Lightwave Logic Inc (LWLG)

[jeunke22]

In the 10Q reference is made to the Largest Tier 1 pluggable transceiver companies . Here are the most likely top 5 candidates:

1. Finisar Corporation II-VI
2. NADDOD Pte Ltd
3. Lumentum Holdings Inc.
4. Broadcom Inc.
5. Intel Corporation

Ethernet optical transceiver forecast including an estimate for the contribution of optical connectivity for AI clusters to this market.
Total sales of optical transceivers for applications in AI clusters ( high speed 800G and up) will add up to $17.6 billion over the next 5 years – indeed a very large number, considering that all other applications of Ethernet transceivers combined will generate $28.5 billion over the same period. ( Source: Lightcounting).