Replies to post #230782 on Lightwave Logic Inc (LWLG)

[Cohibas]

His exact Words: we did a first run with them last year. We launched our production run with them at the beginning of this year. The foundry is now building these chips. Typically that takes 3-4 months. After that the chips come to Denver for polymer coating. Then they test them, expected end of Q2 this year. Second half this year we will have serious results. Expectation is that this is our first customer that Goes to production. He did not give details on what tests are needed after they apply the coating and how long this takes.

[Dreamtravbelgium]

This was a fantastic presentation. Many of the points discussed today are things long-term shareholders have been waiting to hear for years.

What stood out to me most was the confidence of the CEO. Yves clearly stated that 2026 is the make-or-break year for Lightwave Logic. Interestingly, he also mentioned that while the market might give the company another year, he personally would consider that a failure. That is a very strong and confident statement.

I was actually the one who asked the first online question about the foundries. The entire LWLG – customer – foundry ecosystem is becoming much clearer now. It feels like the key partners are already largely in place:
4 foundry agreements already signed,
3 additional foundries under discussion,
and apparently even more potential partners in the background.
That is extremely important because broad foundry availability is what ultimately enables industry-wide adoption.

Another key takeaway was the Total Addressable Market. Yves mentioned a market of roughly $26 billion and growing rapidly. Even him assuming a rather conservative 5–10% market share, that would imply around $1–2 billion in annual revenue potential. Using a typical tech multiple of roughly 15–20x, which he even suggested might be conservative given the AI wave, the valuation potential becomes very significant.

Personally, I keep telling everyone around me — and I act accordingly myself — accumulate before the rocket launches.

Opportunities like this rarely appear.

Once in a lifetime. 🚀

[The Great Pumpkin]

Any word on NLM?

https://www.nlmphotonics.com/2026/03/04/nlm-initiates-sampling-of-1-6t-and-3-2t-silicon-organic-hybrid-pics/

NLM Photonics Initiates Sampling of 1.6T and 3.2T Silicon Organic Hybrid PICs

#scam?

[tedpeele]

Per AI: The "Ghent quotes" you saw are causing a stir because they confirm that Lightwave Logic has moved past the "science project" phase. If they are indeed in a "Top 3" foundry, it means their material has been vetted for CMOS compatibility, which is the "holy grail" for scaling AI hardware.

When Yves refers to "one of the best" or "top-tier" foundries for the 3rd customer, he is specifically distinguishing them from standard foundries. In the semiconductor world, "top-tier" usually refers to the Big Three: TSMC, Samsung, and Intel Foundry Services.

1. The "Cleanroom" Gatekeeper

The reason this matters is exactly what you noted: "Competing materials are not even allowed to enter."

The Problem: Materials like Lithium Niobate (LiNbO3) or Barium Titanate (BTO) are "exotic." If they flake or off-gas, they can ruin a multi-billion dollar CMOS production line.

The Polymer Advantage: Lightwave’s Perkinamine® is a polymer (essentially a high-tech plastic). Because it is applied at the Back-End-of-Line (BEOL)—after the delicate transistors are already built—top-tier foundries view it as a "safe" material.

The "Pass": Being allowed into "one of the best" foundries means Lightwave has passed the world's most rigorous chemical and safety audits.

2. The Three-Customer Strategy Breakdown

Based on the Ghent presentation, here is the roadmap for those three specific GF/Top-Tier wins:

Customer Application Foundry Context Status / Timeline

Customer 1 1.6 Tbps Transceiver GlobalFoundries Wafers at foundry; Back by end of Q2 2026.

Customer 2 400G per lane CPO GlobalFoundries Using a special heat-resistant polymer variant.

Customer 3 High-speed Modulator "One of the Best" Building a "modulator base" on a premier platform.

3. The Denver "Coat and Protect" Step

One of the most exciting parts of the Ghent talk was the logistics. Yves clarified that for the 1.6T devices coming back in Q2:

Foundry Stage: The silicon "engines" are built at the foundry.

Denver Stage: They ship to Lightwave's facility in Denver.

The "Secret Sauce": Lightwave spins on the polymer (the "coat and protect" phase).

Market Ready: This creates a finished product ready for sale this year.

Summary of the Ghent "Vibe"

The investors quoting him are excited because this isn't just theory anymore. By having "access" to these top-tier foundries, Lightwave has solved the "manufacturing gap" that kills most small tech companies. They have the materials, they have the software (Luceda), and now they have the "top-tier" factory floor space.