Lightwave Logic Inc (LWLG)

[prototype_101]

Lewrock, I agree with you, but I also think there are multiple ketchup bottle moments, the two FG500's moving to Stage 3 is a wake up call to the other large players, that in itself is a ketchup bottle moment that has already happened, recall Yves pegged successful transition rate to Stage 4 of those Customers that have moved to Stage 3 already at a very high percentage, like 80% or greater, we will see how this plays out in 2026, but it certainly behooves those Tier 1's still sitting on the bench in Stage 2 to not be left behind, Yves pointed to Customers with foundry preferences and LWLG working now with those Foundries and Investors would get a Foundries update in his next Investor call likely March 2025 coincident with the 10-K issuance and the OFC conference

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 2025!!! 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