POET Technologies Ord Shs POET

Primary Symbol: V.PTK

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 > the Poet advantage

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Comment by lscfaon Oct 01, 2024 8:57pm

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Post# 36249392

RE:RE:the Poet advantage

You should do more dd..

POET may sell 400G Optical Engines outside of the China Territory. For such sales, POET shall exclusively procure the 400G Optical Engines from the Company at an agreed price. In case a customer for 400G Optical Engines located outside of the China Territory rejects procurement of 400G Optical Engines manufactured in the PRC the Parties shall discuss in good faith the most suitable solution for supplying such customer, including the incorporation of a manufacturing subsidiary of the Company outside of the PRC, supply by POET or a third party manufacturer.

wintersun10 wrote: Some more to chew on from the DD guys:

Per the JV agreement, SPX has rights to sell (and keep the revenue/profit/loss) 100G and 200G OEs worldwide, and 400G in Asian territories.

For 400G engines outside of Asian territory, POET must purchase the OEs from SPX first (SPX must approve the customer, too). Section 5.2 through 5.4 explain this.

It is reasonable to conclude that most of the $17k in revenue to SPX is POET purchasing 400G engines for sampling for the Multilane collaboration. Why no revenue to POET for these? Because more often than not, they're given out for free.

I'm sure once you read the Agreement you'll understand why I've said several times that the "ownership" of 800G engines (ie revenue) is CRITICAL. It is undetermined per the September filing. I consider 400G and below to be worthless to POET since SPX has complete control. If SPX gets rights to 800G, that would be absolutely devastating for us here. That is the only question that needs to be answered and ASAP.

None of the recent, fancy PR's mean a damn thing if SPX gets the rights to 800G.

So call your local representative lol...

Management obviously understands this more than any of us here, so I am sure ultimately the right decision will be made and is in process. I hope the next PR on the supply chain/manufacturing front explicitly states SPX has not been granted those rights. It should purely be a contract manufacturing partnership, not a joint venture or a license.

maestrodrumboe wrote: something to munch on while we wait to get filthy Rich..

https://www.photonicsonline.com/doc/why-optical-interposers-are-the-hidden-but-essential-component-for-the-ai-revolution-0001?fbclid=IwY2xjawFpWgRleHRuA2FlbQIxMQABHa_kXQS65jlT0wEpQiZmIxmjE1KT-86N07-OOI4a1J3QC8Q_E7XAlWVDqA_aem_cIVgkZU92F5oH8mX5ibJiw