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Lightwave Logic

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  1. [verwijderd] 15 juli 2021 18:44

    Het verslag in het artikel over de suggestie van iemand uit NY blijkbaar op een forum die in januari al sprak hierover, over GF nieuwe fabriek en photonics daar, ik weet niet goed wat ik daarvan moet denken. We moeten ook kritisch blijven of dat allemaal wel waar is. Je kan zoveel interpreteren en uitleggen dat zo niet werd bedoeld. Maar dat zegt de journalist idd ook.

    Echter wel een algemeen mooi en hoopvol artikel over LWLG in he algemeen weer.
  2. Yoghi 15 juli 2021 23:41
    Fidelity, onderstaand gedeelte uit een post op ihub verklaart een hoop:

    A lot of movement and volatility in the price formation of Lightwave Logic right now. After an incredible boom to an intra-day top of 17 usd, it is now falling back towards 8.35 usd. All this happened on the basis of the excellent prospects that CEO Dr Michael Lebby presented, although without any concrete achievements yet. This uncertainty in terms of timing is obviously the cause of the current volatility. Loose hands disappeared from the stock, Market Makers go looking for shares via shorting and scaring shareholders. Larger investors perhaps funds want to get in but preferably at lower prices. So it is hard to say where the price is going at the moment, new buying power can push the price higher again, on the other hand a movement towards first support 7.50usd or even lower cannot be excluded.

    Volledige bericht:

    investorshub.advfn.com/boards/read_ms...
  3. Yoghi 16 juli 2021 09:19
    Klopt, Mike:

    www.wsj.com/articles/intel-is-in-talk...

    Intel Corp. is exploring a deal to buy GlobalFoundries Inc., according to people familiar with the matter, in a move that would turbocharge the semiconductor giant’s plans to make more chips for other tech companies and rate as its largest acquisition ever.

    A deal could value GlobalFoundries at around $30 billion, the people said. It isn’t guaranteed one will come together, and GlobalFoundries could proceed with a planned initial public offering. GlobalFoundries is owned by Mubadala Investment Co., an investment arm of the Abu Dhabi government, but based in the U.S.

    Any talks don’t appear to include GlobalFoundries executives, as a spokeswoman for the company said it isn’t in discussions with Intel.

    Intel’s new chief executive, Pat Gelsinger, in March said the company would launch a major push to become a chip manufacturer for others, a market dominated by Taiwan Semiconductor Manufacturing Co.
    Intel, with a market value of around $225 billion, this year pledged more than $20 billion in investments to expand chip-making facilities in the U.S., and Mr. Gelsinger has said more commitments domestically and abroad are in the works.

    GlobalFoundries is one of the largest specialist chip-production companies. It was created when Intel rival Advanced Micro Devices Inc. in 2008 decided to spin off its chip-production operations.
    AMD remains a big customer for GlobalFoundries—agreeing to a multiyear, roughly $1.6 billion chip-component supply deal this year—and that could complicate a takeover by Intel. GlobalFoundries is relocating its corporate headquarters to Malta, N.Y., from Santa Clara, Calif.
    GlobalFoundries has about 7% of the foundry market share by revenue, according to Taiwan-based research firm TrendForce. Some of the largest chip companies, including Qualcomm Inc. and Nvidia Corp., rely on third-party producers to make their products, preferring to focus on design and without the hassle of running their own factories. Nvidia last year overtook Intel as America’s biggest semiconductor company by value.

    Like Intel and TSMC, GlobalFoundries is expanding its manufacturing footprint amid a global shortage of semiconductors. GlobalFoundries last month said it broke ground on a new chip-production facility, called a fab, in Singapore, investing more than $4 billion in the site.

    The shortage has disrupted manufacturing across various sectors, leading to temporary shutdowns of automobile factories and reduced supply of items such as computers and some appliances.
    Car makers have been hit particularly hard, unable to get enough chips for all their vehicles. The shortages are starting to drive up the costs of some electronics, too.

    President Biden has promised to take steps to help mitigate the chip shortage, pledging to spend billions of dollars to boost capacity. Governments overseas have signaled similar commitments.
    TSMC, the world’s largest contract chip maker, this week said it expects the chip-supply issues hampering car makers to start easing in the coming months after it ramped up its production of auto chips. Car makers have signaled they expect shortages to persist into next year.

    Mr. Gelsinger, who was Intel’s chief technology officer before leaving to run VMware Inc., returned to the chip giant to be its chief executive in February, following major delays in chip-making advances under his predecessor, Bob Swan.

    Mr. Gelsinger has vowed to make Intel more reliable in producing new chips.
    Intel, a serial deal maker, in October agreed to sell its flash-memory manufacturing business to South Korea’s SK Hynix Inc. for about $9 billion.

    Its biggest deal so far is its $15.4 billion purchase of Altera Corp. in 2015. It agreed to buy Israel-based Mobileye, a maker of driver-assistance systems, for around $14 billion in 2017.
    Consolidation has swept through the semiconductor sector as industry players seek scale and expand their product portfolios to support the increasing number of everyday items that are connected to the internet.

    Last year, Analog Devices Inc. agreed to pay more than $20 billion for Maxim Integrated Products Inc., and Nvidia agreed to pay $40 billion for Arm Holdings, the British chip designer backed by SoftBank Group Corp. AMD later agreed to buy Xilinx Inc. in a roughly $35 billion deal.
  4. wakeman 16 juli 2021 16:19
    LWLG wilt volgens mij met Global Foundries gaan samen werken; vraag is inderdaad of Intel nu roet in het eten komt gooien en dit kan negatief beoordeeld worden; echter als Intel zo dringend met Global Foundries wilt samen gaan werken heeft dit ook een reden.... namelijk dat wat LWLG te bieden heeft inderdaad big business is
    positieve is dan nog altijd : de kennis en patenten zitten bij LWLG !
  5. Yoghi 16 juli 2021 17:20
    Het spel is op de wagen! :-) Een aantal feiten op een rijtje:

    - Big announcement a.s. maandag (19 juli) door GF
    - Voorgenomen IPO/beursgang GF door eigenaren (Abu Dhabi Investment)
    - Geruchten overname GF door Intel (niet bevestigd door GF)
    - Door IBM aangespannen rechtszaak tegen GF (timing is opmerkelijk)
    - LWLG op het punt van commercialisatie

    "Things are set in motion" en de ogen van de industrie zijn nu gericht op GF/photonics. Of LWLG a.s. maandag nou wel of niet door GF wordt genoemd, het zorgt in ieder geval voor momentum en fantasie waar LWLG ook van profiteert. Lebby heeft overigens heel duidelijk gezegd dat persberichten over samenwerking "co-authored" naar buiten worden gebracht. Vergeet ook niet dat LWLG zaken doet met meerdere foundries.

    We gaan het allemaal meemaken... Tot die tijd stukken stevig vasthouden!
  6. Yoghi 16 juli 2021 20:40
    Daar houd ik inderdaad rekening mee, ja... Een PR over partnering/deals met GF (of andere partijen) zal ook door LWLG zelf naar buiten worden gebracht. Als het dus a.s. maandag stil blijft bij LWLG, zal GF ook niets over LWLG te melden hebben. Wat GF a.s. maandag naar buiten brengt, kan uiteraard wél relevant zijn voor LWLG (zonder dat LWLG wordt genoemd). Volg je nog? ;-)
6.550 Posts
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