Exhibit 99.1

Investor Update Call Presentation July 31, 2025

Forward Looking Statements This slide presentation contains “forward - looking statements” and “forward - looking information” within the meaning of the Privat e Securities Litigation Reform Act of 1995. This information and these statements, which can be identified by the fact that they do not relate strictly to h ist orical or current facts, are made as of the date of this presentation or as of the date of the effective date of information described in this presentation, as ap pli cable. The forward - looking statements herein relate to predictions, expectations, beliefs, plans, projections, objectives, assumptions or future events or performance (often, but not always, using words or phrases such as “expects”, “anticipates”, “plans”, “projects”, “estimates”, “envisages”, “assumes”, “intends”, “s trategy”, “goals”, “objectives” or variations thereof or stating that certain actions, events or results “may”, “can”, “could”, “would”, “might” or “will” be ta ken , occur or be achieved, or the negative of any of these terms and similar expressions) and include, without limitation, statements with respect to projected financia l t argets that the company is looking to achieve. All forward - looking statements are based on current beliefs as well as various assumptions made by, and information currently av ailable to the company’s management team. A more detailed description of the risks presented by those assumptions and other risks are more fully descr ibe d by the company under the caption “Risk Factors” included in our SEC filings and other risks to which our company is subject, and various other factors be yond the company’s control. By their very nature, forward - looking statements involve inherent risks and uncertainties, both general and specific, and risks exist that estimates, forecasts, projections and other forward - looking statements will not be achieved or that assumptions do not reflect future experience. We c aution any person reviewing this presentation not to place undue reliance on these forward - looking statements as a number of important factors could cause t he actual outcomes to differ materially from the beliefs, plans, objectives, expectations, anticipations, estimates assumptions and intentions expressed i n s uch forward - looking statements. The company does not undertake to update any forward - looking statement, whether written or oral, that may be made from time to t ime by company or on behalf of the company except as may be required by law. 2

Perkinamine ® Reliability Breakthrough 3 Successful passing of Telcordia GR - 468 85/85 environmental stress test validates long - term reliability • Thin - film devices with second - generation proprietary encapsulation barrier Sample Selection 1 • 85 ௗƒ C and 85 ௗ % relative humidity for 1,000 hours • I ndustry standard rigorous conditions Stress Conditions 2 • Change in absorbance measurements showed only 1.6% average loss after 1,000 hours Performance 3 • More than 11 samples exceeded Telcordia GR - 468 requirements by a wide margin Pass Rate 4 Proof of reliability is critical to convince customers to proceed in design win cycle x Confirmation that our EO polymer materials can maintain performance over time in harsh operating conditions x Similarities with the trajectory of Organic LEDs before deployment in real - world applications x Robust protection against moisture and oxygen x Significant breakthrough with fourth - generation atomic layer deposition (ALD) encapsulation material

• Very positive reception and increasing industry’s confidence on materials readiness Results have been shared with key customers 1 • Demonstrates we can protect from oxygen/moisture even with second generation encapsulation addressing historical challenges of EO polymers 85/85 Success 2 • Oxygen transmission rate (OTR) of 1.4 îௗ 10 ⁻⁶ ௗ g/m²/day - approaching the measurement limit of state - of - the - art OTR instrumentation • This performance far exceeds the "gold - box" standard of 7 îௗ 10 ⁻⁶ ௗ g/m²/day for lifetime reliability • Preparing this fourth - generation encapsulation material for its next - release back - end - of - line (BEOL) Process Design Kit (PDK) for integration into silicon photonics foundries Fourth - generation atomic layer deposition (ALD) encapsulation for future requirements 3 • Focused on continuous improvement of materials, process and encapsulation Next step is to demonstrate reliability on devices in partnership with customers 4 Commercial Impact & Next Steps 4 Critical milestone for Stage 1 & 2 customers, preparing material for on - device reliability

Focus on Execution & Planning for Production Scale 5 Technology & Materials Development Patents/IP, Polymers, Factory and Process Stage 1 Complete Scale - up & Diversification Production infrastructure + New markets and applications Stage 3 Starting 2026 Customers & Products Product Design - ins Silicon Photonics Foundries AI Ecosystem Integration Stage 2 2025 + 2026 Seizing growth opportunities presented by AI market

The Emergence of CPO (Co - Packaged Optics) 6 • New market emerging to replace very short electrical copper connections with optical links • Requires high density ports (size becomes critical), high bandwidth (400G+), low power and ability to integrate with silicon chips Excellent fit for Perkinamine ® ; future proof technology unlike legacy material alternatives

Enabling AI Connectivity Ecosystem 7 Optical Transceiver Suppliers Silicon Photonics Engines (PICs) & Foundries Polymer Modulators Hyperscale AI Data Center Note: Companies represent examples of established entities per segment only.

Design Win Cycle 8 Technology Selection Product Design Prototype to Final Product Production Ramp to High Volume Demonstrate performance Build trust in materials reliability Show superior attributes versus competing technologies (size, power, cost) 3 – 6 months Stage Duration Key Activities & Milestones 3 – 6 months 12 – 18 months Total : 18 – 24 months Supply customer with process design kit (PDK) Support modulator design activities Interface with foundry to enable material integration Support product reliability program Support product design iterations (alpha, beta, final) Support product qualification with end - user (specs, reliability) Improve manufacturing, process yield and cost metrics Support customer on process and yield improvement Participate in cost reduction programs Support design of product variants Prepare for next gen products 1 2 3 4 Reaffirming expectation to have 3 - 5 customers in Stage 3 by year - end 2025

Q&A