RE:SPX consolidation Sounds like no 100g, 200g OEs will be made or sold. All ops dedicated to 800g, which could include 2 400g in tandem.
The SPX operation complements the Company’s recently announced agreements with Globetronics Manufacturing Sdn. Bhd (“GMSB”), to manufacture optical engines for POET in Penang, Malaysia. The combined production capacity of the two assembly and test operations will exceed one million optical engines per year, all dedicated to the 800G and higher speed transceivers required for AI clusters.