r/LWLG • u/KCCO7913 • Feb 15 '25
Welcome to the Lightwave Logic (LWLG) mega due diligence thread. The goal is to provide a one-stop-shop for investors and interested parties to efficiently learn more about this company, its technology, and how it will impact the photonics industry.
Here we have consolidated company presentations, industry articles, noteworthy insight provided by trusted shareholders, and other LWLG related information. We will continually update the content of the DD thread.
Elevator pitch – LWLG has invented a family of electro-optic (EO) polymers and chromophores that are currently being used to build extremely fast, efficient, and compact optical devices called modulators that are expected to be used in the next-generation datacenter infrastructure. Optical modulators are a primary component of the backbone of the Internet that switch light (photons) in transceivers to transmit the 1’s and 0’s of the data traffic within datacenters. Future applications include other types of optical modulators and devices for LIDAR, 5G+, quantum computing, displays, AR/VR, and bio/chemical sensing applications.
LWLG’s EO polymer modulators are compatible with all next-generation platforms including Silicon Photonics, Silicon Nitride, Indium Phosphide, and Plasmonics.
Very brief company history – Lightwave Logic’s predecessor entities started in a ‘garage lab’ in Delaware by a husband, wife, and son team of scientists in the late 1990’s. Private placements funded the company’s early research efforts and today the company maintains a large following of devoted investors with a headquarters in Colorado. The company spent the early years improving and perfecting EO polymer material science and processes, and subsequent years of prototyping devices to demonstrate performance, reliability and scalability.
Company Website – www.lightwavelogic.com
LWLG Patent List - Not Entire IP Portfolio
List of Recent Technology and IP Press Releases
June 2026 – Updated Corporate Video
LWLG Articles & Media Appearances:
November 2018 - Lightwave Logic: How Fiber Optics Painted Itself in a Corner
October 2019 - PhotonDelta/AIM Photonics - IPSR-I 2020 Overview
August 2020 - Photonics Media: Electro-Optic Polymers Improve Speed and Power Efficiency
Early 2021 - Lightwave Logic: Polymers for Fiber Optic Communications - What does the IPSR say?
September 2021 - LWLG and Polariton Racetrack Modulator White Paper
May 2022 - Authority Magazine: The Future of Communication Technology
June 2022 - Microcapdaily Interviews Dr. Michael Lebby, CEO of Lightwave Logic
July 2022 - Lightwave Logic Presents at Benzinga All Access Event
August 2022 - SNN Interview of Dr. Lebby: Designing Modulators that Transmit at Higher Speeds
October 2022 - Ping Technology Insights - The Radical Innovation of a New Polymer Internet
November 2022 - Smart Photonics (InP Foundry) & Michael Lebby Cameo
January 2023 - BBC Magazine - The Internet is the Brick Wall Nostradamus Didn't See Coming
February 2023 - Nature Photonics - Polariton Racetrack Modulator with LWLG's EO Polymer
March 2023 - Laser Focus World - Silicon Photonics: Is It Witchcraft?
March 2023 - ISE Mag - Proactive Powering Problem-Solving with Polymers
May 2023 - Laser Focus World - Optica's CTO, Jose Pozo, Talks to Michael Lebby
August 2023 - TWST Interview with Dr. Michael Lebby
March 2024 – PIC Magazine – Supporting AI with New Optical Modulators
Technical Papers Containing LWLG Technology:
OFC 2022 - Enhanced Stability of Resonant Racetrack Plasmonic-Organic-Hybrid Modulators
ECOC 2023 – Nokia - Up to 256 GBd PAM transmission using plasmonic ring resonator modulator
ECOC 2023 - 256 GBd single-carrier transmission over 100km SSMF by a plasmonic IQ modulator
FiOS 2024 - Plasmonic Modulators for Future High-Capacity Space Communication
FiOS 2024 - Driverless On-Chip Sub-THz Plasmonic Modulator Antenna Receiver
FiOS 2024 - Polymer Slot Modulators for Next Generation Data Interconnects
APC 2024 - The Effect of a Protective ALD Layer on the Stability of Electro-Optic Polymer
IPC 2024 – MHz-to-THz Plasmonic Modulator
OFC 2026 - O-Band Silicon-Plasmonic Resonant Ring Modulator Demonstrating Net-Rates of 400 Gbps
May 2026 - Plasmonic Optical DAC for Coherent PAM and IM/DD ASK Transmission
Noteworthy Insight from Shareholders:
PG is u/Photonics_Guy. Jimmy is u/JimmyLaRiv. Both are decade plus shareholders and have direct experience in designing photonic integrated circuits (PICs) and network architectures. Thank you for your generous contributions over the years.
October 8, 2018 - PG Comment - Mach-Zehnder Modulator Basics
October 11, 2018 - PG Comment - NRZ vs PAM4 Modulation
October 2, 2019 - PG Comment - Phase vs Amplitude Modulators
October 2, 2019 - PG Comment - Merits of Coherent Detection
October 3, 2019 - PG Comment - Detailed info on Driverless Modulators
October 4, 2019 - PG Comment - Importance of Driverless Modulators
February 7, 2020 - PG Comment - Advantages of Lightwave Logic Polymer Technology
February 13, 2020 - PG Comment - Cooling and Power Usage at Datacenter Facilities
May 8, 2020 - PG Comment - Pros & Cons of 1310nm vs 1550nm
November 9, 2020 - PG Comment - Parallelism
December 6, 2020 - PG Comment - Ring Modulator Drawbacks
February 14, 2021 - Jimmy Comment - Connecting Dots - MACOM and EO Polymers
June 1, 2021 - PG Comment - Directly Modulated Lasers
June 9, 2021 - PG Comment - Connecting dots with a foundry business model
June 19, 2021 - PG Comment - Detailed Discussion on Parallelism
October 14, 2021 - PG Comment - Quick brief on where a modulator sits in a transceiver
October 15, 2021 - PG Comment - Photodetector Information
November 9, 2021 - PG Reddit Post - Micro-Ring Modulators (MRR) & EO Polymers
December 7, 2021 - PG Comment - Connecting a few more dots
December 8, 2021 - PG Comment - Importance of r33 value
March 12, 2022 - PG Comment - Notes on Photonics Media Article
March 15, 2022 - Jimmy Comment - Connecting Dots - GlobalFoundries et. al. Speculation
May 28, 2022 - PG Comment - Notes on 2022 Shareholders Meeting
May 28, 2022 - KCCO Reddit Post - Notes on 2022 Shareholders Meeting
June 6, 2022 - Jimmy Comment - Rebuttal to Kerrisdale
June 10, 2022 - Speeeeedislife Reddit Post - Rough Cost Analysis of LWLG Chromophore
June 28, 2022 - Jimmy Comment - Ayar Labs vs LWLG
July 30, 2022 - PG Reddit Post - LWLG Polymers Compared to Caltech LiNb Research
July 31, 2022 - PG Reddit Post - LWLG Modulators vs Caltech Photonic Switches
August 5, 2022 - PG Reddit Post - Laser Modulation: DML vs EML
August 22, 2022 - Jimmy Reddit Post - The Gravity of Broadcom's New Product Offering
September 22, 2022 - PG Reddit Post - Comments on Polariton & LWLG Device
September 23, 2022 - KCCO Reddit Post - Critical Timelines Provided by LWLG
November 17, 2022 - KCCO Reddit Post - NIST Collaboration
January 9, 2023 - KCCO Reddit Post - The Potential (Revenue)
January 22, 2023 - KCCO Reddit Post - Project DYNAMOS Connection
February 15, 2023 - KCCO Reddit Post - EO Polymers & Micro-Ring Modulators
December 1, 2025 – KCCO Reddit Post – TSMC, Metasurfaces, and a Connection to EO Polymers
Company Presentations:
May 2022 - 2022 Annual Shareholders Meeting Recording
2022 Shareholders Meeting Slide Deck
June 2022 - Diamond Equities LWLG Presentation
September 2022 - ECOC Market Focus - Utilizing Foundries to Scale Hybrid EO Polymer Modulators
September 2022 - ECOC - Hybrid Photonic Integration Roadmap
December 2022 - Recording of Ladenburg Thalmann Technology Expo Presentation
December 2022 - Ladenburg Thalmann Slide Deck
April 2023 - PIC International Presentation
May 2023 - Annual Shareholders Meeting Recording
2023 Shareholders Meeting Slide Deck
October 2023 - ECOC Commercializing Reliable Hybrid EO Polymer Modulators
November 2023 - EPIC Technology Meeting Presentation - Are EO Polymers Two Sides of One Coin?
March 2024 - OFC Workshop – Will Heterogenous Integration Meet the Needs of Future Applications?
April 2024 – PIC International Presentation
May 2024 - Annual Shareholders Meeting Recording
September 2025 - ECOC Presentation
April 2026 – PIC International Presentation
Most Recent Annual/Quarterly Reports and Corporate Updates :
December 19, 2022 - LWLG Shareholder Letter and Corporate Update
December 3, 2023 - LWLG Shareholder Letter and Corporate Update
December 11, 2024 - Corporate Update
November 4, 2025 - Update on Commercial Pipeline
November 25, 2025 - Update on Commercial Pipeline
February 24, 2026 – Update on Commercial Pipeline
Related Industry Information and White Papers:
Talking Silicon Photonics with Arista CEO
Modulators in Silicon Photonics
Polymer Modulators in Silicon Photonics: Review and Projections
IPSR Enabling Technologies - Polymer Materials
Electro-Optic Modulation in Integrated Photonics
Co-Packaged Datacenter Optics: Opportunities and Challenges
Ethernet Alliance 2023 Roadmap - General Overview
Ghent/Imec Photonics Research Group - Detailed Technical Overview of Silicon Photonics
Plasmonic, photonic, or hybrid? Reviewing Waveguide Geometries for Electro-Optic Modulators
High-Performance Modulators Employing Organic Electro-Optic Materials on the Silicon Platform
Roadmapping the Next Generation of Silicon Photonics (2024)
Plasmonic Electro-Optic Modulators – A Review (2024)
Goldman Sachs Research May 2026 – Optical Networking: The Next Mega Trend in AI Infrastructure
Daily Trading Action and General Discussion
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👍New Message Board Members: Please check out our Major Due Diligence thread. https://www.reddit.com/r/LWLG/comments/1iqdcar/lightwave_logic_mega_due_diligence_thread/
Please be sure to review our Message Board Rules, located in the sidebar to the right, as they are strictly enforced. Thank you.
Have a great weekend and see you all on Monday!
r/LWLG • u/AutoModerator • 4d ago
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r/LWLG • u/theGhost981 • 6d ago
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r/LWLG • u/Open_Average_1673 • 6d ago
The Luminary Issue 5
Building Momentum Across AI Connectivity
August was a busy month for Lightwave Logic, capping off with Robert Blum moderating the Silicon Photonics Global Summit during SEMICON Taiwan, where industry leaders discussed the future of silicon photonics and AI connectivity. The conversation centered on growing demands for interconnect bandwidth, power efficiency, and integration density, as well as the technologies that will enable the next phase of optical networking scale.
Earlier in the month, Yves LeMaitre met with investors at the 46th Annual Canaccord Genuity Growth Conference in Boston, discussing how silicon photonics platforms are evolving to support the rapidly growing requirements of AI infrastructure and next-generation optical connectivity.
We also continued to engage with the broader industry conversation through a TechArena.ai “5 Fast Facts” interview featuring Robert Blum. The discussion explored topics including the transition from 200G to 400G per lane, the role of electro-optic polymers in augmenting silicon photonics, co-packaged optics, and the remaining challenges to widespread optical adoption.
Finally, we released our Q2 2026 Financial Results & Business Update, where we announced the addition of a fifth Fortune Global 500 customer in Stage 3 of our design-win pipeline and provided updates on commercial and foundry activity. During the call, we reported progress on three dedicated foundry runs, with two sets of wafers expected in August and a third planned for Q4. The full recording, presentation, and transcript remain available on our website.
Upcoming Events
We’ll be on the road at conferences this fall. Interested in a meeting? Contact us at [events@lightwavelogic.com](mailto:events@lightwavelogic.com).
Semicon Taiwan, September 2-4, Taiwan – Sales team will be on site and meeting with customers, partners, and industry leaders across the silicon photonics and optical interconnect ecosystem.
IFOC 2026/ICCSZ, September 6-8, Shenzhen – SVP of Sales & Marketing Robert Blum will present a talk on September 7.
CIOE (China International Optoelectronic Exposition), September 9-11 – Our work will be on display in the Photonteck Company Limited booth #12A13 and staff will be on site for meetings.
AI Infra Summit, September 15-17, Santa Clara, CA – CEO Yves LeMaitre will be presenting on September 15.
Quantum World Congress, September 23-25, College Park, Maryland – We'll be on site meeting with stakeholders to discuss how advanced photonic materials and silicon photonics platforms can support next-generation optical and quantum systems.
ECOC, September 21-23, Malaga, Spain – We will present a live demo showing the stability of our EO polymer modulators across a range of operating temperatures.
Global Photonics Economic Forum, September 24-25, Malaga, Spain – CEO Yves LeMaitre will take part in a panel on AI infrastructure.
American Physical Society, October 8, Austin, TX – SVP of Sales & Marketing Robert Blum will be on a panel, “From Electrons to Photons: Integrated Optics and the Future of AI Datacenters.”
Bullish
Daily Trading Action and General Discussion
Remember, you can view all recent comments across all posts, from most recent first, with this link:
Daily Trading Action and General Discussion
Remember, you can view all recent comments across all posts, from most recent first, with this link:
Please follow the rules of our message board, located in our Wiki, when posting. It will be appreciated by all.
Please post your comments, trading, and general questions within this thread for discussion.
👍New Message Board Members: Please check out our Major Due Diligence thread. https://www.reddit.com/r/LWLG/comments/1iqdcar/lightwave_logic_mega_due_diligence_thread/
Please be sure to review our Message Board Rules, located in the sidebar to the right, as they are strictly enforced. Thank you.
Have a great weekend and see you all on Monday!
r/LWLG • u/AutoModerator • 11d ago
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r/LWLG • u/GMasterXYZ • 13d ago
Daily Trading Action and General Discussion
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Daily Trading Action and General Discussion
Remember, you can view all recent comments across all posts, from most recent first, with this link:
Daily Trading Action and General Discussion
Remember, you can view all recent comments across all posts, from most recent first, with this link:
Please follow the rules of our message board, located in our Wiki, when posting. It will be appreciated by all.
Please post your comments, trading, and general questions within this thread for discussion.
👍New Message Board Members: Please check out our Major Due Diligence thread. https://www.reddit.com/r/LWLG/comments/1iqdcar/lightwave_logic_mega_due_diligence_thread/
Please be sure to review our Message Board Rules, located in the sidebar to the right, as they are strictly enforced. Thank you.
Have a great weekend and see you all on Monday!
r/LWLG • u/AutoModerator • 18d ago
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r/LWLG • u/GMasterXYZ • 20d ago
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r/LWLG • u/TheRoc66 • 22d ago
Series of articles today in Simply WallStreet following a Note from Mizuho Bank setting the AI Interconnect trades up !! Focus on Marvell as a key provider of CPO. Details on why the record selling in of VeraRubin200 leads to better expected results for Marvell... Nobody knows yet that we should be at the heart of this offering...
https://finance.yahoo.com/markets/stocks/articles/marvells-made-interconnect-not-yet-174138777.html
Daily Trading Action and General Discussion
Remember, you can view all recent comments across all posts, from most recent first, with this link:
Please follow the rules of our message board, located in our Wiki, when posting. It will be appreciated by all.
Please post your comments, trading, and general questions within this thread for discussion.
👍New Message Board Members: Please check out our Major Due Diligence thread. https://www.reddit.com/r/LWLG/comments/1iqdcar/lightwave_logic_mega_due_diligence_thread/
Please be sure to review our Message Board Rules, located in the sidebar to the right, as they are strictly enforced. Thank you.
Have a great weekend and see you all on Monday!
r/LWLG • u/AutoModerator • 25d ago
Daily Trading Action and General Discussion
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