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POET Technologies Inc

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  1. Radikal 11 oktober 2023 14:31
    POET Technologies Collaborates with Yuanjie Semiconductor Technology for Laser Supply as the Company’s Optical Engines Enter Volume Production

    TORONTO, Oct. 10, 2023 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™ and Photonic Integrated Circuits (PICs) for the data center, telecommunication and artificial intelligence markets, today announced that it is collaborating with Yuanjie Semiconductor Technology Inc. (YST), a leading supplier of high-performance lasers. The collaboration will enable POET’s joint venture, Super Photonics Xiamen (SPX), to ramp optical engines to high-volume production utilizing YST’s lasers.

    “As we start ramping production of our optical engines, securing an additional reliable laser source that is well established in the industry with known good quality is of utmost importance to our business,” said Dr. Suresh Venkatesan, Chairman & CEO of POET. “Our partnership with YST has enabled POET and SPX to deliver reliable, high-performance optical engines to customers. SPX will start production of 100G CWDM4, POET ONE (a 100G single chip TxRx engine), 100G LR4 and 200G FR4 optical engines using YST’s directly modulated lasers (DMLs) this month and we expect to extend the collaboration to other products in the future.”

    “We are excited to collaborate with POET to support a growing customer demand for 100G and 200G optical engine products,” said Peter Zhang, CEO and Chairman of the Board at YST. “Our superior quality lasers and reputation for reliability will complement POET’s Optical Interposer technology, which offers a unique and highly adaptable platform to module makers. We will continue to collaborate with POET on high-speed optical engines while supporting SPX to ramp current products to high volume production.”

    POET, SPX and YST will initially collaborate on 100G CWDM4, POET ONE, 100G LR4 and 200G FR4 transmitter products. All the design verifications and reliability testing of the optical engines is complete and all will be released to production this month. Current module customers for these products include ADVA, Beijing FeiYunYi (BFYY) and Fibertop, along with others whose names have not yet been disclosed.
  2. Radikal 15 januari 2024 16:18
    POET Technologies, a leading specialist in Photonics, is one of the strategic partners of SHINE. Dr. James Lee, General Manager at POET Singapore, shared the benefits of being integrated into NUS' SHINE research ecosystem.
    As a member of the SHINE Centre, he eagerly anticipates fruitful collaborations with leading MNCs, companies, and startups, aiming to capitalize on significant opportunities that await on the horizon.

    www.linkedin.com/posts/singapore-hybr...
  3. Radikal 14 mei 2024 16:37
    POET Announces Design Win and Collaboration with Foxconn Interconnect Technology for High-speed AI Systems

    TORONTO, May 14, 2024 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™ and Photonic Integrated Circuits (PICs) for the data center, telecommunication and artificial intelligence markets, today announced that Foxconn Interconnect Technology (“FIT”), a market leader of interconnect solutions for communication infrastructure and several other large, high-growth markets, has selected POET’s optical engines, which are silicon photonics integrated circuits (Silicon PIC), for its 800G and 1.6T optical transceiver modules.

    POET and FIT have entered into a collaboration to develop 800G and 1.6T pluggable optical transceiver modules using POET optical engines with an aim to address the growth in demand from cutting-edge AI applications and high-speed data center networks. As part of the collaboration, POET will develop and supply its silicon photonics integrated circuit optical engines based on the patented POET Optical Interposer™ technology and FIT, one of the world’s leading manufacturers of interconnect technologies, will design and supply the high-speed pluggable optical transceivers for delivery to some of the largest end customers in the world.

    "The growth in demand from emerging applications such as artificial intelligence and machine learning requires continuous innovation to keep pace with power and cost requirements,” said Joseph Wang, CTO at FIT. “We are excited to partner with POET on this development. POET’s hybrid-integration platform technology will enable us to use best-of-breed components and ramp to high volume at a much faster pace and in a cost-efficient manner.”

    “POET’s vision is to ‘semiconductorize’ photonics by integrating electronic and photonic components on the interposer to enable wafer-scale assembly,” said Dr. Suresh Venkatesan, POET’s Chairman and CEO. “We are honored to work with an industry leader like FIT, capable of ramping to high volume production with its expertise in transceiver design and manufacturing. We look forward to expanding our collaboration to future projects once this initial project is complete.”

    POET’s transmit optical engines integrate externally modulated lasers (EMLs), EML drivers, monitor photodiodes, optical waveguides, thermistors and an optical multiplexer, where applicable, on to an optical interposer-based PIC. The receive optical engines integrate high-speed photodiodes, transimpedance amplifiers, optical waveguides and optical demultiplexers, where applicable. All components are passively assembled on the interposer at wafer scale using standard pick-and-place semiconductor equipment. Passive alignment of the photonic elements and use of high-speed RF traces between the electronic and photonic components to avoid wire-bonds are two hallmarks of the technology.

    POET expects to complete the design of the optical engines for FIT by Q3 2024 and start optical engine production at its joint venture, Super Photonics Xiamen, by Q4 2024.

    The global optical transceiver market for 800G and 1.6T speed is projected to grow at a CAGR of 33%, from $2.5 billion in 2024 to $10.5 billion by 2029, according to Lightcounting Market forecast.
  4. Radikal 14 mei 2024 16:39
    Foxconn is een merknaam van de Taiwanese fabrikant Hon Hai Precision Industry Co. Foxconn is de grootste fabrikant van computeronderdelen wereldwijd en produceert onder andere de Mac mini en de iPhone voor Apple Inc. Verder maakt het bedrijf onderdelen voor Dell, Sony, Nokia en vele andere merken. Wikipedia
    Oprichter: Terry Gou
    Dochtermaatschappijen: Sharp, FIH Mobile Limited, Foxtron, MEER
    Aantal werknemers: 767.062
    Overkoepelende organisatie: Hon Hai Precision Industry Co Ltd
    Hoofdvestiging: Tucheng District, Taipei, Taiwan
    Opgericht: 20 februari 1974
  5. Radikal 5 juli 2024 16:45
    FAQ: POET Updates on Customer Engagements and Operations
    June 11th, 2024

    During the second quarter of 2024, POET made several announcements about collaborations, technology development, and financial progress. To help investors and industry observers further understand the significance of the recent news, the company is providing answers to the following frequently asked questions.



    1. What is the timeline for development of the products related to the design win and collaboration with Foxconn Interconnect Technology?

    On May 14, POET announced that Foxconn Interconnect Technology (FIT) had selected POET’s optical engines for its 800G and 1.6T optical transceiver modules. FIT is a market leader of interconnect solutions for communication infrastructure and several other large, high-growth markets, and was attracted to POET’s optical engines because of their best-of-breed components, high performance, and cost efficiency.

    POET is on track to complete the design of the optical engines for FIT in 2024. There will be a period of about six months when FIT will sample the POET-equipped 800G optical transceiver modules to its customers. During the sampling phase, FIT customers may ask for design tweaks or customization, and such scenarios are built into the expected timeframe. POET anticipates FIT will place its first order for volume production in the second half of 2025. The 1.6T transceivers are expected to be sampled in late 2025 for production in late 2026.



    POET and Luxshare Tech are working together to bring 800G and higher optical modules to the market

    2. Several POET customers have been sampling and/or testing POET products since 2023. What is the status of these customer engagements?

    Although POET has a number of customer engagements that are in various stages of development, these six customers — along with FIT — are the ones that have been announced and are closest to adoption of POET’s products for high-volume manufacturing.

    Luxshare Tech: In March, Luxshare introduced an 800G pluggable transceiver that includes POET’s 2x400G receive optical engine (RXOE) design. POET is finishing design work on a 400G transmit optical engine that will combine with the 400G RXOE to give Luxshare a complete POET-based chipset to sell to its end users. That chipset is on track to be ready for sampling in 2024.

    Celestial AI: POET Starlight™ is a lightbar component in Celestial AI’s flagship product, Photonic Fabric, that is designed to shatter the memory wall and deliver data directly to the point of compute. An 8-channel packaged light source for chip-to-chip AI applications and co-packaged optics for the data center market, Starlight can be integrated on a host board and connected to chips and ASICs with built-in silicon photonics. POET will supply initial production orders to Celestial AI in the second half of 2024.

    Adtran (formerly ADVA): Adtran is committed to advance its MicroMux™ Quattro 400G quad LR4 optical module with POET’s 100G CWDM and 100G LR4 engines. POET has configured 4x100G CWDM and 4x100G LR4 formats for the MicroMux product line. Designed to fit in a single QSFP-DD pluggable form factor, the Quattro transceivers can integrate seamlessly into standard 400G sockets and fan out 4x100GbE, maximizing the use of existing hardware in data centers.

    ZKTel: In January, POET announced that it is collaborating with ZKTel to develop a 100G CWDM4 optical transceiver module using POET optical engines supplied by Super Photonics Xiamen (SPX), the joint venture with Sanan IC. ZKTel is in the final stages of its qualification of the 100G CWDM4 module.
    Beijing FeiYunYi Technology (BFYY): Formed with the intent to sell optical modules that feature POET 100G optical engines, BFYY’s current plan is to focus on 400G.

    FiberTop Technology: POET has delivered its legacy optical engines to FiberTop, which is expected to place production orders through SPX in 2024.
  6. Radikal 29 augustus 2024 13:47
    POET Streamlines its Global Engineering Organization in Response to AI Market Demand

    TORONTO, Aug. 29, 2024 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and artificial intelligence markets, today announced a reorganization of its engineering team to streamline design, component engineering and New Product Introduction (NPI) activities globally, in response to active customer demand for 800G and higher products directed at the AI systems and hyperscale data center markets.

    While the major AI network and systems companies are located in North America and China, almost all module makers, including the Company’s current customers for optical engines, are located in China, Taiwan and other Asia Pacific countries. To better serve these and other customers, POET has established a Global Engineering Organization based in Singapore, which will be led by Dr. Mo Jinyu, Senior Vice President, with the New Product Introduction (NPI) and component engineering teams reporting to her. NPI is responsible for taking optical engine and module products from prototype design to initial manufacturing, coordinating with the product design and production teams along the way. All of these functions benefit from tight integration and geographic proximity. Critical product design and architecture, key customer relationships, global marketing & sales, and intellectual property management all continue to remain centered in Silicon Valley California, while the Company’s finance, investor relations and other administrative functions are managed from its headquarters in Toronto, Ontario.

    As a result of this reorganization, the functions of engineering design and manufacturing interface, previously managed by POET’s Allentown, PA organization will be transferred to POET’s Shenzhen operation, with other functions being transferred to Singapore. Compared to its annualized spend at the beginning of the year, the annual savings realized from the closing of Allentown on or before March 31, 2025, will be between US$1.8 million and $2 million annually, with one-time costs estimated at approximately US$250 thousand.

    “Now that the Company has a strong balance sheet, we can confidently plan for our future, by streamlining the organization with a laser focus on securing design wins, delivering products and taking volume production orders from customers,” said Dr. Suresh Venkatesan, Chairman & Chief Executive Officer of POET. “We fully expect that the partnerships and customers that we have announced over the past few months will mature into module designs that will qualify with end users and convert to optical engine revenue later this year and into 2025, with ultra-high growth in the years to follow.”
  7. Radikal 11 september 2024 14:17
    InSiGa Technologies and POET to Demonstrate Laser Driver and Optical Engine Combinations for 800G and 1.6T Optical Modules at CIOE

    finance.yahoo.com/news/insiga-technol...

    InSiGa EML laser drivers and POET optical engines produce industry-leading combination

    TORONTO and SHENZHEN, CHINA, Sept. 11, 2024 (GLOBE NEWSWIRE) -- Chengdu InSiGa Semiconductor Technologies Co., Ltd. (“InSiGa”) and POET Technologies Inc. (“POET”) (TSX Venture: PTK; NASDAQ: POET), today announced that they have developed and will showcase in a live demonstration the combination of POET’s 200Gx4 transmit optical engine using InSiGa’s 200G/lane EML driver ISG-D9616 for 800G and 1.6T modules at the 2024 China International Optoelectronic Expo (CIOE) from September 11-13 at POET booth 11B59.

    AI and big data have led to significant increase in bandwidth in recent times and this higher bandwidth requirement can be supported by next generation 800G/1.6T optical modules. 200Gbs/lane requirement is now required to achieve the highest bandwidth modules that can be used to support AI and emerging datacenter applications. POET and InSiGa have developed a unique solution for 200Gx4 applications based on POET’s revolutionary Silicon based optical interposer technology using InSiGa’s patented DC coupled 200G/lane EML driver. This approach provides the most compact solution and allows for optimal performance as no external components are required between the EML and the driver. This design is built upon the successful implementation of similar optical engines using 100G/lane EML driver ISG-D5616 used in 400G optical engines designed by POET.

    ISG-D9616 is a single channel DC coupled EML driver that can be flip-chipped or wire bonded directly to the EML. This differential input and single ended output driver does not need any bias-T or capacitor between the driver and the EML. The differential input to the driver also offers cross-talk immunity especially for 112Gbaud/s applications. The driver is very compact with a die size of 0.7x0.9mm. The driver needs no external 50ohm termination for the EML making the design very simple and eliminating RF degradation due to extra bond wire inductance between the EML and the 50ohm termination. ISG-D9616 is sampling to customers now.

    ER=4.5dB, TDECQ=2.4dBER=4.5dB, TDECQ=2.4dB
    ER=4.5dB, TDECQ=2.4dB

    Measured Eye @ 106Gbaud/s
    ER=4.5dB, TDECQ=2.4dB

    POET’s 800G FR4 and DR4 transmit optical engines (OE) consist of high-speed externally modulated lasers (EMLs), integrated EML drivers (ISG-D9616) and optical multiplexer (for FR4) assembled on POET’s optical interposer. The drivers and lasers are flip chip attached at wafer scale and passively aligned to waveguides and multiplexer. The OEs have been designed specifically for use in 800G FR4 & 1.6T 2xFR4 and 800G DR4 & 1.6T DR8 OSFP and QSFP-DD pluggable transceivers.

    “We were thrilled to work with InSiGa to be able to bring this unique combination of engine and driver to market as end-user demand for 800G optical modules is skyrocketing,” commented Dr. Suresh Venkatesan, Chairman & CEO of POET. “Both module companies and end-users want to see the path to next generation performance at 1.6T and beyond, which will be observable in the live demonstration at CIOE. The ease of implementation, product roadmap and extraordinary performance of this combined solution should garner wide attention at the show.”

    “InSiGa has developed a number of platform-based products and ISG-D9616 is one such product that is derived from extensive R&D efforts spent on the 53Gbaud/s EML driver ISG-D5616. This approach allows for customers to quickly replace products for higher baud rate applications without making substantial changes to their designs. One of the major challenges working with EML based designs is cross talk and reflection related issues due to impedance mismatch with the EML. ISG-D9616 takes care of both these issues, thus allowing better performance and ease of design. We are very excited to work with POET on their Si optical interposer-based platform. The optical engines developed by POET offer customers a very compact and high-performance solution that is not easy to achieve with conventional EML based designs,” said, Dr. Vikas Manan, InSiGa Technologies CEO and Chairman.

    About InSiGa Technologies
    InSiGa Semiconductor Technologies Co., Ltd. (“InSiGa”) was founded in 2016 with focus on the design and development of Optoelectronic IC’s like Laser Drivers, TIA’s (Transimpedance Amplifiers) and CDR’s (Clock data recovery). InSiGa focuses on the datacenter, PON, Metro/Long haul Coherent and Telecom markets with IC speeds ranging from 2.5Gbs to 1.6Tbs.. InSiGa’s products are widely deployed in 50Gbs, 200Gbs and 400Gbs modules already. InSiGa’s core philosophy is to work closely with end customers to solve market challenges of rapidly increasing bandwidth that also demand low power and compact size. InSiGa is a fabless company, and works with fabs across the world to deliver the most optimal and innovative solutions in terms of cost and performance. More information about InSiGa is available on our website at www.insiga.com
  8. Radikal 8 oktober 2024 14:16
    connecting the dots :-) :-)

    Foxconn says it is building the world’s largest manufacturing facility for Nvidia’s GB200

    www.livemint.com/companies/news/foxco...

    Foxconn says it is building the world's largest manufacturing facility for Nvidia's GB200
    Reuters
    Published 8 Oct 2024, 09:38 AM IST

    Foxconn is building the world's largest manufacturing facility for Nvidia's GB200 chips, a senior executive at the Taiwanese company said on Tuesday.

    "We're building the largest GB200 production facility on the planet - I don't think I can say where now," Benjamin Ting, Foxconn senior vice president for the cloud enterprise solutions business group, said at the company's annual tech day in Taipei.
  9. Radikal 8 oktober 2024 14:35
    www.linkedin.com/feed/update/urn:li:s...

    Alex ThrelkeldAlex Threlkeld
    IT Specialist at IBMIT Specialist at IBM
    19m • 19 minutes ago
    Follow

    Hello to all my fellow IBMers. I was a systems programmer with IBM for both internal systems and client systems within a cloud computing model. I am currently retired.

    For those that are soliciting, there is nothing that I require. I am giving you a heads-up to not waste your time and energy on me in this regard.

    My reason for being here is to learn. The focus is on silicon photonics. The company of interest to me is POET Technologies. I follow this company and several others that have partnerships with POET.

    My only suggestion is to follow POET and discover for yourselves that something special is happening.
  10. Radikal 4 november 2024 14:05
    Mark Stansberry Comment on SOC Forum

    www.linkedin.com/feed/update/urn:li:a...

    To date, only one semiconductor IP core has been selected for inclusion the into Gen2025 AI Data Center Design.. That component is the optical interposer from POET Technologies. It will be placed in the optoelectronic domain.
  11. Radikal 25 november 2024 15:17
    POET Expands Capacity to Meet AI Infrastructure Demand

    ca.finance.yahoo.com/news/poet-expand...

    TORONTO, Nov. 25, 2024 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and artificial intelligence markets, today announced its intention to expand its optical engine production capacity in Malaysia.

    The Company also announced that it has signed a binding Memorandum of Understanding (MOU) with Quanzhou Sanan Optical Communication Technology Co., Ltd. (“SAIC”) to transfer to POET its 24.8% stake in the joint venture Super Photonics Xiamen (“SPX”), along with all the production equipment previously leased by SAIC to SPX. With control of SPX, POET now has the flexibility to implement its “China Plus One” strategy to locate its wafer-scale assembly operations outside of China.

    Concurrently, the Company has been negotiating with several contract manufacturers in Malaysia to become the focal point for POET’s wafer-scale assembly of optical engines and expects to sign an agreement this month and to start operations by the end of the year.

    “The addition of wafer-scale equipment to our assembly and test operations will significantly expand our production capacity to cover the projected needs of our customers for 800G optical engines being sold to AI networks through 2026,” commented Dr. Suresh Venkatesan, Chairman & Chief Executive Officer of POET. “We can now project an assembly and test capacity exceeding one million optical engines per year, all dedicated to the 800G and higher speed transceivers required for AI clusters.”

    The 24.8% equity stake represents SAIC’s entire ownership position in the JV. With no other shareholders, SPX will become a wholly owned subsidiary of POET and will continue to assemble optical engines for sale in China, adopting the POET company name. The MOU is binding and is also subject to definitive agreements, which are expected to be signed by the end of November.

    Expansion of IR Activities
    The Company entered into an agreement with 1123963 B.C Ltd DBA CAPITALIZ ON IT (‘’CAPITALIZ’’), to conduct market awareness and marketing services, commencing on November 15, 2024 and terminating on February 15, 2025. The nature of the services to be provided by CAPITALIZ include, but are not limited to, advice, content development, media buying and distribution, and marketing services through social media channels. The Company will pay CAPITALIZ a total of USD$90,000 for its services, split over the term of the contract in accordance with the services rendered. At the time of this release, CAPITALIZ does not own any shares of the Company.
  12. Radikal 26 november 2024 09:56
    Malaysia : Significant expansion of our production capacity. “We can now project an assembly and test capacity exceeding one million optical engines per year, all dedicated to the 800G and higher speed transceivers required for AI clusters.”

    Celestial AI:
    In a Zacks research report published on April 10, an analyst said POET’s relationship with Celestial AI “could represent $800 million in potential revenues by itself. We believe most if not everything Celestial is planning to sell contains POET.”

    Luxshare: The 400G FR4 and 800G 2xFR4 market is ramping fast and is projected to be at $500 million per year for the next several years. FR4 is the only industry standard that serves the 500m to 2km reach inside a data center. LuxshareTech has the opportunity to capture a share of this growing market with cost optimized and scalable design.

    Foxconn: Foxconn Interconnect Technology (“FIT”). POET and FIT have entered into a collaboration to develop 800G and 1.6T pluggable optical transceiver modules using POET optical engines with an aim to address the growth in demand from cutting-edge AI applications and high-speed data center networks. FIT, one of the world’s leading manufacturers of interconnect technologies, will design and supply the high-speed pluggable optical transceivers for delivery to some of the largest end customers in the world.

    Mitsubishi: Mitsubishi Electric will contribute its highly differentiated 400G Electro-absorption Modulator integrated Lasers (EMLs) to the project. Using its optical interposer platform technology, POET will integrate the EMLs along with drivers, optical waveguides, and other key functional building blocks to produce 1.6T and 3.2T optical engine chipsets. Per Yasuhiro Yamauchi, General Manager, Optical Device Department at Mitsubishi Electric. “This promises to be a momentous technological achievement when it is unveiled.”

    Mentech Technology: Mentech has selected POET’s transmit and receive optical engines for use in the development of 800G pluggable transceiver and has placed purchase orders for those engines.

    What is the growth rate of Hyperscalers?

    Forecast Period 2024 - 2029

    Estimated Market Value (USD) in 2024 $405.32 Billion

    Forecasted Market Value (USD) by 2029 $1443.32 Billion

    Compound Annual Growth Rate28.9%

    I don't consider it unreasonable to personally see a potential for 25x from our current price point, looking a couple of years forward. Additional business will continue to present as well. POET is only just now becoming known for what it has to offer. AI is defining the fourth industrial revolution. The institutional buying has barely gotten its toes wet. The retail market is getting hungrier for POET shares and accumulation is becoming more aggressive imo.
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