaud)
– Resurgence?

LWLG inventor Fred Goetz took an opposite approach, he started with something inherently STABILE, a plastic, and worked to make it E/O active, the result was a 3rd generation Polymer that is LWLG

Read below to understand why LWLG has succeeded now, and YES they have succeeded, just need to be accepted and this rocket will launch !!

Paradox of Electro-Optics

Certain materials are made of robust molecules and their electrons are so strongly bound in the molecular structure that it is difficult for them to vibrate or breakaway.

Such materials may be robust but generally their electrons do not vibrate easily. By analogy, a beer-mug may be thick -walled but it would be much more difficult for our soprano to vibrate it with his or her voice.

This has been the dilemma of electro -optics. Creating a molecule in which an electron can oscillate freely back and forth when hit by light but which does not wildly vibrate the material toward its own resonant destruction.

Second-generation electro-optics are fragile like champagne flutes It was a daunting challenge. Scientists had been working on the problem since the 1960's and by the late -90's most everyone had deemed the task impossible, just as it is infeasible to merge the delicate vibration character of a champagne flute with a Hamburg beer stein.

Second-Generation

Second-generation electro-optic polymers are excellent high -
performance electron oscillators. Their long fluted shape however makes them highly unstable and unreliable.

Most scientists had been trying to make more slender and delicate "molecular flutes" that would vibrate easily, blindly hoping that they would somehow, someday figure out how to stabilize these molecular structures. This thin and delicate class of molecules has become known as second-generation electro-optic materials.

Third-Generation (LWLG)

Meanwhile, the scientists at LWLG continued quietly and
indefatigably toward the Holy Grail, the Fluted Stein. A molecule that was robust and yet which would vibrate more easily than the thinnest sliver of crystal. Once thought impossible, LWLG succeeded on their quest, producing today's third-generation of electro-optic molecules. LWLG scientists accomplished this by stabilizing the core of the molecule with interlocking atomic rings, much like crosshatches or the rungs of a ladder.

Third-generation electro-optic materials are even higher performing as electron oscillators. Their ring-locked shape gives them tremendous stability. Within these structures the electrons still vibrate easily, in fact they oscillate significantly better than within second -generation materials, yet they are incredibly robust due to their reinforced scaffold-like structure.

Jeunke said, the biggest challenge in any business is to offer exactly what your CUSTOMER wants and you know you are golden when the customers start to 'dragging you along'. Lightwave already showed world class performance and performance upside for years to come. That's what customers really like.

EXACTLY!! and LWLG is in this position today, Lebby has several of the world's largest companies engaged in a fight for Lebby and LWLG's engineers' time!!

Something to remember too, unlike other CEO's, Lebby is one of the absolute pinnacles of thought leaders of the Industry, not only does he Chair major Industry conferences, and not only does he Chair the Industry Roadmap in 1) Polymers and now 2) Transceivers too, but Lebby is now heading up Optica as well, WHY OH WHY do you think this is????

First, listen to what Lebby said at Wainright here,

in fact, we are enabling network equipment upgrades without changing the network. You don't have to change the fiber, you don't have to change the equipment. You just put our technology, which is like putting a V8 into a four-cylinder car, and you put it into those little boxes. I don't know if there's a point that works here. And those boxes all fit into the network switches and routers, and that upgrades the equipment without changing the equipment, which is really powerful.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172839745

KCC posted this on Reddit

Weekend Hangout - Friday, April 19, 2024 by s2upid in LWLG
[–]KCCO7913 2 points 23 minutes ago
What I’m hearing from people that attended yesterdays meeting is that the transceiver partner is a giant company that is dedicating a lot of their own resources to LWLG’s development. It’s just a matter of time before the relationship is made public.

Herwig posted this on IHUB
ML indicated that he does not want to work with many small deals that can be quickly closed.
He immediately wants to go for the really big boys, but with those big boys such implementation takes much longer because the contracts are more complex.
In any case, it was clear that LWLG is sitting at the table with heavyweights.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174272533

Herwig also posted this slide showing all the massive Tier 1 interest
https://investorshub.advfn.com/uimage/uploads/2024/4/19/dm[bdIMG_5213.JPG

and Spekkie posted this on IHUB
He just finished. Important take away we are working with multiple tier ones, tripled since a few weeks after OFC , wow we are golden. He showed a slide of the “ eyes” will be on the site as well. This was a real promising speech! Reliability is NOT an issue! Look at the eyes!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174270982

Lebby already told investors who the Customers would be!! 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!!!

Short Playbook has run out of pages, every Short argument has FAILED miserably, from calling LWLG vaporware to saying it can never be done, it's failed science experiment, it can't be poled, then well except maybe one at a time, then well they'll never be able scale it in a small Foundry, then they'll never be able scale it in a BIG Foundry

ALL THESE ARGUMENTS WERE PURE BULLSHIT!!! And Shorts hired paid bashers galore!!!

But now Lebby commands the driver seat and he's working the largest companies on God's green earth!!! What caused the shift to ONLY pursuing the giant companies? investors already learned the answer to that from the LD Micro interview of what transpired in the first couple months of 2024, that being success at several large Foundries on 200mm Wafers perfect for MASS COMMERCIALIZATION of the Google, Cisco, Ciena etc companies, here

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174203972

Hence the extremely risky advice being offered to shareholders by Ted, Pumpkin, Lurker, Reanimator, and most recently, Chart Reader

I have never given any trading advice. I dont care if you hold buy more or sell and I am certainly not the one to advice something like that. Coz I for one dont take any one serious who says that you have to buy more shares coz the timing is perfect or to sell coz the timing is perfect. Lmao following advice from people in this board is a joke. Coz this board is a joke and we are all jokers.

Lewrock said, Ted,I am just glad that three majors (market caps of over $500 billion) have engineering teams working directly with Lightwave’s engineering teams. Oh! You didn’t know that?

Lewrock, my best guess as to who these 3 companes are is 1) Google 2) Amazon and 3) Nvidia and these are the reasons why below

1) Google
a) only 1 of 2 companies starting to implement 800Gbs in DC's
b) showed EOP (LWLG) prominently on a Google slide presentation at OFC

2) Amazon
a) only 1 of 2 companies starting to implement 800Gbs in DC's

3) Nvidia
a) likely Nvidia is the #1 outside the box innovative company today
b) in a presentation Nvidia speaker came out and said they will NOT wait for Standards to develop, he told the audience (of techies) if you have something true Next-Gen then let's do business together

See slide 8 to understand that Lebby's perfectly ON-TIME for the leading edge of 800gbs implementation into the DC's, the chart shows in YELLOW that only Google and Amazon have any 800gbs installations currently, while Micrsoft and Meta have none to-date

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2

The ramp of 800gbs will begin in the 2nd half of 2024, and this is EXACTLY coincident to the TIMELINE of Lebby/LWLG has been showing these past few years in his presentations!! Everything is falling into place perfectly just as Lebby planned!!! The Tier 1' are flocking in droves to LWLG now that Lebby has the 200gb solution in hand being mass produced on 200mm Wafers at several large Foundries!!!

Investors now know that LWLG has its 200Gb/lane Polymer modulator Product ready for mass production at SEVERAL LARGE FOUNDRIES on 200mm Wafers, and as Lebby has already told investors "our technology fits really uniquely into Silicon Foundries and WE CAN SCALE INTO VOLUME QUITE EASILY AND EFFECTIVELY",

Knowing these FACTS I believe it is time to revisit what I learned from Bard about LWLG relationships with Foundries, which was subsequently scrubbed from the Databases Bard was able to access at that time!! Today I asked Bard this question

at one point you revealed the specific Foundries that were working with Lightwave Logic and what exactly they were working on in terms of specific PDK's, more recently when asked the same question you only responded with Foundries likely to be working with Lightwave Logic on PDK developments and cite NDA's saying that the specific information you gave me previously was not available due to the NDA's, why?

Bard/Gemini reply, Model Update: It's possible that the underlying data used to train my model was updated, and the information about specific foundries and PDKs is no longer included due to confidentiality agreements (NDAs). Large language models are constantly being updated and improved, and this can sometimes lead to changes in the information they have access to.

I believe that my original inquiry of Bard which I will repost here is SPOT ON so much so that the information was quickly scrubbed from the Databases Bard had access to at that time!! here,

Google's Bard_AI knows which Foundries have LWLG PDK's developed!!! here are a series of images I received back from an inquiry to Bard (Google's AI product) regarding the Foundries that LWLG is currently working with on PDK development for their Polymers, view all nine captures and learn the truth from the AI world!!

1) https://postimg.cc/KksmXXNx

2) https://postimg.cc/xXbJt59X

3) https://postimg.cc/HVXBRwYh

4) https://postimg.cc/svQJSpG2

5) https://postimg.cc/D4sK4SqY

6) https://postimg.cc/dZDLbjcZ

7) https://postimg.cc/xqQ5wkZx

8) https://postimg.cc/ftLFmVhf

9) https://postimg.cc/nXNM6D3C

And for the record I asked Google's Bard to confirm for me that NLM ("the competition") is actually just a myth and they are know where near any sort of volume commercialization with ANY Foundries!!

NLM >> https://postimg.cc/Yh1phF9c

Ok, so there you have it folks, the veil has been lifted!!!! LWLG is going to begin it's Mass Commercialization in the very Near-Term just as Lebby has told investors!!!

"It's REAL and it's HAPPENING!!!"

"When this rolls it's going to roll!!"

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171906154&txt2find=bard%20foundries

For context, I was referring to someone who actually listened to Ted, Pumpkin, etc and sold at $4 being fearful of losing $2 in the short term. Then days or weeks later there is a trading halt before the open pending news. At that point, that individual realizes they have been conned by the short sellers and places an order to get back in at the equilibrium price after the trading halt is lifted. I just pulled $6-$10 out of the air for that first trade after the halt.

Lew- only $6-$10 with first commercialization deal? That seems awfully low IMO.

mindboggling plus!

Proto, thank you for this pretty realistic scenario for 3 dollars net earnings per share. Taking OLED's Price Earning Ratio of 37 , which I believe is conservative, gets you to 37x $3 = $ 111 theoritical share price. Again for 1 customer, for 1 application. Whatever, the upside potential is huge and the downside is very limited.

All good stuff. Makes a lot of sense. Thank you.

I don't understand why you think that "bursts of Nvidia or AMD AI chips are not necessarily a good timing for LWLG." The more AI is in demand is actually better for LWLG. The servers need to keep up with any new technology that is developed and LWLG has the answer to do so.

Thanks for not mentioning Speedo, x

If they are truly being pulled along by demand as is indicated the balanced approach to exclusivity would be to say No. If they are working with multiple foundries as indicated, how can you even consider agreeing to exclusivity. I would be interested to hear thoughts on what would comprise a balanced approach?

My thoughts on exclusivity is that for some of the potential verticals outside their targeted markets they do not have the resources to focus on now, they could offer an exclusive tech transfer agreement with a company they consider to be most likely to dominate in that vertical, and provide them an exclusivity ramp-up period, such as a 1 to 2 year headstart in a vertical we cannot give resources to.

For those within their target markets they should tread very carefully in even giving consideratino to exclusivity, because an exclusivity agreement closes the door to any potential winner takes all, where you could drive a disruptive shift within the industry as a whole, because your succeeded in influencing the roadmap and everyone want to follow it to stay competitive.

Exclusivity response should be "the sooner you sign an agreement, the more of a head start you will have. Here's a pen"

Perhaps if they know that any new foundry will take a 9 month or 1 year ramp-up within the engagement and there is a natural period of time to get them enabled, then an exclusivity period could be considered to cover a natural ramp-up time to the later movers.

Hence the extremely risky advice being offered to shareholders by Ted, Pumpkin, Lurker, Reanimator, and most recently, Chart Reader. I would go as far as to call it irresponsible advice. Why would anyone give up their long term holding period for a potential savings of $2 at the risk of having to get back in at $6 to $10 after the PR announcing mass commercialization.

Nothing happens overnight..for no reason

it takes time,.....years, months etc

Then it happens overnight.

Take whats going on ,on college campus the demonstration , its been taught to them for years. You know hate this and that...Only now breaking out.overnight.

Back to lwlg..it will ,with G-ds help go up overnight..however" that overnight." Took years ,and when it does ,people will say wow ..overnight lwlg is worth $50 -$100 how did that happen?????

..answer is it took years

On volumes... what a luxury problem to have.

A huge takeover bid would eliminate the problems with "exclusivity"

Agree on this jeunke:
"These big customers want the future now, outsmart the competition,, lower cost of ownership, current organizational capabilities, no capital investments, no write offs. I think they gladly pay billions of dollars to secure the future of their enterprise and for ' peace of mind and guaranteed bonus pay outs".

They also want guarantee of product, volume of the needed product when requested as well as a cost they can accept. This is evident based on requests for second material production site for polymers and LWLG dealing with queries on exclusivity. One only has to look at the pressure that has been bought to bear on TSMC to expand facilities outside Taiwan and to Arizona. Also, consider the supply chain problems that arose from suppliers in Asia not being able to supply a component needed to complete manufacture of electronics, appliances and even cars. Having reliable product production in the U.S. and strongly aligned European sites becomes very important with lessons learned during and in the aftermath of the pandemic. Add in the growing world tensions raising supply chain uncertainties, Dr. Lebby's emphasis on keeping adequate material and semiconductor manufacturing in safe locations appears very desirable.

I always respect your knowledge on LWLG.

With that said, to be clear I did not lose any money on my other stock which is really not a stock, but a company(NB) warrants exercisable in 5 years.

As of now still holding most of # of shares I bought in 2016/2018. Only sold about 80,000 shares about a month ago to pay off what I paid for the above warrants. It is nice to know I don’t owe any money on my two stocks.

Future AI computers I think will be loaded with lots of storage capacity.

From the angle of what I see…

You made millions in profit here, moved investment dollars into another company, lost millions there, and now you said you’re looking to buy back here. Your jabs are obvious.

I respect that a 90+ year old is actively investing and hanging out on forums…but come on.

You also don’t seem to realize that the more data that is created and processed via AI growth and what you mentioned…there needs to be better technology to transmit that data across servers in/around/about data centers. It’s actually a good thing for companies like LWLG because it puts pressure on the end users to commercialize new technology.

But yes, sure, LWLG needs to wrap up some deals.

From the angle of what I see the sudden bursts of Nvidia or AMD AI chips not necessarily a good timing for LWLG, if LWLG hasn’t wrapped up deals.

Many companies bought the expensive AI chips just began to learn to see the extent the chips could help their enterprises. AI computers would soon follow if the chips become cheaper.

Hope data centers would not take wait and see approaches deciding the expansions. If the chip sanctions continue, there is possibility chips industry would split, each with own webs system.

X, yes.
CEO's of large multinationals are responsible for the strategic direction of the company, they need to secure business continuity 10 -15 years ahead, outwit their competition and to maximize shareholder value in the process.
For a trillion dollar company, a couple of billion dollars is small change. For the current shareholders in Lightwave it would be a huge windfall.
What I like about your message, it focusses on the customer, the demand side.
Too many people here get completely entangled in the complexities of the supplyside, the technology, reliability, manufacturability. Absolutely important requirements, for success. BUT the biggest challenge in any business is to offer exactly what your CUSTOMER wants and you know you are golden when the customers start to 'dragging you along'. Lightwave already showed world class performance and performance upside for years to come. That's what customers really like.
Engineers figure out the solutions if they know what is required from them. These guys love it when you give them the required specifications and you tell them when.
The days of 2 X per two years or Moore's law are behind us. Lebby tells us the industry needs 100X every two years. The internet as we have to come to know it has aged and no longer can offer the bandwidth required for the next 10 -15 years. The current internet is comparable to the first steammachine we now need to enter into a new industrial revolution. It needs a radical change and fortunately for us , the CEO's of Internet companies are pretty much aware and prepared to look for new solutions outside the current box.
These big customers want the future now, outsmart the competition,, lower cost of ownership, current organizational capabilities, no capital investments, no write offs. I think they gladly pay billions of dollars to secure the future of their enterprise and for ' peace of mind and guaranteed bonus pay outs".

Rkf, I'm not sure about the average DC, but the Hyper-scalers, the Amazons, Googles, etc have DC's which can be utilizing 1 million or more Transceivers in a single Datacenter (DC)

LD MICRO REPLAY NOW AVAILABLE!!!!

https://ldinv14.sequireevents.com/recording?session_id=7c04c9bb-df53-4ece-9dce-3d27956fe60e

In short: reliability testing is no more a concern for the tier 1´s

https://stocktwits.com/JoeriGoethuys/message/570255316

Spekkie said, When I asked whether the products were ready and if any issues were outstanding, he (Lebby) clearly said that everything was ready (stability, scaling etc) and the time line was fully intact and there were no changes to that. Tier 1’s are very interested and the number of them significantly increased after OFC demo’s.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174302051

The fact that the reliability testing is no longer a concern for the Tier 1's to do business with LWLG is HUGE HUGE HUGE, this has been the #1 issue that has plagued Polymer commercialization for its 40 year history!! And yes I have confirmation from multiple sources that this is truly the case now!! Investors already had known how ironclad the data had become from the recent presentations slides presented at ECOC in late 2023 and then again even more so at the OFC in March 2024!!!

Lebby LD Micro was an incredible presentation using these Slides, here were my takeaways, the replay should be available soon

1) ETH Zurich has set independent 3rd party world record performance with LWLG Polymers running at 400Gbs per lane enabling 4 lane 1600gbs!!!

2) The Customer Funnel slide is updated and now showing greater than 20 Prospects and greater than 10 Leads, where in the ASM presentation it was only greater than 12 Prospects and 5 Leads, so about DOUBLED since the ASM!!!!

3) Lebby showed the 200mm wafers and talked again how LWLG is commercial ready for mass commercialization of 800gbs, remember Lebby has LWLG implementing at SEVERAL large Foundries!!

4) Lebby showed that Perk 6 is NOW ready for Licensing !!!

5) Lebby expects much more Licensing activity in 2024 forward

6) Lebby again pounded the table on the "ease of Integration" and how you simply drop the LWLG technology into those little pluggable boxes!!

7) Lebby also said that the PULL has become so great at this point instead of being "pulled along" it feels more like we are being "dragged along"!!

The April 2024 Investor Slides are up on the LWLG website, here

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/683426d1-5a08-bc3a-6df3-ce127bd5ef17?origin=2

Replays become available around a week after the event as the videos require editing in some cases and also the uploading process takes some time.

Once available, you will see the "replay" button next to the company name in the agenda at https://ldinv14.sequireevents.com/.

Thanks,
Sequire Team

Well, if I were a company that wanted an exclusive contract to dominate the industry and I had a trillion dollar valuation, and I was told no, that is not our vision, we want to sell it to everyone. I 100% know what I'd do.

The shareholders' meeting is 1 month away. Wouldn't it be cool to do a "non-binding" vote on an "other issues as they may arise item"?

In the end, the board of directors has a fiduciary responsibility to do what is right for the shareholders.

$1,000,000,000,000 is a trillion
$1,000,000,000 is a billion or to put it another way

If you had a valuation of $100,000 and had to make a decision on a $100 investment in your business. OK, let's say 2 billion, so that is $200.

How about if we just sell off rights or JV a single vertical?

We are in the right space.

I worked for a company where 1 entity put in an offer. A few weeks later, another entity came forward with a better offer. In the end, they both bought us out. Twas fun to be part of.

There are endless possibilities of selling, partnering, etc.


Nice days are coming up, so Im off to the beach to check out the 2024 swimwear.

I hope LewisJ from NLM speaks to progress regarding the SBIR with NASA and AIM Photonics assessing the use of OEO for outer space related applications. Proving out Organic modulators for outer space and free space comms will open up a new line of opportunity for all, and increase acceptance overall. Working with AIM photonics is a big deal for polymers as well.

Proto, if one company decided to
Use LWLG for one average data center to start
How many transceivers would be needed?

What will LWLG Profitability look like now that LWLG can mass produce its 200Gb modulators on 200mm Wafers at several large Foundries that are currently implementing LWLG's technology in their PDK's?

KCC worked up these estimates based on 150mm Wafer size some time ago, LWLG is currently able to mass produce on LARGE 200mm Wafers which can produce almost 80% more chips than 150mm Wafers!!!

Note: from Bard, a 200mm wafer can hold approximately 77.8% more chips compared to a 150mm wafer, assuming the chip size remains constant.

KCC worked up the following projections here, but note these were using 150mm Wafers which produce FAR LESS chips than 200mm Wafers!!!, here

I’m going to preface this post by saying this is not my opinion on revenue guidance and it is just a demonstration to calculate potential revenue here with certain facts we know. Of course some assumptions are being made, but they are based on real world observations from industry participants and data provided by LWLG and market reports. What prompted this exercise was seeing a report that Intel had shipped over 2 million 100G silicon photonic transceivers in 2021. I asked myself what if LWLG was suppling all the modulators for those transceivers and how many wafers would need to be produced to supply the required number of modulators. Could small or medium sized foundries produce enough wafers to supply enough modulators for 2 million transceivers? (Yes!!) Could I estimate potential revenue with this information? (Yes!!)

What we know:

Modulator systems are designed on individual die/chips which are contained on a wafer.

A 150mm wafer contains 800 individual chips that are 6x3mm long. I’m using 150mm because that is more common, and I want to demonstrate the potential with a model that does not rely on 300mm. NLM Photonics is shown to be using 150mm wafers from VTT (their “first wafer”). If I counted correctly, they had 605 good die out of 800 or 76% yield.

LWLG’s initial products are targeting 800G.

800G can be reached with 8x100G NRZ or 4x200G PAM4.

LWLG’s patents show 4-8 modulators per transceiver (TxRx).

As TxRx speeds increase, the ratio of optics to electronics increases. At 100G, the optics comprise about 20% of the cost of TxRx. Other costs are test/packaging/assembly, R&D and G&A, operational margin.

Market reports and statements by LWLG say at 800G and beyond, the optics could comprise up to 80% of the cost of a TxRx. Lebby stated in the Q&A at the May 2022 meeting that because their modulator provides much of the benefit to the overall optics, they’ll be able to capture that value and it is not just a cost-plus structure.

Per PhotonicsGuy, the modulator portion of the optics should be at least 15%.

Industry goal is $1 per Gbps, however pricing right now shows up to $10 per Gbps for new 800G offerings.

Low quantity MPW runs cost between $20,000 and $100,000 per wafer depending on type and size. Economies of scale will bring the costs down in the future.

As of the end of 2021, there were 728 hyperscale data centers with half operated by Amazon, Google, and Microsoft. At that time, there were over 300 more planned. Each hyperscale DC contains upwards of 100,000 transceivers.

Assumptions:

A 6x3mm die contains a 4-modulator array with the necessary passive waveguides/splitters. Each modulator is .75mm, so size-wise this seems to fit well.

800G will be reached with 4 lanes of 200G PAM4.

Pricing for 800G estimated to be $3.5 per Gbps by 2025, the year of high volume 800G. May or may not be conservative.

Optics account for 65% of the cost of an 800G transceiver. May or may not be conservative.

A cost of $25,000 per wafer. (This is a big unknown, but may be a reasonable assumption and this cost includes design, metals, and other costs on top of a basic wafer.)

LWLG will have 50 employees and a linear growth of burn rate from today equals $3 million monthly burn at mass commercialization. Let’s bump it up to $5 million monthly to account for significant increase in R&D and a buffer.

130,000,000 shares outstanding fully diluted.

Scenario Result:

3,300 wafers are needed to produce enough modulators for two million transceivers. This assumes a 76% good die yield.

Two million 800G transceivers are valued at $5.6 billion. The optics value of those equates to $3.64 billion. The modulator portion equates to $546 million.

It costs LWLG $82,500,000 for the completed wafers. That’s about 85% gross margin (what we expect compared to OLED). We know the actual cost of material is very low and wouldn’t significantly affect COGS.

$462,500,000 in gross profit from selling enough modulators for 2 million transceivers.

$402,000,000 in net earnings from selling enough modulators for 2 million transceivers.

$3 per share in earnings.

This is just one customer and one application.

https://www.reddit.com/r/LWLG/comments/107m7fw/the_potential/

I wonder if we will hear about Lebbys work with smart photonics ??

One question I plan to ask at the ASM is about the first mover advantage vs an exclusive agreement. For example, let’s say Google orders 10 million transceivers to be shipped as soon as available, is that as close to an exclusive agreement as possible?

John, I completely agree. Actually, I read the comments on Mark's post before I shared that link and recognized the names of several people who reacted to his post. I'm not worried about Lightwave.