Wednesday, November 15, 2023 11:02:00 AM
Nvidia may be a future acquirer. They certainly have the money to do so. They would like to control the development of artifical intelligence and advanced computing. The difficulty is whether such an aquisition in the end would be anti-competitive, allowing one chip company to control access to what could be a very important material for many semiconductor companies to advance their product lines. Foundry partners have needed close engagement with Lightwave to learn how to integrate perkinamine into their PDKs. Later to the game foundries would need such help. Would they want to bare their closely guarded secrets to a possible competitor? Would Nvidia want to share perkinamine with many companies as it could become a distraction for them if it meant getting involved with helping with their development? As largely as design company can they help other companies with manufacturing issues with polymers?
If Nvidia was going to try an acquire LWLG in would be easier sooner than later before LIghtwave's polymers were taken up by many companies. That would not make current shareholders happy if the price was not high enough.
I think a more neutral aquirer would be AMAT as they know manufacturing techniques more than Nvidia They could work with all semiconductor companies seeking to use polymers so no anti-competitve issues.
I am not hoping for an aquisition in the near future but if it happens it would have to be a real good offer. More than one offer would likely happen and who knows, the FTC could get involved if it sees an acquition as anti-competitive. It is all up in the air until we see deals and products come out.
If Nvidia was going to try an acquire LWLG in would be easier sooner than later before LIghtwave's polymers were taken up by many companies. That would not make current shareholders happy if the price was not high enough.
I think a more neutral aquirer would be AMAT as they know manufacturing techniques more than Nvidia They could work with all semiconductor companies seeking to use polymers so no anti-competitve issues.
I am not hoping for an aquisition in the near future but if it happens it would have to be a real good offer. More than one offer would likely happen and who knows, the FTC could get involved if it sees an acquition as anti-competitive. It is all up in the air until we see deals and products come out.
Recent LWLG News
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/15/2026 08:15:54 PM
- Lightwave Logic Shares Slip Despite Revenue Growth and Expanded Market Opportunity (LWLG) • IH Market News • 05/14/2026 12:39:41 PM
- Form S-3ASR - Automatic shelf registration statement of securities of well-known seasoned issuers • Edgar (US Regulatory) • 05/08/2026 09:10:21 PM
- Lightwave Logic Announces Availability of Version 1.1 of Its Polymer Photonics PDK, Advancing Process Integration and Foundry Transfer • ACCESS Newswire • 05/07/2026 01:30:00 PM
- Lightwave Logic, Inc. Announces Timing of First Quarter 2026 Financial Results and Business Update Call • ACCESS Newswire • 05/05/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/30/2026 01:28:01 AM
- Lightwave Logic (LWLG) intellectual property advisory engagement supports licensing model expansion • IH Market News • 04/29/2026 02:28:14 PM
- Lightwave Logic Engages Michael Best as Strategic Intellectual Property Advisor • ACCESS Newswire • 04/29/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/21/2026 12:02:14 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 04/21/2026 12:00:10 PM
- Lightwave Logic Announces Scheduling of Annual Shareholder Meeting • ACCESS Newswire • 04/14/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/10/2026 10:37:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/10/2026 09:22:42 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 08:38:42 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 08:31:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 11:50:53 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/07/2026 08:07:26 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/07/2026 07:42:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:06:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/03/2026 01:47:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:39:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:14:40 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:52:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:02:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/31/2026 08:01:17 PM
