Lightwave Logic Inc (LWLG)

[tkg]

From the 12/4/23 shareholder letter...

while fiber optic transceiver companies have expressed interest in learning how to implement our polymer modulators into their ongoing 800G transceiver development programs.

So who are the top fiber optic transceiver companies?

2023 Top 10 Optical Transceiver Manufacturers List

1. Finisar Corporation
2. NADDOD Pte Ltd
3. Lumentum Holdings Inc.
4. Broadcom Inc.
5. Intel Corporation
6. Accelink Technologies Co., Ltd.
7. Smiths Interconnect
8. Sumitomo Electric Industries, Ltd.
9. HUBER+SUHNER AG
10. Hisense Broadband, Inc.

I read some research over the weekend from early in the year and was seeing 15% (CACR)'s forecasted. In this Nov. Schwab video, the Lumentum CEO is quoted as seeing 30% (CAGR) for the "DC interconnects" segment (broadly speaking). So what forces came into play between early 2023 and Nov. 21, 2023 to double projected (CAGR)? I will go out on a limb and say the AI SUPERNOVA.

https://schwabnetwork.com/video/lumentum-lite-ceo-on-future-of-cloud-a-i-