Lightwave Logic announced on November 25 2025 that it has entered a technical program with a second Fortune Global 500 company to co‑develop a custom variant of its Perkinamine electro‑optic polymer, a co‑packaged optics (CPO) assembly process, and a silicon photonics process development kit (PDK) for 400 Gb/s AI networking applications. The partnership will run through the first half of 2026 and represents the company’s third design‑win milestone, moving it closer to commercial deployment of its polymer technology.
The program focuses on tailoring the Perkinamine polymer to meet the stringent manufacturing conditions of AI scale‑up and scale‑out, where silicon photonics chips are co‑packaged with electrical integrated circuits and ASICs. The collaboration will also refine the CPO assembly process and deliver a silicon photonics PDK that enables rapid integration of the polymer into high‑speed transceiver designs. By aligning the polymer with industry‑standard silicon photonics foundry processes, Lightwave Logic positions itself to capture a growing share of the AI‑driven data‑center market that demands 400 Gb/s links with low power and high reliability.
Strategically, the partnership validates Lightwave Logic’s rare‑earth‑free polymer platform and demonstrates its compatibility with next‑generation silicon photonics integration. The deal signals strong market acceptance of the company’s technology and provides a tangible revenue source that could accelerate the transition from material supply to a specialty materials and licensing business model. In a sector dominated by incumbents that rely on crystal‑based materials, the polymer’s performance and supply‑chain resilience give Lightwave Logic a competitive edge in the high‑speed data‑transmission market.
Financially, Lightwave Logic’s Q3 2025 results showed a net loss of $5.1 million on revenue of $29,166, an improvement from the $5.3 million loss and $22,916 revenue reported in Q3 2024. The company’s Q2 2025 loss of $5.67 million on $25.6 million revenue and Q1 2025 loss of $4.7 million on $22.917 million revenue also reflect a narrowing loss trend and modest revenue growth. Lightwave Logic continues to invest heavily in R&D to support the polymer program, which is expected to keep operating losses through 2026, but the company’s cash position is projected to fund operations through March 2027.
CEO Yves LeMaitre said, “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.” He added that the partnership underscores the company’s strategic shift toward specialty materials and licensing, reinforcing its position against larger incumbents while pursuing new revenue streams in AI networking.
The announcement was well received by investors, reflecting confidence in Lightwave Logic’s technology validation and its potential to accelerate commercialization and revenue growth.
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