Lightwave Logic Inc (LWLG) News

Optical PHYs facilitate 200G/lane speeds for AI clusters
March 25, 2025 by Majeed Ahmad

Semiconductor compute has grown drastically over the past 18 to 24 months amid the vast artificial intelligence (AI) infrastructure buildup. Nvidia and hyperscalers have made many announcements about migrating to GPUs with 200 Gbps per lane speeds. However, with computation moving to higher data rates, optical connectivity must also migrate to higher data rates.

But here comes the rub. While the rapid growth of AI workloads drives demand for increased bandwidth and interconnect density in AI clusters, optical interconnect power is a major factor limiting cluster scalability. Broadcom claims its new Sian3 and Sian2M PHY chips supporting 200 G/lane speeds offer greater levels of power efficiency and cost optimization for next-generation AI infrastructure.

Figure 1 Sian3 and Sian2M DSP PHYs enable module developers to rapidly address the growing demand for 200G optics in AI.

Optical connections can be short-reach or long-reach because sometimes AI clusters are in two different buildings. Natarajan Ramachandran, director of product line management for Broadcom’s Physical Layer Products Division, told EDN that Sian2M and Sian3 devices address these two scenarios, respectively.

Sian2M PHY chips

Ramachandran said that for shorter distances of less than 100 m, traditional optics, commonly termed multi-mode optics (MMF), is used. Here, vertical-cavity surface-emitting laser (VCSEL) technology has scaled very well so far. “However, in transition from 800 Gbps to 1.6 Tbps, VCSELs increasingly face physics limitations, making short-link bandwidths hugely constrained.”

Sian2M provides an optimized solution for 800G and 1.6T short-reach MMF links within AI clusters. It’s the first 200 G/lane DSP with integrated VCSEL drivers that enables low-power short-reach MMF links in AI clusters. “While industry watchers mostly believed that short link optics has reached a dead end, we are extending its life by at least one more generation,” Ramachandran said.

For longer distances of 2 Km to 3 Km operating across single-mode fiber (SMF) links, problems lie in power consumption. At 800 Gbps, power consumption was 15-16 W; but when you go to 1.6 Tbps, you don’t want to double the power usage. Enter Sian3 PHY chip.

Figure 2 Sian3 and Sian2M DSPs optimize power across single-mode fiber (SMF) and short-reach multi-mode fiber (MMF) links in 800G and 1.6T optical transceiver applications.

Sian3 PHY chips

At GTC 2025, held in San Jose, California, from 17 to 21 March, Nvidia’s chief Jensen Huang stressed the need for picojoule per bit to come down. That’s where Sian3 comes in, said Ramachandran. “We achieved 28 W with Sian2 while competition is roughly at 32 W,” he added. “With Sian3, a follow-on to Sian2, the transition from 5 nm to 3nm node results in 5-W savings, bringing power consumption down to 23 W.”

“So, we are getting close to what we’ve been consuming at 800 Gbps while moving to 1.6 Tbps speeds,” Ramachandran said. “And picojoule per bit is also showing a nice downward trend.” He also stated Broadcom’s aim to lower power consumption numbers, eventually reaching less than 20 W.

But is the cost also going down? Besides picojoule per bit, what about dollar per bit? Ramachandran said that with the transition from 5-nm to 3-nm process node, the die size also shrinks a lot, which significantly impacts the cost.

Broadcom is sampling Sian3 and Sian2M chips to early access customers and partners; Sian3 production is ramping up in the third quarter of 2025. Broadcom will demonstrate Sian chips and 200G VCSEL operating inside 1.6T optical modules at OFC in San Francisco, California, to be held on 1-3 April 2025.

https://www.edn.com/optical-phy-facilitates-200g-lane-speeds-for-ai-clusters/

The situation is that Polariton of Switzerland is claiming they will be FIRST TO MARKET with a 400gbps - per lane transceiver made possible by the integration of LWLG polymers.

Can they do it?
I f…ing hope so!

I like the confidence, especially when the future total market is huge, and shares cost $1.

That Dutch at the end of the interview was for the next guest (company) that SafeCapital was interviewing after Lightwave Logic's CEO.

Shorts, to longs.
Good trend.

So who sold???

Institutions who follow the index are forced to buy when the company dilutes its shares via LPC to maintain the weighting of the index.

Nothing more, nothing less.

Haven’t you figured out why it’s stuck at roughly 27%?

Low information investors typically get fleeced like those in this stock. Don’t be a low info loser like those who have been holding this for over 2 decades with nothing to show.

#scam

Institutions are still acquiring in 4th Qtr.

Bank of New York Mellon Corp boosted its holdings in Lightwave Logic, Inc. (NASDAQ:LWLG – Free Report) by 21.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 424,867 shares of the company’s stock after purchasing an additional 74,954 shares during the period. Bank of New York Mellon Corp owned approximately 0.35% of Lightwave Logic worth $892,000 at the end of the most recent reporting period.
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Other institutional investors and hedge funds have also recently modified their holdings of the company. Geode Capital Management LLC raised its holdings in Lightwave Logic by 1.3% during the 3rd quarter. Geode Capital Management LLC now owns 2,837,589 shares of the company’s stock valued at $7,833,000 after buying an additional 37,169 shares during the last quarter. State Street Corp increased its position in shares of Lightwave Logic by 2.6% in the third quarter. State Street Corp now owns 2,683,519 shares of the company’s stock valued at $7,407,000 after acquiring an additional 68,056 shares during the period. Charles Schwab Investment Management Inc. raised its stake in shares of Lightwave Logic by 9.6% during the third quarter. Charles Schwab Investment Management Inc. now owns 1,031,361 shares.

Maybe we see the future, why do you worry? Just focus on the future.

We are fine, look at exceeding  by 100 times the compute that was predicted just last year.   Tis a big deal.

X dang these retaining wall blocks are heavy. I'm focused on tomorrow, not last week.

You could ask them if anything promising has happened yet with the talks they are having. Anyway, enough from me.

Maybe you guys will luck out and for some reason the share price will go above what you paid for the stock. Maybe the Perk dream will become a reality somehow. But objectively, the situation doesn't look good. I would be asking management to detail their plans for the success of the company if they haven't already. But if I were a shareholder, I wouldn't just sit back and watch.

These sound like monumental challenges to overcome. I wonder how management would address these concerns. This is very true -

Remember, just because R&D experiments work in the lab in one off devices, doesn't make it commercially viable.

Again, I'm just trying to be realistic. It's not a good idea to bury your head in the sand and think everything's going to be OK.

Nvidia's Hopper chips are already outdated due to the new Blackwell chips vastly outperforming them. Technology is advancing at a more rapid pace than ever before.

Been here over 20 years, that is a first and I've offered to pay for it, the answer was always,  not ready yet X.  Kinda cool.
X. Thanks.

I just bought a watch wider for my wife's rolex's.  Haven't nailed the setting yet, some run faster than others, especially when nobody is around so I do them by hand, lol. The lights are crazy, cool, but who cares, that is one thing that we don't talk about in a public setting. It is not like a new leaf blower.

Don't let them get to you.

Thanks,
Real people doing real things, that is all that matters.   Message boards are becoming like the old house phones.  Useless nonsense junk rubbish.

Lwlg should update their corporate video on the website. It still shows lebby. Thats really bad.

An insult from a petit belge.

Does that ruin my day? Nope

What are you bringing here except BS? Get out of your basement and get a life man.

Whats lwlg going to show, a few bottles with different colered perk? Lol

Plasmonic modulators might become commercially viable at scale within the next 5-10 years. Vaporwave can't make it that far without HEAVY dilution. The best thing that could happen here is a buyout from a large deep pocket player who can support the mission for another decade in the hopes of commercializing the technology.

Polariton is NOTHING to get excited about at this point.

There are several key challenges in scaling up plasmonic modulators for commercial viability:

1. Optical attenuation: Plasmonic geometries suffer from fundamental optical attenuation due to Ohmic losses of electrons in the metal, which limits their performance and efficiency.

2. Thermal effects: Managing thermal effects in plasmonic systems is a major challenge, as they can impact the performance and reliability of the devices.

3. Integration with existing systems: There is a need to improve the integration of plasmonic components with current photonic and electronic systems, particularly due to the size mismatch between micrometer-scale photonic components and nanometer-scale electronic components.

4. Manufacturing and process variation: Plasmonic devices are susceptible to manufacturing-induced variability, which can affect their performance and require additional tuning mechanisms.

5. Energy efficiency: While plasmonic modulators offer potential for energy-efficient high-speed modulation, further improvements are needed to compete with other technologies.

6. Long-term reliability: Ensuring the long-term reliability of plasmonic modulators, especially in harsh environments or at cryogenic temperatures, remains a challenge.

7. Cost-effective manufacturing: Scaling up production while maintaining performance and cost-effectiveness is a significant hurdle for commercial viability.

8. Bandwidth limitations: Balancing the trade-off between high bandwidth and other performance factors, such as Q-factor and temperature sensitivity, is an ongoing challenge.

Addressing these challenges will be crucial for the widespread adoption and commercial scaling of plasmonic modulators in various applications, including high-speed data transmission and quantum computing.

Remember, just because R&D experiments work in the lab in one off devices, doesn't make it commercially viable. Don't be fooled by fancy PR's of those talking their own book and posturing for further research dollars.

#scam

There is a brand new EUV lithography machine being tested, with 3 different technologies different from ASML’s, to make high end chips. The machine itself costs only 1/3 of the current price, but would also make those chips cheaper.

YouTube news warned if the machine could successfully mass produce high end chips. Rumor said it secretly went through test run once.

Exactly. They refuse to see through all the lies they've been sold over the years. Meanwhile they keep funding the paychecks of the BOD.

Vaporware

Lightwave Logic is #6576 (lower left) on the following map for the upoming OFC March 30th:

https://ofc25.mapyourshow.com/8_0/floorplan/index.cfm;jsessionid=FA4630E88787A5E6AE266500C5C3F023.vts

You are a child and are salty that I banned on you the LWLG subreddit. You jerk off in the Rolex sub and WOW you made $10k in one month once because you are a "pilot". Probably a 45 year old Cessna that is on the verge of engine failure. I bet you lie through your crooked teeth at the bars. Probably wear a fake Rolex, too. Actually no, vintage because no AD would sell a new one to you. 1969 Datejust. I found one of those on the beach once. I left it there.

Misinformed? No. Mislead like everyone else? Yes. Wrong? Please show me where I specifically have been wrong? I'm not saying I haven't been wrong, but I very rarely make predictions that could be right or wrong. Otherwise, my goal is to help others understand the market and the technology. It's not my job though.

I still own plenty of shares here.

Where are these circuits and world record modulators?
They have always put out these press releases with zero follow ups on progress.
Still no update on our first commercial deal almost 3 years ago.

What about T .Rowe Price?

LWLG is the girl with kaleidoscope eyes.

Longs are in love with the girl with kaleidoscope eyes.

Lucy in the Sky with Diamonds.

Only four hours old and Mr. LeMaitre has given it a "like" and posted it on his LinkedIn:

https://www.linkedin.com/in/yves-lemaitre-33711a1/

https://www.linkedin.com/feed/update/urn:li:activity:7310737384369790976/

Did you understand what I posted?

>> False Signals: Like any technical indicator, positive divergence can sometimes generate false signals. The price might continue to fall even after a bullish divergence appears.

I guess you are not aware of what’s going on chip war. NVIDIA or ASML could lose their monopoly markets shares as their products are too expensive.

Look at DeepSeek impacts worldwide since it came out in January 2025. We don’t feel it in America though.

In some ways both companies felt the heats already.

So who was selling??

KCC has been wrong and misinformed for years now. He sold at much higher levels though so no skin in the game. Why you think his opinion / view is relevant is a mystery to me.

We are honored having made it to the cover of Optica magazine. 📔

https://www.linkedin.com/posts/polariton-technologies_ief-polaritonbabies-fastermodulators-activity-7310676770070974465-8z87?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAGiyWEBigwz9rXYefsxXtXi2TW0Grmsk1U

OPTICA March 2025, Volume 12, Issue 3, celebrates plasmonics and its unique potential to revolutionize silicon photonics and its high-speed applications. Earlier this month https://lnkd.in/eVzPhhD2 we did announced how plasmonics addresses the data center bandwidth requirements of today and the next decade. In this sense we are at the forefront of the market, addressing a clearly identified need for a long period of time.

Read the story behind the artwork and find the article here
https://lnkd.in/ekdCgSQW

Kuddos to Johannes Grewer for the artwork, Yannik Horst , Juerg Leuthold, and the hashtag#IEF team for the achievement, and no less than 4 Polaritons in the author list. Special kuddos to Cleo hashtag#polaritonbabies.

Would you like to meet Polariton at OFC Conference booth 4042 https://lnkd.in/eMhDvGYf?

Polariton has been pushing out news going into OFC

Plasmonic Modulators Can Break the Wireless Terahertz Barrier. The tech could find a home in 6G networks and AI data centers

https://spectrum.ieee.org/terahertz-waves-2671362433

Modern telecommunications infrastructure relies on a broad range of technologies. But ironically, some of these technologies can’t readily communicate with each other.

The electrical signals used for wireless communications, for example, can’t just be shoved into the fiber-optic infrastructure that forms the backbone of modern networks. Instead, they must be first converted to light (and then back again). This important task is performed by a network component called an electro-optic (EO) modulator.

“All information that you have is in the electrical world, but once it leaves your house, it goes into fiber. So, you need components that can encode from the electrical to the optical world signals at enormous speed. That’s where the modulator comes in,” says Juerg Leuthold, the head of the Department of Information Technology and Electrical Engineering at ETH Zurich, the Swiss Federal Institute of Technology of Zurich.

Telecommunications providers hope that next-generation 6G networks will deliver wireless speeds up to a terabit per second, and possibly beyond. However, these fast wireless networks still need to connect with wired fiber-optic infrastructure. That means electro-optic modulators need an upgrade—or else they risk becoming a bottleneck.
Plasmonic EO Modulator Breakthrough

Leuthold is coauthor of a paper recently published by researchers at ETH Zurich and Polariton Technologies in Switzerland that demonstrated a plasmonic EO modulator capable of frequencies up to 1.14 terahertz. It also provided 3-decibel EO bandwidth at a frequency of 997 gigahertz. Put more simply, the modulator can process signals up to nearly a terahertz before significant signal degradation occurs.

That’s a big leap from the modulators commonly in use today. Most are based on materials like lithium niobate (LiNbO3), indium gallium arsenide (InGaAs) and, more recently, silicon. Modulators using these materials typically have a frequency response that degrades when frequencies reach 60 to 100 GHz. The plasmonic EO modulator achieved a roughly tenfold improvement.

As you might expect, a plasmonic EO modulator works a bit differently from its predecessors.

Conventional modulators often rely on the Pockels effect, which describes how an applied electric field can change the refractive index of a nonlinear crystal material. The changes in the refractive index alter the light that passes through the material, making it possible to write an electrical signal into an optical signal.

Plasmonic modulators still use the Pockels effect, but the light directed into the modulator is transformed. “We take the photons, a red photon, convert it into a plasmon, and the plasmon propagates along the surface of a metal,” explains Leuthold.

Plasmons are the quanta of electron oscillations in a metal, and they have useful properties. When coupled with electromagnetic fields, they form surface plasmons that can concentrate energy into volumes smaller than the wavelength of light. These plasmonic waves propagate across metal structures.

A plasmonic modulator takes advantage of this by cutting tiny slots just 100 nanometers wide into gold. The slots are filled with an organic electro-optic material, which can change the refractive index of the light. Within these slots, the optical signal (carried by plasmons) and electrical signal interact, writing the electrical signal into the optical signal.

Because the slots are so small, the electrical field is enhanced by up to 35,000 times. That allows a far stronger interaction between the electrical and optical signals.
Commercializing Plasmonic Modulators

The demonstration of a plasmonic EO modulator that achieves frequencies up to 1 THz is the latest in a decade-long string of plasmonic modulator innovations out of ETH Zurich.

ETH Zurich researchers, including Leuthold, published a paper on the use of plasmons for electrical to optical conversation in 2015 and, at the time, predicted it could allow frequencies up to 1 THz. They’ve now shown that possibility to be a reality.

Plasmonic modulators are being commercialized by Polariton. Spun out of ETH Zurich in 2019, Polariton was cofounded by three former Ph.D. students who contributed to prior research: Wolfgang Heni, Benedikt Baeuerle, and Claudia Hoessbacher.

Polariton currently offers silicon and plasmonic EO modulators capable of up to 145 GHz. Baeuerle says the company has “engineering samples available in small quantities” capable of up to 1 THz.

Modulators like this will be required if next-generation 6G telecommunications networks hope to live up to lofty promises.

While no standards have been set for 6G networks, they’re expected to use terahertz frequencies to deliver data rates that may soar beyond one terabit. Traditional EO modulators (which, as mentioned, top off around 100 GHz) would become a pinch point if these high-speed networks were put into practice.

The technology also has a place in AI data centers. Data centers built for AI typically have clusters of GPUs connected by an internal fiber-optic network. And, just like any other fiber-optic network, an electro-optical modulator is required to convert electrical signals to light (or back). Polariton produces both modulators and transceivers (which convert signals in both directions).

“Our electro-opticmodulator is a solution for the next generation of transceivers for data centers and AI cluster that require high-speed and compact integration,” says Baeuerle. He notes that high-speed transceivers, including “next-generation” 3.2T (terabits per second) transceivers, will push electro-optical bandwidth to new heights.

Data rates this high might seem outlandish, and to be clear, 6G continues to face significant hurdles. Even so, advancements like plasmonic EO modulators and transceivers set the foundations required for faster, more reliable telecommunications.

“We are prepared for the next generation in the wireless world,” says Leuthold.

Bank of New York Mellon Corp Acquires 74,954 Shares of Lightwave Logic, Inc. (NASDAQ:LWLG)

Bank of New York Mellon Corp boosted its holdings in Lightwave Logic, Inc. (NASDAQ:LWLG – Free Report) by 21.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 424,867 shares of the company’s stock after purchasing an additional 74,954 shares during the period. Bank of New York Mellon Corp owned approximately 0.35% of Lightwave Logic worth $892,000 at the end of the most recent reporting period.
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Other institutional investors and hedge funds have also recently modified their holdings of the company. Geode Capital Management LLC raised its holdings in Lightwave Logic by 1.3% during the 3rd quarter. Geode Capital Management LLC now owns 2,837,589 shares of the company’s stock valued at $7,833,000 after buying an additional 37,169 shares during the last quarter. State Street Corp increased its position in shares of Lightwave Logic by 2.6% in the third quarter. State Street Corp now owns 2,683,519 shares of the company’s stock valued at $7,407,000 after acquiring an additional 68,056 shares during the period. Charles Schwab Investment Management Inc. raised its stake in shares of Lightwave Logic by 9.6% during the third quarter. Charles Schwab Investment Management Inc. now owns 1,031,361 shares of the company’s stock valued at $2,847,000 after acquiring an additional 90,609 shares during the last quarter. UMB Bank n.a. boosted its holdings in shares of Lightwave Logic by 4.8% during the fourth quarter. UMB Bank n.a. now owns 347,092 shares of the company’s stock worth $729,000 after purchasing an additional 16,000 shares during the period. Finally, Barclays PLC boosted its holdings in shares of Lightwave Logic by 283.9% during the third quarter. Barclays PLC now owns 211,403 shares of the company’s stock worth $584,000 after purchasing an additional 156,333 shares during the period. 27.04% of the stock is owned by institutional investors.

https://www.defenseworld.net/2025/03/26/bank-of-new-york-mellon-corp-acquires-74954-shares-of-lightwave-logic-inc-nasdaqlwlg.html

ADJUSTMENT POSITIVE DIVERGENCE : Mr ombowstring, I expected you to check your insinuation first!!
There is currently divergence on the weekly (also lower timeframes) chart..... At the end of 2021, there was a negative divergence between price and "VARIOUS" indicators, but now there is a positive divergence between price and "VARIOUS" indicators!
Divergence means that there will be a trend reversal!

No one cares.

Can't believe NVDA is worrying about being caught. They should brag about using us to be faster, smaller, and save electricity.

Nothingness until the Shareholder Meeting where you are presented with a ballot to vote for increased options and RSU awards for the Board and nothing else lol

"They started off as a chemical and materials company with proprietary polymers for silicon hybrid solutions..."and created world record breaking photonic integrated circuits.

Keep buying guys. The Lwlg team needs you to do it now more than ever. JM needs his Florida home furnished and hurricane-proofed. Y needs more crepes and baguettes. (I assume he's another Remote CEO hardly ever in Colorado?). The narcissistic X needs you to just believe with your whole ❤️. He strives to be the reincarnated David Koresh, but has only achieved Marshall Applewhite status so far.

Yes, but those heaters are monolithically integrated at the wafer level making fabrication a one step process. You can't say that for EOP and it's Achilles heal, a complex multi-step process and time consuming integration process.

The difference is one is commercially viable and the other is not.



#scam

Lightwave transcript 3/13/25 Shareholder call with highlights compliments of Lewrock

https://www.dropbox.com/scl/fi/dzsc7lf2o6ut4umlcjz3i/2025-031-3-LWLG-Special-update-call-transcript.docx?rlkey=t77xdl8ww9a19tmhj7vvx7wdt&dl=0

Intel/Ayars were/are using individual heater IC's to control the fluctuations in temperature of the MRR's, and the smallest variations cause problems in the MRR's proper operation, so presumably they have these heater IC's doing adequately well, but investors know that LWLG Polymers can greatly reduce if not eliminate the need for these heater IC's for every MRR, so LWLG improves performance, while also of course increasing the speed of these MRR's, the latest proof is with Polariton using the "off the shelf" (generic) MRR's reported just recently

Alice in Wonderland is not a reality on this earth.
Snow White neither 🤣

KCC, I haven’t done much research into MRR’s like what Nvidia recently announced(200G/l). What do you predict the ceiling on their performance is?

Bought 1000 shares @ $1.04

That's just a hypothesis. You don't know for a fact that the Perk will become "UBIQUITOUS"!!

Hypotheses are not the same as reality.
Theoreticals are not the same as reality.
Fantasies are not the same as reality.

"Picture yourself in a boat on a river with tangerine trees and marmalade skies." That is not a reality on this earth.
Alice in Wonderland is not a reality on this earth.

Get real answers from management. You should have plenty of good questions now. And I'm not going to help you with that.

Well?? Come on, rikkie, you can do it!!

What is positive divergence in technical analysis and is it a reliable indicator?

https://gemini.google.com/app/48267711dd5515d3

Positive divergence in technical analysis occurs when the price of an asset makes lower lows, but a technical indicator (like RSI, MACD, or Stochastics) makes higher lows. This suggests that the selling pressure is weakening, and there's a potential for an upward price reversal. It's often seen as a bullish signal.  

Here's a breakdown:

Price Action: The price of the asset is trending downwards, forming a series of lower lows.

Indicator: A chosen technical indicator shows increasing momentum, forming higher lows despite the falling price. This indicates that the downward trend might be losing strength, and buyers could be stepping in.
Is it a reliable indicator?

Positive divergence can be a valuable tool for traders, but it's not a completely reliable indicator on its own. Like any technical analysis tool, it's most effective when used in conjunction with other forms of analysis and confirmation signals.  

Factors to consider regarding its reliability:

Confirmation: It's often best to wait for confirmation of the potential reversal before taking a trade. This could come in the form of a bullish candlestick pattern, a break above a trendline, or an increase in volume.
Timeframe: The significance of divergence can vary depending on the timeframe being analyzed. Divergence on longer timeframes (e.g., daily or weekly charts) is generally considered more significant than divergence on shorter timeframes (e.g., hourly charts).  
Indicator Choice: Different indicators may provide different signals. Some traders prefer certain indicators for identifying divergence over others.  
Market Conditions: Divergence signals may be less reliable in highly volatile or sideways markets.  
False Signals: Like any technical indicator, positive divergence can sometimes generate false signals. The price might continue to fall even after a bullish divergence appears.  
In summary:

Positive divergence is a potentially bullish signal indicating a weakening downtrend. While it can be a useful tool for identifying potential buying opportunities, it should be used with caution and in conjunction with other technical analysis methods to increase the probability of a successful trade. No single indicator should be relied upon exclusively for trading decisions.

They started off as a chemical and material company with proprietary polymers for silicon hybrid solutions then moved to devices now back to chemical and material.

WASH RINSE REPEAT

You are right. LWLG needs to get involved in the design phase, outside looking in doesn’t help.

I ran into terminology “CPO” for about two years now, I kept looking for LWLG involved or not?