Lightwave Logic, Inc. and QPICs Announce Partnership to Advance the Use of Electro-Optic Polymers in Quantum Processors

Rhea-AI Summary

Lightwave Logic (NASDAQ:LWLG) and QPICs signed a memorandum of understanding on January 15, 2026 to collaborate on integrating Lightwave Logic's proprietary electro-optic polymers into photonic integrated circuit (PIC) workflows for quantum processors.

The MOU aims to have QPICs develop Process Design Kits (PDKs) using Lightwave Logic's polymer platform and encapsulation processes so customers can design silicon‑compatible PIC quantum solutions without major manufacturing changes.

News Market Reaction

+1.55%

10 alerts

+1.55% News Effect

+3.1% Peak in 11 min

+$11M Valuation Impact

$720M Market Cap

0.1x Rel. Volume

On the day this news was published, LWLG gained 1.55%, reflecting a mild positive market reaction. Argus tracked a peak move of +3.1% during that session. Our momentum scanner triggered 10 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $11M to the company's valuation, bringing the market cap to $720M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

MOU announcement date: January 15, 2026

1 metrics

MOU announcement date January 15, 2026 Partnership MOU between Lightwave Logic and QPICs

Market Reality Check

Price: $3.55 Vol: Volume 1,680,407 is below...

low vol

$3.55 Last Close

Volume Volume 1,680,407 is below the 20-day average of 2,666,310 ahead of this partnership news. low

Technical Shares at $4.59 trade above the $2.76 200-day MA and 26.68% below the $6.26 52-week high.

Peers on Argus

LWLG was down 1.95% while peers were mixed: HDSN +1.99%, OEC +2.39%, KOP -0.51%,...

LWLG was down 1.95% while peers were mixed: HDSN +1.99%, OEC +2.39%, KOP -0.51%, MATV -0.68%, KRO +0.73%, indicating stock-specific dynamics.

Common Catalyst One peer, OEC, had an earnings date/conference headline, but no broad sector catalyst is evident.

Historical Context

5 past events · Latest: Jan 12 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 12	CTO appointment	Positive	+4.6%	New CTO & Head of Strategy to drive commercialization roadmap.
Jan 08	Investor conference	Positive	+9.6%	Participation in Needham Growth Conference and investor meetings.
Dec 15	Offering priced	Negative	-9.2%	Pricing of $35M underwritten common stock offering.
Dec 15	Offering proposed	Negative	-9.2%	Proposed underwritten common stock offering under effective S-3.
Dec 08	Management change	Neutral	+0.3%	Retirement of President and CEO assuming President role.

Pattern Detected

Recent news reactions have been directionally aligned: positive strategic and management updates saw gains, while equity offerings led to notable declines.

Recent Company History

Over the past months, Lightwave Logic combined strategic financing and leadership changes with commercialization efforts. A CTO appointment on Jan 12, 2026 and a Needham conference appearance on Jan 8, 2026 both coincided with gains above 4%. In mid-December 2025, announced and priced equity offerings around $35 million aligned with -9.16% moves, reflecting sensitivity to dilution. Today’s quantum-focused partnership fits into a pattern of commercialization-oriented announcements following capital raises and management transitions.

Market Pulse Summary

This announcement adds a quantum-computing dimension to Lightwave Logic’s electro-optic polymer stra...

Analysis

This announcement adds a quantum-computing dimension to Lightwave Logic’s electro-optic polymer strategy, pairing its platform with QPICs’ PIC-based quantum foundry. It follows recent leadership changes and capital raises aimed at commercialization. Investors may focus on how quickly Process Design Kits are delivered, the extent of quantum customer uptake, and how this complements prior regional partnerships and the company’s broader silicon photonics roadmap.

Key Terms

electro-optic (eo) polymers, photonic integrated circuit (pic), process design kits (pdks), quantum processors, +2 more

6 terms

electro-optic (eo) polymers technical

"leveraging its proprietary electro-optic (EO) polymers to transmit data"

Electro-optic (EO) polymers are engineered plastics whose ability to bend or change light shifts when an electrical signal is applied, letting them act like tiny light switches or modulators. They matter to investors because these materials can enable faster, more energy-efficient data transmission and smaller optical components used in telecommunications, data centers and sensors; that potential to improve performance and cut costs can drive product demand, licensing revenue, and market growth.

photonic integrated circuit (pic) technical

"advancing Photonic Integrated Circuit (PIC) based quantum technology"

A photonic integrated circuit (PIC) is a chip that routes and manipulates light rather than electrical current, using tiny optical components baked onto a single piece of material. Think of it as replacing the metal wires and transistors on a standard chip with miniature light highways to move data faster and with less heat. Investors watch PICs because they can cut power and cost while enabling higher data speeds and new products in communications, data centers, sensing and advanced computing, which can shift market winners and capital needs.

process design kits (pdks) technical

"develop Process Design Kits (PDKs) with Lightwave Logic's proprietary polymer platform"

Process design kits (PDKs) are collections of files, rules and models that let chip designers match their circuit blueprints to a specific semiconductor factory’s manufacturing steps and limits. Think of them as a recipe plus a ruler: they specify the materials, steps and tolerances needed to produce a working chip at that plant. For investors, PDKs matter because they directly affect how quickly and reliably a design can be manufactured, influencing time to market, production cost, yields and the commercial risk of bringing a chip to customers.

quantum processors technical

"to advance the use of Electro-Optic Polymers in Quantum Processors"

Quantum processors are specialized computer chips that use the rules of quantum physics to process information with quantum bits (qubits), which can represent many possibilities at once rather than just 0 or 1. For investors, they matter because they promise drastically faster solutions for certain tasks—like searching databases, simulating materials, or optimizing complex systems—meaning companies that master or apply them could gain major technological and market advantages, but development is capital-intensive and risky.

quantum computing technical

"for quantum computing customers"

Quantum computing is a type of advanced technology that uses the principles of quantum physics to perform calculations much faster than traditional computers. It can process vast amounts of information simultaneously, potentially solving complex problems that are currently impossible or take too long with regular computers. For investors, this technology could lead to breakthroughs in areas like cryptography, data analysis, and optimization, impacting financial markets and security systems.

encapsulation processes technical

"polymer platform and encapsulation processes with the goal of accelerating"

Encapsulation processes are methods for enclosing a drug, nutrient, or other active ingredient inside a protective shell or carrier so it can be handled, stored and delivered in a controlled way. Like wrapping a fragile item for shipping, encapsulation can improve stability, reduce side effects, target where and when a substance is released, and create manufacturing or intellectual-property advantages that affect a product’s cost, regulatory path and commercial value to investors.

AI-generated analysis. Not financial advice.

Companies to jointly develop PDK for PIC-based quantum solutions

ENGLEWOOD, COLORADO / ACCESS Newswire / January 15, 2026 / Lightwave Logic, Inc. (NASDAQ:LWLG) (the "Company"), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, and QPICs, a newly established foundry dedicated to advancing Photonic Integrated Circuit (PIC) based quantum technology as part of the Quantum Tech Hub initiative in Colorado, today announced the signing of a memorandum of understanding (MOU) to accelerate the use of electro-optic polymers for the commercialization of photonic quantum circuits.

The MOU will enable QPICs to develop Process Design Kits (PDKs) with Lightwave Logic's proprietary polymer platform and encapsulation processes with the goal of accelerating PIC production timelines for quantum computing customers. The availability of the PDK will allow these customers to design custom solutions based on silicon circuits without the need for extensive modifications of PIC manufacturing processes.

"We look forward to collaborating with QPICs on photonic-based quantum solutions to advance this exciting new market," said Yves LeMaitre, CEO and President of Lightwave Logic. "Our shared cultures of disruptive innovation, along with the close proximity of our respective facilities, will allow us to collaborate efficiently to address the growing need of quantum computing and sensing customers for scalable, cost-effective, PIC-based solutions."

"QPICs goal is to establish the nation's leading quantum technology fab in Boulder as part of the US Department of Commerce's Tech Hub initiative that supports Colorado's Elevate Quantum eco-system," said Dr. Chris Myatt, QPICs Founder and CEO. "The ability to use silicon fab compatible materials from Lightwave Logic to develop quantum circuits is a critical step for us to further advance this vision. We're excited to partner with Lightwave Logic and look forward to our future collaboration."

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 QPICs

QPICs (Quantum Photonic Integrated Circuits) www.qpics.com empowers innovators to go from idea to market fast by making photonic integrated circuit fabrication seamless, scalable, and accessible at every stage to accelerate PIC development. The Company facilitates custom production runs that leave slow, complex prototyping behind, enabling innovative companies to test designs quickly and efficiently. QPICs is currently establishing rapid turnkey fabrication of photonic devices at Colorado's Elevate Quantum facilities which are being established with over $160 million in funding in partnership with the US Department of Commerce's Tech Hub initiative, the State of Colorado, and the State of New Mexico.

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

SOURCE: Lightwave Logic

View the original press release on ACCESS Newswire

FAQ

What did Lightwave Logic (LWLG) and QPICs announce on January 15, 2026?

They signed an MOU to jointly develop PDKs that integrate Lightwave Logic's electro‑optic polymers into PIC workflows for quantum processors.

How will the LWLG–QPICs PDK affect PIC manufacturing for quantum customers?

The PDK is intended to let customers design custom silicon‑compatible PICs using Lightwave Logic materials without extensive changes to existing PIC manufacturing.

Where will QPICs build the quantum technology fab referenced in the LWLG announcement?

QPICs aims to establish its quantum technology fab in Boulder, Colorado as part of the Department of Commerce Tech Hub initiative supporting Colorado's Elevate Quantum ecosystem.

Does the LWLG and QPICs announcement include financial terms or revenue guidance?

No financial terms, pricing, or guidance were disclosed in the MOU announcement.

What is the strategic purpose of Lightwave Logic's polymer platform in the QPICs partnership?

The polymer platform is positioned to enable higher‑speed, lower‑power data transmission in a small form factor and to be compatible with silicon fab processes for PIC‑based quantum circuits.