Replies to post #229216 on Lightwave Logic Inc (LWLG)

[prototype_101]

KCC said, I saw something interesting on LinkedIn this morning. Applied Materials is the 2nd largest supplier to TSMC, only behind ASML for the EUV lithography machines. Applied Materials supplies process equipment for deposition, etching, and inspection.

I only bring this up because Robert Blum’s previous work before LWLG was being in charge of Applied Materials’ Photonics Product Line Management.

I’m not sure who LWLG’s second foundry is, but TSMC could be possible. Especially so considering its subsidiary that brings to market photonics technologies, VisEra, has a picture of an organic modulator on its website as “under development”.
https://www.viseratech.com/technology/technology-detail/Silicon-Photonics/

https://www.reddit.com/r/LWLG/comments/1qiyq2g/daily_trading_action_and_general_discussion/

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177203577

[Mr Stock pick]

Grok agrees:

Likely Identities of the Two Fortune Global 500 Companies
The partners are described as “very large companies” in photonics/AI ecosystems, with one leaning toward transceivers/pluggables (near-term revenue potential) and the other toward CPO (longer-term growth in integrated optics for AI chips). Official hints are sparse, but cross-referencing industry alignments, technical matches (e.g., polymer slot modulators, silicon photonics integration), and public speculations from investor forums yields these as the most probable:
1. Broadcom (for the Transceiver-Focused Partnership):
• Broadcom is a top-tier supplier of optical transceivers and silicon photonics components, with massive revenue in data center/AI networking (e.g., supplying to hyperscalers like Google and Amazon). They rank in the Fortune Global 500 (around #100-150 based on recent lists) and have been pushing 800G+ transceivers, which aligns perfectly with Lightwave’s Stage 3 focus on hyperscale PICs.
• Speculation basis: Investor discussions (e.g., on InvestorsHub) frequently list Broadcom as the #1 candidate for transceiver suppliers, noting their need for low-power, high-speed materials like Lightwave’s polymers to stay competitive in AI-driven demand. Their ecosystem involves PDKs and foundry integrations that match the described work.
2. TSMC (Taiwan Semiconductor Manufacturing Company, for the CPO-Focused Partnership):
• TSMC is the world’s leading semiconductor foundry, deeply involved in silicon photonics and CPO for AI chips (e.g., via their CoWoS packaging and partnerships with Nvidia/AMD). They consistently rank high in the Fortune Global 500 (#50-60 range) and have acquired subsidiaries like VisEra for optical sensing/backend manufacturing, which directly aligns with Lightwave’s polymer modulator architecture and “pluggable” references in PRs

[prototype_101]

Here is Jeunke's post where AI identified the LinkedIn post by Robert Blum of Yves/Blum trip to Taiwan, obviously to visit TSMC!!

Interesting .. High level delegation, CEO and VP Marketing and Sales in Taiwan.

This looks like Taiwan, specifically on a Taiwan High Speed Rail (THSR) train.

Why: the seat labels show Traditional Chinese characters—e.g., “?? / ?? / ??” (window/center/aisle)—alongside English, which is standard on THSR. The interior (teal patterned seats, 2+3 seating with white headrest covers, green safety placards) also matches THSR cars.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176650818

Here's the link to the photo of Yves & Blum on the Taiwan High Speed Rail enroute to TSMC of course!!

https://www.linkedin.com/posts/robertblum_computex-cioe-lwlg-activity-7368801079469211648-mmZs?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAM5EMwBudTIAes5_-mX6XEQVYMdF8Tfft8