prototype_101
29 minutes ago
Pro, that has always been my contention why Lebby never named Polariton, but shortly after inking that first commercial Agreement in an interview Lebby responded to the "who is it" question by saying "It could be a company or more than one company" and ever since then I've assumed Nokia has been involved with this project from the start, BTW, Nokia just acquired Infinera's optical networking business. Here's a summary:
Acquisition of Infinera's Optical Networking Business:
This acquisition is a strategic move by Nokia to strengthen its position in the optical networking market.
It's designed to enhance Nokia's capabilities in providing high-capacity optical transport solutions, which are crucial for supporting the growing demand for data driven by 5G, cloud computing, and AI.
This move will greatly increase Nokia's optical network offerings.
KCCO7913
3 hours ago
Brad said networking equipment can total 30-50% of the total data center power budget. Of that, 70% is the optics portion. He then says EOP modulators can reduce that by 10%...I think? I only listened once last week so correct me if I'm wrong.
10% of 70% of 40% is 2.8%.
Looks like my guesstimate from 6 months ago wasn't too far off. I said 2%. Copy of my Reddit post below:
Great question. I’ve done a little bit of research on this the last few months.
Per Ashkan Seyedi at NVIDIA recently, today’s 800G transceivers consume 15-20 Watts of power. The industry is doing everything they can do to get that power consumption down. For 1.6T, the wattage increases further, and I believe I saw up to 50 Watts estimated for future 3.2T pluggable transceivers using today’s technology.
A lot of the focus today is on design changes, mostly LPO, which removes the DSP from the transceiver. This year it became a bit clearer that the industry appears to be hesitant to go the LPO route and now are talking about LRO – linear receive optics. Below is a quick Google link on the LPO vs LRO topic:
https://fast-photonics.com/linear-pluggable-optics-and-linear-receive-optics/
Andy Bechtolsheim from Arista has mentioned many times over the last 2 years that the other ways to reduce power consumption are to switch to better modulator technology and use lower power lasers. He has mentioned that better modulators can offer 20% or more in power savings versus LPO.
With that said and moving along…I am hoping/estimating we’ll see an EOP modulator based 800G transceiver operate under 10 Watts. I’d love to see 7-8 Watts.
Modulators themselves don’t consume a significant amount of the transceiver’s power. But these highly efficient modulators enable lower power lasers to be used and enable lower power DSPs and/or eliminate modulator driver chips altogether in the design.
Overall, it is strictly the use of these better modulators that offers drastic power savings because of the ancillary effects they have. They are going to enable LPO levels of power efficiency without having to go the LPO route.
Now to quantify this let’s look at the typical energy usage of a hyperscale datacenter. I used ChatGPT in some of my fact-finding FYI.
A typical hyperscale data center uses up to 50% of its total power for data processing and transmitting infrastructure.
Optical transceivers are a small portion of that and consume up to 5% of the total datacenter energy.
There are several categories of optical transceivers depending on distance needed. Initially and of course, not all optical transceivers inside a datacenter would use LWLG’s modulators. But it won’t be too long before much of the market is dominated by 800G+ transceivers in all categories which potentially can be served by LWLG’s EOP modulators. IMO…the sweet spot for LWLG is the 2k+ distance. But anything over 500m is likely the start of where LWLG could operate. Beyond 10k and up to 80k…the modulation is coherent and today is wildly power hungry and expensive. Tons of value to be unlocked there and EOP is already proven in that wavelength and modulation format.
Let’s say EOP based transceivers shave 2% off the total datacenter power consumption from optical transceivers. Gives us some wiggle room and assumes some types of transceivers will not use the ‘latest and greatest’ modulator technology.
The average hyperscale data center (50MW) has an average power bill of $72 million per year. ChatGPT says ‘it depends’ but an average of $6 million per month.
2% of that total is $1,440,000. Google operates 39 data centers and Amazon has 125 according to a quick search. At the end of 2023, there were almost 1,000 hyperscale datacenters worldwide with half of them in the USA. The number won't stop growing.
EOP modulators appear to have potential to save Google and Amazon a collective $236 million per year in energy costs. The future projections in a world of 1.6T/3.2T modules are significantly more.
Anyway…these datacenter upgrades to 800G and beyond are happening no matter what. LWLG has a very solid case to be enabling the most efficient and scalable modulator platform to power the future pluggable optics. EOP is far more power efficient than SiPh and certainly InP. It is also more efficient than TFLN. It is customizable for continued improvement. Above everything…it is the only emerging material platform that is totally compatible with silicon foundries.
It doesn’t stop at pluggables either. EOP will make its way into co-packaged optics and the power savings are amplified even further there. Lower power SerDes, cooler operation/less cooling requirements, etc. So it’ll chop off more of that 5% segment mentioned above plus into other sections of networking infrastructure.
Please anyone try to find some holes in my analysis here.
KCCO7913
5 hours ago
To give LWLG some credit, both NLM and Silorix are using some of LWLG's marketing in their own playbook. So if Yves sounds like Brad this week...it is NOT Yves copying Brad. I think that is pretty clear.
If you want to take a stab at LWLG here...
NLM recently taped out an 8x200G 1.6T modulator PIC chip.
Also, what I am most intrigued by here is that Brad made a comment that makes it sound like they are now able to do crosslinking in the same step as poling. That's new. Previously it was pole the material, reduce temperature, increase back up to crosslink. Silorix/KIT weren't able to get reproducible results that way according to a technical paper last year. If NLM perfects their crosslinking process, it will be a very good material.
prototype_101
6 hours ago
After proving the material performance and reliability LWLG needed to prove the material works just as well in devices. At OFC 24, after announcing a partnership with AMF, a foundry based out of Singapore, where together, both companies revealed a complete PDK of photonic structures (waveguides, splitters, gratters etc...) on 200mm wafers, LWLG demonstrated a 200G/L modulator. And Dr Lebby explained that in order to convince future partner of the long term value of polymers, as a solution for an industry about to hit the technical wall, it was to prove that future generations of devices could be built using organic EO polymers. LWLG chose to work with Polariton to prove next gen devices.
At ECOC24, LWLG and Polariton demonstrated, a peer reviewed solution, at 400G/L.
Furthering this avenue of future proofing, they now modeled the next step with a plasmonic MZM reaching 997GHz at only 3db optical loss.
Obviously, Dr Lebby was too adamant and unflexible with his commercial stance, which prevented commercial deals promised for 2024. The BoD intervened and brought in a deal specialist in Yves LeMaitre. In January 2025, the initial presentation on the new Go-to-Market strategy was made.
The performance and reliability of the material was never questioned. They were reaffirmed as a core competency.
Earlier this week, polymers were part of a "Photonic Integration Week" with UPVfab Micro fabrication pilot line and VLC Photonics in Valencia Spain:
"VLC Photonics (Hitachi Group), a leader in pure-play Photonic Integrated Circuits (PIC) design and testing services, is joining Photonic Integration Week as a Platinum Sponsor! 🌟 With expertise across all material platforms (SOI, SiN, SiO2/PLC), III-V materials (InP, GaAs...), TFLN, BTO, polymers, AlO2, Graphene... they’re driving the future of photonics with cutting-edge engineering solutions."
In the post above, they are again part of the discussion on PIC Integration at LIGENTEC in Switzerland.
At 200G/L, traditional materials were able to find a working solution, using 8 lanes, even though the power consumption is really not sustainable.
As the industry is contemplating next gen at 1.6T and 3.2T transceivers, the power consumption becomes unmanageable with existing materials and ease of integration with a lower lane count becomes more critical for high volume scale up. Polymers offer a path towards that future. Yves dealmaking abilities are being called on to make sure polymers are part of the future.
Yves and Tom 6-month options, expiring in June 2025, offer a good guideline as to when a first step (design-in win?) towards a commercial step (licensing agreement) may be expected by.
The market keeps growing as AI implementation cases are seeping from just a few market leaders (Nvidia...) towards more numerous enterprises driven cases. Good days ahead.
GLTAL
AR.
https://www.reddit.com/r/LWLG/comments/1j57ybu/epic_mtg_on_pic_manufacturing_lwlg_present_thru/
x993231
8 hours ago
I made easy reading of Yves M & A background.
As information Yves is the CEO at Lightwave and will be giving an update after being on the job about 3 months.
Jan 2022 - Sep 2022 · 9 months Head of Optical Coherent Business at IPG Photonics
He “Advised and led optical coherent business divestiture to Lumentum”
It was - - - > Acquired by Lumentum 8/15/2022 He did that in 8 Months.
October 2023 to March 2024 He had a 6 month contract at Astrobeam.space and he launched the startup's development of next-generation of laser beam steering for satellite to satellite communication.
Dec 2021 to present independent advisor to TRUMPF
This is infact a vertical here at Lightwave - biometrics and sensor technology
“Lasers are everywhere, beyond proximity sensing, face recognition, shape sensing, LIDAR, this is just the beginning of further applications for lasers to sense our environment, humans want to feel safe and in control of their surroundings, lasers offer that sense of safety and security.”
Contract January 2023 to present Sanmina Advanced Microsystems Technologies (AMT)
Industries served there are
Vertical at LWLG - Medical
Vertical at LWLG - Communication networks
Vertical at LWLG - Defense and aerospace
Vertical at LWLG - Industrial
Vertical at LWLG - Computing and Storage
Vertical at LWLG - Multimedia
Vertical at LWLG - Automotive
Not sure about - Oil and Gas
Dec 2019 - Dec 2021 President RIO Lasers - - - - - > (acquired by Luna Innovations)
That was 2 yrs but - - - - - - > it was acquired after he was there for 1 year in December of 2020
Luna is a global leader in fiber sensing
It looks to me like most of the time in less than 1 year a takeover, Merger etc. happens
Chief Strategy Officer at OCLARO Feb 2018 - Dec 2018 · 11 mos
You guessed it was - - - - - > taken over by Lumentum then
Dec 2018 - Sep 2019 · - - - - > 10 mos Chief Strategy Officer at Lumentum
Skip down to CEO of Lightconnect Aug 2001 to May 2005
You guessed it - - - - - - > acquired by NeoPhotoncis
VP & General Manager VP & General Manager Alcatel 1994 to 2001
- - - - - > joint venture between Sprint and Alcatel.
X What I look forward to is that whenever a partnership or takeover happens and compensation is provided to the shareholders, that compensation would not be delivered to those that lent their shares to the shorts, it would be the responsibility of the shorts to provide that money or equity to them and ultimately it is the broker that is on the hook for locating that dough or shares and it gets really interesting when some sort of private entity equity is involved.
I'm not expecting anything like this on Thursday, I'm only looking for an update.
prototype_101
21 hours ago
keep in mind the 40+ year Industry quest of all the major companies, the government, DARPA, DOD, was for a highly stabile and highly EO active Polymer which has VAST applications, for long-timers, remember Terry Turpin and the " what killer app?", anyways LWLG has this in hand today, no other company has this, so make no mistake this is highly valuable technology and will become ubiquitous in uses just as Lebby has told investors so many times!!
The PkM material systems have accomplished what Industry has sought after for 40+ years, it is the holy grail of Photonics
IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers
x993231
24 hours ago
I consider this the first day of spring, Jr, and Sr plows away, salt bags put up until next year, ,stabol in gas equipment the dandelions are blooming. Punk it is Sunday, Church and all, do I really live in your head this much? Relax Bro, the sun doesn't rise and set by your words.
Great day, just relax and sleep well bro.
X
prototype_101
1 day ago
the latest round of Annual Incentive Comps were issued at $5 strike, and this was at a time the PPS was in 3's!!
20 MILLION Shorts Covering Deadline Established June 2025, the gauntlet was put down with the issuance of the new CEO and President Incentive Options being FULLY VESTED in 6 months or June of 2025, this is an UNPRECEDENTED MOVE in the entire history of LWLG!! Normally these types of Incentive Compensation Options are issued to vest incrementally over a 5 year period
a couple more things to keep in mind,
1) the latest round of Annual Incentive Comps were issued at $5 strike, and this was at a time the PPS was in 3's!!
2) Leonberger buying up 100,000 options outright and disposing of exactly ZERO!!
Oh and BTW, the fact is that the long-term investors here are not paid to post, it's the unethical bashers who the cat's been dragging in that are paid, from one basher recent post "LWLG not having promise"? Seriously?!!!
Remember, the Industry worked extremely hard in the 80's and 90's for the holy grail of Photonics development which was a stabile Polymer but was largely unsuccessful in ALL their efforts including the largest companies, the government, DOD, DARPA etc, IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers
The Great Pumpkin
1 day ago
That’s not how it works. It would be issued upon a hostile takeover attempt. These scammers aren’t going to make it easy for someone to take their piggy bank away. It’s all in the SEC filings. You’re theory is just that, a theory that’s bunk.
Contractual Provisions
Our employee stock option agreements include change-in-control provisions that allow us to grant options or stock purchase rights that may become vested immediately upon a change in control. The terms of change of control provisions contained in certain of our senior executive employee agreements may also discourage a change in control of our Company.
Our board of directors also has the power to adopt a shareholder rights plan that could delay or prevent a change in control of our Company even if the change in control is generally beneficial to our shareholders. These plans, sometimes called “poison pills,” are oftentimes criticized by institutional investors or their advisors and could affect our rating by such investors or advisors. If our board of directors adopts such a plan, it might have the effect of reducing the price that new investors are willing to pay for shares of our common stock.
Together, these charter, statutory and contractual provisions could make the removal of our management and directors more difficult and may discourage transactions that otherwise could involve payment of a premium over prevailing market prices for our common stock. Furthermore, the existence of the foregoing provisions, could limit the price that investors might be willing to pay in the future for shares of our common stock. They could also deter potential acquirers of our Company, thereby reducing the likelihood that you could receive a premium for your common stock in an acquisition.
#scam
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