Lightwave Logic, Inc. Provides Update on Commercial Pipeline

Rhea-AI Summary

Lightwave Logic (NASDAQ:LWLG) announced the launch of a technical program with a second Fortune Global 500 customer to co-develop electro-optic polymer solutions for Co-Packaged Optics (CPO).

During the first half of 2026, the company intends to develop a custom Perkinamine® polymer variant optimized for AI scale-up/scale-out, co-develop a technical solution for 400Gb/s CPO, and produce a Process Design Kit (PDK) for silicon photonics integration covering modulator design, testing, packaging and assembly processes.

The company noted the partner's formal product launch decision remains contingent on successful execution of technical milestones and that entry into Stage 3 of the previously outlined Design Win Cycle is provisional.

Positive

• Technical program launched with a second Fortune Global 500 customer
• Co-development target for 400Gb/s CPO solutions
• Perkinamine® variant development planned in H1 2026
• PDK development for electro-optic polymer silicon photonics integration

Negative

• Formal product launch by partner is contingent on meeting technical milestones
• Entry into Stage 3 of the Design Win Cycle is provisional

Insights

Photonics Commercialization Expert

Collaboration with a second Fortune Global 500 partner targets 400Gb/s CPO development; progress remains milestone‑contingent.

Lightwave Logic will co-develop a custom variant of its Perkinamine® electro‑optic polymer and a CPO assembly and PDK solution for 2026 workstreams focused on 400Gb/s AI networking applications. The plan covers modulator simulation, product testing, packaging, assembly processes and foundry‑compatible integration steps, which together form the commercial pathway from prototype to production.

Key dependencies include successful technical milestones for polymer performance and modulator integration, and the partner's formal product launch decision remains conditional on those results. Watch technical milestone completion through the first half of 2026 and any formal move to Stage 3 of the Company’s Design Win Cycle as near‑term indicators of commercial traction.

Lightwave Logic Announces Launch of Technical Program With Second Fortune Global 500 Customer; Novel Material, CPO Assembly Process and PDK to Be Co-Developed for 400Gb/s AI Networking Applications

ENGLEWOOD, COLORADO / ACCESS Newswire / November 25, 2025 / 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, announced today the launch of a technical program with a new Fortune Global 500 Company aimed at Co-Packaged Optics (CPO) applications.

Throughout the first half of 2026, Lightwave Logic intends to develop a custom variant of its Perkinamine® electro-optic polymer material optimized for the stringent manufacturing conditions of AI scale-up and scale-out where silicon photonics chips are co-packaged with EICs (Electrical Integrated Circuits) and ASICs. In addition, Lightwave Logic intends to co-develop with its partner a technical solution optimized for 400Gb/s CPO applications. This collaboration will extend across multiple technical areas such as high-speed modulator simulation and design, product testing, packaging and assembly processes and the associated Process Design Kit (PDK) for electro-optic polymer integration into standard silicon photonics foundry process.

The goal of this program is to also demonstrate that electro-optic polymers can deliver high yield products, scale to high volume production while being fully compatible with new processes and packaging tools being developed by the semiconductor industry.

"We are delighted in having this unique opportunity to partner with a second Fortune Global 500 Company to demonstrate that our technology not only provides superior performance for transceiver applications but is also compatible with the industry roadmap for integration and co-packaging of silicon photonics PICs with next gen EICs," said Yves LeMaitre, CEO of Lightwave Logic. "Unlike crystal-based materials, such as Lithium Niobate, our Perkinamine® is designed to be fully compatible with processes and equipment available at semiconductor foundries and assembly and test manufacturers."

Note that the entry into Stage 3 of the Design Win Cycle outlined by the Company in prior investor presentations is provisional at this stage, and the formal product launch decision by our partner is contingent upon the successful execution of technical milestones related to Perkinamine® performance as well as achieving various other modulator design and integration results.

About Lightwave Logic, Inc.

Lightwave Logic, Inc. (NASDAQ:LWLG) 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. Visit www.lightwavelogic.com for more information.

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, Inc.

View the original press release on ACCESS Newswire

FAQ

What did Lightwave Logic (LWLG) announce on November 25, 2025 about its commercial pipeline?

Lightwave Logic announced a technical program with a second Fortune Global 500 customer to co-develop Perkinamine® polymer variants and a 400Gb/s CPO solution.

What is the timeline for Lightwave Logic's Perkinamine® development for CPO (LWLG)?

The company intends to develop a custom Perkinamine® variant during the first half of 2026.

How will Lightwave Logic (LWLG) support silicon photonics integration for 400Gb/s CPO?

Lightwave Logic plans to co-develop modulator design, testing, packaging and an electro-optic polymer PDK for standard silicon photonics foundry processes.

Does the November 25, 2025 announcement guarantee a product launch for LWLG?

No; the partner's formal product launch decision is contingent on successful execution of technical milestones and related modulator results.

What applications is Lightwave Logic targeting with the new technical program (LWLG)?

The program targets AI networking scale-up/scale-out and Co-Packaged Optics (CPO) transceiver applications at 400Gb/s.

How does Lightwave Logic claim Perkinamine® compares with crystal-based materials for CPO?

The company stated Perkinamine® is designed to be compatible with semiconductor foundry processes and assembly equipment, unlike crystal-based materials such as lithium niobate.