Lightwave Logic Inc (LWLG)

[jeunke22]

Just to pinpoint that public vendor-level Bill Of Materials (BOM) disclosures are rare — so for many of its customers, you will see Lumentum named in investor slides, press releases and industry teardown reports rather than a public line-item contract. Same holds true for Lightwave’s material in Lumentum transceivers. Lumentum’s customers are Cisco, Amazon, Microsoft, Google , Nokia, Ciena, Innolight and for the latest silicon photonics and co packaged optics PIC’s : NVIDIA.
Yves LeMaitre’s latest PR statement regarding the replacement of “traditional laser technology” refers to conventional discrete semiconductor laser-diode based transceivers. In other words: the “traditional laser technology” in ( pluggable) transceivers is replaced by photonic integrated circuits built on silicon. That statement is coming straight out of Lumentum’s CEO playbook. Since Lumentum’s core technology is lasers, and Lumentum’s laser technology is in the center of the announced optics tsunami ( by Lumentum’s CEO) and a critical component in co packaged silicon photonics ( Lumentum for Nvidia ) its another interesting development to follow.