prototype_101
3 시간 전
in Yves Safecapital interview investors learned that the Tier 1 Design-In cycle is "typically 18-24 months" start to finish including 4 distinct phases, of which Yves told investors he is already well into Phases 1 & 2 which is where the Customer engagement generally inks the Design-In deal, so let's see what comes of the Yves interactions at OFC 2025 March 31-April 3, also let's keep in mind that the Design-In cycle may well be shortening now with the onslaught of increased data requirements of AI, here from the 2024 ASM
How long does it take to design in for a datacenter customer Tier1?
Given G-AI, design in cycles have shortened that range from 20-50% depending on each customer. Our flexible business model allows us to work with OEMs, CMs, and their relationships with foundries.
Yves Safecapital interview also confirms what I have theorized and been posting here the whole time since the Business Strategy changed!!
Lebby was taking on a Herculean task in-house with a woefully understaffed Devices team trying to meet the demands of CUSTOM 4x200 PIC's (listen to Yves starting at 14 mins) of several of the world's largest Transceiver makers on 3 Continents, and although he had these Devices in Qualifications, they were not completed when the Strategy shift occurred, so presumably those Tier 1's were given a head start over the Partners/Customers targeted "from scratch" some of which may have been Tier 1's that Lebby "put on hold" when he was picking and choosing what he called his "Freindly's after the overwhelming success of LWLG 200Gbs modulators on 200mm Wafers with EXCEEDINGLY HIGH YIELDS!!!!
so who are the new Partners/Customers? read my post here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175964182
Nobody was fired like the Shorts want you to believe, these "Integrated Devices" will now be built by MANY companies who do this kind of thing everyday, it's their business after all!!!
The PkM materials have ZERO issues with Reliability & Stability!!!! The Industry has accepted this now already!!!!
Listen to Yves discuss all of this in this interview!!
worth another LQQk, The foundry ecosystem is ready to produce,.our material is much easier than TFLN
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015
tedpeele
9 시간 전
38 likes and 54 reactions to bad information. Still waiting for your acknowledgement that this proclamation you made was wrong. You owe that to those that you gave false hope to when you posted this yesterday.
While falling below one dollar matters on the NSASDAQ it does not matter in the Russell 2000. I think the folks that keep bringing up the Russell 2000 reconstitution are just fear mongering and want shareholders to sell. I am disgusted with the stock price but I keep in mind that we are not close to oblivion
I did the DD and found that in fact the $1 is CRITICAL for staying in the Russell indexes, and posted that here yesterday.
GP was right again and I've noticed that once again you have not conceded when I have set you on the right course about something. The fact that you instead insulted me from the get go, and put me your conspiracies is not a good look. Your enthusiastic support of Proto in the past makes your mind-numbingly long and overly-analytical posts suspect - in the same camp as Proto, Jeunke, MrLWLG101, and X - and that's not a good group to be associated with.
prototype_101
12 시간 전
Mark L endorsing LWLG now!! but it is baby steps for Mark L who still touts TFLN despite all its ISSUES!!!! there are MANY companies pursuing what will be a DOA technology in TFLN, I spelled it out for everyone here MANY times, TFLN loses to LWLG Polymers in EVERY important metric!!!!
Any new material to be successful must be FUTURE PROOF and good for MULTIPLE GENERATIONS!!!
- TFLN is TOO LARGE so it is IMPOSSIBLE for CPO!!!
- TFLN will NOT be good for speeds above the current 800/1600!!!
- TFLN operates at 2V and does NOT eliminate the DRIVER!!!!
- TFLN has a COMPLEX process in Foundries and it also carries significant risks to CONTAMINATION in the Foundries!!!!
- TFLN has SUPPLY ISSUES as the great majority of the material is single sourced and from China!!
worth another LQQk, The foundry ecosystem is ready to produce, Our material is much easier than TFLN
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015
Note, Mark L has been for the last 20 years #1 LWLG hater, and he is plugged in to the Industry Big Dogs, something nobody can deny, Mark L said he flipped "mainly" because his respect for Yves, but Mark L said good things about Yves at the time he joined the BOD too, so something that Mark was hearing at the OFC changed his tune, if anybody is privy to hearing the rumblings on the train tracks it is Mark L, so I'm certain that he is getting strong vibes from the big boys that LWLG Polymers are about to be implemented by them now!!!
A seismic shift just occurred when the most negative guy on the planet on LWLG just flipped and turned positive!! Keep in mind Mark L is the "analyst" that teddybear has been waving as his victory flag in front of all the Longs here for the past two years!!! He's the one that teddybear said NOBODY is talking about LWLG Polymers!!!! Here's a link to the LinkedIn thread with Mark L's capitulation which can be found in the comments
https://www.linkedin.com/feed/update/urn:li:activity:7308872705892642817/
This is the clearest signal you will ever get to load your boat with as many shares as you possibly can!!!!
WooptdooU
12 시간 전
Agreed, unfortunately. The bod, the UNadmiral (head of the comp committee at that time), lebby and marcinobodi should face stiff retribution. They appear to have snookered nasdq and shareholders not just for the Millions in cash they TOOK, but knowingly continue to take cash from the sale of stock via automatic and regular institutional purchases. The marcinobodi guy is a bit of a snake like character, it seems.
Just WHO likes this guy who is NOT a grifter?
prototype_101
13 시간 전
MrLWLG's accurate comparisons of LWLG Superior to TFLN in every way!!
⚡ Performance Highlights
TFLN offers excellent performance with bandwidths over 100 GHz and Vpi around 1.5–2V. It's stable and linear, but still relatively power-hungry.
SiPh has more limited bandwidth (~30–50 GHz) and suffers from higher insertion losses and power requirements (Vpi ~4–6V).
EO Polymers can deliver >100 GHz bandwidth with Vpi below 1V, offering ultra-low power consumption and excellent scalability—ideal for AI, HPC, and future datacenter applications.
🏭 Scalability and Manufacturability
TFLN faces challenges in mass production: bonding steps, CTE mismatch between materials, and limited wafer supply (currently dominated by NanoLN in China).
SiPh has a mature ecosystem and is CMOS-compatible, but performance is hitting physical limits.
EO Polymers are fully CMOS-compatible and can be integrated into existing foundry processes, offering a scalable and cost-effective path forward.
📈 Market Readiness
TFLN is gaining traction in 400–800G modules but has not yet solved scalability issues.
SiPh is widely deployed in the market today but struggles to keep up with bandwidth demands.
EO Polymers are still in the pre-commercial stage, but hold strong promise as the next-generation modulation technology—combining high performance with low cost and true monolithic integration.
Why EO Polymers Stand Out
True monolithic integration on silicon
- Ultra-low Vpi (100 GHz)
- Scalable and CMOS-foundry ready
- No dependency on single-source wafer suppliers like NanoLN
EO polymers may provide exactly what the industry needs next. TFLN is strong in performance but limited in scalability. EO polymers—especially from companies like LWLG, could be the key to unlocking efficient, mass-producible high-speed photonics.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176029898
prototype_101
13 시간 전
Lightwave Logic uses the term "controlled availability" in their news release regarding their Process Design Kit (PDK), it signifies a strategic approach to the distribution of their technology. Here's a breakdown of what that generally implies:
Selective Distribution:
"Controlled availability" suggests that the PDK isn't being released for unrestricted, open access. Instead, it's being provided to a select group of partners, customers, or foundries.
Strategic Partnerships:
This approach often indicates that the company is focusing on establishing key strategic partnerships to ensure the successful implementation and adoption of their technology.
Phased Rollout:
It can also imply a phased rollout, where the technology is initially provided to a limited number of entities for testing, validation, and feedback before wider release.
Quality Control:
By maintaining control over the availability, Lightwave Logic can better manage quality control and ensure that the technology is being used correctly.
Protecting Intellectual Property:
It can also be a way to protect their intellectual property while still allowing for collaboration.
Focused Development:
By limiting distribution, the company can focus their development efforts and support on a smaller, more manageable group.
In the context of Lightwave Logic's news, "controlled availability" likely means they are working closely with specific semiconductor foundries and partners to integrate their electro-optic polymers into silicon photonics. This allows them to:
Ensure the technology is properly implemented.
Gather valuable feedback.
Refine their processes before broader commercialization.
Essentially, it's a measured and strategic approach to bringing their technology to market.
so..."controlled availability" what this means is that LWLG is part of the implementation process, the Customer signs on as Design Win for LWLG and LWLG's team is there to assist the PDK implementation for you ie controlled availability
Back End Of Line (BEOL) process encompasses key steps including EO polymer application, patterning and etching, Atomic Layer Deposition (ALD) encapsulation, EO polymer poling, contact pad opening, chip dicing, and end face creation and polishing. Crucially, the BEOL process is designed for compatibility with existing semiconductor fabrication lines, facilitating seamless integration with silicon photonic device manufacturing flows. This process offers flexibility, applicable at both wafer and chip levels up to the dicing stage.
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl144468.pdf
Remember, this is KEY from the news release!!! >>
"Our cutting-edge PDK represents a pivotal development in integrating our advanced EO polymers with silicon photonics," said Yves LeMaitre, Chief Executive Officer of Lightwave Logic. "By offering a BEOL process compatible with existing semiconductor fabrication lines, we enable our partners to seamlessly enhance their silicon photonic devices, meeting the ever-increasing demands for higher bandwidth and lower power consumption in AI and networking applications."
This PDK has already been implemented as part of collaborative efforts with two semiconductor foundries. These demonstrations highlight the PDK's potential to accelerate the commercialization of EO polymer-enabled silicon photonic devices, reinforcing Lightwave Logic's leadership in next-generation optical technologies.
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl144468.pdf
prototype_101
14 시간 전
Polariton interview says Plasmonics 400gbs lanes will scale by 2027, they could be the dominant force because they are the only technology that can scale speeds in excess of 1Tb for single lanes in the future, so why not be adopted in 2027
Polariton 1THz modulators can scale!!! listen to the interview, only minor engineering left to be done!!! the science is PROVEN!!! with LWLG INSIDE!!!! Listen starting at 8 minutes Polariton will be the FIRST to have production volumes at 400Gbs lanes, and can extend to speeds in excess of 1Tbs lanes!!! with LWLG INSIDE!!!!
https://picmagazine.net/video/610/Record-breaking_bandwidth_of_1.1_THz_for_plasmonic_modulators
Nokia and @googlecloud are teaming up to revolutionize energy efficiency in telecom networks.
Nokia and @googlecloud are teaming up to revolutionize energy efficiency in telecom networks.
Watch the interview from #MWC25 to learn how this partnership helps reduce energy consumption, optimize network performance, and accelerate the journey toward Autonomous Networks:… pic.twitter.com/spHZHtYUha
— Nokia (@nokia) March 20, 2025
Adagium's quoted from Polariton, (Nvidia) InfiniBand 1600G GDR (x4): implemented with 4x 400G per lane channels, 224 GBaud PAM4
InfiniBand 3200G GDR (x4): implemented with 4x 800G per lane channels, 448 GBaud PAM4
Ethernet 3.2TbE: implemented with 8x 400G per lane, 224 GBaud
While the industry is evaluating various electro-optic platforms, Polaritons enables customers today. At OFC 2025 we release new eye diagrams measured of ring resonator modulators measured with 1550 nm devices. O-band 1310 nm are on the way and can be sampled for customers as early as Q2/2025.
Reducing the number of lanes in transceivers improves yield, enhances reliability, and lowers power consumption. With a corner frequency of approximately 145 GHz, our ring resonator modulators (RRMs) support data rates beyond 200 GBaud PAM4 — exceeding 400G per lane.
Our Key Enabling Product
RR4-C145: 145 GHz 4-Channel Ring Resonator Modulator, available for 1310 and 1550 nm
https://www.polariton.ch/products/400g-per-lane
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175933587
A few things.
First, I still believe that Nokia/Infinera are involved silently here based on Lebby interview after inking first commercial deal when asked about what company it was with Lebby said, "it could be a company or more than one company"
Second, with the Mass Commercial Timeline being pushed out 1 year from 2026 to 2027 there is now adequate time for Polariton/LWLG to overcome engineering hurdles to scale volume production of 400Gb lanes (and beyond, what this means is that LWLG's initial Customer was not only a testbed of commercial acceptance/viability, but it has quickly become the lead racer for true next-gen solutions powered by 400Gb lanes in 2027
Keep in mind the phrase "anything you can do we can do better" because it is highly applicable here, Polariton is using "off the shelf (generic) MRR's, and investors have already learned from several of my posts here the LWLG's Polymers can GREATLY ENHANCE MRR technology which is the cornerstone of Inte/Ayars next-gen developments, MRR's have to incorporate individual heater IC's with every MRR to tightly control temperature variations, LWLG Polymers can minimize the need for this if not completely eliminate it, also LWLG Polymers provide another added benefit of reducing the need for DSP
Thirdly, the push to accommodate the MASSIVE needs of AI have greatly accelerated the Timeline for the higher speed lanes, but they also must be able to lower power usage, LWLG Polymers can reduce the overall system power requirements by up to 20% (from Andy B - Arista on low power modulators some time back)
It is interesting to look back at the TImeline of the various modulation speeds that were predominant and the length to time until the next-gen replaced them, let's just say that the time between generations has been GREATLY REDUCED in the last handful of years, and the speed/power requirements for true next-gen are running currently at a pace of roughly 1-2 years!!
prototype_101
16 시간 전
(at OFC) there was a presentation from Wim B. from Imec and when going through the various options for next generation modulators he called EO polymers “very promising”. In the past, he was never too positive on EOP so it was good to hear him say that.
-KCC
I am under the belief that Mark’s opinion wasn’t going to change based on the “promise” of polymers, but rather confirmation of real world application. He has previously said his opinion on Lightwave would change when he heard a top level engineer at a hyperscaler say they would be pursuing polymers. While he also commented that he is a strong believer in Yves, I’m thinking he heard some whispers at OFC and would rather not be on the wrong side of this industry breakthrough. Just my opinion.
-Ghost
https://www.reddit.com/r/LWLG/comments/1jysqp3/daily_trading_action_and_general_discussion/
couple of relevant posts, both of these guys were long-time negative on Polymers and have both have now turned positive on Polymers, I also believe like Ghost that Mark L did not change his tune on Polymers only on account of Yves reputation, I have a post of mine also where I say likely at OFC Mark heard rumblings of Polymer adoption from within his circle, and his bread and butter comes from the largest Tier 1's
prototype_101
16 시간 전
what is key in the r/nvidia announcement this week, lies in the fact, that for the very first time, a leading worldwide conglomerate, along with other partners ($TSMC, $INTC... ) is recognizing the value of photonics in reducing the power use that is constraining the amount of work new #AIFactories can accomplish!
Now, a corollary of this statement, implies that photonics be compatible with CMOS foundries, to meet the volume targets demanded by the industry. The bottlenecks today are not in designing and prototyping (you will see many announcements at OFC25 for #200G/L, even #400G/L ) but in packaging and testing those components at scale (this was the call from Nvidia's Seyedi at Optica PECC conference last November).
Of course, existing base materials, are going to fight like hell to delay when they are kicked out of designs, but the true cost of ownership of the solutions they are introducing is torpedoed by the reliance on various amounts of DSP (Digital Signal Processing: extra power hungry components on the transceivers chips), by the reliance on multiplying the number of lanes (8-lanes, 16-lanes...), which are also incompatible with the power restrictions mentioned above.
The value of $LWLG Perkinamine TM, lies in its core molecular make up:
- It modulates light really fast (holds a world record along with Polariton Plasmonics, into the TeraHerz)
- It saves power to do so: claims up to 90% power saving vs competing solutions
- It is fully compatible with the CMOS chip manufacturing environment: see the PDK portfolio that was achieved in collaboration with the Singapore based Photonic foundry AMF (PR in May'24).
- It is so compact, it saves a lot of real estate on the chip, making room for the designers to pack in more features, if they so desire...
As a start-up, Lightwave Logic had to recently adjust its go-to-market strategy to reach a wider audience, but don't you think Nvidia, along with all the other players in the AI race who recently announced they are launching their proprietary solutions (AMD, Apple, Google, Amazon... along with their various suppliers: Broadcom, Cisco, Marvell, Lumentum, Coherent...) are going to rapidly make use of any solution that gives them an edge? The recent strategy adjustment has a huge benefit: it places the development costs on the competitors in this cutthroat environment.
That's why Yves was brought in, in this commercial race: to make sure that starting in 2025 and 2026, Lightwave Logic gets its fair share of the up to $2.5B serviceable market in which modulators could claim up to 25% of the value at higher speeds!!
Looking forward to what the coming months are going to unveil...
GLTAL
AR.
https://www.reddit.com/r/LWLG/comments/1jfz0yg/jensen_huang_nvidia_silicon_photonics/
WooptdooU
1 일 전
What's worse, failured, released from duties lebby with the kitchen interview, the return to the scheme scene guy who APPROVED the $5.2 MILLION GIVEAWAY of CASH (for yet publicized goals met) from the non revenue company or the constant, or the consistently, already proven quite unsuccessful grifter, marcinobi? Not much to be proud of as a shareholder, is there?
prototype_101
1 일 전
When Lightwave Logic uses the term "controlled availability" in their news release regarding their Process Design Kit (PDK), it signifies a strategic approach to the distribution of their technology. Here's a breakdown of what that generally implies:
Selective Distribution:
"Controlled availability" suggests that the PDK isn't being released for unrestricted, open access. Instead, it's being provided to a select group of partners, customers, or foundries.
Strategic Partnerships:
This approach often indicates that the company is focusing on establishing key strategic partnerships to ensure the successful implementation and adoption of their technology.
Phased Rollout:
It can also imply a phased rollout, where the technology is initially provided to a limited number of entities for testing, validation, and feedback before wider release.
Quality Control:
By maintaining control over the availability, Lightwave Logic can better manage quality control and ensure that the technology is being used correctly.
Protecting Intellectual Property:
It can also be a way to protect their intellectual property while still allowing for collaboration.
Focused Development:
By limiting distribution, the company can focus their development efforts and support on a smaller, more manageable group.
In the context of Lightwave Logic's news, "controlled availability" likely means they are working closely with specific semiconductor foundries and partners to integrate their electro-optic polymers into silicon photonics. This allows them to:
Ensure the technology is properly implemented.
Gather valuable feedback.
Refine their processes before broader commercialization.
Essentially, it's a measured and strategic approach to bringing their technology to market.
so..."controlled availability" what this means is that LWLG is part of the implementation process, the Customer signs on as Design Win for LWLG and LWLG's team is there to assist the PDK implementation for you ie controlled availability
Back End Of Line (BEOL) process encompasses key steps including EO polymer application, patterning and etching, Atomic Layer Deposition (ALD) encapsulation, EO polymer poling, contact pad opening, chip dicing, and end face creation and polishing. Crucially, the BEOL process is designed for compatibility with existing semiconductor fabrication lines, facilitating seamless integration with silicon photonic device manufacturing flows. This process offers flexibility, applicable at both wafer and chip levels up to the dicing stage.
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl144468.pdf
Remember, this is KEY from the news release!!! >>
"Our cutting-edge PDK represents a pivotal development in integrating our advanced EO polymers with silicon photonics," said Yves LeMaitre, Chief Executive Officer of Lightwave Logic. "By offering a BEOL process compatible with existing semiconductor fabrication lines, we enable our partners to seamlessly enhance their silicon photonic devices, meeting the ever-increasing demands for higher bandwidth and lower power consumption in AI and networking applications."
This PDK has already been implemented as part of collaborative efforts with two semiconductor foundries. These demonstrations highlight the PDK's potential to accelerate the commercialization of EO polymer-enabled silicon photonic devices, reinforcing Lightwave Logic's leadership in next-generation optical technologies.
https://s3.amazonaws.com/b2icontent.irpass.cc/2586/rl144468.pdf
Reanimator
1 일 전
Here we go with the "come up with every possible excuse or explanation for why LWLG can't sign a deal" routine:
"Yves is a driving a hard bargain. Just like Lebby. That's the only reason Lebby couldn't close a deal - he was driving too hard of a bargain! Yeah, that's the reason LWLG hasn't closed any deals! That's it!"
"There are multiple parties at play. Probably Nvidia and Google. Under super secret NDA of course. Yeah, that's the reason LWLG hasn't closed any deals! That's it!"
"Exclusivity is in play!! There's a fierce bidding war right now for what LWLG's got. The lawyers are going back and forth, and you know how long that takes. Yeah, that's the reason LWLG hasn't closed any deals! That's it!"
Or you could explore a much, much, much simpler reason for why LWLG hasn't closed any deals.
If you put your head to it, I think you can probably come up with it.
tedpeele
2 일 전
38 likes and 54 reactions to bad information. Still waiting for your acknowledgement that this proclamation you made was wrong. You owe that to those that you gave false hope to when you posted this yesterday.
While falling below one dollar matters on the NSASDAQ it does not matter in the Russell 2000. I think the folks that keep bringing up the Russell 2000 reconstitution are just fear mongering and want shareholders to sell. I am disgusted with the stock price but I keep in mind that we are not close to oblivion
I did the DD and found that in fact the $1 is CRITICAL for staying in the Russell indexes, and posted that here yesterday.
GP was right again and I've noticed that once again you have not conceded when I have set you on the right course about something. The fact that you instead insulted me from the get go, and put me your conspiracies is not a good look. Your enthusiastic support of Proto in the past makes your mind-numbingly long and overly-analytical posts suspect - in the same camp as Proto, Jeunke, MrLWLG101, and X - and that's not a good group to be associated with.
..
prototype_101
2 일 전
worth another LQQk, The foundry ecosystem is ready to produce,.our material is much easier than TFLN
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015
in Yves Safecapital interview investors learned that the Tier 1 Design-In cycle is "typically 18-24 months" start to finish including 4 distinct phases, of which Yves told investors he is already well into Phases 1 & 2 which is where the Customer engagement generally inks the Design-In deal, so let's see what comes of the Yves interactions at OFC 2025 March 31-April 3, also let's keep in mind that the Design-In cycle may well be shortening now with the onslaught of increased data requirements of AI, here from the 2024 ASM
How long does it take to design in for a datacenter customer Tier1?
Given G-AI, design in cycles have shortened that range from 20-50% depending on each customer. Our flexible business model allows us to work with OEMs, CMs, and their relationships with foundries.
Yves Safecapital interview also confirms what I have theorized and been posting here the whole time since the Business Strategy changed!!
Lebby was taking on a Herculean task in-house with a woefully understaffed Devices team trying to meet the demands of CUSTOM 4x200 PIC's (listen to Yves starting at 14 mins) of several of the world's largest Transceiver makers on 3 Continents, and although he had these Devices in Qualifications, they were not completed when the Strategy shift occurred, so presumably those Tier 1's were given a head start over the Partners/Customers targeted "from scratch" some of which may have been Tier 1's that Lebby "put on hold" when he was picking and choosing what he called his "Freindly's after the overwhelming success of LWLG 200Gbs modulators on 200mm Wafers with EXCEEDINGLY HIGH YIELDS!!!!
so who are the new Partners/Customers? read my post here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175964182
Nobody was fired like the Shorts want you to believe, these "Integrated Devices" will now be built by MANY companies who do this kind of thing everyday, it's their business after all!!!
The PkM materials have ZERO issues with Reliability & Stability!!!! The Industry has accepted this now already!!!!
Listen to Yves discuss all of this in this interview!!
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