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Saturday, July 19, 2025 8:54:42 AM
1) LWLG's technology footprint being so small that it can fit 120 of the 200gb (PAM4) modulators into a PLUGGABLE transceiver, and per Andy B of Arista the effect on overall system performance would be a power reduction expected of 20% or greater, this means that LWLG can extend the use of PLUGGABLES for several more years at least through 3.2T and 6.4T before the need for CPO, and of course with PLUGGABLES there is NO NEED for the higher reflow temperatures
2) ECOC 2024 - based on ECOC slides 16 and 17 we know LWLG Tg a year ago was on average at about 187 and rising at a pace of about 15-20 per year so likely it is over 200 now
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/0d5d1e3e-2052-00d8-bb2f-2b7a2adf0310?origin=1
3) CPO requires 225-255 MAX reflow temperature (for seconds only), see Broadcom's document page 6 chart here
https://docs.broadcom.com/doc/PACKAGING-AN101-RDS.pdf
I believe LWLG has made a major push in this area of Development in the last year because of the AI revolution changing the Business Strategy of LWLG, and since ECOC and may well already be in the 225-255 range, but again, LWLG can EASILY extend PLUGGABLES fro several more years at least (where these high temps are not an issue)
Recent LWLG News
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/18/2026 08:44:44 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/13/2026 10:00:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/12/2026 07:49:41 PM
- Lightwave Logic stock surges 30% after Tower Semiconductor partnership announcement • IH Market News • 03/12/2026 11:04:40 AM
- Lightwave Logic and Tower Semiconductor Announce Development Agreement to Enable High-Speed, Low-Power Modulators on Tower's PH18 Silicon Photonics Platform • ACCESS Newswire • 03/11/2026 08:30:00 PM
- Lightwave Logic, Inc. Provides Update on Commercial Pipeline and Announces Timing of Fourth Quarter and Full Year 2025 Earnings Call • ACCESS Newswire • 02/24/2026 12:30:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/17/2026 10:18:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/05/2026 11:04:44 AM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/05/2026 11:01:49 AM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/28/2026 12:44:51 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 01/27/2026 09:37:39 PM
- Form 10-Q/A - Quarterly report [Sections 13 or 15(d)]: [Amend] • Edgar (US Regulatory) • 01/20/2026 01:35:19 PM
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- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 01/15/2026 09:25:42 PM
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- Form 8-K - Current report • Edgar (US Regulatory) • 01/08/2026 01:00:22 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/06/2026 02:25:43 AM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/06/2026 02:23:03 AM
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