Right now, LWLG is a customer of AMF, not the other way around. Presumably LWLG owns IP to certain process steps specific to addition of the polymer, poling, and modulator design. It doesn't seem to make sense to sell the polymer to AMF only to buy it back at a markup as long as all those wafers go back to LWLG.
This changes of course when this LWLG-enabled process becomes available to third parties through AMF, in which case LWLG can start collecting royalties.
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