Replies to post #231219 on Lightwave Logic Inc (LWLG)

[tkg]

$NVDA doesn’t buy directly from $TSEM but its ecosystem partners $AAOI, $MRVL, $AVGO, $COHR, $LITE rely on silicon photonics chips produced by Tower’s foundry.

AI capex flows downstream but the economic leverage often sits upstream in the photonics supply chain. https://t.co/fzsqQbQUc2 pic.twitter.com/yARFI6BcaA

— Yiannis Zourmpanos (@yianisz) March 13, 2026