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Wednesday, January 28, 2026 12:15:07 PM
SAM is "total serviceable market"
SOM is "total obtainable market"
Yves said "as we are engaging more and more Foundries, and more and more Customers" listen in the Q&A starting at 35 minutes for 2 minutes
So, how many Foundries has LWLG "ported" it's PDK into at this point, my guess is at least the following
1) AMF
2) Global Foundries (acquired AMF)
3) TSMC
4) Tower
LWLG presented ECOC Product Focus September 2025
12:40 – 13:10 Silicon photonics foundry compatible EO polymer hybrid modulators: From material to high reliability products ready for prime time
PRIME TIME READY!!!!!
Robert Blum, Lightwave Logic Inc
The development of EO polymers has progressed significantly over the past decade, and the materials now show stable performance at high operating temperatures with unparalleled electro-optic coefficients that result in compact modulators with very low drive voltages. We will show how proper encapsulation ensures high reliability for devices made in a standard silicon photonics fab, and how devices made on these processes have an advantage at 200G and 400G per lane applications with a roadmap to much higher speeds. A standard silicon photonics PDK makes it easy to implement these components into next generation devices for transceiver and future CPO applications.
https://www.ecocexhibition.com/product-focus-session-information/
And with all the highly accredited additions to the LWLG team lately coming from the higher echelons of the Tier 1's investors know this rocket is set to launch soon!!!
9+ Million GRIFTER Shorts need to return the shares back to the RIGHTFUL OWNERS!!!
Retail 90% OWNERSHIP of LWLG and GROWING!!!! Shorts will NEVER get the shares they need to COVER until the PPS sets NEW HIGHS over $20
TWO HEAVYWEIGHTS from AMAT recently joined forces with LWLG!!!
WARRANTED RUN-UPS COMING 2026!!! 9+ Million GRIFTER Shorts need to return the shares to their rightful owners!!!! Only then will we see the true valuation hitting NEW HIGHS above 20!!! LWLG's technology is worth BILLION $$, let the games begin!!!
Transceiver/AI Systems/Hyperscalers ARE Big Boys!!!! Big Boys are implementing at 200gb lanes and NOT waiting for 400gbs, that's how IN DEMAND with the giant companies that LWLG is TODAY!!!
Now let's talk adoption. Um what kind of
customer attraction are you seeing now
and where are you on the journey from
evaluation to actual design wins?
listen to it at 16:40
https://www.techarena.ai/content/lightwave-logics-robert-blum-on-polymer-optics-for-ai
Yeah. Yeah, we're seeing we're seeing
very broad traction from you know
transceiver companies making
transceivers like the 1.60 gig
transceivers that I mentioned earlier,
to AI companies who make entire
AI systems, to the Hyperscalers.
We're in the design win cycle with
several customers, right? what
is interesting actually, what surprised
me is that they don't wait for 400G.
They're starting now with 200 G already
because they see value in that, right? I
mean we're uh um you know I mean it's
it's interesting to see because seems
like some of the existing legacy
materials like just silicon photonics or
Indium phosphide they're already you know
struggling with 200g
and uh so um so customers are designing
products with the polymers
based on that and um and obviously for
400g uh um there is a real use very large urgency to move to polymers right and it's not going to stop at 400g
Recent LWLG News
- 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
- 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
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/05/2026 11:03:11 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/05/2026 11:02:32 AM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/29/2026 12:04:50 AM
- 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
- Form 8-K - Current report • Edgar (US Regulatory) • 01/20/2026 01:30:24 PM
- Lightwave Logic, Inc. and QPICs Announce Partnership to Advance the Use of Electro-Optic Polymers in Quantum Processors • ACCESS Newswire • 01/15/2026 09:30:00 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 01/15/2026 09:25:42 PM
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