Lightwave Logic, Inc.
Information Technology · Semiconductors
Structural: AI-cluster scale-up is bottlenecked by optical I/O - every doubling of $NVDA / $AVGO accelerator bandwidth pushes modulator baud-rate and pJ/bit harder. Lightwave's polymer EO sits as a candidate co-packaged optics (CPO) material alongside thin-film lithium niobate ($COHR / $LITE supply chain) and silicon-photonics ($AVGO / $MRVL).
DOE Microelectronics Commons grants + foundry partnership (Polariton, AIM Photonics) de-risk process integration without dilutive capex.
6T design win sticks; DOE grant cash extends runway without raise.
6T; cash burn ~$5M/qtr means at least one more raise before commercial revenue is material; retail-heavy float makes price action disconnect from fundamentals.
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