![]() Here are a few comments I have regarding those Summary bullet points above,ġ) #2 and #4 are Intel related, the Tower Foundry was listed by Bard AI as the "first" Foundry that LWLG had a deal with, and OpenLight is providing a new SiP platform being implemented by TowerĢ) Global Foundries pops up here on the "short list" of Foundries, also considering the number of Foundries listed here I would not be surprised at all that each and every one of these is in "deep" relationship now with LWLGģ) Jabil worked with GIG in the past so they would be a logical fit for Contract Manufacturing needsĤ) Raytheon & D.WAVE seem to be such "outliers" to LWLG's stated market disruption plans that they almost certainly have to have working relationships with LWLG currently, this is really cool! Note: Ciena had been listed in LWLG's FAQ's list as a potential Customer some time ago, and Lebby has told investors that LWLG must work with the "Switching/Routing" Networkers so as to handle the higher speeds that LWLG will be sending through the "pipes"Ħ) It is interesting to see one of the largest Contract Manufacturers, Jabil, listedħ) It is interesting to see quantum computing company D.WAVE on this list too Google, Amazon, Meta, etc on this listĢ) It is interesting that Lebby listed these specific Foundries, a) Samsung b) Tower c) Global Foundries d) Xfab e) Fujitsuģ) It is interesting to see Raytheon listed but NOT Lockheed Martin (seeing as how LMT had a LT past relationship with LWLG)Ĥ) It is interesting to see OpenLight, which is a 2022 startup company that provides a new SiP platform being implemented by Towerĥ) It is interesting to see these Tier 1 Network builders on this list a) Cisco b) Ciena c) Arista d) Nokia Ok, let's start with the list of companies that Lebby has shown investors in the funnel, I don't believe Lebby just dropped random company names into this funnel, I believe Lebby is great at dropping little easter eggs into his presentations and that this list has a good deal of names with purpose to LWLG, ok so from top to bottom we seeĪmazon, Meta, Microsoft, Oracle, Cisco, Arista, Samsung, OpenLight, Tower, AWS, Raytheon, Jabil, Google, D.WAVE, Gobal Foundries, Nvidia, Nokia, Xfab, Fujitsu, Cienaġ) It is not surprising to see all of the largest End Users ie. ![]() Let's talk about the "Growth Funnel - Internal Roadmap" Slides 38 & 39 If I were one of the 22 million Short currently I would be quick to exit this position, it's not even funny to think how quickly the PPS could rise with Foundry Agreements, also keep in mind that Lebby's ultra conservative SAM/SOM guidance for 2024 does NOT include anything that is not currently contracted, so those estimates can rise substantially as these deals occur, I believe by ECOC there will be at least one or two more done, and Lebby will be revising those SAM/SOM numbers upwards in that presentation!! See More There most certainly will be Tech Transfer Agreements done in 2023 and the commercial ramp most certainly will be in 2024 and HVP will come in 2025 and beyond most likely, although I would not rule out late 2024 actually I’m not 100% sure what “activities” are, but it appears to be a term for a section of a PIC that contains multiple components for a function. and a lot of different wells and activities so it's easy to do particular kinds of devices like liquid or polymer modulators.” “Today this is all silicon, future plans for expansion…and I’ll show you that in a minute…you can see some of the devices that we just showed you like we have undercut under devices for good thermo-optic phase shifters, etc. We all could use a little morale booster right now. So, I'm somewhat breaking my promise so that's why I am not saying the name.yet. I told Lebby I would make this public if they remain silent. This presentation is not public and cannot be paid for at the moment. ![]() Foundry with Polymer Modulator Plans, here's a clue, this Foundry is shown on Slide 21 of the PIC presentationĪn executive of a US foundry gave a presentation this year on their PDK offerings.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |