Key Highlights

  • Lightwave Logic (LWLG) climbed as much as 30% during premarket hours Thursday following the announcement of a silicon photonics collaboration with Tower Semiconductor (TSEM).
  • The partnership will incorporate LWLG’s electro-optic polymer modulator technology into Tower’s PH18 silicon photonics process design kit.
  • The modulator designs aim for bandwidths exceeding 110GHz, enabling 200G and 400G modulator configurations.
  • Engineering tapeouts scheduled for 2026 will test performance benchmarks for AI infrastructure applications.
  • This agreement comes after LWLG’s collaboration with Luceda Photonics and SilTerra, plus Tower’s recent Nvidia partnership for 1.6Tbps optical modules.

Lightwave Logic (LWLG) stock had already posted impressive gains Wednesday, climbing more than 15% to finish at $5.02 — marking its strongest trading day in over five months. Thursday morning brought even more momentum.


LWLG Stock Card
Lightwave Logic, Inc., LWLG

The company revealed a development agreement with Tower Semiconductor (TSEM), triggering an enthusiastic market reaction. LWLG shares jumped up to 30% during premarket hours.

The partnership focuses on incorporating Lightwave Logic’s electro-optic polymer modulator technology into Tower’s PH18 silicon photonics process design kit (PDK). These modulator designs are engineered for bandwidths of 110 gigahertz and higher.

This positions the technology for 400-gigabits-per-lane applications within photonic integrated circuits — precisely the type of high-speed data transmission infrastructure that AI data centers require in growing quantities.

The partnership includes concrete plans. Both organizations will provide customers with access to engineering tapeouts scheduled for 2026, enabling early users to test modulator-based configurations on the PH18 platform.

Understanding the Technology

The program aims to validate low-power 200G and 400G modulator architectures designed for AI infrastructure, high-performance computing, and advanced networking applications.

“This collaboration allows us to bring the performance advantages of our electro-optic polymer modulators into a widely accessible foundry PDK, lowering the barrier for customers to create differentiated photonic solutions and accelerate innovation,” CEO Yves LeMaitre said.

Tower Semiconductor stock responded positively as well, rising nearly 2% in premarket trading after the announcement.

Expanding Partnership Network

Lightwave Logic has been active on the partnership front recently. Earlier this March, the company announced the integration of its electro-optic polymer modulator platform into the Luceda Photonics design environment, working with SilTerra Malaysia’s silicon photonics platform.

That agreement enables designers to create and tape out photonic integrated circuits using LWLG’s modulators for 200G and 400G per lane performance. SilTerra, Lightwave Logic, and Luceda Photonics finished an initial tapeout earlier this year.

Device testing and performance verification from that tapeout is anticipated in mid-2026.

Tower Semiconductor has also been expanding its ecosystem. The LWLG partnership arrives after Tower’s February announcement of a collaboration with Nvidia to create 1.6 terabits-per-second optical modules for AI data centers using its silicon photonics technology.

Tower continues expanding its AI infrastructure presence, with the Lightwave Logic collaboration representing another step in that direction.

LWLG finished Wednesday trading at $5.02. TSEM gained nearly 2% in premarket activity Thursday following the partnership announcement.