Lightwave Logic Inc (LWLG)

[Pickle Power]

In the most recent Investor presentation for 2022 Roth conference, on slide 10, LWLG added 2022 TAM columns and enclosed the markets characterized as Existing/Very Strong or Strong Growth with a red box to highlight near-term opportunities. 2022 was not in the slide from the November presentation. Why would LWLG create and then point to a 2022 TAM of $20B for Transceivers unless the revenue for 2022 is expected to be very meaningful?

“Since our earliest days, Ayar Labs and GlobalFoundries have partnered on the development of GF Fotonix, from incorporating our PDK requirements and process optimizations to demonstrating the first working silicon on the platform,” says Charles Wuischpard, CEO, Ayar Labs. “The combination of our leading monolithic electronic/photonic solution and GF Fotonix unlocks a tremendous market opportunity for chip-to-chip optical I/O and sets the stage for us to deliver substantial volume shipments by year end.”

We are now set to deliver substantial volume shipments to customers by year end. Working with the right manufacturing partners, in combination with our leading technology and key customer commitments, our team at Ayar Labs is making optical I/O a reality.

https://ayarlabs.com/collaborating-with-globalfoundries-to-develop-their-new-fotonix-next-generation-silicon-photonic-process/

Nov 2021
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