@unusual_whales Lightwave Logic LLC organic materials, 30% faster, 33% less energy and Zero footprint…. #lwlg materials can do this today, without distrupring the current semi conductor manufacturing facilities
I've been tracking Tower Semiconductor $TSEM's silicon photonics moves for a long time. Every partnership, every earnings call, every capacity expansion.
Today I finally put it all into one article.
$TSEM just signed a development agreement to integrate $LWLG's electro-optic polymer into its PH18 silicon photonics PDK — 8 days after NVIDIA committed $4B to Lumentum and Coherent.
This isn't a coincidence. It's a pattern.
A foundry betting $920M on SiPho doesn't put an unproven material on its menu without conviction.
I wrote a deep dive covering:
→ Why TSEM's PH18 PDK integration changes LWLG's trajectory from "interesting demo" to "industry-standard candidate"
→ The 6-partner SiPho ecosystem TSEM built in 12 months (NVIDIA, Scintil, Salience Labs, and more)
→ EO polymer vs. TFLN — an honest comparison, including where HyperLight is already ahead
→ TAM → SAM: what LWLG can actually capture (hint: it's not $100B)
→ The risks that could break the thesis
The first half is free — start there to understand the technology.
$TSEM $LWLG
https://t.co/ld8p3ooRgz
@yianisz#LWLG Lightwave Logic is current in stage 3 with 3 Global Fortune 500 companies. Engineering partnership with Polariton, using their polymers and Advanced Micro who was recently purchased by Global Foundries .
JUST IN: Savannah Guthrie has released a statement with her brother and sister on the disappearance of their mom, reference ransom letter.
"Mama. If you're listening, we need you to come home. We miss you..."
"We are ready to talk. However, we live in a world where voices and images are easily manipulated. We need to know without a doubt that she's alive and that you have her...."