Replies to post #225912 on Lightwave Logic Inc (LWLG)

[tkg]

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.

I really like this reference: " LWLG's drop-in polymer solution"

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.