prototype_101
5 hours ago
Lebby Podcast--->"Failure Mechanisms" = Qualification of 4x200 PIC
Lebby's Podcast----> SMOKING GUN PROOF OF LATE-STAGE QUALIFICATIONS
Investors also learned from the Podcast just before Lebby's abrupt departure that LWLG was proving out to be MORE ROBUST than even Lebby thought it could be in FAILURE MECHANISMS testing which is part of the QUALIFICATIONS PROCESS
In this Podcast released practically coincident with Lebby's abrupt departure from LWLG over the dispute with the BOD on "Business Strategy" investors learned that Lebby found that LWLG tech was more robust than even he had ever imagined in the final set of tests for the Tier 1 Customer Acceptance requirements on "Failure Mechanisms"
NOTE >>> FAILURE MECHANISMS testing is part of the QUALIFICATIONS PROCESS
Lebby at 13:45 "Is it robust? is it reliable? is it stable? so we are actually at Lightwave really doing a lot of Reliability, Accelerated Testing, Lifetime Work, in terms of different temperatures, looking at different techniques, you know, trying to really understand how robust this material is, and actually we've been positively surprised, this is more robust than we expected, and we're really excited, and we're in the mode right now of conveying that to the Industry, we're very happy with the performance, we see this as a long-term solution for the Industry in terms of performance, and how this can add value to the optical network, but those are the things we're working on really hard, and as you bring a new technology platform to market, where either you've increased the performance or you've changed the technology itself, you've got to go through these things, and certainly we're going through all of that"
Gemini, is study of Failure Mechanisms part of Qualifications work for Transceiver components such as modulators?
Yes, the study of failure mechanisms is an essential part of the qualification work for transceiver components like modulators. Here's why:
Reliability Prediction: Understanding failure mechanisms allows engineers to predict the long-term reliability of the component. This is crucial for ensuring that the transceiver can operate reliably in demanding environments for its intended lifespan.
Failure Analysis: When a component fails during testing or in the field, analyzing the failure mechanism helps pinpoint the root cause. This information is vital for:
Design Improvements: Modifying the component's design to address the identified weakness and prevent future failures.
Manufacturing Process Refinement: Identifying and correcting issues in the manufacturing process that may be contributing to failures.
Accelerated Life Testing: By understanding the dominant failure mechanisms, engineers can design accelerated life tests that simulate the effects of long-term operation in a shorter timeframe. This allows for faster evaluation of component reliability.
Common Failure Mechanisms Investigated in Modulators:
Electro-migration: The movement of metal atoms within the component due to high current densities, potentially leading to open circuits.
Electromigration: The movement of metal atoms within the component due to high current densities, potentially leading to open circuits.
Dielectric Breakdown: Failure of the insulating layers within the component due to excessive electrical stress.
Thermal Cycling: Repeated exposure to temperature extremes can cause material fatigue and lead to cracks or delamination.
Optical Degradation: Aging effects that can degrade the optical performance of the modulator, such as changes in refractive index or absorption.
Techniques Used to Study Failure Mechanisms:
Accelerated Life Testing: Subjecting components to extreme conditions (e.g., high temperature, high humidity, high voltage) to accelerate the aging process and observe failure modes.
Failure Analysis Techniques: Using tools like scanning electron microscopy (SEM), energy-dispersive X-ray spectroscopy (EDX), and focused ion beam (FIB) to examine failed components and identify the root cause of failure.
Modeling and Simulation: Using computer simulations to predict the behavior of components under different operating conditions and identify potential failure points.
By thoroughly investigating failure mechanisms, component manufacturers and transceiver makers can significantly improve the reliability and longevity of their products.
I even COLOR CODED the PROOF that LWLG is working on QUALIFICATIONS with the LARGEST TRANSCEIVER COMPANIES on 3 CONTINENTS based on what Lebby has told us in this podcast, ANYONE can see that Gemini has listed the same items as I COLOR CODED IN GREEN as items done in QUALIFICATIONS that Lebby spoke of in his PODCAST!!!!
Gemini, how long do qualifications generally take?
The duration of qualifications for transceiver components like modulators can vary significantly depending on several factors:
Component Complexity: More complex components with intricate designs and demanding performance requirements will naturally take longer to qualify.
Stringency of Requirements: The tighter the performance specifications and reliability requirements, the more extensive and time-consuming the qualification process will be.
Testing Scope: The number and types of tests performed during qualification will impact the overall duration. This includes electrical, optical, environmental, and reliability tests.
Collaboration and Communication: Efficient communication and collaboration between the component manufacturer and the transceiver maker can streamline the process and reduce delays.
General Timeframe:
While it's difficult to provide a precise timeframe, qualification processes for transceiver components typically range from several weeks to several months. In some cases, particularly for high-speed, high-performance components, the process may extend beyond six months.
Key Stages and Their Duration:
Initial Testing and Evaluation: This initial phase involves basic performance characterization and preliminary testing to assess the component's suitability. It can take several weeks.
Detailed Testing and Analysis: More in-depth testing is conducted, including environmental stress tests, reliability assessments, and failure analysis. This stage can take several weeks or even months.
Iterative Refinement: Based on the test results, the component may undergo design or manufacturing process modifications. This iterative process can extend the qualification timeline.
Final Qualification and Approval: Once all tests are passed and performance requirements are met, the component is formally qualified for use in the transceiver.
Factors that can Impact Duration:
Unexpected Issues: Encountering unforeseen problems during testing can significantly delay the process.
Resource Availability: Limited access to testing equipment or personnel can also impact the timeline.
Communication Challenges: Inefficient communication between the involved parties can lead to delays and misunderstandings.
By carefully planning the qualification process, addressing potential challenges proactively, and maintaining open communication between all stakeholders, it's possible to minimize the overall duration while ensuring that the final product meets the highest standards of quality and reliability.
Please keep in ming that Lebby has been working with the largest Transceiver makers on 3 continents, but that the deals are "taking a little longer than expected" because of the stubbornness of Lebby to extract FULL VALUE in NEGOTIATIONS with the Tier 1's, remember LWLG ELIMINATES the power hungry and EXPENSIVE Driver chip!!!
NOTE---> The Driver chip costs the Transceiver maker MORE than the price buying the LWLG modulator!!!!
Lebby said to the Benzinga (Nov 14th 2024) question on the commercialization status,
we've had a lot of interest from Tier 1 companies since then, I've given a few talks and a few updates, but what I can say today is that we have deepening relationships with these folks, and they are not just in the U.S., they are in Europe, as well as in Asia, and so this is interest level, these companies include some of the world's biggest Transceiver component manufacturers
we've been in deep discussions with this, and I'm working very very hard to put together Commercial Agreements on that, and this is something that I've indicated to our shareholders that is taking a little longer than it was expected, but it's also really exciting because now you can start thinking about the scale of our technology, so this is happening and I'm working really hard on it
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175387701
DanM51
5 hours ago
🙄No he/she does not "bring something to the table" besides stale, rotten edibles from lwlg's past misleading statements....your problem, and many of the longtimer's problem is you willingly and desperately cling to the belief that everything a CEO says is gonna happen, and not safe harbor, forward-looking statements said to gullible retail. *Hint* The phrase "Is working with", often used by lwlg and regurgitated by the copy and paste types and dreamers here, is a useful, purposeful vague term to suck in the hopelessly hopeful smucks that desperately wanna believe that lwlg has many deep, lasting connections (and soon to be partnerships) with tens of foundries and tier ones. To these people I say WAKE UP! The French guy is not gonna bring you riches overnight....maybe ever, if you go by the Marcelli's Still There Indicator.
prototype_101
6 hours ago
The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.
Lightwave Logic Showcases Innovative Optical Technology at ECOC 2024, Wins Industry Award
October 15, 2024
Lightwave Logic, Inc. (NASDAQ: LWLG), a Colorado-based technology company specializing in electro-optic (EO) polymers, made a significant impact at the 2024 European Conference on Optical Communications (ECOC) in Frankfurt, Germany. The company’s participation in this prestigious event underscores the growing importance of innovative solutions to address the escalating demands on network infrastructure.
As data consumption continues to surge due to streaming services, online gaming, and AI applications, network congestion has become a critical issue. Lightwave Logic’s EO polymers offer a promising solution, potentially increasing data transmission speeds by three times while reducing power consumption by a factor of ten compared to existing technologies.
During the conference, CEO Dr. Michael Lebby presented the company’s latest advancements in polymer modulators, demonstrating performance for 200 Gbps PAM4 lanes and initial results at 400 Gbps PAM4 lanes. This technology shows promise for future 800 Gbps lanes, addressing the industry’s need for increased modulation speed and reduced power consumption in optical network equipment.
Lightwave Logic’s collaboration with Polariton Technologies yielded impressive results, showcasing a packaged device with over 110 GHz super high bandwidth packaged electro-optic polymer modulators. This partnership demonstrates the potential for extending silicon photonics performance using plasmonics and EO polymers, with implications for mass commercialization using large silicon foundries.
The company’s innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.
Lightwave Logic’s presence at ECOC and its recent award come amid ongoing discussions with original equipment manufacturers and tier-1 multinational corporations regarding designs, material supplies, and licensing agreements for its EO polymer materials. The company has also entered into a supply-chain collaboration with Advanced Micro Foundry’s Silicon Photonics platform, aiming to accelerate the development of state-of-the-art silicon photonics modulators.
With $29 million in cash reported at the end of the second quarter, Lightwave Logic is well-positioned to finance operations through 2025. This financial stability, combined with its technological advancements and industry recognition, places the company at the forefront of addressing the growing challenges in network infrastructure as AI and machine learning continue to drive demand for higher-speed data transmission.
As data centers worldwide respond to the increasing need for faster and more efficient data transmission, Lightwave Logic’s EO polymer technology offers a potential solution to support the burgeoning demands of artificial intelligence, machine learning, and other cloud-based services. The company’s progress and recognition at ECOC 2024 signal a promising direction for the future of optical communications and data center infrastructure.
https://www.citybuzz.co/2024/10/15/lightwave-logic-showcases-innovative-optical-technology-at-ecoc-2024-wins-industry-award/
x993231
6 hours ago
What I can not get over is that some think a few hundred K per year is high for someone with Yves experience,
Here is what Yves brings to the table M&A wise and length that it usually takes him to do the dead,
He had 2 jobs while taking over the CEO roll.
Following are the dates.
Dec 2021 to present independent advisor to Trumpf Photonic Components
LWLG Verticals at Lightwave - biometrics and sensor technology
“Lasers are everywhere, used for 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.”
Currently under a strategic board advisor contract with Samina, you know what they do?
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
Independent Advisor / Strategic Consulting
Dec 2021 to Present
Advisory & Consulting Services · Contract Advisory & Consulting Services · Contract
Dec 2021 - Present · 3 yrs 2 mos
What is he advising there "Providing strategy, marketing, sales and technology advisory services in the field of photonics. Specializing in the markets of optical communications, automotive, aerospace and defense, consumer electronics, life sciences and materials processing."
So Punkin totally whiffed it on the unemployed statement (means you completely missed an opportunity or failed to do something you were trying to do)
X, Now let me ask X about and Mergers and Acquisitions that Yvves LeMatre has headed up.
Yves became unemployed after being the Head of Optical Coherent Business you know why?
"Because it was acquired by Lumentum."
That took him 9 months in 2022.
X Per X AI
Yves Lemantre President of RIO Lasers December 2019 to December 2020 you know why?
Because it was acquired by Luna Inovations, (that took him 1 year)
He stuck around Luna for a year as Senior VP North American Operations
What does Luna do? Luna Innovations is a company that develops and manufactures fiber optic and terahertz-based technology products.
X
Yves Lemantre President of RIO Lasers December 2019 to December 2020 you know why?
Because it was acquired by Luna Inovations, (that took him 1 year)
He stuck around Luna for a year as Senior VP North American Operations
What does Luna do? Luna Innovations is a company that develops and manufactures fiber optic and terahertz-based technology products.
X
CMO VP/GM Components Business Avanex May 2005 to December 2007
Oh check this out he moved to Bookham January 2008.
Avanex merged with Bookham and was renamed Oclaro
He rose through the ranks to become Oclaro's Chief strategy officer yup acquired by Lumentum, then he became Lumentum's Chief Strategy Officer
X
Oh I scratched my head as to what a CMO is, it is a Chief Marketing Officer, a senior executive responsible for overseeing all marketing activities within a company, including developing and executing marketing strategies, managing the marketing team, and driving revenue growth through brand management, market research, advertising, and customer engagement, ultimately aiming to increase sales and promote brand recognition.
Let me find out where he cut his teeth how did he learn this game.
CEO of Lightconnect, you guessed it
Lightconnect was acquired by NeoPhotonics
X
Getting tired of pointing out all of the M&A's that Yves LeMatre has been through.
VP & General Manager Alcatel 1994 - 2001
Held various roles including GM for Data Products and Director of Product Line Management for the joint venture between Sprint and Alcatel.
MarcoPolo4
7 hours ago
As per his December 10, 2024 employment agreement, Yves Le Maitre will earn $35,000. per month or $420,000. per year.
Appendix A (From His employment agreement) Here are the incentives.
Other Compensation
I. Bonus: Up to $150,000, to be awarded at the discretion of the Board of Directors.
II. Restricted Stock Awards: 50,000 shares which shall vest after 6 months so long as Executive is still employed at such time. Option Grant:
Options: 150,000 (non-qualified)
Exercise Price: $2.65
Grant Date: December 10, 2024
Expiration Date: December 9, 2034
The 50,000 of restricted stock becomes invalid unless he is still employed by June 10, 2025 A nice bonus also awaits if performs well and performance is now based on business activity not technology development. Making deals matter and the clock is ticking.
Most CEOs would likely feel a bit under the gun taking over as CEO of a company who has never made a significant deal to bring in revenue. Despite this, he signed up. His time touring and meeting with management of large companies who stepped away from negotiations let him know what they need to make a deal. He has said, now these companies are back negotiating. That suggests some optimism exists for ending some stalemates on both sides as Yves must have said some things that let other companies know certain barriers to agreement can be worked through. As a seasoned businessman and deal maker, he can tell when there is real interest and that is likely why he agreed to the employment terms that emphasize success in the first 6 months of becoming CEO. Being on the Board, he is aware that deals MUST be made as AI is taking off and plans are being made and implemented even now.
Remember, researchers are rewarded in being meticulous, and being steadfast in following the plan completely to be successful developing a technology. Such laser focus on THE PLAN can be a detriment in negotiating with other companies. That requires flexible thinking, understanding the needs of a possible business partner and being ready to adjust your expectations in order to finalize a deal. Yves knows how to successfully negotiate based on his track record. As a material supplier you can make more deals in varying verticals and not be limited by working through complete PIC development with another company because in that situation you might just get in the way of each other.
prototype_101
8 hours ago
LWLG won the Optical Integration award at ECOC for what? the OFC 200gb Modulator with World record performance metrics? Yes, but also more likely for the overall work LWLG has been doing to successfully Integrate their Polymers onto Silicon Photonics
We never got the PECC presentation, but Kevin said Atikem talked about late-stage Transceiver prototyping things like RF designs, reflow consideration, reference design
And Lebby was working with largest Transceiver makers on 3 continents, this is a FACT
But in 9 months from OFC to end of 2024 nobody could slap 4 of the 200gbs together either on a generic 4x200 PIC at LWLG, or in custom configuration with lasers etc at/for any of the Tier 1's under NDA? HIGHLY doubtful this was the case!!
Was ASM slide 29 in error? also HIGHLY doubtful!! It clearly showed the 4x200 PIC "In Qualifications" (color coded), and the 4x200 chip was clearly seen on the 200mm wafer in May ASM Lab Tours, there could have even been another Run or two on 200mm Wafers before ECOC, so were these ALL failures of a generic 4x200 PIC? also HIGHLY doubtful this was the case!!
And with an estimated one Wafer being received every two weeks in CO, there could have been many wafer runs to iron out any problems with a generic 4x200 PIC, but I strongly suspect Lebby ditched the generic version in favor of working on custom versions under NDAs with these Tier 1s on 3 continents, and that is the reason we get silence when asking about the 4x200 PIC because all of those developments were under NDA!! HIGHLY likely this was the case!!
So NDA's were mandatorily withholding information from Shareholders on the progress of custom 4x200 PIC Designs from these Tier 1s on 3 continents being worked on by LWLG, these custom designs of 4x200 PICS would include Lasers, etc,, but after 9 months of ongoing engagements with these Tier 1's none of them were willing to close the deals with Lebby (who likely was demanding too much!!), putting the squeeze on little LWLG to commit to their onerous terms!!
So this new "Go to Market" strategy was designed to generate some quick deals and give LWLG better negotiation power with those Tier 1s!!
Lebby ditched the smaller deals that the Dec 2023 letter pointed to closing in 2024 in favor of dancing and romancing only the Tier 1's, Lebby was quoted as saying "What would you rather prefer? One big volume agreement with a Tier 1 or 10 smaller ones?", and so Lebby got a few in to deepening relationships developing their custom 4x200 PIC's, but they stiffed him when it came to the marriage!! And Lebby wanted to keep dancing with them into 2025, but the BOD said NO WAY!!
And so that brings us to today with there now being a seismic shift in BUSINESS STRATEGY, the LWLG Polymer technology remains TONS THE BEST and will become ubiquitous in 3-5 years vindicating Lebby's claim all along, this was Lebby's final message regarding Polymers (in general) AFTER his abrupt departure
Thank you for being a supporter and I wish you and the shareholder team the best going forward. I truly believe EO polymers are going to be ubiquitous and of course they are exciting! Michael
Lastly, remember how many times investors were told LWLG's technology had "Ease of Integration!" just like dropping in the V8 where there was 4 cylinder!! This is why the Industry Insiders voted LWLG over the other finalists in BOTH of the last two years!!!
The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.
The 4x200 PIC most certainly was NOT a technical failure like teddybear and all the rest of the MANY Shorts here want the Longs to believe!!, NO WAY!!!
Scope08
9 hours ago
You've managed to incorporate some interesting words/phrases in your last three or four posts.
(overzealous pump, blatantly lie, con man, bag holders, false and misleading, POS)
I absolutely understand the frustration. However, I don't believe there was/is a concerted effort on the part of Dr. Lebby or LWLG that these would apply to.
Don't get me wrong, as I'm sure these types of illicit management behaviors happen often....I just don't see our BOD sitting around discussing how to dupe investors...for years.
I think it's much more in line with what X had to say about it, especially the second and third sentences.
I can assure you that if the inability to deliver a deal was Aitikems fault he would have been asked to leave during this last shakeup. He wasn't, it appears that they are sticking with him, perhaps the deals that he put together didn't fit with what Lebby envisioned. Perhaps he was interviewed by Yves as part of his board due diligence, perhaps he provided the incite to Yves that prompted him to visit customers, I do not know.
I believe the moves the board made recently were a direct result of the frustration they felt as well, so hopefully their reshuffle of the cards, will deal us a solid hand.
A possible mistake Dr. Lebby made was always swinging for a grand slam. (i.e. OLED, which he may or may not feel he missed out on)
prototype_101
1 day ago
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
prototype_101
1 day ago
The company’s (LWLG) innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.
Lightwave Logic Showcases Innovative Optical Technology at ECOC 2024, Wins Industry Award
October 15, 2024
Lightwave Logic, Inc. (NASDAQ: LWLG), a Colorado-based technology company specializing in electro-optic (EO) polymers, made a significant impact at the 2024 European Conference on Optical Communications (ECOC) in Frankfurt, Germany. The company’s participation in this prestigious event underscores the growing importance of innovative solutions to address the escalating demands on network infrastructure.
As data consumption continues to surge due to streaming services, online gaming, and AI applications, network congestion has become a critical issue. Lightwave Logic’s EO polymers offer a promising solution, potentially increasing data transmission speeds by three times while reducing power consumption by a factor of ten compared to existing technologies.
During the conference, CEO Dr. Michael Lebby presented the company’s latest advancements in polymer modulators, demonstrating performance for 200 Gbps PAM4 lanes and initial results at 400 Gbps PAM4 lanes. This technology shows promise for future 800 Gbps lanes, addressing the industry’s need for increased modulation speed and reduced power consumption in optical network equipment.
Lightwave Logic’s collaboration with Polariton Technologies yielded impressive results, showcasing a packaged device with over 110 GHz super high bandwidth packaged electro-optic polymer modulators. This partnership demonstrates the potential for extending silicon photonics performance using plasmonics and EO polymers, with implications for mass commercialization using large silicon foundries.
The company’s innovative efforts were recognized at ECOC 2024, where Lightwave Logic received the Industry Award for Most Innovative Hybrid PIC/Optical Integration Platform. This accolade, bestowed by a committee of industry peers, marks the second consecutive year the company has won this award, reflecting the market’s recognition of their technological advancements.
Lightwave Logic’s presence at ECOC and its recent award come amid ongoing discussions with original equipment manufacturers and tier-1 multinational corporations regarding designs, material supplies, and licensing agreements for its EO polymer materials. The company has also entered into a supply-chain collaboration with Advanced Micro Foundry’s Silicon Photonics platform, aiming to accelerate the development of state-of-the-art silicon photonics modulators.
With $29 million in cash reported at the end of the second quarter, Lightwave Logic is well-positioned to finance operations through 2025. This financial stability, combined with its technological advancements and industry recognition, places the company at the forefront of addressing the growing challenges in network infrastructure as AI and machine learning continue to drive demand for higher-speed data transmission.
As data centers worldwide respond to the increasing need for faster and more efficient data transmission, Lightwave Logic’s EO polymer technology offers a potential solution to support the burgeoning demands of artificial intelligence, machine learning, and other cloud-based services. The company’s progress and recognition at ECOC 2024 signal a promising direction for the future of optical communications and data center infrastructure.
https://www.citybuzz.co/2024/10/15/lightwave-logic-showcases-innovative-optical-technology-at-ecoc-2024-wins-industry-award/