> 6 of the rare earth highlighted in the critical supply slide, ~6min, are going to be mined AND processed at #ElkCreek NE by @NioCorp being financed by EXIM 3-4Q26 for 2029 production: check $NB #Niobium #Scandium #Titanium #Erbium #Dysprosium #Neodymium #Samarium #Gadolinium

RT @NioCorp: May has been a very busy and productive month on site at the #ElkCreekCriticalMineralsProject, with work continuing to take sh…

Besides Polariton's #plasmonics recently acquired by $MRVL , $LWLG has in their portfolio MZs and MRMs #Perkinamine based #polymer #modulators . This opens for them 3 of the 6 MRVL growth pillars shown at #Computex yesterday! Light up the future!

May 2026: $LWLG : "most of the integration of PDK 1.1 in high volume foundry will be be done in 2026"

$MRVL Increasing Network Bandwidth while cutting power in all 3 scale-up, -out and -across using Plasmonic-Organic Hybrid acquired from Polariton! #EOpolymers #Perkinamine from $LWLG

When $LWLG polymers, #Perkinamine, lands a $75 PT in a research note as $GS expands the #optical IO 2028 TAM to $97B (x9)!!! WOW Links: simplywall.st/community/narr… and: goldmansachs.com/pdfs/insigh…

This news, following the March 16 PR that $LWLG PDKs with GDSFactory support $GF customers, should remind all that $LWLG #Perkinamine EO #polymers have passed 70Gbd #cryogenic #Quantum demos. Also part of #QPIC Quantum foundry buildup w #SMARTphotonics prnewswire.com/news-releases…

Coincidence? Tower just got $1.3B order for 2027 & is working "...with industry innovators on next-gen modulators for ultra-high bandwidth data transmission"... finance.yahoo.com/markets/st…

In the 1Q2026 business update aired on May 13, the CEO just stated high volume production will start in 2H2027!!! AI infrastructure scaleOUT, #200G /L #LPO transceivers at <0.2V and <3db loss ?!? >60%GM in a $2-$4B 2028 SAM incl #CPO Worth every penny! irp.cdn-website.com/a5f8ef96…

$LWLG $MRVL $NVDA Very interesting Optica webinar this week featuring Claudia Hößbacher, former Polariton CTO and now at Marvell, presenting plasmonic modulator technology for next-generation AI interconnects and co-packaged optics. The presentation contains multiple references that strongly point toward organic EO polymer integration, including Perkinamine-related technology associated with Lightwave Logic. Watch from approximately minute 27 onward: optica.org/events/webinar/20… What stands out immediately: integrated on standard silicon photonics ultra-small 10 µm modulators energy-efficient capacitive load EO bandwidth beyond 900 GHz direct AI/CPO/NVIDIA infrastructure relevance claims of 5x better power efficiency and 10x higher resiliency This no longer looks like pure research. The focus is clearly on scalable manufacturing, AI deployment, and future 400G/lane optical interconnects. Claudia Hößbacher’s first public presentation in her new role at Marvell is highly significant for the electro-optic photonics industry. As former co-founder and CTO of Polariton Technologies, she has long been associated with plasmonic modulators and organic electro-optic materials. Her appearance at an Optica webinar, now representing Marvell, strongly suggests that Marvell is actively advancing plasmonic EO modulators toward commercial AI interconnect applications. What stands out immediately is that the presentation is not theoretical research anymore. The slides focus on manufacturability, scalability, integration into standard silicon photonics (SiPh), and deployment in AI-driven data infrastructure. That is a major shift. The first slide, “Plasmonic modulator technology,” is probably the clearest summary of why this technology matters. Four characteristics are emphasized simultaneously: scalable energy efficient small fast Normally, photonics platforms trade one advantage for another. Here, Marvell claims all four at once. The “Integrated on standard SiPh” statement is extremely important. It means the technology is designed for compatibility with existing silicon photonics foundries and manufacturing ecosystems. This lowers commercialization risk dramatically. It implies this is not a laboratory curiosity anymore but something intended for volume production. The “10 µm long” statement is equally important. Traditional modulators are much larger. A plasmonic modulator at only 10 micrometers is extraordinarily compact. Smaller devices reduce capacitance, reduce energy consumption, and allow much higher integration density. The “EO bandwidth beyond 900 GHz” reference is perhaps the most explosive technical claim on the slide. That is well beyond conventional silicon photonics modulators. Bandwidth at this level directly aligns with future 400G/lane and even higher interconnect targets required for AI clusters. The phrase “capacitive load” also matters. It implies the device behaves electrically in a highly efficient way, reducing power requirements for high-speed switching. That is essential for AI datacenters where power consumption is becoming the primary bottleneck. The key interpretation is this: Marvell is presenting plasmonic EO modulators as a commercially manufacturable answer to the AI interconnect crisis. The references to organic EO materials are also very important. Claudia comes directly from Polariton, where organic electro-optic materials were central. Perkinamine is one of the most recognized organic EO chromophore platforms associated with Lightwave Logic. While the presentation itself may not explicitly say “Lightwave Logic,” the technological fingerprints strongly point toward organic EO polymer integration. The second slide about applications expands the scope far beyond datacom alone. Marvell positions the technology for: IM/DD datacom coherent telecom wireless communications sensing This matters because it suggests the platform is not a single-purpose AI product.

Yes. Based on Marvell/Polariton's presentations and relevant research papers, I concluded that Polariton's modulator—unlike Celestial's Ge modulator, which is utilized for internal DC applications—is intended for long-distance transmission purposes, such as DC-to-DC connections. I covered them in my article substack.com/@photoncap/p-19… I have written this out, making precise distinctions right down to the specific purpose. I wonder if anyone else on X has ever broken it down to this level of detail? Celestial is also a modulator—is there anyone who knows the difference?

$LWLG 's #Perkinamine as the enabling polymer for up to #997GHz / L in the #POH Plasmonic Organic Hybrid recently acquired by $MRVL as described in this Polariton @Nature paper nature.com/articles/s41467-0…

좋은 방향이네요 $LWLG 폴리머라고 의심했지만, 이제 믿음직 :)

와.. $lwlg 뉴스레터도 정기적으로 발간해서 매달 세부내용 공유한다고 함 좋다 좋아

Electronics switches to photonics inside modulators. To cut $ on power, $LWLG offer the best bits/watts scaling in #SiP foundries: #PDKs @ $TSEM $GF 3 @Fortune Global500 partners in #transceivers #CPO tapeouts See p36 picmagazine.net/magazine/691 to catch the material breakthrough

Electronics switches to photonics inside a modulator. $LWLG offer the best bits/watts scaling in #SiP foundries: #PDKs @ $TSEM $GF 3 @Fortune Global 500 partners in #transceivers #CPO tapeouts. ~ to $OLED model: >50%GM in a $1-2.5B SAM ( now $GS says 10x= $25B) Pick ur PE!

Electronics switches to photonics inside a modulator. $LWLG offer the best bits/watts scaling in #SiP foundries: #PDKs @ $TSEM $GF 3 @Fortune Global 500 partners in #transceivers #CPO tapeouts. ~ to $OLED model: >50%GM in a $1-2.5B SAM ( now $GS says 10x= $25B) Pick ur PE!