Lightwave Logic Inc (LWLG)

[jeunke22]

Just been listening ( Optica video from a few weeks ago ) to Jabil ( one of the largest contract manufacturer) and Silitronics (OSAT) challenges in scaling up silicon photonics heterogeneous integration after receiving wafers (PIC’s) from foundries and components from various suppliers. Both companies are the last leg in the supply line of finished products e.g. transceivers to the hyperscalers, let’s say the Googles, Ams’s and Meta’s of the world. Both confirmed that end user demand of hyperscalers is exploding, but that their manufacturing mass volume and testing challenges are the biggest issues right now and are being addressed.
I guess Lightwave and the various foundries in the supply chain have done their part, the OSAT’s and contract manufacturers are the current hold up and they are working hard to solve these issues . Message here don’t worry, it’s our mission in life. I remember Lebby saying if we get to the point of needing outside manufacturing capacity we have ourselves created a luxury problem.