pitcook
2 hours ago
p-pe #1 actually posted- - -
These Tier 1's are DEFINITELY interested in LWLG's game changing technology!!! Lebby was right all along that LWLG's technology will become UBIQUITOUS just like OLED's!!!!
Nvidia TSMC AMAT INTC
upcoming Tier 1 deals soon, frankly it's likely Nvidia and TSMC in the works, why else would LWLG be establishing a Sales and Distribution arm in Asia currently!!.🤣🤣🤣🤣😅🤣🤣🤣
What incorrect pathetic hyping basis were you using as facts when you predicted 8,624 times over the last 10 years that the material was 100% finished (which even the lying CEO said more than 8 years after you said it was, that your knowledge was basically clueless) and that 3,600 days ago, and daily for at least 6 years, that any day we were getting a signed major financial DEAL!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!.
Many here want to know if you are just 1,000,000% clueless about the GOO, or just a fake paid hyper? There really are no other options.
If there is please explain why a broken clock has been more correct in 12 hours than you have been in 89,800 hours?
Anyone who doesn't agree with this is a member of p-pe #1 mob/cult.
When is the next conference for our Mgt. team to educate all of the major tech companies, that they will need a faster chip, that uses less power?
x993231
3 hours ago
So if I were wrong 1 million times at one time I would have been up $15 to $20 for each time, I gave away about half of that, I should have sold all but I'm still up $5 for each time. Much of that is in da bank
X Lol. Not bad for someone that has been so wrong. I guess you were trying to make me feel bad, but, um, not so much.
rikkie
5 hours ago
- If there aren't any deals yet, except for Polariton and AMF, how can you evaluate this company? This can only be based on their product and patents, which, in my opinion, are top-notch. These are proven facts, but calculating revenue without deals is impossible!
x993231
6 hours ago
How will the industry value technology that triples the speed of Silicon Photonics is indeed anybody's guess. (until 2 days ago rhe industry always doubted that LWLG could deliver stability, while removing the need for gold box protection.
So What is the value to a company like NVDA controlling who can use it?
What is the value in the
medical sensing,
Military,
Areospace industry,
what is the value just in automotive lidar.
We on this chat board are only focused on a single use, modulating on a silicon chip, basically converting electrons rolling out of a GPU in an AI factory to photons and sending it down the fiber.
There are so many uses and advantages that there is no answer to the price. Just look at the power savings,
look at the driverless advantages,
look at the heat savings,
look at the size advantage
And what new devices (that have not even been imagined) can be created.
Nothing out there can extrapolate the value of something expanding Silicon Photonics by generations.
So, we have foundries to produce it,
proven stability,
New superstar Sales dude of dudes,
ability to produce the chemicals mechanically (not manually in the lab under the hood) compatibility most materials being considered today.
Ok I'll stop rambling. Imo there are 2 other announcements in the pipeline, not sure of the timing. Been a long road, I think that I bought the first shares to be sold oh so many years ago. That is the definition of 'long'.
I'm not sure how this post turned out, I can not edit it without sending it out first, then jumping to the desktop version.
Think of Perkinamine as Teflon and the many, many unrelated uses that it has today that we're not envisioned when it was created. Oh by the way we have the prior head of Duponts Teflon on the board of directors at Lightwave. I had a brief conversation with him at the SHM,,,, Back in the day he also had to convince the automotive industry that high temperature Polymers had a place on the combustion motor. Pop your hood and count the plastic components today.
rikkie
6 hours ago
Over the years, they've steadily improved their polymer, and after their recent breakthrough, I have no doubt they have a top-notch product. If you can suggest a better polymer, I'll be grateful. Since the future lies in the photonics sector, and polymers are an undeniable fact this industry can't ignore, I'm convinced deals will materialize in the near future. When you see how other companies in the sector with debt are valued, I'll quickly make my decision. Tell me how many companies WITHOUT debt and with the best product on the market are valued lower than LWLG! You can say what you want, and future earnings can't be determined yet, but the risk-return ratio is enormous with this company, and you still have the option of selling all your shares, but you won't get a single one from me, I'm sure of that!
prototype_101
7 hours ago
These Tier 1's are DEFINITELY interested in LWLG's game changing technology!!! Lebby was right all along that LWLG's technology will become UBIQUITOUS just like OLED's!!!!
Nvidia
TSMC
AMAT
INTC
upcoming Tier 1 deals soon, frankly it's likely Nvidia and TSMC in the works, why else would LWLG be establishing a Sales and Distribution arm in Asia currently!!
Is LWLG working with TSMC/Nvidia on their Next-gen technology project in Taiwan? the following are reasons why this may quite likely be the case!!
- Yves recent Asia trip included a stop in Taiwan coincident with recent collaborations of TSMC and Nvidia
- Yves spending the first 5-10 minutes of the 2025 ASM on Nvidia's new strategy, you can watch the 2025 ASM replay here
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176203906
- Tom saying LWLG is now Establishing Sales and Distribution channels in Asia, why would this be being done now if there was not a need for it developing for LWLG's technology in Asia currently
- Eoptolink and Foxconn added to Yves 2025 ASM presentation after his recent trip to Taiwan, obviously one would assume he met with TSMC
https://irp.cdn-website.com/a5f8ef96/files/uploaded/2025_ASM_Presentation_-_FINAL-40e13d6a.pdf
- SemiVision articles tagging LWLG along with TSMC and Nvidia
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176198177
-Nvidia in GTC 2025 Keynote disclosing they will be using MRR's in their next-generation technology, and it has been proven that LWLG's technology is the solution to the issues that silicon MRR's have with temperature sensitivity that require individual temperature IC's for each and every MRR!!! read all about it in this post of mine
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176202947
- Nvidia Patents including Polymers as materials being used
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176159796
- the Lebby exchange with Nvidia VP of R&D who commented directly back to Lebby "some startups are clinging too tightly to their IP" Note: perhaps this is the actual reason Lebby was replaced by Yves, Lebby likely was being too controlling in relationship developing the devices in-house where the recent LWLG shift in business strategy in now allowing the Customer to control the device developments with LWLG technical support and PDK's available to them as needed
- 2024 ASM slides 13 and 14 including the quote from Nvidia executive
----- Quote from Slide 13 >> “in many ways polymers will be an ideal enabler of the growth expected in Infiniband usage”
----- Infiniband is a key enabler for NVIDIA à higher speeds are required now
----- Slide 14 showing the Infiniband Roadmap showing how LWLG would be able to enable with their Polymers
- Jim's 2024 ASM comment regarding working with Nvidia
- Yves LeMaitre asked $LWLG shareholders to do some homework and watch the GTC 2025 hardware presentation of Jensen Huang on copacked optics. Because presentations can be long, Steve Schiets made an AI podcast with NotebookLM. Great listen, imo.
https://www.linkedin.com/posts/steve-schiets-1016aa21_ai-photonics-cpo-activity-7329210816216403968-StF4/
Marco commented, This podcast summary of what came out of Jensen"s Huang's talk on co-packaged optics is absolutely great! It pieces together what Nvidia wants and sees the industry moving towards while pointing out the things that will allow LWLG's polymers to meet the checklist of requirements without each company talking about the other. A match made in heaven so to speak. The critical concept of moving the optics as close as possible to the compute functions can be facilitated using polymers as part of the device configuration. Accomplishing this either using tiny MRRs with polymers inside or using co-packaged optics with polymers incorporated the goal is obtained. Either way, it looks like Lightwave's polymers will become critical enablers of the marriage of optics and compute.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176202918
MeteoricSphinx41
7 hours ago
None of this remotely has to do with contracts or my point, I’m not sure how you refuted my point here, you didn’t even mention revenue or percentage of market.
Yes it was great news, no we still do not have an accurate view of future revenue, just a wide range which we are not sure how much we’ll get yet, but obviously the potential is high. it’s not a negative commentary at all it’s just that it’s still to come, that picture hasn’t been painted yet.
But circling back to the initial, how would you value it ?
prototype_101
8 hours ago
Attention!! Robert Blum from AMAT, Manoj Manjare Reliability Director from INTC, and now Jeremy Belin Process Equipment Engineer from INTC, it is a MAJOR TELL people, all of these recent hires have defected from these giant companies to join LWLG can mean only one thing!!!!! LWLG is going to be HUGE!!!!!
https://www.linkedin.com/in/robertblum/
https://www.linkedin.com/in/manoj-manjare/
https://www.linkedin.com/in/jeremy-belin/
Robert Blum's Arrival@LWLG: Glimpse Behind the Curtain
Robert Blum’s recent appointment at Lightwave Logic has triggered an impressive wave of congratulations on LinkedIn — but beyond the celebration lies something more telling: a strategic snapshot of where LWLG might be headed.
As someone closely tracking the company and its ecosystem, I see these reactions not just as polite gestures, but as early signals of industry alignment, partner readiness, and cross-domain anticipation.
🔍 Here are some standout commenters and what they suggest:
🚀 Key Industry Executives Who Congratulated Robert:
Daniel Zhu (NVIDIA) – Director of Photonic Design
Signals potential relevance of LWLG's polymer platform in high-speed GPU or AI interconnects.
Babak Sabi (AWS Annapurna Labs) – VP
AWS is deeply invested in silicon photonics and custom AI infrastructure.
Manish Mehta (Broadcom) – VP, Optical Systems
Broadcom is a giant in CPO (co-packaged optics). A strategic nod?
Takashi Saida (NTT) – VP, Head of Device Innovation
Could reflect testing, R&D collaboration, or foundry-level engagement.
Jens Dieckroeger (ADTRAN) – Sr. Director Governance
ADTRAN has engaged with polymer-based solutions; may already be in exploratory talks.
Susmita Joshi, PhD (Photonics & Connectivity)
Highly respected voice in silicon photonics, DWDM, and high-speed AI fabrics.
Preet Virk (Celestial AI) – COO
A potential technology convergence: photonic AI compute meets next-gen interconnects.
Chris Pfistner (Avicena Tech) – VP Sales & Marketing
Active in photonic links for AI – market overlap or parallel momentum.
Paul Diglio (GlobalFoundries) – Principal Engineer
May indicate contact with manufacturing partners to align with foundry capabilities.
Vincent Di Caprio (ICAPS) – VP, Advanced Packaging
Points to polymer relevance in advanced chip packaging ecosystems.
Faraz Monifi (Intel) – Photonics Design Lead
Intel's ecosystem interest is particularly telling, considering historic skepticism.
Dieter Hoffend (imec Automotive) – Business Director
imec as a potential European integration partner or validator?
Jeroen Duis (PHIX Photonics Assembly) – CTO
PHIX plays a role in photonic chip packaging — relevant for commercial rollout.
Ed Baichtal (Data Center Architect)
His excitement suggests attention from hyperscaler design circles.
🧭 What this all points to:
AI, Datacenter & Optical Interconnects: Many well-placed figures in these sectors congratulated Robert — suggesting LWLG's pivot may focus more sharply on high-performance, scalable optical solutions.
Foundry & Packaging Ecosystem Readiness: Involvement of GlobalFoundries, imec, and ICAPS hints at backend alignment for real-world integration.
Go-to-Market Foundations: Multiple VP-level voices from marketing, sales, and operations are engaging — a clue that commercialization is a priority.
Reanimator
8 hours ago
They are so funny in underestimating our intuition, knowledge, contacts and more.
Congratulations on the most hilarious and least self aware statement ever made on this site!
How was that razor sharp intuition and knowledge over the past decade when the cheerleaders insisted that Lebby was a genius who was extremely well qualified to be CEO and knew exactly what he was doing?
How was that razor sharp intuition and knowledge over the past decade when the cheerleaders insisted that LWLG was secretly working under NDA with every big tech company on the planet, as well as the Department of Defense?
How was that razor sharp intuition and knowledge over the past decade when the cheerleaders insisted that the perk was fully commercially ready and that a deal would be signed any day?
How was that razor sharp intuition and knowledge over the past decade when the cheerleaders insisted that the shorts were in big, big, big trouble, as the share price went from $20 down to $19, $18, $17, $16, $15, $14, $13, $12, $11, $10, $9, $8, $7, $6, $5, $4, $3, $2, $1?
It's truly fascinating how the cheerleaders have become totally unterthered from reality, and are trying to convince themselves that down is up and up is down.
But hey, if you want to tell yourself that being consistently wrong time after time after time after time after time for over a decade is evidence of serious "intuition and knowledge", be my guest!
prototype_101
9 hours ago
18.5 Million GRIFTER SHORTS tiptoeing to the door now!!!
Robert Blum's Arrival@LWLG: Glimpse Behind the Curtain
Robert Blum’s recent appointment at Lightwave Logic has triggered an impressive wave of congratulations on LinkedIn — but beyond the celebration lies something more telling: a strategic snapshot of where LWLG might be headed.
As someone closely tracking the company and its ecosystem, I see these reactions not just as polite gestures, but as early signals of industry alignment, partner readiness, and cross-domain anticipation.
🔍 Here are some standout commenters and what they suggest:
🚀 Key Industry Executives Who Congratulated Robert:
Daniel Zhu (NVIDIA) – Director of Photonic Design
Signals potential relevance of LWLG's polymer platform in high-speed GPU or AI interconnects.
Babak Sabi (AWS Annapurna Labs) – VP
AWS is deeply invested in silicon photonics and custom AI infrastructure.
Manish Mehta (Broadcom) – VP, Optical Systems
Broadcom is a giant in CPO (co-packaged optics). A strategic nod?
Takashi Saida (NTT) – VP, Head of Device Innovation
Could reflect testing, R&D collaboration, or foundry-level engagement.
Jens Dieckroeger (ADTRAN) – Sr. Director Governance
ADTRAN has engaged with polymer-based solutions; may already be in exploratory talks.
Susmita Joshi, PhD (Photonics & Connectivity)
Highly respected voice in silicon photonics, DWDM, and high-speed AI fabrics.
Preet Virk (Celestial AI) – COO
A potential technology convergence: photonic AI compute meets next-gen interconnects.
Chris Pfistner (Avicena Tech) – VP Sales & Marketing
Active in photonic links for AI – market overlap or parallel momentum.
Paul Diglio (GlobalFoundries) – Principal Engineer
May indicate contact with manufacturing partners to align with foundry capabilities.
Vincent Di Caprio (ICAPS) – VP, Advanced Packaging
Points to polymer relevance in advanced chip packaging ecosystems.
Faraz Monifi (Intel) – Photonics Design Lead
Intel's ecosystem interest is particularly telling, considering historic skepticism.
Dieter Hoffend (imec Automotive) – Business Director
imec as a potential European integration partner or validator?
Jeroen Duis (PHIX Photonics Assembly) – CTO
PHIX plays a role in photonic chip packaging — relevant for commercial rollout.
Ed Baichtal (Data Center Architect)
His excitement suggests attention from hyperscaler design circles.
🧭 What this all points to:
AI, Datacenter & Optical Interconnects: Many well-placed figures in these sectors congratulated Robert — suggesting LWLG's pivot may focus more sharply on high-performance, scalable optical solutions.
Foundry & Packaging Ecosystem Readiness: Involvement of GlobalFoundries, imec, and ICAPS hints at backend alignment for real-world integration.
Go-to-Market Foundations: Multiple VP-level voices from marketing, sales, and operations are engaging — a clue that commercialization is a priority.
tkg
10 hours ago
In business, a symbiotic relationship is a mutually beneficial partnership between two or more entities, where each party provides value to the other and benefits from the collaboration. This contrasts with one-sided or parasitic relationships where one entity benefits at the expense of the other. In a true symbiotic relationship, both participants gain something tangible or intangible from the arrangement, fostering growth and success for all involved.
(3 short videos mid page)
Listening to Jensen, dare I say, it's almost as one could not exist without the other...genius's like Jensen come up with the concepts and it's up to co.'s like AMAT to make it a reality. What magic awaits us from the halls of this new R&D facility? Very pleased indeed to have Dr. Blum on board!
https://www.appliedmaterials.com/us/en/semiconductor/epic-platform/epic-centers/epic-center-silicon-valley.html
It’s a bird, it’s a crane! The world’s largest crawler crane has landed in Silicon Valley to help build Applied Materials’ new EPIC Center. 🏗️ Standing as tall as two Statue of Liberties and just a few feet shy of Seattle’s Space Needle, this powerful crane will help to lift the… pic.twitter.com/RCgOJIWqzo— Applied Materials (@Applied4Tech) July 17, 2025
rikkie
10 hours ago
Knowing this is enough for me !!!
Significance of the Breakthrough:
Enhanced Reliability: The low OTR demonstrates that the encapsulation material provides exceptional protection against oxygen, which can degrade EO polymers over time. This improves the long-term reliability and lifespan of Lightwave Logic’s photonic devices, addressing a historical challenge for polymer-based technologies.
Industry Impact: By exceeding the “gold-box” standard by nearly five times, this breakthrough positions Lightwave Logic’s technology as a leader in the photonics industry, making it highly suitable for demanding applications like AI-driven data centers and hyperscaler networks.
Manufacturing Readiness: The material is being prepared for integration into silicon photonics foundries through a back-end-of-line (BEOL) Process Design Kit (PDK). This indicates that the technology is moving toward commercial scalability, enabling high-volume production.
Approaching Measurement Limits: The phrase “approaching the measurement limit of state-of-the-art OTR instrumentation” means the OTR is so low that current testing equipment struggles to measure it accurately, highlighting the exceptional quality of the encapsulation. This suggests the material is at the cutting edge of what’s technologically measurable, reinforcing the significance of the achievement.
In summary, Lightwave Logic’s fourth-generation ALD encapsulation material represents a major leap forward in protecting their EO polymers from environmental degradation, achieving an OTR that sets a new benchmark for reliability in the photonics industry. This positions their technology for broader adoption in high-performance applications and supports their path toward commercial-scale production.
If you still don't understand then I can't help you anymore!! 🤔
rikkie
11 hours ago
I dont even know how we can evaluate this company, as we have no contracts or percentage terms to go by right now ?????
Significance of the Breakthrough:
Enhanced Reliability: The low OTR demonstrates that the encapsulation material provides exceptional protection against oxygen, which can degrade EO polymers over time. This improves the long-term reliability and lifespan of Lightwave Logic’s photonic devices, addressing a historical challenge for polymer-based technologies.
Industry Impact: By exceeding the “gold-box” standard by nearly five times, this breakthrough positions Lightwave Logic’s technology as a leader in the photonics industry, making it highly suitable for demanding applications like AI-driven data centers and hyperscaler networks.
Manufacturing Readiness: The material is being prepared for integration into silicon photonics foundries through a back-end-of-line (BEOL) Process Design Kit (PDK). This indicates that the technology is moving toward commercial scalability, enabling high-volume production.
Approaching Measurement Limits: The phrase “approaching the measurement limit of state-of-the-art OTR instrumentation” means the OTR is so low that current testing equipment struggles to measure it accurately, highlighting the exceptional quality of the encapsulation. This suggests the material is at the cutting edge of what’s technologically measurable, reinforcing the significance of the achievement.
In summary, Lightwave Logic’s fourth-generation ALD encapsulation material represents a major leap forward in protecting their EO polymers from environmental degradation, achieving an OTR that sets a new benchmark for reliability in the photonics industry. This positions their technology for broader adoption in high-performance applications and supports their path toward commercial-scale production.
If you still don't understand then I can't help you anymore!! 🤔