Lightwave Logic Inc (LWLG)

[KCCO7913]

Andy B confirmed that TFLN and EO polymers are the only options for 400G per lane. Yes, not needed for a few years but that means in only a couple years they need to be available. In the meantime, it’s 200G per lane. Today for initial deployments, that is being served by InP modulators. EOP modulators are much smaller, much more efficient, simplify overall system design, and pose be to MUCH more scalable.

NLM said they’re aiming for 2026 for sampling with module makers and they only just started on fabrication development within the foundries.

I’m so glad they publicly said that. You know why? Because I’m an investor in NLM and now I can publicly compare their timelines to LWLG’s. I still need to be careful with what I say as to not violate my contracts with them.

LWLG is already sampling with Tier 1’s and has succeeded with foundry manufacturing of polymer modulators.

200G per lane polymer modulators mass produced at a foundry. LWLG has that in hand TODAY.

LWLG is years…that’s right I said years…ahead of NLM and owns all the IP anyway.

EOP modulators are happening. This is real. Tier 1 deals will most certainly be announced. And I can’t F’ing wait to watch it happen after witnessing the development over the last 15+ years.