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.

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POET Technologies Ord Shs > Interesting

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Comment by lscfaon Dec 05, 2023 11:33am

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Post# 35769131

RE:Interesting

I hope most are reading this NR differently than you.

Co. is saying initial product sales will not appear as revenues on Poet's fins but on the fins of SPX. But SPX is 47% owned by Poet after Sanan makes its full cash investment so 47% of SPX earnings will appear on Poet fins. Also, Poet sells OIs to SPX to make OEs so there should be some early revenues for Poet.

To make this point and not reiterate its plan to make other products outside of SPX and China with a new JV partner experienced in module design/manufactruing is a bit remiss.