Jul. 13 at 3:16 PM
$LWLG The Photonics War Has Begun
$AMD moved first — but LWLG and
$POET hold the layers that unlock it all.
In May 2025, AMD quietly acquired Enosemi, a stealth silicon photonics startup focused on co-packaged optics, custom ASICs, and advanced packaging.
This wasn’t noise. It was a signal of urgency.
The next leg of AI isn’t about more compute.
It’s about physical architecture.
And that means light.
Why It Matters:
NVIDIA’s Rubin architecture made light-native AI a reality.
AMD just fast-tracked into CPO with Enosemi.
Copper is no longer viable. Optics is now foundational.
AMD moved first. Everyone else is scrambling to catch up.
What the Market Overlooked:
LWLG already controls the material everyone else will need.
Their electro-optic polymers solve the AI stack’s hardest problem:
Moving massive data at light speed with ultra-low power and latency.
They unlock faster modulation than silicon, sub-1.5V operation, micron-scale CPO design, and foundry-ready compatibility.
These polymers don’t just carry light.
They turn it into logic.
The next-gen AI stack demands it.
Only LWLG has it.
Polariton Technologies AG — The Swiss Spark:
Based in Zurich and spun out of ETH, Polariton co-develops 400 to 800 Gbps modulators with LWLG.
They’ve demonstrated over 1.1 THz bandwidth, sub-1.5V performance, silicon compatibility, and micron-scale density.
But here’s the key:
Polariton can’t scale without LWLG.
Wherever Polariton goes, LWLG value flows.
Why LWLG’s Silence Is Strategic:
LWLG hasn’t acquired Polariton. And they don’t need to.
Polariton’s breakthroughs depend on LWLG’s polymers.
Remaining upstream keeps LWLG neutral across all platforms.
No capex. No dilution. No distraction.
Only licensing leverage across Tier-1 verticals.
Doing nothing is the move.
Control the material. Control the future.
With Froth Gone, the Core Is Clear:
LWLG’s price has sold off, but its strategic value has only strengthened.
Polariton is advancing.
No one else has polymer-based logic for CPO at this scale.
The big players are now forced to adapt.
Add POET to the Equation:
While AMD moved vertically with Enosemi, NVIDIA’s Rubin stack requires a photonic-native platform—POET fits that need.
Their optical interposer is modular, low-power, scalable, and aligned with foundry process flows.
They’ve confirmed active partnerships with AI chipmakers.
POET likely already supplies or is testing with Rubin—or is next in line.
Just like
$IONQ and
$RGTI were dismissed before quantum ignited,
POET and LWLG sit at a similar structural inflection.
The Race Has Begun:
Intel is leaning into quantum and silicon photonics.
Coherent, Lumentum, Broadcom, Cisco, Infinera all need scalable photonic I/O.
NVIDIA Rubin is live.
Everyone else is scrambling to close the gap.
But only LWLG holds the polymer layer.
And only POET delivers modular light-speed interconnects to match.
Market Signals Are Flashing:
LWLG, POET, AEHR, and LPTH all caught quiet bids during red markets.
This isn’t retail—this is smart money rotating into physical bottlenecks and photonic enablers.
Tier-1 sourcing has begun.
Momentum will follow.
Final Thought:
LWLG is upstream, essential, and still misunderstood.
POET is modular, production-ready, and likely embedded.
Polariton is the spark.
And AMD just signaled it’s time.
This will not rerate slowly.
It will rerate structurally.
The bottleneck is real.
And the light-layer is already live.
*Options markets are already positioning around the photonics enablers—follow the money before the headlines catch up.
https://www.crn.com/news/components-peripherals/2025/amd-acquires-silicon-photonics-startup-enosemi-in-ai-systems-push
