Lightwave Logic Inc (LWLG)

[jeunke22]

Is a foundry like TSMC or Intel a tier 1? I think so. Jabil is a Tier 1 contract manufacturer and there are also OSAT’s who receive diced wafers from foundries and other components to make an integrated product ( e.g. transceiver, other applications)
There are Tier 1 material companies ( e.g. Macom, Applied Materials), Tier 1 device manufacturers e.g. transceivers, lasers, Tier 1 system building companies and Tier 1 final customers: hyperscalers, car manufacturers, health care companies etc
Lightwave told us they focus on datacom and therefore we tend to expect deals with Google, AMS and Meta. That may well be, but deals may also involve material sales, license and technical assistance agreement( royalty agreements with any of the companies in the supply chain and the final customers for transceivers.