POET Technologies Ord Shs V.PTK

Alternate Symbol(s): POET

Technology Semiconductors

POET Technologies Inc. is a design and development company. It offers high-speed optical engines, light source products and custom optical modules to the artificial intelligence (AI) systems market and to hyperscale data centers. Its photonic integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the integration of electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. Its Optical Interposer-based products consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition, it has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. Its Optical Interposer platform solves device integration challenges across a range of communication, computing and sensing applications.

TSXV:PTK - Post by User

POET Technologies Ord Shs

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Comment by BlackAdder23on May 27, 2016 7:51am

118 Views

Post# 24909407

RE:RE:RE:RE:RE:RE:RE:Just Reviewing the Investor Presentation

Ok let's drop the insults and figure out the right answer.

It is plainly obvious that there are more bits and pieces to the AOC than just the detector + tranceiver. Those costs may be similar or different (and possibly a headwind to POET's cost base). Surrounding bits of plastic and the metal involved in the connector for example will be similar. labour and/or mechanical assembly may be pluys or minus similar. Optical fibre may be more expensive than copper. So the savings (33x and 14x) relate to the subcomponentry and not the whole package. They are saying the entire package is 50% GM at 1.5 times the cost of copper.

Don't confuse apples with apple seeds.

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