prototype_101
10 minutos hace
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
prototype_101
1 hora hace
1) The May 2024 ASM presentation clearly showing the 4x200 PIC was IN QUALIFICATIONS on Slide 29 (see colored coded KEY at top of slide) that is 100% FACT
2) KCC's post revealing that investors learned that 4x200 PIC was being SHIPPED TO CUSTOMERS (obviously for Qualifications based on Slide 29 showing the 4x200 PIC was IN QUALIFICATIONS)
in May a lab engineer said they are "shipping arrayed modulators to customers".
also, the recent May presentation showed "transceiver outsourcing" as 2024 and 2025 activities
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175036677
3) then at PECC in October 2024 investors learned,
PECC facts learned support there being Transceiver partners in late stage Prototyping
__a) RF designs
__b) Reflow considerations
__c) Reference Designs
4) Lebby's ONE AND ONLY TIMELINE had LWLG technology complete and Customer Acceptable planned for 2024
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175498425&txt2find=timeline
but Lebby just recently said that Tier 1's Customer Acceptance was taking "a little longer than expected"
This DOES NOT sound ANYTHING like the utter failure that teddybear is trying to peddle!!!
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
5) 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" here
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"
The BOLDED WORDS of Lebby from this podcast are work done in QUALIFICATIONS with Tier 1 Transceiver makers!!!
here is a link to a post that goes more in-depth as to these FAILURE MECHANISMS being part of the QUALIFICATIONS PROCESS
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175532682
6) Lebby has said similar to how there has only been one named Foundry despite investors knowing there are CERTAINLY a number of more Foundries with PDK's, that he would only news release information regarding the PIC array/Transceiver Maker Customer at the time that it made "good business sense" to do so, here
Kevin
Okay. Now I think it’s my last question. Is there a possible scenario where you can name a tier one transceiver maker collaboration partner, whatever, sometime in 2024 before the 4x200 PIC chip is complete? At what stage, basically, can you reveal a serious player who was considering committing to this technology?
Michael Lebby
Our methodology is really simple. It’s got to make good business sense from both sides. I think you’ve asked this question to me last year or the year before, who’s your foundry, who’s your foundry, who’s your foundry, right? We didn’t name any foundries. We just named a foundry because it made good business sense for that particular foundry and it made good business sense for us. We will do the same, apply the same methodology for any partner, whether it’s a package partner, a transceiver partner, or even another foundry. I think that’s the way we want to look at that, and if we see good business and they see good business, good opportunity for both, then yes, we’ll put out a press release, but I’m not going to give any guidance because I think it’s premature right now.
So GUESS WHAT, if Lebby was going NOT give information on unnamed (NDA) Transceiver partners who are the ones working with the 4x200 PIC chip, then Lebby is certainly NOT going to put out any news releases on the 4x200 PIC chips that LWLG is supplying them in their QUALIFICATIONS!!!
x993231
2 horas hace
I know, folks that bought at $15 have higher expectations than those in at 25 cents. I cannot put a number on this, as info LWLG is a Neveda corporation and as such the Board of Directors will make that call for us, they are very experienced. They may put the vote out to us but it would be none binding.
I'd be happy for some cash and/or stock in 1, 2, 3 ventures.
X, I'm just pointing out that we now have a deal maker, we originally hired Lebby to get us on the map, check that box, Zelibor was hired because he is respected and to combine the labs, Check that box, Yves appears to be the M & A Cat. One thing is for certain no matter what the terms of the deal(s) are someone won't be happy and think they know better.
prototype_101
2 horas hace
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!!!
x993231
2 horas hace
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.
x993231
3 horas hace
Well looks like you were wrong again about his employment history.
I asked X AI and this what I said:
"Thanks for asking X, nice hair, you need to loose a little weight, now for who was employing Yves LeMaitre before accepting the CEO slot at Lightwave logic after only being on Lightwave Logics board for a few short months. Yves was in fact and still is under contract with TRUMPH Photonics and Samina, both very relevant to Lightwave Logics business future.
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.
tkg
5 horas hace
It is absolutely unimaginable to me that with the advanced pre collision technology available today that this tragic air accident in DC could have taken place. Sensors, bells, lights, vibrating yokes, sprinklers for God's sake should have been triggered thousands of feet before this event occurred, giving pilots ample time to correct course. Maybe these were older and outdated units not equipped with the tech I'm referencing here? If so, similar units should be immediately grounded until updates are completed. Imagine a Black Hawk helicopter designed to survive mid air battles not equipped with collision avoidance systems, hard to believe. This is unacceptable in today's age. My car alerts me when an old lady is walking down the road a quarter mile away when backing out of my driveway for God's sake!! Lidar, a potential vertical for LWLG technology, combined with AI, could have been part of the solution to this type of problem. These types of accidents will become a thing of the past IMO. Malicious intent, foul play will always be a factor that will be difficult to combat.
"the switching of light at very fast speeds..."
What is the speed of light in LiDAR?
The speed of light is a constant and well-known value, and is approximately 299,792,458 meters per second in a vacuum. The time measurement obtained from the LiDAR sensor is used as the time in the formula, and the distance to the object is calculated.
Real world example based on silicon photonic technology...ubiquity is coming!
“Anywhere there is a camera today is going to be displaced by LiDAR or supplement cameras in the future.” Patrick Blattner, CEO of
@LabIndoor
Watch the CEOs of The Indoor Lab and Aeva discuss how LiDAR is making spaces safer and more secure at #CES2025: https://bit.ly/42xbIZM
Built on Aeva's proprietary silicon photonics technology, CoreVision replaces complex optical fiber components with silicon photonics, ensuring quality and enabling mass production at affordable costs. Jan 7, 2025
https://www.aeva.com
x993231
19 horas hace
It tells me that Lebby could not sign a deal, the board saw that, Lebby is gone and a deal maker that just joined the board in August, so they hired Yeves as a director on the board to analyze why, he took his rolodex, personally visited customers only as a curious board member to find out why Lebby did not execute deals from the customers take. Then the board moved to remove Lebby and put a deal maker in place. Yves is now the CEO.
Sounds pretty logical to me and he has 6 month options, typically Yves the 'new CEO' executes deals in 6 months. Hmmmm.
Stay tuned folks, I'm buying, the change is real and happening. Lebby was good, but his talents did lend him to cutting deals.
X. I'd love to have the napkins Yves wrote on today. He does not play around, shit or get off the pot kind of guy, just look at his history! Mark my words, this is just another feather in his hat.
X