Replies to post #186949 on Lightwave Logic Inc (LWLG)

[XenaLives]

I liked this part, and it also explains why uptake has been slow but sure....

If it works, you don't want to break it.

By leveraging the mature semiconductor ecosystem, silicon photonics has historically afforded unparalleled cost reduction and a deep level of integration, though due to fundamental physics limitations, silicon photonics are reaching the performance limit to reach the bandwidth and power requirements necessary in the modern era. This announcement demonstrates that a hybrid approach, leveraging the cost and integration benefits of silicon photonics along with the unparalleled bandwidth and low power advantages of Lightwave Logic’s proprietary EO polymers, lays a clear path for competitive performance and integration for current and future optical pluggable transceivers.

https://www.eenewseurope.com/en/200-gbps-heterogeneous-polymer-silicon-photonic-modulator-presented/

[prototype_101]

Synopsys reposted another Lightwave Logic article this morning. Quite interesting that a $90B company has posted about them on more than 1 occasion this week.

https://www.linkedin.com/posts/synopsysphotonicsolutions_200-gbps-heterogeneous-polymersilicon-photonic-activity-7183358130699870208-YQ_U

Synopsis also reposted the article below this morning. Some of the language in the Global Foundries portion of the article seems to resonate with me.

https://www.synopsys.com/photonic-solutions/e-news/2024-march.html#gf

Just going to put this here. Synopsis Foundy Spotlight: GF Fotonix

"Roadmap Solution (excerpt)

The GF Fotonix™ technology is targeted towards inter/intra-data center and photonic compute applications with future extensions planned for ancillary markets such as sensing and LiDAR. The base technology supports O-band based 100G solutions. Plans are in place to support 200G solutions. Future packaging feature enhancements, such as support for thru-silicon vias (TSV), tighter v-groove pitches, tighter pitch CuP and CuRxPads. The technology will also serve as a platform for the heterogeneous integration of novel materials in the future." (LWLG Polymers)

Synopsys has been at multiple LWLG hosted/attended conferences recently, one of the directors was at the San Francisco VIP conference Lebby hosted earlier in the year, they are definitely at the very least collaborating (GFS too)

Just a guess here/speculating:

GFS, Tower/intel, Nokia among a couple others were likely the earlier leads based on white papers. Google a lead based on their recent presentation(not sure if they were old or new) Nvidia based on a repost on LinkedIn I think they’re at least aware but haven’t seen much public connection. I’m sure there’s a few I’m not remembering but the rest I don’t remember any obvious connections. Smart photonics was another one I’ve heard of I think KC referenced them.

In the investor pres at least 5-6 of the logos they show have referenced us in one way or another via whitepapers, presentations, reposts or interview mentions. The rest are quietly looking into this I’m sure

One key piece I liked is he mentioned they are less interested in tech transfer deals, likely only doing those if the 3rd party wants to use it for an auxiliary use such as Lidar which is out of their main focus. Means more money for us long term, likely going a very similar route business wise as OLED, mostly licensing type of deals.

https://www.reddit.com/r/LWLG/comments/1bzltei/daily_trading_action_and_general_discussion/?