Poet Technologies Inc (POET)

[KCCO7913]

Thanks for sharing. Pretty good status update on where they stand.

It sounds like the really exciting pieces fall in place late 2023 with 800G.

[forztnt2]

Unifying RF and Optics with POET’s Optical Interposer Platform
by Daniel Nenni on 11-25-2022 at 10:00 am

Dan is joined by Dr. Suresh Venkatesan, chairman and CEO, POET Technologies. Suresh joined POET Technologies from GLOBALFOUNDRIES where he served as senior vice president, Technology Development. He is an industry veteran with over 22 years of experience in semiconductor technology development. Prior to joining GLOBALFOUNDRIES, he held various leadership positions with Freescale Semiconductor in Austin, Texas. Dr. Venkatesan holds over 25 US patents and has co-authored over 50 technical papers.

In this podcast, Suresh provides an overview of POET’s unique Optical Interposer technology. He discusses how it delivers a packaging platform that unifies RF and optical interconnect. Applications at 100/200G, 600G and 1.6TB are discussed.

Haven't listened to the podcast it yet, but figured it might be of interest to the board.

https://semiwiki.com/podcast/podcast-ep126-unifying-rf-and-optics-with-poets-optical-interposer-platform/

[allwillbewave]

Lots of information in this European commercial to support silicon photonics in their region.

Always amazes me how many countries, organizations and companies are chasing this market.

We all know that lwlg and Poet have the solutions that will dominate the industry.



https://ecscollaborationtool.eu/publication/download/presentation-roel-baets.pdf

[spartex]

I'm completely sold on POET and started buying in 2013.

Kind of funny that you are all proud about being an investor and buying Poet since 2013 in the $4-6 dollars price, and now it is $2.78 (9 years performance not so good), yet you post very negative stuff on Lightwave on their board, and it is up around 800% since 2013.

Sometimes you just don't know everything you tout you do.

[allwillbewave]

Thanks Proto! That’s good to hear.

Cheers

[prototype_101]

Allwillbe, I believe the answer is YES because I have heard Lebby talk about flip chipping multiple times in various presentations over the past handful of years, I don't believe he would be talking about it if it were not plausible for LWLG's modulators

[allwillbewave]

Good points.

I guess when the polymer modulators start to be produced in the foundries and made available to Pic designers, Poets designers could arrange to get some and test them on the OI.

I’ve always believed if lwlg has the goods then why wouldn’t they incorporate those modulators on Poets platform.

I guess time will tell.

[KCCO7913]

Thanks. Let me know if you get an answer.

I don’t believe shear strength is applicable in this context.

I don’t think POET would have an answer either since they don’t have experience using polymer modulators.

[allwillbewave]

I should have said does a polymer modulator MZI or LwLG slot modulator have the shear strength to be able to be flip chipped onto the optical interposer?

I’ll probably have to ask Poet such a question. If I get an answer I’ll let you know.

Cheers

[prototype_101]

POET Technologies Announces Non-Brokered Private Placement

TORONTO, Nov. 18, 2022 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Corporation") (TSXV: PTK; NASDAQ: POET) is pleased to announce that it is undertaking a non-brokered private placement of up to 1,798,561 units of the Corporation (the "Units") at a price of C$3.81 (US$2.78) per Unit, for aggregate gross proceeds of up to approximately C$6.85 million (US$5.0 million) (the "Offering"). Each Unit will be comprised of one common share of the Corporation (each, a "Common Share") and one-half of one Common Share purchase warrant (each whole Common Share purchase warrant, a "Warrant"), with each Warrant entitling the holder thereof to purchase one additional Common Share at a price of C$4.95 (US$3.61) per Common Share for a period of three years following the closing date of the Offering. The net proceeds of the Offering are expected to be used for general corporate purposes.

In connection with the Offering, the Corporation has entered into binding subscription agreements with certain investors representing expected subscription proceeds totaling approximately C$3.75 million (US$2.73 million). The Corporation is in discussions with other potential investors and may accept further subscriptions from other investors up to a total, when combined with the existing C$3.75 million committed subscriptions, of approximately C$6.85 million (US$5.0 million).

The closing of the Offering is expected to take place on or around December 2, 2022. Closing of the Offering is subject to the satisfaction or waiver of a number of customary closing conditions, including the approval of the TSX Venture Exchange ("TSXV"). The securities issued pursuant to the Offering will be subject to applicable hold periods, including the statutory four month hold period from the date of closing of the Offering. In connection with the closing, the Corporation may pay cash commissions and or finder's fees to certain finders in respect of subscriptions received from certain investors in connection with the Offering, subject to entering into customary arrangements with such finders and subject to the approval of the TSXV. Further information with respect to any such commissions or fees will be provided at the time of closing.

This news release does not constitute an offer to sell or a solicitation of an offer to buy any securities in the United States or any other jurisdiction in which such offer, solicitation or sale would be unlawful. No securities may be offered or sold in the United States or in any other jurisdiction in which such offer or sale would be unlawful absent registration under the U.S. Securities Act of 1933, as amended, or an exemption therefrom or qualification under the securities laws of such other jurisdiction or an exemption therefrom.

About POET Technologies Inc.

POET Technologies is a design and development company offering integration solutions based on the POET Optical Interposer™ a novel platform that allows the seamless integration of electronic and photonic devices into a single multi-chip module using advanced wafer-level semiconductor manufacturing techniques and packaging methods. POET's Optical Interposer eliminates costly components and labor-intensive assembly, alignment, burn-in and testing methods employed in conventional photonics. The cost-efficient integration scheme and scalability of the POET Optical Interposer brings value to any device or system that integrates electronics and photonics, including some of the highest growth areas of computing, such as Artificial Intelligence (AI), the Internet of Things (IoT), autonomous vehicles and high-speed networking for cloud service providers and data centers. POET is headquartered in Toronto, with operations in Allentown, PA, Shenzhen, China and Singapore. More information may be obtained at www.poet-technologies.com.

Shareholder Contact:
Shelton Group
Brett L. Perry
[e-mail]
Company Contact:
Thomas R. Mika, EVP & CFO
[e-mail]

Cautionary Note Regarding Forward-Looking Information

Certain statements contained in this news release may be deemed "forward-looking statements" within the meaning of applicable Canadian securities laws. These forward-looking statements, by their nature, require POET to make certain assumptions and necessarily involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied in these forward-looking statements. Forward-looking statements are not guarantees of performance. Words such as "may", "will", "would", "could", "expect", "believe", "plan", "anticipate", "intend", "estimate", "continue", or the negative or comparable terminology, as well as terms usually used in the future and the conditional, are intended to identify forward-looking statements. Information contained in forward-looking statements, including with respect to the expected size of the Offering, the use of proceeds of the Offering, the jurisdictions in which the Units will be offered or sold, the number of Units offered or sold, the ability of POET to close the Offering on terms announced (if at all), the timing and ability of POET to satisfy the customary listing conditions of the TSX Venture Exchange (if at all), is based upon certain material assumptions that were applied in drawing a conclusion or making a forecast or projection, including management's perceptions of historical trends, current conditions and expected future developments, as well as other considerations that are believed to be appropriate in the circumstances. POET considers its assumptions to be reasonable based on information currently available, but cautions the reader that their assumptions regarding future events, many of which are beyond the control of POET, may ultimately prove to be incorrect since they are subject to risks and uncertainties that affect POET, and its business.

For additional information with respect to these and other factors and assumptions underlying the forward-looking statements made in this news release concerning POET, see the annual report Form 20-F for the year ended December 31, 2021 filed on April 26, 2022, which is available electronically under POET's issuer profile on SEDAR (www.sedar.com) and EDGAR (www.sec.gov). The forward-looking statements set forth herein concerning POET reflect management's expectations as at the date of this news release and are subject to change after such date. POET disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, other than as required by law.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this news release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein.

120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2- Tel: [phone] - Fax: [phone]

[KCCO7913]

Passive polymer fiber attach and active EO polymer modulators are two entirely different topics.

[allwillbewave]

At 10:30 in this video Poets CEO talks of components that need be able to be flipped chipped onto the Poet optical interposer to creat a Pic, have the mechanical “ Shear Strength” to be able to be used?

My question is does a polymer or plastic module have that “shear strength”??

I’m not a mechanical engineer or a photonic chip designer but is that a reason that Poet and Lwlg have not teamed up to this point???

Maybe the marriage has not happened yet is because the physical properties don’t match??

Anyone???

[allwillbewave]

So we know Broadcom is a big believer in remote light sources for CPO or COBO applications.

We know that Poet, Celestial AI, TSMC and Broadcom are connected through developing celestials AI/ML architecture chips.

Is Broadcom a direct competitor to Poet in remote laser light sources or are they collaborating in the development of co- packaged optics??

I suspect Broadcom and Poet and Ayar labs etc. and the whole photonic industry knows where it’s all going and multiple players will bring value added solutions.

It may take years to find a winner.

At least Poet and Lwlg have their names in the hat. Jmho

[allwillbewave]

Also,

Molex has come out with an external laser light source system complete with the pluggable housing.

I’m sure Poet photonic designers are aware of it. You start to see how the Poet CEO talks of blind mate connectors being required etc.

One could imagine Poet supplying Molex with optical light bar products based on the optical interposer.

There will be others that do what Molex is initiating just like others will provide light bar engines.

Poet just needs a piece of the pie. Jmo

https://www.content.molex.com/dxdam/eb/ebc0b2b9-7a33-42b5-b3c1-2e75eded0859/987652-5152.pdf

[allwillbewave]

Broadcom is launching CPO in data Center servers now.

The optical engines are located very close to the switch ASIC to reduce power requirements and speed up the I/O of data.

In other presentations they show the use of remote laser sources to help keep the temperature at the ASIC as low as possible. Also the laser can be easily accessed/ replaced if it’s mounted on the face plate of the server.

We know Broadcom is supplying Poet with lasers. We know Poet, Broadcom and Celestial AI are working together on ML/ AI chips.

[allwillbewave]

FiberTop in China makes and sells transceivers. They will use Poets optical engines starting in first half of 2023.

Interesting information on this Alibaba site. Shows the various first tier transceiver OEM’s that FiberTop is interchangeable with, pricing etc.


https://m.alibaba.com/product/1600519100259/FIBERTOP-high-speed-transceiver-supplier-QSFP28.html

[Oleblue]

POET Technologies chooses Lumentum for high-speed DMLs
Nov. 17, 2022
The first upcoming products to use the DMLs will be 400G FR4 transmit optical engines with integrated drivers that POET expects to begin sampling in the first half of 2023.
Stephen Hardy

Photo 51670504 © Jakub Jirsak | Dreamstime.com
Dreamstime M 51670504

Optical engine developer POET Technologies Inc. (TSX Venture: PTK; NASDAQ: POET) says it has chosen Lumentum Holdings Inc. (NASDAQ: LITE) to supply directly modulated lasers (DMLs) for POET’s upcoming products. First up will be 400G FR4 transmit optical engines with integrated drivers that POET expects to begin sampling in the first half of 2023, with production following by the second half of the year (see "POET Technologies unveils optical engines for 400G FR4 and 800G").

POET is best known for its POET Optical Interposer, which the company positions as a building block for a number of designs and applications (see, for example, “POET Technologies optical interposer platform for electronic and optical component co-packaging in single MCM unveiled," and "POET Technologies lands customer for Optical Engines"). The company targets its efforts at the support of 400G, 800G, and 1.6T pluggable optical transceivers for hyperscale data center and other applications.

The 400G FR4 optical engines will be delivered as photonic chiplets. POET asserts the devices will represent the first implementation of DMLs with flip-chip integration on an optical interposer at such data rates. POET envisions optical transceiver vendors will use the chiplets as components not only for 400G optical modules but in 800G and 1.6T transceiver designs as well.

“The majority of the 400G transceivers in the market today use either externally modulated lasers or silicon photonics combined with external lasers. These solutions require multiple components and involve several cumbersome and costly active alignments,” commented Suresh Venkatesan, chairman and CEO of POET. “POET has a significant opportunity to disrupt the market with a highly integrated solution with all passive alignments and monolithically integrated waveguides and multiplexers, which translates to lower cost, power, and size benefits to our customers.”

For related articles, visit the Optical Technologies Topic Center.

For more information on optical components and suppliers, visit the Lightwave Buyer’s Guide.

To stay abreast of optical communications technology, subscribe to Lightwave’s Enabling Technologies Newsletter.

https://www.lightwaveonline.com/optical-tech/components/article/14285861/poet-technologies-chooses-lumentum-for-highspeed-dmls?o_eid=5808I2185845H9J&rdx.ident[pull]=omeda|5808I2185845H9J&oly_enc_id=5808I2185845H9J

[allwillbewave]

KCC,

No problem on the information sharing. It’s all a learning curve for the Pic industry.

I always thought Arista Networks was the NA Tier 1. They have a similar business model as ADVA. Does not matter it’s all guessing. Jmho

I think Molex uses the Broadcom chip in their transceivers. The DSP uses 50% of a transceivers power. I hope Poet is successful in eliminating the DSP but we’ll have to wait and see.

Broadcom is huge as we all know. They will design and supply the TSMC 5nm fabric chips that Celestial AI will use. As we know Poet will supply the remote light source probably using Broadcoms lasers and maybe other electrical IC’s.

It’s fun watching play out!


https://www.eenewseurope.com/en/first-100g-lane-optical-pam4-dsp-phys-with-integrated-tia-and-laser-driver/

[KCCO7913]

Thanks for sharing info on this board.

I believe at the October shareholders meeting POET said they are no longer actively engaged with the North American Tier 1. I think there was an assumption it was Broadcom.

[allwillbewave]

Most Poet investors are aware of the famous slide from the August 2020 AGM that showed a slide of a chip that had an ADVA logo on it.

Then a few weeks later Poet got a press release stating a European tier 1 network provider gave Poet a contract to design a chip for a 400g application. That was two years ago.

In any event I never knew ADVA built a lab in Ottawa Canada in 2019. Poets corporate offices are in Toronto. 4 hour drive away.

Also I never knew that ADVA has an optical engine division.

If you click on this site and scroll down to a video discussing their pluggable solutions you will hear what their plans are.
400g is a couple of years away.

Probably explains why Poet was in no hurry to get the 400g product done. They also state that DML’s and EML’s are more expensive than VCSEL’s .

Makes me wonder if there is still a relationship?

https://www.adva.com/en

[allwillbewave]

These are the founding members of the 4x400g MSA.

It was created a year ago. Poets recent slides that show how they plan to get to 1.6t and beyond are obviously going to compete in this space.

My bet is the Poet optical interposer will be a very compelling method of making pluggable transceivers to this MSA.


https://4x400g.com/

[allwillbewave]

So with today’s announcement that Lumentum is suppling Poet with DML’s for the Poet designed pluggable transceivers, we can see that lumentum is a supplier as well as a competitor at the same time?? Poet and Lumentum make remote light sources?

Unless Poet will be the supplier of the remote light source to Lumentum that goes into the Ayar labs remote light source??

If Poet has a better more cost effective packaging solution just use lumentums CW laser that is WDM certified and mark up Poets price to Ayar labs.

We shall see.


https://ayarlabs.com/lumentum-and-ayar-labs-announce-strategic-collaboration-to-supply-external-light-sources-for-co-packaged-optical-interconnect-solutions/

[allwillbewave]

“Customers globally”

I think the market missed the news. Jmho

I get it. I just re read that announcement and realized a year ago they knew how to use DML’S to expand the capacity of pluggable transceivers!

I’ve lost my mind, I thought I was sharper than that. :)

[allwillbewave]

“Customers globally”

I think the market missed the news. Jmho

I get it. I just re read that announcement and realized a year ago they knew how to use DML’S to expand the capacity of pluggable transceivers!

I’ve lost my mind, I thought I was sharper than that. :)

[allwillbewave]

Wish I knew who this leading network system company is that ponied up $1.2 million last year.

They and Poet’s pic designers came up with the concept of putting multiple optical engines in the transceiver using directly modulated lasers.

This design uses the (4) 25g/sec. DML’s to achieve the 100g/sec LR4 standard but as stated in the release there will be multiple engines in the two types of transceivers. No doubt it will be upgradable to 200g/sec and then 400g/sec when the time comes. Probably by using a software mechanism to activate each optical engine Jmo.

And we all know now that a couple or more of the DML laser suppliers have 56 Gbaud or 100g/sec capabilities. It allows Poet to extend their path in pluggable transceivers to 3.2 T/second.

Clever jmho



https://poet-technologies.com/news/2021-oct-5.html

[allwillbewave]

Poet's path forward to 800g and 1.6g pluggable transceivers using the OSFP-XD form factor, closely aligns with Arista networks and Googles desire to extend the life of pluggable transceivers.

I guess there is going to be both COBO and pluggable style servers in the market place for a few years until there is an obvious winner jmho.



https://www.lightwaveonline.com/optical-tech/transmission/article/14205029/new-osfpxd-form-factor-could-challenge-copackaged-optics

[allwillbewave]

The CEO of Poet said recently that they have a shot at eliminating the need for a DSP in a transceiver by using the Poet optical interposer.

These 2 companies think otherwise. The drivers for the lasers are built into the DSP to allow direct drive capabilities of the laser.

If Poet and their transceiver customers find a way to eliminate the DSP you get rid of 7-8 watts per transceiver.

We shall see.


https://www.businesswire.com/news/home/20220810005301/en/DustPhotonics-and-MaxLinear-Announce-New-Level-of-Silicon-Photonics-Integrated-Solution-Based-on-Keystone-5nm-DSP

[allwillbewave]

It may just be me but if IBM likes polymer wave guides that are probably made by DuPont or Corning Dow, why not incorporate a polymer modulator on the same chip?

My simple mind working overtime.

If a lwlg polymer modulator gets adopted by industry perhaps there will be a deal with poet technologies. We shall see.

https://epic-assoc.com/wp-content/uploads/2021/08/Alexander-Janta-Polczynski_IBM.pdf

[Xrouter]

Evidently, Poet is doing a PP ( supposedly small). If this come to be the truth, that would tell me that orders aren’t that far behind. Thanks to FJ, GLA, Strik

[allwillbewave]

Obviously Ayar labs will have a couple of laser suppliers , if not more for their remote light sources. Sivers state they use a laser array solution. Poets CEO stated in their last presentation that their remote light source solution is more cost effective and eliminates that method.

https://www.sivers-semiconductors.com/press/sivers-photonics-to-exhibit-and-show-live-demo-of-ayar-labs-supernova-multi-wavelength-optical-source-leveraging-sivers-photonics-cw-wdm-compliant-dfb-laser-array-technology-at-ecoc/

[allwillbewave]

Accelink a poet partner and many Chinese companies are part of this MSA.

The whole transceiver market seems complicated Jmo

Poet plays in that world combining photonics and electronics on a single chiplet for various data speeds.



http://qsfp112.com/

[allwillbewave]

Synopsys and tower semi conductor have a Pic solution that uses integrated lasers. Their lasers, modulators are made from indium phosphide. They use a bonding method to get the lasers onto the Pic.

We know Poet flip chips the lasers onto the optical interposer.

[allwillbewave]

Interesting 7 minute video. Optica and COBO had a conference recently hosted by DuPont.

Microsoft and Meta want to go down the copackaged optics road and Google wants pluggable transceivers.

The CTO of Optica says DuPont is big in polymers in their solutions.

[allwillbewave]

It’s old news but deserves a reread. Lumentum was sampling their 100g/sec Directly Modulated Laser as of last March. As well as their EML product.

Some say they maybe one of the suppliers Poet is using.



https://www.lumentum.com/en/media-room/news-releases/lumentum-demonstrate-and-preview-innovations-ofc-2022

[allwillbewave]

I find reading what Ayar labs is doing in developing a disaggregated data Center architecture very informative. They are to start having product available in 2023 and wide spread adoption in the 2024 timeline.

It’s not hard to imagine how Broadcom with TSMC is developing a 5nm node system for Celestial AI and the Orion chip. Of course Poet will supply the remote laser light source. Probably within the same timelines 2023 sampling then production in 2024.

Global foundries Fotonix platform is not based on the 5nm node.

There will be others but Poet just needs a piece of the pie.

The share price is a joke and it’s the disaster from going to the Nasdaq from a position of extreme weakness. Nothing to do now but wait it out. Jmo



https://ayarlabs.com/in-package-optical-i-o-will-unleash-the-full-potential-of-ai/

[allwillbewave]

Wouldn’t it be funny if Poet was buying prequalified lasers from Lumentum who is also making external light sources to Ayar Labs?



https://ayarlabs.com/lumentum-and-ayar-labs-announce-strategic-collaboration-to-supply-external-light-sources-for-co-packaged-optical-interconnect-solutions/

[prototype_101]

Hi Allwillbe, yup, I agree, here is an excerpt from a recent Poet
blog, all sounds very promising, link below to read it all,

6. POET expects to start sampling 800G/1.6T Optical Engines in the first half of 2023. Does that mean the company will not make revenue until those products have been evaluated by customers?

No. As we have stated, POET will be in full production for four products by the end of 2022. Those products are: 100G CWDM4 TX, 100G CWDM4 RX, 200G RX, and 400G RX. And then there will be another four products in production in the first half of 2023. On top of that, customer engagement and design-in activity has gained momentum, with at least two customers in China to get into production early next year. And we have multiple design-in activity with other module customers.

We also have a lead customer for our 800G receivers with integrated TIAs, and we will be sampling to them in Q1 of 2023. And we will be supplying our light sources to our AI customer, Celestial AI, in the new year as well. We expect additional customer engagements to become formalized too.

What the achievement of 800G and 1.6T Optical Engines with pre-qualified DMLs means is we have a roadmap to gain more and more market share as our technology finds traction in the industry. Getting the 100G, 200G, and 400G products into the market before the 800G and 1.6T solutions are ready for mass production allows us to integrate with partners in 2023. That way we become an incumbent supplier of Optical Engines that will make it easier for us to upsell them to our 800G and 1.6T,which will propel our growth for years to come.

https://poet-technologies.com/blog/2022-oct-28.html

Also around 17 mins into this video it talks to being able to eliminate the DSP at the module level, very promising too!!

[allwillbewave]

Also,

Celestial AI server design will never see the light of day in China based on TSMC’s 5nm node. Given the ban on the latest chip designs for use in China. Jmho

[allwillbewave]

In this blog from Poet the question is asked why they can’t name the supplier of the DML . They say some of the suppliers don’t want their names used to maintain a competitive edge.

In the CEOs presentation he name drops they have received the first lasers from Broadcom.

It tells me that Broadcoms CW lasers are going into the remote laser product being supplied by Poet. To be incorporated into Celestials ML server designs. We know Celestial is using Broadcom to design the 5nm fabric that will use TSMC’s process node.

Celestial supplies the easy to use software to make it all work.

Having said that, both the CEO and the blog state Poet will use multiple laser suppliers in their products that are pre qualified.

I guess if Broadcom makes a DML the name drop may have been a slip??
Ajmho

https://poet-technologies.com/blog/2022-oct-28.html

[allwillbewave]

This Orion chip that will speed up ML from Celestial AI is pretty cool. Jmo

It will be available in a couple of formats per the attached article.

What’s really cool Jmo is Celestial is getting Broadcom to design the Orion chip based on TSMC 5nm node for the electronics and photonic chip to chip or inside the chip data transfer.

It’s also interesting that celestial AI threw Poet a bone by working with Poet to come up with a remote light source utilizing the optical interposer. Broadcom and Ayar labs make remote light sources.

And we now know Broadcom supplies poet with lasers and Lumentum maybe involved as well.







https://aiexpress.io/celestial-ai-lands-56m-to-develop-light-based-ai-accelerator-chips/

[allwillbewave]

Hi proto,

Nothings changed in my mind, both stocks are still high risk until we see revenues starting to be generated.

We know Poet is a hybrid Pic packaging platform. They have demonstrated the ability to incorporate various materials onto the optical interposer. They can use DMLs or EMLs.

The CEO said in the most recent presentation that in pluggable transceivers they have a shot at eliminating the DSP that would lead to a 7-8 watt power reduction and lead to direct drive capabilities, similar to what Broadcom talks about in their CPO solutions. The Switch ASIC drives the Optical engine because it’s so close to the Switch.

In that presentation he says EMLs are 70-80% of the market share if I heard him correctly.

Apparently the light bars are going to be made in the shine Center in Singapore. Probably not an initial high volume item. I bet Broadcom or celestial AI had something to do with using Broadcoms lasers.

I have no doubt if the lwlg modulators become ubiquitous that we will see a future partnership with Poet. It would make no sense otherwise jmho.

[Xrouter]

Thanks proto. I even forgot some on these facts between the two. POet needs to get itself together cause it’s getting itself in a deeper hole as it hesitates on important managerial decisions GLA, Strik

[prototype_101]

hey guys, you know I have always thought POET and LWLG should have gotten together like chocolate and peanut butter, and I am happy with the progress in Poet's developments, but I am concerned on the heavy China connections in the current political environment, and of course I would much prefer LWLG modulators that Poet's choice of DML and EML and also TFLN, here is a post that was put up on the LWLG board that really speaks to Poet so I am reposting it here, warning, the post is not all that positive on Poet, but honestly I try to be open minded to all intelligent discussion and then form my own conclusions so if anyone wants to post rebuttals I'd love to listen

It is not LWLG. Part of POETs platform mentioned in that release uses directly modulated lasers (no modulators). Really only usable in short reach applications. Funny I’ve seen some POET investors scream that them using DMLs will make LWLGs technology obsolete. What’s even funnier is when LWLG starts providing extremely fast and efficient modulators with 100Gbaud NRZ, it could lessen the need for solutions such as POET and could allow the other 1,000 packaging companies/methods in the market to be “good enough”.

POETs modulator of choice is TFLN, of course, since they would not be allowed to use LWLG’s polymers and TFLN is a bit more mature.

I have some shares of POET because I like photonics. But their investment case is murky which is stopping me from investing more. They formed a JV with a Chinese foundry where the foundry puts up the capital/equipment in exchange for the IP. The JV has exclusive rights to 100,200,400G in Asian markets. POETs ownership of the JV is forecasted to be reduced to between 25-50%. Margin guidance was just released in August and it’s lower than many expected. Also since then, they said for 800G (2x400, so under JV umbrella), they’re going to not just make “optical engines”, but entire transceiver modules. To me, that screams big money capital will be needed in the future aka more dilution.

Management track record on the business end of things is not good and they’re about to do a capital raise at 10 year lows. They thought spending $4k a month on tweets and YouTube videos was going to get the stock price up after NAS uplist. They finally put out a real PR yesterday even though it’s regurgitated ‘news’.

Now, be aware that recently on POETs message board (not Ihub), there was some discussion about members moving to Ihub to attract US investors aka try to convince LWLG money to go into POET.

For a technical insight and a comparison on DLMs and EMLs, see this Reddit post from PhotonicsGuy.

https://reddit.com/r/LWLG/comments/wh0vg3/directly_modulated_lasers_dml_vs_externally/

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170311422

[Xrouter]

Thanks for posting. I saw the video a while ago, Strik

[macnai]

NEWS!!!!!!!!!!!!!! POET Technologies Inc.(PTK)

POET Technologies Announces 800G & 1.6T Optical Engines for Hyperscale Data Center Market
TORONTO, Oct. 27, 2022 (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 and tele-communication markets, today announced that it will use Directly Modulated Lasers (DMLs) with integrated drivers in POET’s transmit optical engines and high-speed photodiodes and integrated Transimpedance Amplifiers (TIAs) in receive optical engines, to enable low power, cost-efficient and highly scalable 800G and 1.6T pluggable transceivers for hyperscale data centers.

Working with a market-leading designer and manufacturer of lasers, POET’s optical engines will be the industry’s first implementation of DMLs at these data rates. POET will use the breakthrough DMLs for its modulator-free design of the POET 400G transmit engine. Its small size and chip-on-board design will allow 800G and 1.6T designs to easily fit in an industry-standard 1.6T OSFP-XD form factor. DML technology has a proven track record of enabling high volume transceiver deployments at every generation of speeds in hyperscale data centers. The 100G PAM4 DML passively integrated on the POET optical engine not only addresses current 400G solutions at mass volume but also enables future intra-data center interconnects as the industry moves to higher speeds.

“POET’s optical engines are ’photonic chiplets,’ unique to POET, which enable a scalable, elegant solution to module design that can extend the use of pluggable transceivers in data centers to 1.6T and even 3.2T. Extending pluggables to these speeds with industry-standard form factors was previously thought to be impossible, but because of the small size and extent of integration of devices in our optical engines, data center customers will have more flexibility in network design than ever before,” said Dr. Suresh Venkatesan, Chairman & CEO of POET. “As we continue to integrate more devices on our platform we build more value into our optical engines, increase transceiver module performance, reduce power and cost, and provide unparalleled levels of flexibility for data center customers.”

Pluggable transceiver customers will benefit from POET’s proven optical engine platform with chip-scale assembly, monolithically integrated multiplexer/demultiplexer and passive alignments for use in 400G, 800G and 1.6T FR4 modules. The optical engine solutions will simplify the transceiver design and eliminate the need for cumbersome and costly active alignments. POET expects to start sampling 800G/1.6T optical engines in the first half of 2023.

About POET Technologies Inc.
POET Technologies is a design and development company offering integration solutions based on the POET Optical Interposer™, a novel platform that allows the seamless integration of electronic and photonic devices into a single multi-chip module using advanced wafer-level semiconductor manufacturing techniques and packaging methods. POET’s Optical Interposer eliminates costly components and labor-intensive assembly, alignment, burn-in and testing methods employed in conventional photonics. The cost-efficient integration scheme and scalability of the POET Optical Interposer brings value to any device or system that integrates electronics and photonics, including some of the highest growth areas of computing, such as Artificial Intelligence (AI), the Internet of Things (IoT), autonomous vehicles and high-speed networking for cloud service providers and data centers. POET is headquartered in Toronto, with operations in Allentown, PA, Shenzhen, China and Singapore. More information may be obtained at www.poet-technologies.com.

Shareholder Contact:
Shelton Group
Brett L. Perry
[e-mail] Company Contact:
Thomas R. Mika, EVP & CFO
[e-mail]

[Xrouter]

Because they are about to do a toxic offering, that’s why. Management gotta get the heads out of their and Manage professionally, Strik

[macnai]

There should be a Youtube video by now.

LWLG had theirs up yesterday. (167) Lightwave Logic (LWLG) LDMicro 2022 - YouTube

I like the clarity and confidence of Dr Lebby's presentation.

LWLG have still got a lot of work to do and then there are months of testing before they are ready for mass production.

Poet is ready for mass production...........as simple as that........ so why are we stuck in a hole?

[macnai]

Xiamen Ultralight Integrated Circuit Co., Ltd Super Photonics Integrated Circuit Xiamen Co., Ltd. http://www.superphotonics-ic.com/index.aspx
Updated site with details of the new products on the Chinese part of the site. 100G, 200G, 400G CWDM4 FR4
http://www.superphotonics-ic.com/product.aspx
Photos of the new "State-of-art equipment" inside their new factory.
http://www.superphotonics-ic.com/core.aspx

[prototype_101]

Strik, based on the Friday 64k share Ask at 2.69 it sure looks like the makings of a sell down prior to a PP announcement, in late 2016 they took it down hard the week before the announcement was made, we'll see what the week ahead looks like, but I'm thinking low 2's a real possibility, which while it may really suck to drop down there, should be a really good buy opportunity if you have the 2024 horizon in sight, could turn out to be an incredible investment off these lows, the heavy lifting on the development is pretty well done, soon enough there should be volume production of multiple products and cash flow positive so as this to be the last ever (lol) financing

[Xrouter]

Hey Proto, my feeling is that all or most of the results from the Annual are already baked into the price. God knows where it goes after a finance. I’ll double down then and hope they are right about 2024. In the meantime, heads should roll, GLA,Strik