Wednesday, January 10, 2024 10:08:17 AM
Here’s all the validation I need:
1. USA based foundry saying they’ll be offering polymer modulators in the future
2. Programmable photonics company saying they’ll use polymer modulators when available
3. PIC design company using GF Fotonix telling me they’d love to use polymer modulators
4. Employee of European foundry giving Lebby extremely high praise
5. Tier 1 foundry mentioning that they’ve had discussions on adding polymers to their platform
6. Anthony Yu from GFS saying heterogenous integration of Pockels materials is REQUIRED in the future. If you don’t understand, EOP is the ONLY Pockels material that does NOT require exotic epitaxial growth, etching, or bonding processes. EOP can simply be dropped onto an existing SiPh wafer.
7. Head of Silicon Photonics at NVDIA saying new materials need to be added to SiPh. Specifically calls out BTO as being super expensive.
8. Transceiver company mentioning they’ve in discussions with polymer company (and I know this isn’t LWLG’s #1 transceiver company)
9. Quantum computing company mentioning they’re currently investigating “TFLN and other materials” for their platform.
10. One of the top 10 photonics people in the industry (maybe even more ‘famous’ than Lebby) tells me to my face that he doesn’t doubt EOP will commercialize.
This is all stuff I’ve heard with my own ears or seen with my own eyes.
And your source says he isn’t hearing a peep? What a joke. Oh that’s right…who will open up to a contrarian journalist with a big mouth - especially while under NDA? My sources tell me Mark L has little respect in the industry.
How am I hearing all this and he isn’t? Rhetorical I don’t care to engage with you any more.
1. USA based foundry saying they’ll be offering polymer modulators in the future
2. Programmable photonics company saying they’ll use polymer modulators when available
3. PIC design company using GF Fotonix telling me they’d love to use polymer modulators
4. Employee of European foundry giving Lebby extremely high praise
5. Tier 1 foundry mentioning that they’ve had discussions on adding polymers to their platform
6. Anthony Yu from GFS saying heterogenous integration of Pockels materials is REQUIRED in the future. If you don’t understand, EOP is the ONLY Pockels material that does NOT require exotic epitaxial growth, etching, or bonding processes. EOP can simply be dropped onto an existing SiPh wafer.
7. Head of Silicon Photonics at NVDIA saying new materials need to be added to SiPh. Specifically calls out BTO as being super expensive.
8. Transceiver company mentioning they’ve in discussions with polymer company (and I know this isn’t LWLG’s #1 transceiver company)
9. Quantum computing company mentioning they’re currently investigating “TFLN and other materials” for their platform.
10. One of the top 10 photonics people in the industry (maybe even more ‘famous’ than Lebby) tells me to my face that he doesn’t doubt EOP will commercialize.
This is all stuff I’ve heard with my own ears or seen with my own eyes.
And your source says he isn’t hearing a peep? What a joke. Oh that’s right…who will open up to a contrarian journalist with a big mouth - especially while under NDA? My sources tell me Mark L has little respect in the industry.
How am I hearing all this and he isn’t? Rhetorical I don’t care to engage with you any more.
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
