Replies to post #225897 on Lightwave Logic Inc (LWLG)

[nshi2]

That means LWLG technology getting more and more validation for the future usage by the world tech.

[rjs1]

Lightwave Logic and Advanced Micro Foundry (AMF) Partner to Accelerate Development of Silicon Photonics Modulators Using Electro-Optic Polymers
ENGLEWOOD, Colo., May 21, 2024 /PRNewswire/ --

Standard Fabrication Processes on 200mm Silicon Wafers Using Lightwave Logic's Proprietary Slot Modulator Design Achieved Record Breaking sub-1V Drive at 200Gbps PAM4 – Ideal for 800Gbps and 1.6T Pluggable Transceivers.

Lightwave Logic, Inc. (NASDAQ: LWLG) a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor today announced a collaboration with Advanced Micro Foundry (AMF), a leading Silicon Photonics volume foundry – to develop state-of art polymer slot modulators utilizing AMF's silicon photonics platform.
These modulators have been shown to achieve a record low drive voltage below 1V and data rates of 200Gbps PAM4. This performance will enable a new generation of 800 Gb/s and 1.6T Gb/s pluggable transceivers to address fast growing requirements for optical connectivity for large generative AI computing clusters.

Lightwave Logic and AMF have collaborated over the past year to develop the electro optic polymer slot modulators utilizing AMF's standard manufacturing process flow on 200-mm wafers. This successful demonstration marks a significant milestone in integrated photonics, blending Silicon photonics with polymer materials. Building on this demonstration, both parties are aiming to enhance the modulators to ensure these advanced components are readily accessible to product companies on a manufacturing scale.

Dr. Michael Lebby, Chairman and CEO of Lightwave Logic, commented: "AMF is truly a world class facility with their silicon photonics maturity, and capacity for volume manufacturing. Working with AMF, we not only increased our wafer size to 200-mm, but we also turbo-boosted silicon photonics with our polymer slot modulators to achieve world class performance. Engineers from both sides have worked hard to achieve a silicon photonics design that integrates smoothly with polymer – a process that would have been much more challenging if other next-generation modulator materials had been utilized. This accomplishment puts our company in a very strong position to ramp volume both for our polymers as well as 200-mm silicon wafer volume with AMF."

Mr Jagadish C.V, CEO of AMF, stated: "Lightwave Logic's EO polymer modulators have been demonstrated to support higher baud rates, low power consumption, all while preserving their compact size. These features, integrated with AMF Silicon Photonics platform, make them cost effective options for 4X200 Gb/s (800Gb/s) and next-generation 1.6Tb/s pluggable transceivers applications. This demonstration opens exciting opportunities to develop novel solutions for commercial-grade-compatible EO polymer modulators seamlessly integrated with AMF's standard processes. We are keen to continue to explore the synergies between EO polymer modulation on our foundry processes, to provide innovative and manufacturable technology solutions for data communication."

About Advanced Micro Foundry
Advanced Micro Foundry (AMF), Singapore is the world's first specialty Silicon Photonics foundry. AMF offers a full spectrum of manufacturing, prototyping, and testing services, all supported by proprietary technology platforms. These platforms are enhanced by continuously evolving Process Design Kits (PDKs), which are designed in-house for applications in sectors like Telecom, Data Centers, LiDAR, and Sensors. AMF's commitment to device innovation and excellence in delivery has been pivotal in the rapid growth of Silicon Photonics products globally.

[Lewrock]

This is very significant for Lightwave Logic. Our partnership with AMF may have been the primary reason for GF to play catch up (as opposed to ketchup)!

[DJknows]

Fantastic! You'll recall it was AMF that wanted to go public... now I'm wondering whether this GlobalFoundaries development is what's prompted Lightwave Logic to have an "update" call a week from tomorrow... and maybe the update will have even more news.

https://www.linkedin.com/company/advancedmicrofoundry/posts/?feedView=all&viewAsMember=true

https://www.linkedin.com/search/results/all/?keywords=Advanced%20Micro%20Foundry&origin=GLOBAL_SEARCH_HEADER&sid=eRn

[walterc]

Why This Is Bullish for LWLG ( GROC)

LWLG Already Has an Active, Public Collaboration with AMF Partnership
Since May 2024, Lightwave Logic and AMF have been collaborating to integrate LWLG's electro-optic polymers into AMF's silicon photonics platform.Many of LWLG's world-record device results (sub-1-volt drive voltage, >200 GHz bandwidth, high reliability) were fabricated on AMF's 200mm wafers. As recently as November 4, 2025, LWLG's commercial pipeline update still referred to the ongoing AMF collaboration as active and important.? GF literally just bought the foundry where LWLG's polymer modulators are already proven at wafer scale.
Perfect Strategic Fit with GF's Stated Goals
GF's press release repeatedly emphasizes the need for faster, lower-power, more efficient optical engines for AI-scale data movement — exactly the pain point LWLG's Perkinamine polymers solve dramatically better than traditional silicon or thin-film lithium niobate modulators.
GF is highlighting co-packaged optics and 400 Gbps+ speeds as priorities. LWLG's polymer slot modulators are arguably the best-known path to make CPO practical (tiny footprint, ~0.5 V drive, almost no heat).
Market & Technology Validation on Steroids
A top-tier foundry spending real money to become #1 in silicon photonics confirms the exploding TAM that LWLG has been talking about for years.
GF now has even more incentive to offer customers the highest-performance modulator option available — and LWLG's drop-in polymer solution is already running on the platform they just acquired.
Potential Direct Path to Volume
GF inherits AMF's customer relationships, PDKs, and running polymer devices. This could dramatically shorten the timeline for a tier-1 foundry to qualify and license LWLG's materials.
GF has deep relationships with Nvidia, AMD, Cisco, Broadcom, etc. — all companies that will need next-gen optics.

Any Downsides?
The only theoretical negative some might raise is “GF will just develop everything in-house now.”
But pure-silicon modulators are fundamentally limited (high drive voltage ? high power/heat, slower speeds). GF's own roadmap presentations still show they rely on external modulator technologies in many cases, and polymers are widely viewed as the most promising hybrid approach. Acquiring AMF doesn't magically give GF a polymer — it gives them a platform that already works beautifully with LWLG's.
Bottom Line
This is one of the most bullish non-LWLG-specific news events possible. It validates the market, puts LWLG's technology literally inside a top-3 global foundry overnight, and aligns perfectly with the exact applications (AI/datacenter CPO) where polymers have the biggest advantage.
Long-term LWLG holders have been waiting for a major foundries to make big photonics moves — this is that move, and LWLG is already sitting at the table.
If you're holding LWLG, this is the kind of development that can turn years of “potential” into actual commercial traction.