News Focus
News Focus
Followers 3
Posts 158
Boards Moderated 0
Alias Born 12/20/2023

Re: None

Tuesday, 03/10/2026 2:35:00 PM

Tuesday, March 10, 2026 2:35:00 PM

Post# of 231293
Dots demand connecting and I can't stop thinking bout this. The chronological alignment between the recent disclosures from LWLG and the public moves by Tower Semiconductor / Nvidia are pretty compelling IMO. Lightwave Logic confirmed that a Tier 1 customer initiated a full wafer tape out for 1.6T transceivers at 200G per lane in January 2026 using a new and undisclosed silicon photonics foundry. Just weeks later on February 5, Tower Semiconductor officially announced a direct collaboration with Nvidia to manufacture 1.6T optical modules optimized for Nvidia networking protocols and claimed their platform can double previous data rates. Since standard silicon struggles to achieve this massive speed jump at 200G without excessive power consumption, the performance claims from Tower perfectly match the capabilities of the Perk. With Lightwave also noting that two unnamed major foundries are now under agreement alongside GlobalFoundries and SilTerra, the timeline and technical specifications strongly suggest that Tower Semiconductor is the undisclosed foundry integrating this polymer material to meet the rigorous AI infrastructure demands of Nvidia....What am I missing here? Am I hitting the hopium pipe too hard? Why are shorts on a failed offensive when this has a strong probability of being on the horizon?
Bullish
Bullish
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWLG News