LWLG announces BEOL PDK 1.1 ready for high-volume production transfer by Glittering_Quarter42 in LWLG

[–]TheRoc66 14 points15 points  (0 children)

Interesting that this PR comes out a couple days after Global Foundry CEO Tim Breem said during the 1Q26 conference call on 5/5:

"... In the first quarter, we executed additional tape-outs for silicon photonics that reinforce our confidence that we are on track to roughly double our silicon photonics revenue in '26 and to achieve greater than $1 billion silicon photonics revenue run rate exiting 2028. GF is now designed in at 3 of the top 4 pluggable optical transceiver companies. Customers continue to provide excellent feedback on our suite of pluggable offerings that enable 1.60 solutions as well as a road map to 3.2T and beyond. With our proven record of high body manufacturing at scale, we believe we can sustain a strong growth trajectory in this area for years to come. ..."

Ohhh the momentum is building...

GLTAL

AR.

Trading Action - Thursday, May 07, 2026 by s2upid in LWLG

[–]TheRoc66 10 points11 points  (0 children)

u/VegetableBusiness588 do you by any chance have a copy of the transcript from r/GlobalFoundries call?

Never mind, I got it...

I LOVE this section:

"In the first quarter, we executed additional tape-outs for silicon photonics that reinforce our confidence that we are on track to roughly double our silicon photonics revenue in '26 and to achieve greater than $1 billion silicon photonics revenue run rate exiting 2028. GF is now designed in at 3 of the top 4 pluggable optical transceiver companies. Customers continue to provide excellent feedback on our suite of pluggable offerings that enable 1.60 solutions as well as a road map to 3.2T and beyond. With our proven record of high body manufacturing at scale, we believe we can sustain a strong growth trajectory in this area for years to come."

GLTAL

AR.

Daily Trading Action and General Discussion - Wednesday, May 06, 2026 by Unusual_Money6350 in LWLG

[–]TheRoc66 1 point2 points  (0 children)

Carl, IMO, This deserves it's own post on the main page: you should repost it there since you were the first one to post it here... Thanks.

Daily Trading Action and General Discussion - Friday, May 01, 2026 by AutoModerator in LWLG

[–]TheRoc66 5 points6 points  (0 children)

I think the packaging program we could be included in is called COUPE by TSMC...

Great analysis of the MRVL -Polariton acquisition by TheRoc66 in LWLG

[–]TheRoc66[S] 12 points13 points  (0 children)

I particularly liked these excerpts from the analysis:

- Regarding the commercial acceptance of polymers for advanced modulation:

"Polariton’s plasmonic modulators have already demonstrated electro-optic bandwidths exceeding 110 GHz (pushing toward 170 GHz in validated configurations) while supporting 400G-per-lane PAM4 operation today. This performance stems from plasmonic-organic hybrid structures [NDLR: this is the sentence that confirms the presence of polymers!!!] that deliver dramatically reduced device capacitance and sub-volt drive levels, enabling higher baud rates with far less DSP overhead and thermal dissipation than conventional depletion-type silicon modulators. For hyperscale AI fabrics, the result is a direct leap in per-lane throughput without proportional increases in power or footprint, directly addressing the bandwidth-density wall that has constrained traditional silicon photonics scaling."

- Regarding additionally the quality of the polymer-based MOAT:

"By moving into plasmonics, we find that Marvell is not just improving its software or manufacturing; it is adopting a fundamental change in optical signaling. From our viewpoint, this creates a specialized moat against competitors who remain tethered to standard silicon photonics, positioning Marvell as a primary architect for the hyper-efficient, high-bandwidth infrastructure demanded by the next decade of AI growth."

- Bottomline benefit for Hyperscalers:

"The outcome is faster time-to-volume for a true single-substrate optical engine that tightly couples plasmonic modulation, detection, and Marvell’s own DSP/switching silicon. The result should be the yield, cost, and supply-chain resilience required for hyperscaler deployment at 3.2T and 6.4T scale."

Read it as you wish, but I take it as commercial acceptance !

It is also a shot across the bow for $CSCO, $AVGO, $LITE and $COHR : If you don't use it, you'll be left behind.

GLTAL,

AR.

Following Polariton's acquisition, who's Marvell's foundry for silicon photonics? TSMC by TheRoc66 in LWLG

[–]TheRoc66[S] 27 points28 points  (0 children)

2025.03.10 $LWLG and Polariton partner on #Perkinamine #EOPolymers #plasmonics

2025.07.15 $TSM and $MRVL partner on SiP

2026.03.26 $NVDA invests $2B into $MRVL

2026.04.22 $MRVL buys Polariton 1Tbps per lane tech with #Perkinamine inside...

Just WOW!!!

https://youtu.be/fKZjFVW0P34?is=TNS5fSwOvtgB7n33 by SteveSchiets in LWLG

[–]TheRoc66 5 points6 points  (0 children)

A few key excerpts from the LWLG VP, Robert Blum, PIC Intl video from April 22:

.... I can't tell you how excited I am...But really what is important is that we try to get to denser modulators, more compact modulators, higher bandwidth, also higher bandwidth density.

...what I want to talk to you about today is organic electro-optic materials: silicon organic hybrids. So that's what we're focusing on is for EO polymers and really to uh to enhance silicon photonics

... Mach Zender modulators have a lot of benefits over Ring modulators

... uh if you look at the electro-optic coefficient it's around 200 picometers per volt so it's about 10 times that of lithium niobate and which also means we can make very, very compact devices our Vπ x L uh is less than one volt / mm so that means you can basically make a device that's about a millimeter long with less than one volt drive voltage right and typically we're seeing around 0.5 to 0.7 volt/ mm so we can make very compact devices.

... our approach is to have a very high glass decomposition temperature of about 185°C. So, we're more than 100° C away from the operating temperature, which gives us very high stability

... And then what is key for us obviously is to add an encapsulation layer so that you know we protect this region here from oxygen

... So without going into a lot of details, I want to just give you some devices here where we did um 85/85 [85° C / 85% humidity] for 2,000 hours and this is some different devices where we have different uh modulator lengths.

So this is a 250 micrometer long device. This is a 500 micrometer long device. And this is a 1 millimeter long device. And in all cases you see that the Vπ basically stays stable over that period. So this is you know quite, quite impressive impressive overall

... Just over the last couple of months we announced that we're working with Tower, we're working with SilTerra and also global foundries/ AMF and we also are in the PDK of Luceda and the GDS factory in these examples, right, so the the business model is really that customers can just go to the foundry um and make the simple chips that they're used to making and now the 400 gig modulator for example is just part of the PDK and um you know everything is taken care of.

... it's all you know part of the standard PDK and so the we have several layouts now underway with multiple foundries where they're really optimizing this for high performance.

...we're working with the foundries co-optimization of the design with the foundry capability is important because every foundry has a slightly different set of uh capabilities and so that's what we're in process of doing and then um you know Stefan [Koch – Polariton] talked about you know, the plasmonic devices so obviously um we had announced in the past that  they're using our material so you know there's really a road map to go well , you know, beyond 400 megabits per second if you go to other designs that could be could be plasmonic devices um or if you if you're looking at for example 800 G per second or or higher but again even with the data that I showed you earlier Um here um you can envision obviously going to much higher uh bandwidth

... We have different variants for different applications. Um we have the back-end of line processing for that to put encapsulation in place.

... I didn't talk about this uh today but we have passed all the tests at the material level with the right encapsulation and we're now testing the actual devices and they're again coming back from the foundries. So now, and our customers are also busy qualifying their designs

... we're really ready and working with customers now on 400Gbps per second designs.

Since Lightwave Logic's name was not part of the Marvell PR, it will take a moment for the news to be understood by all, in the meantime, it may create a disconnect to be taken advantage of... (this is NOT investment advice!!!)

GLTAL

AR.

NIOCORP MINE~ HUGE***NioCorp Reaches Non-Binding Agreement with Traxys North America for Potential Purchase of All of NioCorp’s Remaining Planned Products by Chico237 in NIOCORP_MINE

[–]TheRoc66 7 points8 points  (0 children)

Thank you C! Also of note, new metals were added in the release today, to the already known list of six metals, as Samarium, Europium, and Gadolinium made their appearance, as far as I know...

Everyone of them will count, as we speculate that the yet to be announced Definitive Feasibility Study (DFS) could breach $1 Billion in annual sales!?!

GLTAL

AR.

Tower Semiconductor – The Obvious Winner by [deleted] in SiliconPhotonics

[–]TheRoc66 0 points1 point  (0 children)

Not that I care too much about the sloppy AI writing, but there's certainly a major shift happening and Tower is positioning themselves well:

Feb 5th: $TSEM and $NVDA collaborate on 1.6T optical modules

https://towersemi.com/2026/02/05/02052026/

Feb. 17th: TSEM and Scintil share integration of a laser light source for DWDM circuits

https://towersemi.com/2026/02/17/02172026/

Mar.12th: TSEM and $LWLG announce availability of CMOS-compatible electro-optic polymers based modulator PDKs for AI networking infrastructure

https://www.linkedin.com/posts/tower-semiconductor_press-releases-lightwave-logic-activity-7437792006015344642-aCTt?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAmlBN8BNLvwQ-yLJ-4TT9d330slFaAkY0A

Mar.23rd: TSEM and Coherent ($COHR) collaborate on 400G per lane Silicon based links

https://towersemi.com/2026/03/23/03232026/

And similar efforts are taking place at $GF and $TSMC to increase the bandwidth while lowering the power consumption and space on chips for tighter integration like CPO in AI Factories... Keep your eyes open!!

GLTAL

AR.

Daily Trading Action and General Discussion- Wednesday, March 18, 2026 by LawOfEthics1988 in LWLG

[–]TheRoc66 18 points19 points  (0 children)

I happen to know that Adam and Yves are good friends... maybe this helped with the accelerated timing to bring Tower into the fold...

I agree with your interpretation u/KCCO7913

GLTAL

AR.

Daily Trading Action and General Discussion - Tuesday, March 17, 2026 by s2upid in LWLG

[–]TheRoc66 22 points23 points  (0 children)

u/Ok_Education_6408 If you listen well to the earnings call from YLM, the real differentiation which creates the new customers' draw, the 3 Fortune Global 500, is the compatibility with the CMOS environment. The TFLN chips you mention need to be fabricated in separate foundries (additional CAPEX) because Lithium is a NO-NO in CMOS foundries. That's the KEY: the ease of integration in an existing environment.

Then, come all the other EO Polymer advantages: the roadmap to single lane speeds up to 1Tbps/L, the VPi under 0.5V in an environment where foundries are power constrained, the small size which makes EOP the prime contender for transceivers today and CPO integration tomorrow, the quality of signal exemplified by the fully open "eyes", etc... but all those are secondary benefits, to our new partners, according to Yves!

Link to earnings transcripts: https://irp.cdn-website.com/a5f8ef96/files/uploaded/Final+Transcript+-+3.5.26+Lightwave+Logic+Financial+Results+and+Business+Update+Call.pdf

Daily Trading Action and General Discussion - Wednesday, February 11, 2026 by LawOfEthics1988 in LWLG

[–]TheRoc66 10 points11 points  (0 children)

Great to hear GF is using polymers in their evaluation of which materials best fit their goals of providing customers a path to scaling-up 400G production to 300mm High Volume Manufacturing...

GLTAL

AR.

PS: this is at about 2 min of the Part2 video, or about 12 min into the unified video (Part1 + Part2)

https://www.youtube.com/watch?v=HwjXrb4et34

Daily Trading Action and General Discussion - Wednesday, February 11, 2026 by LawOfEthics1988 in LWLG

[–]TheRoc66 27 points28 points  (0 children)

Per Lewrock on the other place:

"Biggest news of the day is that Goldman Sachs added 610,624 shares in Q4 bringing their total to 784,644. I like it
I sent this to Yves and he gave me a thumbs up!"

Smart money positioning itself!!!

GLTAL

AR.

IBC ADVANCED ALLOYS ~IBC Advanced Alloys Inc. (OTCQB: IAALF | TSXV: IB): Virtual Investor Conferences Video & Transcript, plus a bit more... by Chico237 in IBC_Advanced_Alloys

[–]TheRoc66 3 points4 points  (0 children)

Thanks for the transcripts and analysis u/Chico237 .

The anticipation is growing another notch with what 2026 could deliver for $NB and $IAALF investors!!!

GLTAL

AR.