Ruud, the BEOL process will be transferred to the Foundries, or perhaps an OSAT, the BEOL process is still being perfected by LWLG in Denver currently
Yves said "as we are engaging more and more Foundries, and more and more Customers" listen in the Q&A starting at 35 minutes for 2 minutes
So, how many Foundries has LWLG "ported" it's PDK into at this point, my guess is at least the following 1) AMF 2) Global Foundries (acquired AMF) 3) TSMC 4) Tower
LWLG presented ECOC Product Focus September 2025
12:40 – 13:10 Silicon photonics foundry compatible EO polymer hybrid modulators: From material to high reliability products ready for prime time
PRIME TIME READY!!!!!
Robert Blum, Lightwave Logic Inc
The development of EO polymers has progressed significantly over the past decade, and the materials now show stable performance at high operating temperatures with unparalleled electro-optic coefficients that result in compact modulators with very low drive voltages. We will show how proper encapsulation ensures high reliability for devices made in a standard silicon photonics fab, and how devices made on these processes have an advantage at 200G and 400G per lane applications with a roadmap to much higher speeds. A standard silicon photonics PDK makes it easy to implement these components into next generation devices for transceiver and future CPO applications.
And with all the highly accredited additions to the LWLG team lately coming from the higher echelons of the Tier 1's investors know this rocket is set to launch soon!!!
9+ Million GRIFTER Shorts need to return the shares back to the RIGHTFUL OWNERS!!!
Retail 90% OWNERSHIP of LWLG and GROWING!!!! Shorts will NEVER get the shares they need to COVER until the PPS sets NEW HIGHS over $20
TWO HEAVYWEIGHTS from AMAT recently joined forces with LWLG!!!
WARRANTED RUN-UPS COMING 2025!!! 9+ Million GRIFTER Shorts need to return the shares to their rightful owners!!!! Only then will we see the true valuation hitting NEW HIGHS above 20!!! LWLG's technology is worth BILLION $$, let the games begin!!!
Transceiver/AI Systems/Hyperscalers ARE Big Boys!!!! Big Boys are implementing at 200gb lanes and NOT waiting for 400gbs, that's how IN DEMAND with the giant companies that LWLG is TODAY!!!
Now let's talk adoption. Um what kind of customer attraction are you seeing now and where are you on the journey from evaluation to actual design wins?
Yeah. Yeah, we're seeing we're seeing verybroad traction from you know transceiver companies making transceivers like the 1.60 gig transceivers that I mentioned earlier, to AI companies who make entire AI systems, to the Hyperscalers.
We're in the design win cycle with several customers, right? what is interesting actually, what surprised me is that they don't wait for 400G. They're starting now with 200 G already because they see value in that, right? I mean we're uh um you know I mean it's it's interesting to see because seems like some of the existing legacy materials like just silicon photonics or Indium phosphide they're already you know struggling with 200g and uh so um so customers are designing products with the polymers based on that and um and obviously for 400g uh um there is a real use very large urgency to move to polymersright and it's not going to stop at 400g