Lightwave Logic Inc (LWLG)

[jeunke22]

… I would rephrase. Transceiver makers and hyperscalers are the customers and foundries are hired to produce the wafers for these customers . NVIDIA tells TSMC what it wants, TSMC agrees on specifications, volumes and price deliverables. Yes, in time of shortages or availability issues the customer may compromise and take what’s available. It seems that the current supply situation helps to extend the life of incumbent solutions given that demand exceeds supply.