Lightwave Logic Inc (LWLG)

[prototype_101]

Lebby presentation tomorrow >> The talk will discuss the latest results on foundry fabricated EO polymers for integrated photonics platforms with reliability data.

At the OFC Rump session Lebby told the crowd that Reliability/Stability were a box that had been checked off and there was plenty of data to support that fact, here's a great post from KCC confirming this (there are several posts of his post-OFC confirming this BTW)

As time goes on and the more I study, the picture becomes increasingly clear to me.

At OFC, Marcelli confirmed to me that besides SilOriX and Polariton they’re “working with people in this room”.

Enough said.

Lower power and faster modulators are at the crux of future design considerations. That was evident considering it was part of the main event of the entire conference. Doesn’t matter if it is pluggables, NPO, CPO, direct drive, linear drive. Whatever…they all demand faster and lower power modulation.

Thankfully for us, there’s only a select few options to choose from for 200G/lane and beyond.

EO polymers are the complete package of performance, size, efficiency, and scalability.

Sure to outsiders reliability and manufacturability need to be proven, but it’s coming. “This is not going to be an issue”. Verbatim from Dr. Lebby.

Andy’s estimate for 2026 was HIGH VOLUME MANUFACTURING in his presentation to a technical audience. 100% and I have pictures to prove it. And LWLG says HE’S WRONG. Does HVM start with the first foundry deal? HELL NO but it’s the first domino to drop that proves this is the real deal. It will take some time to ramp. LWLG has stated 2024 is the year of “customer acceptance and ramp”. I read between the lines and believe HVM starts 2H24. Let management answer that question in May. HVM means big money revenue. Lots of exciting catalysts will happen in the meantime. Customers and partnerships, more technical breakthroughs, collaborations, likely some other surprises.

I personally consider reliability checked off with what I’ve seen in white papers and with what I know that is coming. But my opinion doesn’t matter because I’m just an investor and not a manufacturer. “Lifetime Results” slated for 2H23 are for fully packaged devices of Slot and Plus.

An industry expert provided his opinion on what the added 9,600 feet of space dedicated to testing really means. It is NOT a negative that indicates customers are not satisfied.

As a heckler said at Rump, “prove it and I’ll buy these”. Excellent indication to me that says customers will be lining up once this technology is available.

Manufacturability will be proven once a foundry accepts an EO polymer PDK and offers it for sale. It’s taken 2 years to sort out designs and processes. Do you think LWLG and it’s partners are going to spend years working on something and come out with a half finished “product”?

Today, TFLN based transceivers are being developed. InP EAM based transceivers are being developed. SiPH based transceivers are being developed.

When EOP modulators become available ‘for sale’, EOP based transceivers will start being developed and they will swallow market share due to their inherent advantages and scalability. We know that one transceiver maker started their design work last year. Others will follow.

I completely understand the angst here. Many don’t quite understand what they’re invested in. Many have a cost basis way above todays price. Many have deep regrets of not selling when the stock was much higher. Worst of all, the last 6 months or so has been the longest quiet period in years.

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