Core Viewpoint - Lightwave Logic, Inc. has reaffirmed its commitment to a fully rare-earth-free supply chain and entirely U.S.-based production of its Perkinamine platform, ensuring resilience against geopolitical supply chain disruptions [1][2]. Group 1: Supply Chain Independence - The Perkinamine platform is designed to be fully rare-earth-free, unaffected by recent Chinese export restrictions on rare-earth elements and magnets [1]. - Unlike other platforms that depend on fragile supply chains, Perkinamine is engineered for complete supply chain resilience, with all production occurring at a facility in Denver, Colorado [2]. Group 2: Strategic Importance - The CEO of Lightwave Logic emphasized the importance of creating a technology platform that not only delivers high performance but also ensures geopolitical resilience, making Perkinamine a unique solution in the market [3]. - The company positions Perkinamine as a strategic imperative for supply chain continuity, combining scalability with long-term sourcing confidence [3]. Group 3: Company Overview - Lightwave Logic, Inc. is a technology platform company focused on developing proprietary electro-optic polymers that facilitate ultra-high-speed data transmission with low power consumption [3]. - The materials developed by the company are intended for next-generation photonic devices used in telecommunications, data centers, and emerging AI infrastructure [3].

Perkinamine® Reliability Breakthrough - The company's thin-film devices with second-generation proprietary encapsulation barrier successfully passed the Telcordia GR-468 85/85 environmental stress test, validating long-term reliability[6] - Absorbance measurements showed only a 1.6% average loss after 1,000 hours under 85°C and 85% relative humidity, exceeding Telcordia GR-468 requirements[7,8] - The oxygen transmission rate (OTR) of the fourth-generation atomic layer deposition (ALD) encapsulation material is 1.4 × 10⁻⁶ g/m²/day, approaching the measurement limit and far exceeding the "gold-box" standard of 7 × 10⁻⁶ g/m²/day[9,14] Commercial Impact & Next Steps - Positive reception from key customers, increasing industry confidence in materials readiness after sharing 85/85 success results[10,11] - The company is preparing the fourth-generation encapsulation material for its next-release back-end-of-line (BEOL) Process Design Kit (PDK) for integration into silicon photonics foundries[14] - The next step is to demonstrate reliability on devices in partnership with customers, focusing on continuous improvement of materials, process, and encapsulation[13] Market & Strategy - The company is focusing on execution and planning for production scale to seize growth opportunities presented by the AI market[15] - Co-Packaged Optics (CPO) is emerging as a new market requiring high density ports, high bandwidth (400G+), and low power, which is an excellent fit for Perkinamine® technology[17,21] - The company reaffirms its expectation to have 3-5 customers in Stage 3 by year-end 2025[26]