Obviously, just speculation at this point, but Lightwave Logic’s technology is relevant to the same optical interconnect problem that NVIDIA + Coherent are addressing: speed, power, and integration with silicon photonics. Lightwave has multiple public partnerships focused on polymer-based modulator integration for datacenter/AI networking markets, which theoretically could be used in co-packaged optics.
Companies like Lightwave Logic often enter non-disclosure agreements with large partners early in evaluation/development phases, so involvement may be ongoing but confidential. In fact, Lightwave Logic says it has NDAs with tier-1 companies to evaluate its EO polymers for data center devices.
How incredibly exciting will it be once we get confirmation of some of your Tier I Global Fortune 500 partners?
Bullish