POET Technologies Ord Shs V.PTK

RE:RE:Interesting

[ark88]

lscfa wrote:

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.
 

 

 

SPX is in the rearview mirror with 100, 200 and 400G engines.
If th eindustry is moving to 800G+ optical engines utilizing Externally Modulated Lasers why is POET utilizing Directly Modulated Lasers? particularly if EMLs are better suited for higher speeds?

https://ayarlabs.com/optics-on-sc23/?utm_campaign=231204-nov-blog&utm_content=274167836&utm_medium=social&utm_source=linkedin&hss_channel=lcp-6627049

Here's an excerpt from the link above that sheds some light on a strategy miss that may explain the misfortune that POET is experiencing.

This was the first time we’ve both exhibited and spoken at Supercomputing, and the results from our participation did not disappoint. On the floor we were showcasing our 4Tbps OFPGA solution (more on that below), and crowds of attendees interested in the reality of co-packed optics had the booth humming throughout the event. Our team participated in session discussions on scalable architectures for the future of AI/HPC, as well as the development of a chiplet ecosystem for next-generation devices. Enthusiasm for optical I/O was high and brought about productive discussions on technology and design integration — in particular around implementation of UCIe. It’s clear that the market’s future depends on a standardized approach for integration of optical I/O versus proprietary designs. There was a reason we had LK Bhupathi, Ayar Labs’ VP of products, strategy and ecosystem, speaking on the importance of standards in the chiplet ecosystem, and we’ll have a lot more to say on this front in the future.