Lightwave Logic Inc (LWLG)

[prototype_101]

Comprehensive review LWLG known Customer connections

The Customer Funnel slide was updated at the Safe Capital presentation in April 2024 just a few weeks after the OFC 200Gbs World Class demonstrations, this update showed greater than 20 Prospects and greater than 10 Leads, where in the 2023 ASM presentation it was only greater than 12 Prospects and 5 Leads, so it about DOUBLED since the 2023 ASM!!!! Lebby said the OFC demos generated such overwhelming interest from the Tier 1's that he was forced to pick and choose which to work with because of LWLG's limited resources, during the 2024 ASM lab tours in May 2024 it was learned the number of NDA's was currently about 40 which is truly amazing, so now let's take a look at the potential Customers/Partners with known links to LWLG

Ok, lets start with Lebby's own words at who he expected the Customers to be in this TWST interview question,

TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy? Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174863599&txt2find=vertically%20integrated

AMF Foundry - First ANNOUNCED Foundry producing LWLG's technology on LARGE 200mm wafers capable of Millions of units annually, keep in mind it was AMF who wanted to go public with this relationship, do you really think that they would want to make it public if the PDK's were not 100% rock n' roll ready? NO, of course not!!

Our polymers are EASILY FABRICATED in silicon fabs 🡪 ideal for heterogenous integration!! (Slide 19)

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/cfe8be05-ce41-6208-b717-33e542d3eb77?origin=2

ECOC 9/23/24 Lebby "Commercial silicon foundry 200mm wafers where EO polymers HAVE BEEN easily integrated using standard PDKs."

Global Foundries - Anthony Yu when asked about New Materials instantly first words out of his mouth were "Optical Polymers" which was a reference to LWLG, he then went on to badmouth TFLN and BTO as having Safety Concerns within the Foundry Operations, and also NOT being EASILY INTEGRATED like LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175017811

Synopsis - Has re-posted multiple times on LinkedIn about LWLG Polymers
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175012972

Nvidia - Slides 13 and 14 contain a quote from a Tier 1 executive, presumably from Nvidia, stating how Polymers would be a perfect fit for enhancing Nvidia's InfiniBand
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174960259&txt2find=nvidia

Google - at OFC Google used a slide that showed EOP, and LWLG is the ONLY commercial grade EOP today!!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175001766&txt2find=google

Arista - Andy B the Founder and Chair of Arista is on record having said he is open to integrating (LWLG) Polymers, he has been quoted as saying such low power modulators could reduce overall System power by 20%
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175004431&txt2find=arista

Intel/Ayars/Tower - there are white papers proving that EOP can overcome the challenges of silicon MRR's which without the Polymer spin coating each require their own special Heater IC's
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174277053&txt2find=intel%2Fayar

Polariton, Nokia (and now Infinera), ETH Zurich (Plasmonics)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172982277&txt2find=plasmonics

Also, let's look at the FAQ's on the LWLG website here,

Companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel.
https://www.lightwavelogic.com/resource-center/technical-faq/

and another thing Investors also know LWLG has been involved in Multi-Level Cross Functional projects with Tier 1's here with these Tier 1's,

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174656086&txt2find=cross%20functional

These are off the top of my head, I likely missed some others on this listing so it can be updated over time, but bottom line LWLG is deeply imbedded in the entire Industry food chain, and while still in stealth mode, all signs point to a grand emergence in 2024 with Tier 1 deal(s) right on schedule with Lebby's long-standing Timeline!!

Lebby is still on track with his long-standing Timeline of Customer Acceptance and Ramp in 2024 (see Slide 38 from 2022 ASM) and has not backed down on his SAM/SOM guidance, Shorts are the LYING SCAMMERS period!!

https://api.mziq.com/mzfilemanager/v2/d/23d26d3e-c498-431f-ba5c-2250e5f374cb/c1234fc8-c29c-4282-dc60-1afe2a8e4a95?origin=2