RE:FJ says POET now has a clear path to 3.2 TSo there's a clear path to 3.2 T is there?
Well, let's see....the 400g transmit engine that 3.2T depends on and that POET has spent $20 million developing needs a complete redesign that wont be ready till late 2024.
The path just got a little murkier.....
'the Company has invested approximately $20 million in design, development and engineering programs related to its 400G transmit chiplets (combined in multiples of 400G to achieve 800G, 1.6T and 3.2T speeds), in 800G receive optical engines, and in light source products, and fabrication techniques.
The Company has designed, tested and sampled the current version of its 400G transmit (Tx) engine, and its 800G receive (Rx) engine with various customers. The Company intends to revise its 400G Tx product and to introduce a new version later this year.