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Saturday, May 02, 2026 4:33:36 PM
Herman said, I also asked CEO LeMaitre to provide a clear overview in a future update of the number of foundries the company is collaborating with. Most shareholders apparently still assume that Tower was one of the two unnamed foundries, which was clearly denied to me by LWLG IR. According to IR, there are still two unnamed foundries. I find this important because I believe the unnamed foundries are linked to the Fortune Global 500 companies that are currently testing. That type of company does not work with smaller foundries, which increases the likelihood that TSMC and Samsung are among the unnamed foundries.
Bingo!!! The two unnamed Foundries are TSMC and Samsung, I am 99 percent confident in this as well, here
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) SilTerra
3) Tower
4) Global Foundries (acquired AMF)
5) Samsung (unnamed #1)
6) TSMC (unnamed #2)
and remember Yves said there are several Foundries WAITING TO BE ONBOARDED but LWLG doesn't have enough engineering resources to accommodate them as this time!!
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!!!
15 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!!!
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
Bingo!!! The two unnamed Foundries are TSMC and Samsung, I am 99 percent confident in this as well, here
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) SilTerra
3) Tower
4) Global Foundries (acquired AMF)
5) Samsung (unnamed #1)
6) TSMC (unnamed #2)
and remember Yves said there are several Foundries WAITING TO BE ONBOARDED but LWLG doesn't have enough engineering resources to accommodate them as this time!!
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!!!
15 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!!!
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
Bullish
Recent LWLG News
- Form 8-K - Current report • Edgar (US Regulatory) • 05/27/2026 08:01:14 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/15/2026 08:15:54 PM
- Lightwave Logic Shares Slip Despite Revenue Growth and Expanded Market Opportunity (LWLG) • IH Market News • 05/14/2026 12:39:41 PM
- Form S-3ASR - Automatic shelf registration statement of securities of well-known seasoned issuers • Edgar (US Regulatory) • 05/08/2026 09:10:21 PM
- Lightwave Logic Announces Availability of Version 1.1 of Its Polymer Photonics PDK, Advancing Process Integration and Foundry Transfer • ACCESS Newswire • 05/07/2026 01:30:00 PM
- Lightwave Logic, Inc. Announces Timing of First Quarter 2026 Financial Results and Business Update Call • ACCESS Newswire • 05/05/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/30/2026 01:28:01 AM
- Lightwave Logic (LWLG) intellectual property advisory engagement supports licensing model expansion • IH Market News • 04/29/2026 02:28:14 PM
- Lightwave Logic Engages Michael Best as Strategic Intellectual Property Advisor • ACCESS Newswire • 04/29/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/21/2026 12:02:14 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 04/21/2026 12:00:10 PM
- Lightwave Logic Announces Scheduling of Annual Shareholder Meeting • ACCESS Newswire • 04/14/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/10/2026 10:37:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/10/2026 09:22:42 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 08:38:42 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 08:31:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 11:50:53 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/07/2026 08:07:26 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/07/2026 07:42:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:06:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/03/2026 01:47:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:39:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:14:40 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:52:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:02:07 PM
