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Re: jeunke22 post# 213060

Wednesday, 03/19/2025 8:11:14 AM

Wednesday, March 19, 2025 8:11:14 AM

Post# of 234209
Exactly!! The strategy shift has been predicated by a shift in the Industry NOT just a shift being done by LWLG!!! It is because of the HUGE ONSLAUGHT of data being generated by AI and LLM's, it is a PARABOLIC GROWTH RATE that requires this new strategy to keep up with it!!!

Here is a look at how this affect who are the companies that are now the direct Stategic Partners (and Customers) of Lightwave, shown predominantly in the TOP LEFT box labeled "Fabless Chip Designers"

https://www.linkedin.com/feed/update/urn:li:activity:7307071558672388098/

For those without access to LinkedIn I will list those companies here for you,

AMD
Nvidia
Broadcom
Qualcomm
Tesla
Meta
Huawei
Amazon
Alphabet
Marvel
Microsoft
Cirrus Logic
IBM
Fujitsu
Cisco
and few others

Investors can also look to Yves 1/9/25 presentation slide #10 which highlights the Strategic Partner / Customers of LWLG going forward mainly would be the inner circle Silicon Photonics Engines (PICs), where Lebby's focus based on his saying "working with some of the largest Transceiver makers in the world on 3 continents" would have been more the outer circle of companies Optical Transceiver Suppliers

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/4f259d6a-5d07-5eb6-c171-5aa079ec9bda?origin=1

Nvidia
Intel
Marvell
Cisco
OpenLight
Broadcom

plus the Foundries listed
TSMC
Tower
AMF
Global Foundries
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