prototype_101
13 hours ago
Poet PPS getting a lot of mileage out of these YouTube stock pump guys!! This is about the 4th time one of these little videos has been posted and each time there is a good rally ignited!!
for any newbies just be aware that the latest news regarding 3.2 development is using super power hungry EML's, here read this post
85Ghz and PAM6 will not win the 400G per lane market. It'll likely be first to market, like today's 200G per lane announcements largely using InP EML. I bet a module using those lasers/modulators is pushing 40-50 Watts. That's insane. We'll see data in 2026 it sounds like. EOP (and TFLN, too) will be drastically more energy efficient than InP for 400G/lane. EOP certainly lower cost/simpler designs as well.
Cool news for POET though. They need to tell the market who has rights to the revenue for their 800G+ optical engines. So far, their Chinese JV has rights to nearly all the revenue from their previously announced collaborations. Not many people understand that or are willing to acknowledge it. Those sales never show up as revenue for POET and that cash stays in China with the JV.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175111440&txt2find=poet
now just look at the specs Polariton using off the shelf MRR's coated with LWLG materials are achieving world class specs here
Polariton News Release 400gb MRR's Using LWLG Materials!!
September 22, 2024
Zurich, Switzerland
Polariton Technologies announces having achieved experimental IM/DD data rate in excess of 400 GBit/s per lane using commercial off-the-shelf ring resonator modulators in a collaboration with its research partner ETH Zurich and material supplier Lightwave Logic Inc. These are to be used in products such as 1.6T and 3.2T transceivers. This significant milestone sets a paradigm shift for the optical communication industry and paves the way for next-generation connectivity.
“ETH Zurich already demonstrated 400G per lane at OFC this year employing Mach-Zehnder modulators (MZM). This novel achievement is performed using ring resonator modulators (RRM), which are the better fit for the application because of considerably lower losses. The device loss is in the range of best-in-class modulators at 1.2 dB. Polariton is well-positioned for the 1.6T and 3.2T transceiver market with the 400G per lane products” explained Claudia Hoessbacher, CEO of Polariton.
The measurements were performed earlier in 2024 using devices optimized for 1550 nm operation. They demonstrate top performance with extinction ratio of 11.2 dB and a flat electro-optic response up to 110 GHz. “The reason we stopped measuring at 110 GHz is because we did not have calibrated instruments above 110 GHz at that time. In the meantime, we started characterizing the devices at 145 GHz and we developed devices optimized for 1310 nm wavelength operation”, commented Benedikt Bauerle, co-CTO of Polariton.
In an industry that has been forced to go parallel because of technological limitations, Polariton provides immediate relief for the next-generation products. Parallel lines fall short with reliability problems, are costly and consume more power than compact approaches that support higher transmission per lane.
Starting in October 2024, Polariton will offer early access to customers with sample quantities of 1310 and 1550 devices. This week, the company is also highlighting the advancement of its commercial devices at the European Conference for Optical Communication (ECOC) in Frankfurt.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175122208
prototype_101
5 days ago
POET and Mitsubishi Electric Collaborate to Develop 3.2T Optical Engines for AI Networks
September 19, 2024 07:35 ET
| Source: POET Technologies Inc.
TORONTO, Sept. 19, 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 AI markets, today announced it has entered into a collaboration with Mitsubishi Electric Corporation (“Mitsubishi Electric”) to co-develop integrated optical engine chipsets for 3.2T pluggable transceivers, a highly sought-after product for optical connectivity in the rapidly growing artificial intelligence networking market. POET and Mitsubishi Electric will jointly support product demonstrations with major customers.
“Mitsubishi Electric is committed to ensuring we give our customers the technological advantage to maintain their positions as industry leaders in their own sectors. We believe POET’s optical engines will open the possibility of creating new products where electronics photonics convergence is successfully achieved at an advanced level of integration between InP and Si-based interposer, which take us and our valued customers into the next generation of data networking for AI and hyperscale data centers,” says Yasuhiro Yamauchi, General Manager, Optical Device Department at Mitsubishi Electric. “This promises to be a momentous technological achievement when it is unveiled.”
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.
“The AI and datacom networks need a pluggable transceiver solution for 3.2T and POET’s optical interposer is one of the few technologies that can achieve that performance. When our Mitsubishi Electric colleagues understood the full functionality of the optical interposer and its potential to optimize the performance of their leading-edge lasers, they knew that we offered the right solution for their needs,” says Dr. Suresh Venkatesan, POET Chairman and CEO. “It’s further validation that what we have worked so hard to achieve over these past five years is coming true. POET’s products are steadily being adopted by the industry and we expect demand to accelerate as our customers gain further understanding of the power efficiency and cost savings that we offer to them and their customers.”
POET and Mitsubishi Electric aim to complete the 1.6T and 3.2T optical engine chipsets in early 2025 and to then demonstrate the innovation during the first half of that year.
AI and cloud datacenter networks are the leading consumers of pluggable optics. The global optical transceiver market for 800G and 1.6T is projected to grow at a CAGR of 33% from $2.5 billion in 2024 to $10.5 billion by 2029, according to LightCounting’s forecast.
About POET Technologies Inc.
POET is a design and development company offering high-speed optical engines, light source products and custom optical modules to the artificial intelligence systems market and to hyperscale data centers. POET’s photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET’s Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET 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. POET’s Optical Interposer platform also solves device integration challenges across a broad range of communication, computing and sensing applications. POET is headquartered in Toronto, Canada, with operations in Allentown, PA, Shenzhen, China, and Singapore. More information about POET is available on our website at www.poet-technologies.com.
About Mitsubishi Electric Corporation
With more than 100 years of experience in providing reliable, high-quality products, Mitsubishi Electric Corporation (TOKYO: 6503) is a recognized world leader in the manufacture, marketing and sales of electrical and electronic equipment used in information processing and communications, space development and satellite communications, consumer electronics, industrial technology, energy, transportation and building equipment. Mitsubishi Electric enriches society with technology in the spirit of its “Changes for the Better.” The company recorded a revenue of 5,257.9 billion yen (U.S.$ 34.8 billion*) in the fiscal year ended March 31, 2024. For more information, please visit www.MitsubishiElectric.com.
Mitsubishi Electric’s InP-based semiconductor laser has a long history of development and business over 60 years and has been widely used in various industries.
www.MitsubishiElectric.com/semiconductors/opt/
Media Relations Contact:
Adrian Brijbassi
adrian.brijbassi@poet.tech Company Contact:
Thomas R. Mika, EVP & CFO
tm@poet.tech
prototype_101
2 weeks ago
POET Selected by Mentech to Supply Engines for 800G and 1.6T Optical Modules
POET Technologies Inc.
Tue, Sep 10, 2024, 7:00 AM EDT
POET Technologies Inc.
Global leader in optical products places initial orders to supply AI system operators and hyperscale data centers
TORONTO and SHENZHEN, China, Sept. 10, 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 AI markets, today announced that 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. The sample orders by Mentech are for initial builds and engineering development.
https://finance.yahoo.com/news/poet-selected-mentech-supply-engines-110000883.html
mackwheaton
2 weeks ago
Good info, thanks proto
I think the $250M shelf might be scaring some, historically offering invite share price drops. I suspect this one will be held for an acquisition or a facility build-out, so it should be more SP neutral (famous last words). The current SP is laughable, but becoming more and more an opportunity with each additional client, don’t mind if the market looks away for a little while longer.
Every one of these wins speaks to the tech’s acceptance at a level beyond the Mentech, Foxconns , Luxshares involved; they are the intermediaries. As we get to know who their clients are, we will get to see the level of adoption taking place.
Strik, hope you’re knocking your trades dead. At some point, this will move out of the basement, hope you (we) are here to see it.
prototype_101
2 weeks ago
Business of SPX
SPX's principal role with respect to the Corporation is limited to the assembly, testing and production of sales of 100G and 200G optical engines globally and 400G optical engines in China. At the present time, the role of SPX does not include volume production of any optical engine products for the Corporation. Although the Corporation benefits from SPX's assembly and testing capabilities, the primary benefit of the SPX joint venture for the Corporation is the Corporation's ability to benefit from the demonstration of the technical feasibility and market acceptance of its products. The Corporation expects these demonstrations provided by SPX to enhance the Corporation's ability to sell 400G optical engines outside of China as well as 800G and higher speed optical engines in all markets.
Based on the terms of the SPX JV Agreement, all revenue from sales of 100G and 200G optical engines globally, and sales of 400G optical engines in China, is generated and recognized by SPX and not the Corporation. All sales of 400G optical engines outside of China are generated and recognized by the Corporation. In addition, all revenue generated by the assembly, testing and production of 100G and 200G optical engines globally and 400G optical engines in China are generated and recognized by SPX and not the Corporation. At this time, the Corporation has not yet determined if it will grant SPX the right to assemble and produce in volume 800G optical engines in China.
excerpt found on p9
https://www.sedarplus.ca/csa-party/records/document.html?id=ae47f4b321a6da6df6e2541492e27bdb19d43a9b47203ea1a2d9fbf88dca4c64
prototype_101
4 weeks ago
POET Streamlines its Global Engineering Organization in Response to AI Market Demand
Schedules closing of Allentown, PA operation, saving US$2M annually
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.”
About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products to the artificial intelligence systems market and to hyperscale data centers. POET’s photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET 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. POET’s Optical Interposer platform also solves device integration challenges in 5G networks, machine-to-machine communication, self-contained “Edge” computing applications and sensing applications, such as LIDAR systems for autonomous vehicles. POET is headquartered in Toronto, Canada, with operations in Allentown, PA, Shenzhen, China, and Singapore. More information about POET is available on our website at www.poet-technologies.com.
Media Relations Contact:
Adrian Brijbassi
Adrian.brijbassi@poet.tech Company Contact:
Thomas R. Mika, EVP & CFO
tm@poet.tech
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