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Bullboard - Stock Discussion Forum
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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Bullboard (TSXV:PTK)
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(664)
•••
wintersun10
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Comment by
wintersun10
on Nov 25, 2024 8:54am
RE:Perplexity Ai:
Ha. That is great. How much working capital does Poet have to raise to facilitate sales like that?
(825)
•••
maestrodrumboe
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Post by
maestrodrumboe
on Nov 25, 2024 8:53am
Binding MOU Agreement in place
Sanan isn't dumb enough to walk away without being compensated for their investment in the JV..So we don't know what the 24.8% ownership transfer to POEt is going to cost the Company
...more
(110)
•••
prophetoffactz
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Post by
prophetoffactz
on Nov 25, 2024 8:39am
Perplexity Ai:
Production Capacity: POET's statement about exceeding one million optical engines per year suggests a significant production capability that could capture a substantial portion of the market
...more
(664)
•••
wintersun10
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Comment by
wintersun10
on Nov 25, 2024 8:17am
RE:RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Right and they failed to boast how much it is going to increase sales now, next year in 2026 and so on. You have to assume no sales.
(664)
•••
wintersun10
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Comment by
wintersun10
on Nov 25, 2024 8:15am
RE:RE:RE:RE:RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Well, when will they start? I was production ready in 2020. No sign of sales yet. Now would have been the time to boast how many sales they have already. Something to allow us to increase sales from
...more
(2139)
•••
lscfa
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Comment by
lscfa
on Nov 25, 2024 8:14am
RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Owning 100% of SPX means its revenues will now be consolidated into Poet's. Zack's forecasts SPX revenue for 2025 and 2026 of $5M US and $25M US. Add that to Poet revenue of $5M and $40M.
(664)
•••
wintersun10
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Comment by
wintersun10
on Nov 25, 2024 8:11am
RE:RE:RE:RE:RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Right. Got that wrong. Perhaps the IR company can use Chat GPT next time and promt it to make a readable NR. Would not take more than a minute. And free if you use the free version. AI works great
...more
(2139)
•••
lscfa
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Comment by
lscfa
on Nov 25, 2024 8:06am
RE:RE:RE:RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Wake the hell up. The Malaysian capacity of 1 million OEs per year is sufficient to meet customer needs "through 2026", NOT in 2026.
(2139)
•••
lscfa
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Comment by
lscfa
on Nov 25, 2024 8:02am
RE:RE:RE:RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Reread the NR. Poet is buying the equipment at the SPX facility instead of continuing to lease it. It is NOT being moved to Malaysia.
(664)
•••
wintersun10
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Comment by
wintersun10
on Nov 25, 2024 7:58am
RE:RE:RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Yeah, it is always hard to read through all the weasel words. Sanan failed, so. In human terms they are sending in the movers to move the equipment to Malaysia or something to make 800 type gadgets
...more
(2139)
•••
lscfa
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Comment by
lscfa
on Nov 25, 2024 7:55am
RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Year to date, $2.4M US spent on equipment not yet in service. Appears to be for placement at Malaysian contract manufacturer. Capacity 1,000,000 OEs per year. Meanwhile, SPX has a capacity of $250M
...more
(664)
•••
wintersun10
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Post by
wintersun10
on Nov 25, 2024 7:50am
CAPITALIZ
New IR. Looks like its now Brijbassie and Capitaliz. The other IR company seems to be gone.
(825)
•••
maestrodrumboe
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Comment by
maestrodrumboe
on Nov 25, 2024 7:41am
RE:RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Looks like the Sanan JV turned out to be a flop and they decided to walked awat...lol
(825)
•••
maestrodrumboe
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Comment by
maestrodrumboe
on Nov 25, 2024 7:29am
RE:New Press Release - POET Expands Capacity to Meet AI Infrastructure Demand
Everyone Buckle up,we is getting to blast Off to the Moon.just 2 more short years of Testing??.the year of the POET is NOW 2026..LMSO “The addition of wafer-scale equipment to our
...more
(664)
•••
wintersun10
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Post by
wintersun10
on Nov 25, 2024 7:26am
News
Poet news. Actual action. No 3 years of testing, so that is good.
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