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Lightwave Logic and Polariton Technologies Expand Technical Partnership to Accelerate Introduction of 400Gb/s per lane and beyond for AI and Datacenter Optical Links

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Lightwave Logic (NASDAQ: LWLG) and Polariton Technologies AG have expanded their technical partnership to accelerate the development of high-speed optical communication solutions. The collaboration focuses on combining plasmonics and electro-optic (EO) polymers to overcome limitations of traditional materials in high-speed modulators.

The partnership aims to develop technical solutions for faster adoption and integration of combined plasmonics and polymer-based products with semiconductor fabrication plants. Key objectives include manufacturing transmitter PICs, conducting qualification and reliability programs, and implementing high-speed RF and optical testing.

The collaboration targets next-generation AI clusters and datacenter applications, aiming to deliver 400 Gb/s per lane with scalability to 800 Gb/s. Polariton has already developed O-band products using Lightwave Logic's electro-optic polymer, which are available for sampling with select customers.

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Positive

  • Partnership enables development of ultra-high-speed optical solutions up to 800 Gb/s per lane
  • Technology addresses growing AI and datacenter market demands
  • O-band products already available for customer sampling
  • Potential to achieve modulator frequencies of 800 GHz in the future

Negative

  • Products still in early development phase with customer sampling
  • Commercial success depends on market adoption and manufacturing integration

News Market Reaction – LWLG

+15.70%
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+15.70% News Effect

On the day this news was published, LWLG gained 15.70%, reflecting a significant positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Combination of plasmonics and electro-optic polymers to eliminate limitations of legacy materials used for high-speed modulators

ENGLEWOOD, Colo. and ZURICH, March 10, 2025 /PRNewswire/ -- Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with lower power consumption, announced today the advancement of its technical collaboration with Polariton Technologies AG ("Polariton"), a technology leader of high-speed EO components for the communication market.

Lightwave Logic and Polariton will work together to jointly develop technical solutions to enable the faster adoption and integration of combined plasmonics and polymer-based products, with semiconductor fabrication plants, outsourced assembly, and test operations. In addition to manufacturing transmitter PICs with inherent superior electro-optic performance, both teams will be working together on an extensive qualification and reliability program, high-speed RF and optical testing and back-end manufacturing process integration.

Yves LeMaitre, Chief Executive Officer of Lightwave Logic, commented, "Today's announcement marks an important step forward in our partnership with Polariton. We are transitioning from being a material supplier to collaborating on market development through end-user engagement and technical cooperation. We are excited to supply our EO polymer materials and integration expertise enabling Polariton to develop a revolutionary approach addressing the opportunities presented by AI market."

Wolfgang Heni, co-founder and co-CTO of Polariton added, "The combination of our technologies creates a truly unique and differentiated technology platform addressing the size and performance demands of next-gen AI clusters and data centers. By combining plasmonics and EO polymers on silicon, we unlock the roadmap to modulator frequencies of 800 GHz in the future. We believe that using advanced materials in innovative ways is the key for silicon photonics to meet industry needs until 2030 and beyond."

The collaboration allows for the device integration of Lightwave Logic's high-performance electro-optic polymer materials with Polariton's plasmonic circuits to address the inherent bandwidth and form factor bottlenecks of traditional materials such as indium phosphide, silicon photonics, and thin-film lithium niobate to accommodate ultra-high bandwidths. The collaboration is focused on applications for next-generation AI clusters, intra and inter-datacenter and optical networking links to deliver 400 Gb/s per lane and scale to 800 Gb/s per lane. The ability to modulate the optical signal at 400 Gb/s and beyond is critical to achieve bandwidth of 3.2 and 6.4 Tb/s in the future.

Polariton has developed O-band products using Lightwave Logic's electro-optic polymer that are available for sampling with select customers.

About Lightwave Logic, Inc.
Lightwave Logic, Inc. (NASDAQ: LWLG) www.lightwavelogic.com is a technology platform company leveraging its proprietary engineered electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor. The Company's high activity and high stability organic polymers allow it to create next-generation photonic EO devices that convert data from electrical signals into light/optical signals for applications in telecommunications, and for data transmission potentially used to support generative AI.

About Polariton Technologies, AG
Polariton is a designer and manufacturer of high-performance photonic integrated circuits (PICs) for ultra-high-bandwidth and low-power applications in communication, computing, test & measurement, space and quantum technologies markets. Exceptional specifications are achieved by combining silicon photonics with advanced plasmonic active devices enabling operation in sub-THz regimes, in particular with Mach-Zehnder and ring resonator modulators.

Safe Harbor Statement
The information posted in this release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue," "estimate," "project," "intend," and similar expressions. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. These risks and uncertainties include, but are not limited to, lack of available funding; general economic and business conditions; competition from third parties; intellectual property rights of third parties; regulatory constraints; changes in technology and methods of marketing; delays in completing various engineering and manufacturing programs; changes in customer order patterns; changes in product mix; success in technological advances and delivering technological innovations; shortages in components; production delays due to performance quality issues with outsourced components; those events and factors described by us in Item 1. A "Risk Factors" in our most recent Form 10-K and 10-Q; other risks to which our company is subject; other factors beyond the company's control.

Contacts:
Ryan Coleman or Nick Teves
Alpha IR Group for Lightwave Logic
lwlg@alpha-ir.com
312-445-2870

Helena Echeverri
Marcom Manager
info@polariton.ch
+41 44 589 51 51

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/lightwave-logic-and-polariton-technologies-expand-technical-partnership-to-accelerate-introduction-of-400gbs-per-lane-and-beyond-for-ai-and-datacenter-optical-links-302397378.html

SOURCE Lightwave Logic, Inc.

FAQ

What are the speed targets for LWLG and Polariton's optical communication technology?

The partnership aims to deliver 400 Gb/s per lane with scalability to 800 Gb/s per lane, targeting future bandwidth capabilities of 3.2 and 6.4 Tb/s.

What markets will LWLG and Polariton's technology serve?

The technology targets next-generation AI clusters, intra and inter-datacenter connections, and optical networking links.

What advantages does LWLG's polymer technology offer over traditional materials?

The combination of plasmonics and EO polymers overcomes bandwidth and form factor limitations of traditional materials like indium phosphide, silicon photonics, and thin-film lithium niobate.

What is the current development status of LWLG and Polariton's partnership?

Polariton has developed O-band products using LWLG's electro-optic polymer, currently available for sampling with select customers.
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