$LWLG Marcelli's Keynote presentation at Noble.com
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Posted On: 02/19/2020 5:25:20 PM
$LWLG Marcelli's Keynote presentation at Noble.com
https://youtu.be/LPXQbebgZ1Q
Q&A session! (copy) notes Richard L.
-Targeting 800Gbps platform (No mention of 400Gbps)
-Capable of 25 nanometer per channel instead of current industry standard of 50nm
-Currently at 2.4V Vpi. Less than 1V is their aim but aren't their yet
-We don’t want to build 50,000 transceivers. We want others to do it with our chip inside
-$19 million remaining out of $25 million from LPC
-He visited a FB datacenter in New Mexico with a "friend"
https://www.abqjournal.com/1277850/facebook-o...lunas.html
-When they talk about being designed-in they are talking about a technology transfer and not a licensing deal
-We’re working with a couple large potential customers that would rather look at just licensing the technology. But we would rather have a technology transfer (design-in)
-47 issued patents and 53 to 55 total expected by end of year
-18 engineers at the company in Denver labs. Most at the PhD level
-Production is set up for 3 inch wafers for prototypes and 6 inch wafers for production
-Out of the $44 billion photonics component market by 2025, LWLG’s TAM is $10 or $11 billion
https://noble.mediasite.com/Mediasite/Play/d9...a6494f2a1d
https://youtu.be/LPXQbebgZ1Q
Q&A session! (copy) notes Richard L.
-Targeting 800Gbps platform (No mention of 400Gbps)
-Capable of 25 nanometer per channel instead of current industry standard of 50nm
-Currently at 2.4V Vpi. Less than 1V is their aim but aren't their yet
-We don’t want to build 50,000 transceivers. We want others to do it with our chip inside
-$19 million remaining out of $25 million from LPC
-He visited a FB datacenter in New Mexico with a "friend"
https://www.abqjournal.com/1277850/facebook-o...lunas.html
-When they talk about being designed-in they are talking about a technology transfer and not a licensing deal
-We’re working with a couple large potential customers that would rather look at just licensing the technology. But we would rather have a technology transfer (design-in)
-47 issued patents and 53 to 55 total expected by end of year
-18 engineers at the company in Denver labs. Most at the PhD level
-Production is set up for 3 inch wafers for prototypes and 6 inch wafers for production
-Out of the $44 billion photonics component market by 2025, LWLG’s TAM is $10 or $11 billion
https://noble.mediasite.com/Mediasite/Play/d9...a6494f2a1d
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