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Microcap & Penny Stocks : REFR Since Gauzy
REFR 1.260-3.1%Jan 27 3:59 PM EST
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From: N. Dixon1/27/2026 2:49:55 PM
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I wanted AI to focus on the AIT architectual product

Gauzy’s involvement with AIT Thermolite is direct, material, and central — but it is not as a window manufacturer. Gauzy’s role is as the exclusive producer of the SPD film that powers AIT’s Thermolite and RetroWAL retrofit systems.

Here’s the clear breakdown, grounded in the sourced information you pulled up.

? Short Answer (Most Important Point) Gauzy supplies the SPD film used inside AIT’s Thermolite/RetroWAL smart-glass retrofit systems.
AIT manufactures the glazing units, but the dimming technology inside them is powered by Gauzy-produced SPD film.

?? How Gauzy Fits Into the AIT Thermolite Ecosystem 1. Gauzy is the SPD film manufacturer for AIT’s Thermolite products Multiple press releases confirm that the Thermolite/RetroWAL retrofit system is:

  • Powered by SPD-SmartGlass film invented by Research Frontiers
  • Produced by Gauzy
This means:

  • AIT does not make SPD film.
  • AIT buys SPD film from Gauzy.
  • AIT laminates that film into its Thermolite glazing units.
2. AIT is the glass systems manufacturer; Gauzy is the materials supplier AIT (Advanced Impact Technologies Group) is described as:

  • A “fully-integrated manufacturer of advanced functional glass solutions”
They build:

  • the frames
  • the retrofit modules
  • the glazing assemblies
  • the installation systems
But the light-control layer inside those units comes from Gauzy’s SPD film.

3. Thermolite RetroWAL was co-developed by AIT, REFR, and Gauzy The RetroWAL system — the newest Thermolite product — is explicitly described as:

  • Co-developed with AIT Group and Gauzy Ltd.
This is the strongest evidence that Gauzy is not just a supplier, but a technical development partner.

Gauzy’s contributions include:

  • SPD film production
  • integration support
  • electronics/drive expertise
  • optical performance tuning
  • manufacturing process alignment
4. Gauzy’s SPD film is the enabling technology Without Gauzy’s SPD film, Thermolite would be:

  • a static retrofit window
  • with no dynamic shading
  • no instant dimming
  • no REFR royalty component
SPD is the differentiator — and Gauzy is the only commercial producer.

?? Putting It All Together AIT’s role: Manufactures the Thermolite/RetroWAL retrofit window systems.

Gauzy’s role: Produces the SPD film that gives Thermolite its dimming capability and co-develops the system integration.

REFR’s role: Licenses the SPD technology and receives royalties from the sale of the finished Thermolite/RetroWAL products.

? Bottom Line Gauzy is the exclusive SPD film producer and a co-developer of the Thermolite/RetroWAL retrofit system.
AIT builds the glazing units, but the smart-glass functionality inside them is powered by Gauzy’s SPD film.

If you want, I can also map out:

  • how much revenue Thermolite could generate for REFR
  • whether Thermolite is likely to appear in federal energy-retrofit contracts
  • how Gauzy’s financial restructuring affects AIT’s supply chain
Just tell me where you want to go next.
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