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Sunday, March 23, 2025 11:02:39 AM
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
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
Bullish
Recent LWLG News
- Form 8-K - Current report • Edgar (US Regulatory) • 04/21/2026 12:02:14 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 04/21/2026 12:00:10 PM
- Lightwave Logic Announces Scheduling of Annual Shareholder Meeting • ACCESS Newswire • 04/14/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/10/2026 10:37:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/10/2026 09:22:42 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 08:38:42 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 08:31:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 11:50:53 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/07/2026 08:07:26 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/07/2026 07:42:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:06:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/03/2026 01:47:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:39:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:14:40 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:52:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:02:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/31/2026 08:01:17 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/30/2026 08:03:59 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/25/2026 08:53:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/25/2026 08:49:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/24/2026 08:34:36 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/20/2026 09:03:10 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 03/20/2026 08:35:22 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/18/2026 08:44:44 PM
- Lightwave Logic High-Speed Modulator Platform Now Available in GDS Factory PDK for GlobalFoundries Silicon Photonics Platform • ACCESS Newswire • 03/16/2026 12:30:00 PM
