Lightwave Logic Inc (LWLG)

[KCCO7913]

I'll share one back with you. You might find this one interesting since you've brought up monolithic BEOL processes...

https://www.nature.com/articles/s41467-024-47206-7

Last sentence in the Discussion:

"The validated foundry-compatible, monolithic back-end-of-line integration platform will also pave the way for the integration of other excellent optoelectronic materials (including PCMs, quantum dots, BTO, LiNbO3, electro-optic polymers, and van der Waals materials) into future silicon photonic PDKs."

I believe LWLG has this entire process already figured out with their foundry partner. Interestingly, I've hoped/speculated that SkyWater is their main squeeze. You'll notice an interesting "like" on today's LinkedIn post. I think I might be right.

You aren't wrong though...LWLG needs to enter the market ASAP while they have an advantage. Innovation never sleeps. With that said, from all research I read...EOP is extremely attractive compared to all the other options. If they get designed into transceiver modules in the near-term, there's a high likelihood they'll gain significant market share over the coming years.