Journal of the American Chemical SocietyDOI: 10.1021/jacs.0c08954
Jason J. Calvin, Joseph K. Swabeck, Adam B. Sedlak, Yongwook Kim||, Eunjoo Jang||, and A. Paul Alivisatos
https://ift.tt/37zB7FJ
http://hdl.handle.net/1854/LU-8540486
"Innovative indium phosphide-based colloidal quantum dots synthesis designed for luminescent down-conversion"
Thesis from Ghent University
Can anyone help download from Ghent University's website?
On this day of a new All-Time-High at $17.39 as I am writing this, the r/LWLG board welcome new readers , interested in learning more about this gem of a company, where fundamental research brought this development stage company to the edge of commercialization as a fundamental component of tomorrow's greener, faster and simpler to design internet!
Years of research have been turned into a MOAT of IP protection, Know-how, total freedom of manufacturing about to be unleashed in sizeable and fast-growing optics-reliant markets like Data Center Infrastructure, Lidar, OLED displays, High-Perf. Computing, Healthcare Equipment and more...
At the last annual shareholder meeting this past May, Management, who has been extremely conservative and reliable in their annual goals over the last few years, finally included commercial objectives by the end of 2Q22. This includes working directly with foundries globally, on Process Development Kits (PDKs) for the next generation of electronic/optic hybrid chips on Silicon photonic platforms for the Telecom markets with the promise of new world-record setting components, exemplified by the Sept 16, 2021 peer-reviewed, joint release with Polariton:
" The groundbreaking results were presented as a post-deadline paper at the prestigious European Conference on Optical Communications (ECOC) industry exhibition and conference in Bordeaux on September 16, 2021. Polariton's plasmonic modulator [edit: with LWLG EO polymer] transmitted 220 Gbit/s OOK and 408 Gbit/s 8PAM. Transmission of an optical signal was conducted over 100 m using a low-voltage electrical drive of 0.6Vp, an on-chip loss of 1 dB, and an optical 3 dB bandwidth of beyond 110 GHz. "
Hence the moto: "Faster by Design ^(TM)"
In term of future share price:
TAM > $50 Billion
Starting with 2% market share within a few years, Revenues ~ $1 Billion
With a capital light manufacturing model based on tech. transfer, licensing and royalties = 50% net margin ~ 500 millions
Share float today ~108 million shares => future EPS ~ $4-$5
Very conservative 30x-40x PER for a high growth tech => Target share price $120 - $200 !?!
IMO, this makes for an exceptional investment thesis. Enjoy the read,
GLTAL
AR.
The following is credited: Re-post from u/Photonics_Guy
Advantages of Lightwave Logic Polymer Technology for Photonics Applications
📷
Posting this again as Lightwave is on the cusp of uplisting to Nasdaq.
LWLG's polymer technology and the
... keep reading on reddit ➡Suresh at the Oppenheimer Conference:
[31:00, SV] We are actively seeking strategic partnerships in new market segments. Particularly in health technology wearables we believe we have unique capabilities in that space, as well as unique capabilities in automotive sensing, specifically LIDAR.
From slide 29 of the Needham Conference, we know of POET’s continued relationship with DenseLight (along with Almae and SANAN) as partners for active devices for optical engines
EPIC Online Technology Meeting on New Developments in FMCW LiDAR
https://www.youtube.com/watch?v=myGawCd5z_E&t=4517s
Soma Sankaran (DenseLight), 1:15:08: So, DenseLight is a (inaudible) company in Singapore with our own indium-phosphide fab where we design and grow our photonics solutions’ components fro both the fiber sensing and datacom market. We’ve been working for some time—as Jose (Pozo, Director of Technology and Innovation at EPIC) mentioned—developing solutions for the auto LiDAR market and we are already working with some of the EPIC members here. So, from some of the presentations, one of the key issues we hear is amplification, and specifically amplification at the high temperatures of automotive (applications). We can, and we’ve shown that we have, SOAs (semiconductor optical amplifiers) that can be customized for high temperature application. The other thing that someone mentioned was that they are looking for narrow-line-width lasers, external cavity lasers, and again we are working with some customers to provide them gain chips which they then bond onto their PICs (photonic integrated circuits). The key thing that I wanted to tell everyone is that the common theme here is the everyone wants an integrated solution. We realized that DenseLight… we don’t do silicon photonics, so what we have done is work with another Singapore company, a silicon foundry, to actually develop the process so that we can take chips that we grow in our fab—SOA and gain chips—and then bond them on the silicon platform that’s grown by our partner, do wafer-scale assembly, test, singulation and, again, we don’t do this, but we are now are actually working with partners to deliver optical engines. I believe we can help some of you and we are already talking to a couple of EPIC members. We’d be happy to explore this further if you need help.
At 1:18:43 Soma discloses that DenseLight is already in talks with Scantinel ([https
... keep reading on reddit ➡Amazonia, working in collaboration with Petrobas Brasil and Holy Chalukyan Most Esteemed family Mazagon, has taken the military technology utilised in the creation of the recently-announced Meri-Class submarine to provide an equivocal Indium Phosphide quantum dot solar cell product available for widespread civilian utilisation.
From Holy Chalukya:
> Type III-V quantum dot semiconductors are highly ideal for optoelectronics; quantum dot energy levels are adjustable by altering their size, which in turn delineates the bandgap. The dots can be grown in a variety of sizes, allowing them to convey a variety of bandgaps without changing the underlying material or construction. Sizing is achieved by varying the fusion duration or temperature.
> Quantum dot technology has long been investigated for its potential to uncap the efficiency-limits of solar cells, typically constrained by the Shockley-Queisser efficiency limit at approximately 33%. InP quantum dots don't share such restrictions, capping in at an energy conversion rate of sixty five percent.
> This availability to adjust the bandgap makes quantum dots highly desirable for solar cells. Monocrystalline and Amorphous solar panels miss out on some ~25% of photons that are too small to make contact, and another ~47% are too large to be converted into heat. Beyond this, frequencies in the far infrared, a characteristically difficult region to receive, makes up half of all solar energy. A quantum dot solar cell makes infrared energy as accessible as any other. One square meter of first-generation solar cells could receive a hopeful maximal input of a thousand watts; an InP quantum dot takes in closer to eight and a half thousand.
> Indium Phosphide cannot normally be produced in the quantities necessary for (high-quantity) expenditures, given the rarity of the latter and the difficulty in producing; however, mining rights with the ADIR, owner to 72% of the global phosphorus reserves alongside friendships in France cut out the difficulties in the endeavour.
The technology remains viable, but purchasing rights from Holy Ch
... keep reading on reddit ➡Find here a link to the presentation Dr M.Lebby (CEO) and J.Marcelli (COO) gave on Aug 18 to institutional Investors prior to the Nasdaq up-listing on Sept 1 2021:
https://www.youtube.com/watch?v=xJG0fSWFLbE
Key takeaways:
- The development stage is about to end and $LWLG is about to become commercial ($$$) by mid 2022 ( timeline per business Update ASM 2021 below) . See slide 18min into presentation.
- The patents filed and received up to this point, but especially in the last year, not only protect the materials, the devices designs but the foundries-bound mass-production process through the use of Process Design Kits (PDKs), in the process of being certified by the foundries as we speak. These PDKs will be made available to any and all EO chip designers - polymers are compatible and complementary to chips designed on Si-Photonic platforms (markets include Data Centers, Lidar, High performance computing, OLED displays, Light scanning medical equipment, Satellites, DoD...) that are interested by long-term reliability-tested specs like:
2x to 3x faster than present devices *** 1/2 the power usage *** small and flexible footprint
- Other newly designed materials are also compatible with Indium Phosphide or Gallium Arsenide platforms as well to expand the addressable markets at a later time.
- The immediately total addressable market is expected to be $45B by 2025 (Source: Yole /slide @ 11min18) .
My interpretation is that just about 2% market penetration would yield $1B in sales for a current float of 107 million shares ie a share price of between $100 to $150 (with a PER of 25 to 30).
Additional Previous presentations for Newcomers to catch up (Thanks to Richard/iHub !):
LD Micro - Update after ASM
Lebby at about 9 mins said, This is our Customer Engagement Process, and our Polymer business is CLEARLY being Commercialized, and we want it Commercialized for Mass Manufacturing and so we're focusing on establishing deeper Commercial Agreements with our enabling technology Platform
Business Update ASM 2021, LINK>>>
https://www.youtube.com/watch?v=rcY5vhsWHKo
and remember you don't have to understand everything Lebby is telling you about the science, just try to understand the potential of the Business he is telling you
**Global Found
... keep reading on reddit ➡Hello fellow
Nice to see you here.
I am a newbie here but a long time investor in Lightwave Logic ($LWLG):
What we are witnessing here is a very smart marketing approach, showing compatibility with all the existing solutions used to build electro-optic chips today: Gallium Arsenide, Indium phosphide, Silicon Photonics... introducing a new material that offers twice the speed at ~30% expected power saving!!
Being compatible with all existing platforms gives a larger beach-head to launch from. But instead of just launching components, the smarts of the management and directors team shows when they announced that their go-to market strategy didn't just rely on components sales , but on licensing the technology and completing technology transfers as well.
Being a recognized world expert on photonics, Dr Lebby - ex head of Intel acquisitions group, being an advisor to international institutions...- understand that the only way photonics are going to offer a solution to the issues faced by the electronics world - end of Moore's law...- is by standardizing the way electro-optic chips are being manufactured and assembled together as Photonic ICs (PICs). Only then will mass production, at scale, offer prices that cannot be ignored by the industry, especially when the products offer double the speed (100Gbps NRZ per lane has been proven vs the industry 50Gbps, which once combined with PAM4 modulation, yields 800Gbps performance) at 30% power saving (check their patents, including the Nov 2020 "Direct drive, Driverless, Fiber communications patent). The latest presentation shows an IP moat of seventy patents "that guarantees our freedom of manufacturing" -per Dr. Lebby-!!!
According to the same presentation, Silicon foundries around the world are now "hungry" for trying our PDKs (Process Development Kits) under development- PDKs are functional kits that foundries pre-test and offer to their clients for rapid and reliable design and manufacturing of desired features for photonic chips- .
This being the last step prior to revenue, let's review the market: the modulator and transceiver market offer a $40B to .$100B addressable market. Even a 1% market share on the average of that range yields $3.50 profit per share at a conservative 50% net margin for chips. And a conservative PE of 50 for a growth stock gives you an attractive investment!
This is just in the fiber optics (Datacom-Telecom) application. Add to that other market v
... keep reading on reddit ➡Do your worst!
It really does, I swear!
For context I'm a Refuse Driver (Garbage man) & today I was on food waste. After I'd tipped I was checking the wagon for any defects when I spotted a lone pea balanced on the lifts.
I said "hey look, an escaPEA"
No one near me but it didn't half make me laugh for a good hour or so!
Edit: I can't believe how much this has blown up. Thank you everyone I've had a blast reading through the replies 😂
They’re on standbi
Buenosdillas
Pilot on me!!
I'm surprised it hasn't decade.
Dad jokes are supposed to be jokes you can tell a kid and they will understand it and find it funny.
This sub is mostly just NSFW puns now.
If it needs a NSFW tag it's not a dad joke. There should just be a NSFW puns subreddit for that.
Edit* I'm not replying any longer and turning off notifications but to all those that say "no one cares", there sure are a lot of you arguing about it. Maybe I'm wrong but you people don't need to be rude about it. If you really don't care, don't comment.
What did 0 say to 8 ?
" Nice Belt "
So What did 3 say to 8 ?
" Hey, you two stop making out "
When I got home, they were still there.
I won't be doing that today!
You take away their little brooms
This morning, my 4 year old daughter.
Daughter: I'm hungry
Me: nerves building, smile widening
Me: Hi hungry, I'm dad.
She had no idea what was going on but I finally did it.
Thank you all for listening.
There hasn't been a post all year!
It’s pronounced “Noel.”
After all his first name is No-vac
[Removed]
Posting this again as Lightwave is on the cusp of uplisting to Nasdaq.
LWLG's polymer technology and their substantial intellectual property (IP) offers significant advantages over competing materials and approaches. Below is a summary of the reasons I began investing in Lightwave Logic.
I. WHAT IS A PHOTONICS MODULATOR?
A modulator is a device that embeds the information from one signal (the data) into another signal (the carrier), by modifying some property of the carrier signal in a way that represents the data signal. One reason to do this: the carrier signal might move more efficiently through some transmission medium, such as water, air, fiber optics or twisted wire, than would the data signal. In the case of photonics modulators, the purpose of the modulator is to encode the data onto lightwaves generated by a laser and pass the lightwaves down optical fiber. At the receiving end, the optical signal is detected and reconstituted back to the data signal. Passing signals over fiber provides for transmitting signals over great distances with minimal signal loss and distortion.
"Our Company designs its own proprietary electro-optical modulation devices. Electro-optical modulators convert data from electric signals into optical signals that can then be transmitted over high-speed fiber-optic cables. Our modulators are electro-optic, meaning they work because the optical properties of the polymers are affected by electric fields applied by means of electrodes. Modulators are key components that are used in fiber optic telecommunications, data communications, and data centers networks etc., to convey the high data flows that have been driven by applications such as pictures, video streaming, movies etc., that are being transmitted through the internet. Electro-optical modulators are expected to continue to be an essential element as the appetite and hunger for data increases every year."
In an earlier post, I included some graphics that describe this process and how the signals look at the various stages of the transmission link.
https://preview.redd.it/bqq61bcouvk71.png?width=1240&format=png&auto=webp&s=eea974a0fdf6da6fdcdb0a7f8d024f0f77be986e
II. KEY ADVANTAGES OF LWLG'S PERKINIMINE POLYMER MODULATOR TECHNOLOGY
A. Reduced Optical/RF Insertion Loss (S21)
LWLG's polymers enable significantly lower Insertion Loss (IL) than traditional material
... keep reading on reddit ➡LWLG's polymer technology and their substantial intellectual property (IP) offers significant advantages over competing materials and approaches. Below is a summary of the reasons I began investing in Lightwave Logic.
I. WHAT IS A PHOTONICS MODULATOR?
A modulator is a device that embeds the information from one signal (the data) into another signal (the carrier), by modifying some property of the carrier signal in a way that represents the data signal. One reason to do this: the carrier signal might move more efficiently through some transmission medium, such as water, air, fiber optics or twisted wire, than would the data signal. In the case of photonics modulators, the purpose of the modulator is to encode the data onto lightwaves generated by a laser and pass the lightwaves down optical fiber. At the receiving end, the optical signal is detected and reconstituted back to the data signal. Passing signals over fiber provides for transmitting signals over great distances with minimal signal loss and distortion.
"Our Company designs its own proprietary electro-optical modulation devices. Electro-optical modulators convert data from electric signals into optical signals that can then be transmitted over high-speed fiber-optic cables. Our modulators are electro-optic, meaning they work because the optical properties of the polymers are affected by electric fields applied by means of electrodes. Modulators are key components that are used in fiber optic telecommunications, data communications, and data centers networks etc., to convey the high data flows that have been driven by applications such as pictures, video streaming, movies etc., that are being transmitted through the internet. Electro-optical modulators are expected to continue to be an essential element as the appetite and hunger for data increases every year."
In an earlier post, I included some graphics that describe this process and how the signals look at the various stages of the transmission link.
II. KEY ADVANTAGES OF LWLG'S PERKINIMINE POLYMER MODULATOR TECHNOLOGY
A. Reduced Optical/RF Insertion Loss (S21)
LWLG's polymers enable significantly lower Insertion Loss (IL) than traditional materials. Insertion loss (S-parameter S21) is the amount of optical - and associated RF - loss through the device. Higher IL translates into reduced signal strength at the output, which degrad
... keep reading on reddit ➡From Photonics_guy on Ihub.
Advantages of Lightwave Logic Polymer Technology for Photonics Applications**
LWLG's polymer technology and their substantial intellectual property (IP) offers significant advantages over competing materials and approaches. Below is a summary of the reasons I began investing in Lightwave Logic.
I. WHAT IS A PHOTONICS MODULATOR?
A modulator is a device that embeds the information from one signal (the data) into another signal (the carrier), by modifying some property of the carrier signal in a way that represents the data signal. One reason to do this: the carrier signal might move more efficiently through some transmission medium, such as water, air, fiber optics or twisted wire, than would the data signal. In the case of photonics modulators, the purpose of the modulator is to encode the data onto lightwaves generated by a laser and pass the lightwaves down optical fiber. At the receiving end, the optical signal is detected and reconstituted back to the data signal. Passing signals over fiber provides for transmitting signals over great distances with minimal signal loss and distortion.
"Our Company designs its own proprietary electro-optical modulation devices. Electro-optical modulators convert data from electric signals into optical signals that can then be transmitted over high-speed fiber-optic cables. Our modulators are electro-optic, meaning they work because the optical properties of the polymers are affected by electric fields applied by means of electrodes. Modulators are key components that are used in fiber optic telecommunications, data communications, and data centers networks etc., to convey the high data flows that have been driven by applications such as pictures, video streaming, movies etc., that are being transmitted through the internet. Electro-optical modulators are expected to continue to be an essential element as the appetite and hunger for data increases every year."
In an earlier post, I included some graphics that describe this process and how the signals look at the various stages of the transmission link.
II. KEY ADVANTAGES OF LWLG'S PERKINIMINE POLYMER MODULATOR TECHNOLOGY
A. Reduced Optical/RF Insertion Loss (S21)
LWLG's polymers enable significantly lower Insertion Loss (IL) than traditional materials. Insertion loss (S-parameter S21) is the amount of optical - and assoc
... keep reading on reddit ➡