Lightwave Logic, Inc. · NASDAQ:LWLG
Lightwave Logic — Investor Presentation (January 2026)
20 slides from Lightwave Logic's investor presentation, January 2026
Slide 1: Investor Presentation January 2026
Investor Presentation January 2026
Slide 2: Forward Looking Statements
Forward Looking Statements This slide presentation contains “forward-looking statements” and “forward-looking information” within the meaning of the Private Securities Litigation Reform Act of 1995. This information and these statements, which can be identified by the fact that they do not relate st
Slide 3: Imagine a flashlight turning on and off 100 billion times per second
Imagine a flashlight turning on and off 100 billion times per second
Slide 4: Perkinamine: The Fastest Electro-optics Material
Perkinamine® The Fastest Electro-optics Material
Slide 5: Experienced Management Team
Experienced Management Team Yves LeMaitre Dr. Aref Chowdhury Dr. Robert Blum Dr. Lance Thompson Chief Executive Officer & Chief Technology Officer & SVP, Sales & Marketing VP of Engineering President Head of Strategy Realigned management team brings broad operational and research expertise across ph
Slide 6: AI Infrastructure Facing New Challenges
AI Infrastructure Facing New Challenges CONNECTIVITY BANDWIDTH POWER INTEGRATION
Slide 7: AI Cluster Opportunity (Scale X)
AI Cluster Opportunity (Scale X) Scale Up Scale Out Scale Across Within the Rack Across Racks Between Data Centers Our polymer technology can address each of these scaling challenges © Lightwave Logic, Inc. 7
Slide 8: Enabling AI Connectivity Ecosystem
Enabling AI Connectivity Ecosystem AI Networking & Hyperscale Data Center Optical Transceiver Suppliers Silicon Photonics Engines (PICs) & Foundries Note: Companies represent examples of established entities per segment only.
Slide 9: The Product Design Process
The Product Design Process Silicon Photonics Integrated Optical Datacenter or AI Factory Perkinamine PIC (Photonics Module EO Polymer Integrated Circuit) Note: Companies represent examples of established entities per segment only. 9
Slide 10: Polymer Slot Modulators
Polymer Slot Modulators Source: J.A. Drisko, et al. Frontiers in Optics, pp. FM1C-1. Optica Publishing Group, 2024. © Lightwave Logic, Inc. 10
Slide 11: Si Slot Waveguide Cross Sections
Si Slot Waveguide Cross Sections 500 nm 100 nm Clean, sharp, and smooth Si slots © Lightwave Logic, Inc. 11
Slide 12: Device after Polymer Integration
Device after Polymer Integration © Lightwave Logic, Inc. 12
Slide 13: Strong Patent Portfolio
Strong Patent Portfolio 80+ U.S. and international patents and applications that are issued or pending; Patent portfolio spans all major aspects of manufacturing and operations Materials Optical Devices Fabrication Integration Packaging o Innovating new EO o Engineering ways to o Materials innovatio
Slide 14: 2028 Estimated TAM & SAM
2028 Estimated Total Addressable Market (TAM) & Serviceable Addressable Market (SAM)* $10 billion TAM AI 20M units of 1.6Tb/s and 3.2Tb/s transceivers/CPO (200Gb/s+ lane) = 160M modulators $7 billion TAM $1.0 – 2.5 billion SAM Datacenter 18M units of high-speed Serviceable market for EOP transceiver
Slide 15: Electro-optic Polymers in Quantum Applications
Electro-optic Polymers in Quantum Applications Quantum Computing Quantum Communications TAM 2035: $28B $11B Quantum Sensing $7B Source: Quantum Technology Monitor, McKinsey, 6/25 1
Slide 16: Our Business Model: Material + IP/Royalty Licensing Company
Our Business Model Material + IP/Royalty Licensing Company …For Creating …And Generating Foundational E/O Next-Gen Optical High Margin Polymer R&D… Modulators Revenues E/O Polymer E/O Polymer Material Sales 60%+ Composition & IP Production IP & “PDK” Licensing Gross Margin at Scale Reference Designs
Slide 17: Stage 1, Stage 2, Stage 3
Stage 1 Stage 2 Stage 3 Complete 2025 + 2026 Starting 2026 Technology & Customers & Products Scale-up & Materials Diversification Development Product Design-ins Production Silicon Photonics infrastructure Patents/IP, Foundries Polymers, + Factory and AI Ecosystem New markets and Process Integration
Slide 18: Design Win Cycle
Design Win Cycle 1 2 3 4 Technology Prototype to Production Ramp to Stage Product Design Selection Final Product High Volume Support customer on Supply customer with Support product design process and yield Demonstrate performance process design kit (PDK) iterations (alpha, beta, final) improvement
Slide 19: Key Takeaways
Key Takeaways Strong platform + favorable market dynamics to enable utilization of electro- optic polymers for high speed, low power AI and data center applications. Unprecedented Innovative EO Strong Patent Deeply Experienced Robust Balance Accelerating Demand Polymer Technology Portfolio Leadershi
Slide 20: Contact
Contact IR: Ryan Coleman or Nick Teves investor.relations@lightwavelogic.com +1 (312) 445-2870
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