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Sunday, 03/23/2025 11:02:39 AM

Sunday, March 23, 2025 11:02:39 AM

Post# of 234115
There are still a lot of people here who are still stuck in the old paradigm. Lightwave is not in devices, Lightwave’s current (20 + Polariton) and future partners may very well be and may well experiment with Lightwaves materials.
Lightwave decided to be a chemical and materials company with proprietary polymers for silicon hybrid solutions. People who keep referring to the past should realize that there is no logic anymore, the complete industry approach ( see NVIDIA) changed over a period of 6-8 months. Lightwave changed it business approach as a result. So don’t keep talking about old fashioned ‘assembled ‘ pluggable transceivers and transceiver companies who are now having a rough time to compete with upcoming proprietary CPO solutions.Nvidia is setting new standards in CPO, silicon photonics and fiber ( in stead of copper) connections.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175945845

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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