Poet's Ad Found from Stockhouse Home Pagehttps://themarketherald.ca/poet-technologies-powering-the-next-generation-of-everything-2023-01-05/
Is Poet an Amazing Little Company so far?
In quotes below is part of their advertisement.
gilver
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Not only does POET’s hybrid-integration solution bring immense value to the industry, it also eases the burden of adoption as it is designed to seamlessly fit into current transceiver form factors. Wafer-scale manufacturing allows scalability in volume, lower cost and ultimately, higher performance. The elegance and flexibility of the Optical Interposer™ platform allow it to move to the next generations without time-consuming or costly reinvention. Notably, the company’s road map includes a 6.4Tbps 16-lane dual waveguide co-packaged optics module that is adapted from the foundational platform technology. That product is unique in the industry and promises incredible performance benefits as it nears market readiness. Commercializing Now — POET’s Suite of Products Gain Traction
In 2023, POET Technologies forecasts production for numerous products, including:
- 400G/800G/1.6Tbps Transmit (Tx) chiplets based on directly modulated lasers (DMLs) and integrated drivers
- 800G/1.6Tbps Receive (Rx) chips with integrated TIAs (trans-impedance amplifiers) are scheduled for customer sampling in Q1 2023
- 800G and beyond Thin Film Lithium Niobate-based Tx solutions are scheduled for customer samples in the first half of 2023. The form factor of this design supports integration up to 1.6Tbps.
- Alpha samples of C-band Light Engines have been delivered to a contracted customer in the AI space, and production is expected to start in the second half of 2023.
Financially, the company has zero debt and is well positioned for rapid growth as its sales ramp up as forecast. Each industry that POET’s solution addresses is a multi-billion-dollar space. The company expects to reach $250 million in revenue in 2025 on its way to becoming a billion-dollar enterprise.
Partnerships with Established Industry Players
As of January 2023, POET has multiple customers, including Celestial AI and FiberTop Technology. Other partners have yet to be named because of the high level of secrecy involved in the semiconductor sector. But POET anticipates being able to reveal more and more about its partnerships and operations as momentum builds around its technology.
Telecom giants in China and large European component makers are among POET’s other partners. A growing number of additional customers have committed to working with POET or are actively engaged in discussions to do so.
POET also announced that it will be using highly regarded DMLs from Lumentum and CW (continuous wave) lasers from Broadcom, which makes the Optical Interposer™ products even more attractive to North American and European industry leaders. The best-of-breed components that POET utilizes prove it is ready to be an industry leader as photonics leaps to the forefront of advanced technology."