Replies to post #214717 on Lightwave Logic Inc (LWLG)

[Polymer Paul]

Make this a sticky hahahahaha

[Pro_v12001]

Thank you Walter.

[mattymatt66]

And this is a quote of whom?

[jeunke22]

Thanks Walter. The foundry is an ‘ enabler’ in the process of polymer adoption in silicon photonics. Being easier to adopt in the current manufacturing process is a big advantage for the foundry. It’s the final customer ( who selects his own foundry) who delivers his customer requirement wishlist. That wishlist includes highest bandwidth with lowest power and cost, high reliability and easily scalable. These customers will get what they want, not necessarily what is on offer. Even if they need to create their own proprietary solutions.
The big customers don’t show their product plans at OFC. In my opinion the current industry offer is not what the big customers want. We will see.

[prototype_101]

worth another LQQk, The foundry ecosystem is ready to produce,.our material is much easier than TFLN

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176022015

in Yves Safecapital interview investors learned that the Tier 1 Design-In cycle is "typically 18-24 months" start to finish including 4 distinct phases, of which Yves told investors he is already well into Phases 1 & 2 which is where the Customer engagement generally inks the Design-In deal, so let's see what comes of the Yves interactions at OFC 2025 March 31-April 3, also let's keep in mind that the Design-In cycle may well be shortening now with the onslaught of increased data requirements of AI, here from the 2024 ASM

How long does it take to design in for a datacenter customer Tier1?

Given G-AI, design in cycles have shortened that range from 20-50% depending on each customer. Our flexible business model allows us to work with OEMs, CMs, and their relationships with foundries.

Yves Safecapital interview also confirms what I have theorized and been posting here the whole time since the Business Strategy changed!!

Lebby was taking on a Herculean task in-house with a woefully understaffed Devices team trying to meet the demands of CUSTOM 4x200 PIC's (listen to Yves starting at 14 mins) of several of the world's largest Transceiver makers on 3 Continents, and although he had these Devices in Qualifications, they were not completed when the Strategy shift occurred, so presumably those Tier 1's were given a head start over the Partners/Customers targeted "from scratch" some of which may have been Tier 1's that Lebby "put on hold" when he was picking and choosing what he called his "Freindly's after the overwhelming success of LWLG 200Gbs modulators on 200mm Wafers with EXCEEDINGLY HIGH YIELDS!!!!

so who are the new Partners/Customers? read my post here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175964182

Nobody was fired like the Shorts want you to believe, these "Integrated Devices" will now be built by MANY companies who do this kind of thing everyday, it's their business after all!!!

The PkM materials have ZERO issues with Reliability & Stability!!!! The Industry has accepted this now already!!!!

Listen to Yves discuss all of this in this interview!!