Lightwave Logic Inc (LWLG)

[KCCO7913]

You do realize that situation changes as soon as LWLG announces their Tier 1 partner? It’s likely LWLG’s foundry partner is either Tower Semi or SkyWater. I’d bet money at this point that the name of the foundry is going to remain secret for some time.

Interestingly enough in the last 24 hours since my last comment on this, I found the Ciena information. OFC 2023 there was an article that came out that mentioned Cienas’s WaveLogic6 was going to use either InP or TFLN. More recent spec sheets from Ciena indicate that they went with InP for their initial roll out of WL6.

TFLN isn’t ready. Unless HyperLight drastically expanded their production line and figured out their stability issues, they aren’t able to supply the market.

Liobate. No. Luxtelligence and it’s customers. No. Lightium is the new guy. No, years away. Rapid Photonics. Who? Ori-Chip. Maybe if anyone. NanoLN…monopoly on TFLN wafers hence why Luxtelligence and Lightium exist. Eoptolink uses HyperLight’s PICs because their own Chinese suppliers can’t supply…and Eopolink isn’t selling. And why is that…go to the paragraph above.

“The volume will act as a barrier.” LOL for TFLN you mean Markie?

For the modulator PIC for pluggable transceiver market…the minute EOP becomes available, every single TFLN business loses value. Plenty of other applications where TFLN has a place, though.

I’d bet you $100 Andy B. is an investor in HyperLight.