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LotusLand Capital
@LotuslandCap
Pleased to see Roth Capital Partners, Northern Capital,
@ZacksSmallCap
and HC Wainwright Analysts on
@POETtech
's earnings call today.
POET's Optical Interposer is NOW available in
@ADVAOpticalNews
products likely for
@nokia
.
@gophotonics
@venkasuresh
@IEEEPhotonics
2:13 PM · Apr 27, 2022·Twitter Web App
Re: POET @Reddit
POET @Reddit by CWDM
posted on Apr 25, 2022 11:33AM
CWDM......This is so good I hope you don't mind if I paste this article in its entirety ....
POET Technologies - 1st institutional investor ($2.2M) - photonics industry probably next market bubble
Catalyst
Paragon Capital Management has acquired a 357,200 share stake in POET ($2.2M).
POET was recently listed on the Nasdaq exchange to become "investable" for institutions. In the coming weeks and months, as POET goes into production and the funds do their own due diligence, we should see many more buy-ins. POET has a float of 37M and is now 1% owned by institutions. Shares will get very expensive if more tutes buy POET.
POET's business is "photonics", "optoelectronic integrated circuits" or "optoelectronic semiconductors", an innovative type of semiconductors.
History - today: we use mostly electronic semiconductors in phones, cars, laptops, .... These make use of electrons. Electrons represent signals 1/0 within the circuit.
Problem today: no conventional semiconductor made today can meet the speed, energy and form factor requirements for important future markets such as computing (Ai), sensing (Lidar, biomedical) or communications (5G). Electronic semiconductors are too slow and consume too much energy.
Future: we'll use optoelectronic semiconductors. Experts have been looking to use light signals (photons) instead of electrons. Light requires less energy, is much faster and has no heating problems. The modulator in the optoelectronic chip can split the light coming from a laser into different colors. Each color is passed through waveguides and detected as a 0 or a 1. This is much more efficient than firing and conducting electrons.
So... the world is dreaming of communicating cars, fast 5G networks, artificial intelligence, robotics, space and biosensors, .... but there is no such world without photonics. It's just not possible. You will inevitably have a high return on this investment because frankly there is no other way.
Why aren't we using these optoelectronic semiconductors everywhere today? It is because until recently (1) it was difficult to develop these superior optoelectronic semiconductors in large volumes and at low cost....... Everything must be done in active alignment, which requires a lot of labor which makes it more expensive than conventional chips. And (2) there were problems with, for example, conducting light signals (absorption, loss, reflection...).
Now POET comes into play.
(1) POET's chips unlock the bottleneck in packaging photonics. POET has a unique wafer-scale assembly technique (100's at a time). Kind of 3D printing and assembling on a wafer. POET does what is called the "semiconductorization" of optoelectronics, i.e., making optoelectronic semiconductors, which are superior to conventional chips, in large volumes.
(2) POET has a kind of improved optoelectronic semiconductors. POET's patented Interposer TM platform is a work of art and will eventually become the de facto standard in the industry. The platform consists of different types of optoelectronic semiconductors, so it is a series of products with different structures depending on the vertical, but all based on the same technology (same layers and principles), and manufactured in large volumes. All of them are patented. The platform has insane features. The structure of the platform can be customized depending on the customer's needs. It has speed agnostic, athermal waveguides to guide the ligt. It has insane performance results (eye margins) and it is compatible with different types of materials, e.g. modulators (different types, can easily become a Lightwave Logic modulator in the future) or lasers (DML, EML), depending on the customer. POET can easily and very quickly integrate new materials. They just "flip-chip" everything on the chip. For example, POET is the 1st company doing this and creating a DML flip chipped optical engine. Everyone is still doing hand work, and POET is developing ultra-fast, top-notch products at the lowest cost (-40% cost and -40% power consumption compared to other solutions). Competition is suffering coupling loss and technical issues, while POET has zero alignment. Moreso, POET's chips have a very small form factor (4X smaller), and smaller is better. For example, in the sensing vertical: a spectrophotometer is paired with POET's chip in a wearable or phone camera -> huge amounts of data can be processed and glucose, lactate, hydration,... can all be measured non-invasively from your wrist. Thanks to the small form factor it can be placed e.g. in a cell phone.
The global photonics market will grow to >$1.2T by 2030, almost a 7% annual CAGR. This is insane. The world is changing. In 1995, people didn't know about the dot com bubble. In analogy, photonics is highly disruptive and I think this industry will eventually become well known. The need for photonics and POET's products is increasing.
POET is getting more attention from private investors and much more on the technical side. Major companies are 100% aware of POET's technology and are now validating it. Customer and partnership list growing: growing environment.They will soon announce a partnership for biosensing with one of the largest wearable / smartphone makers in the world (dixit POET) and POET just announced they will supply Celestial Ai (with members of META and Koch in it).
POET's senior management is senior ex-MACOM and senior ex-GlobalFoundries. The most recent iteration of this company came around 2015, when Dr. Suresh Venkatesan joined the company as CEO. He was formerly the CTO of GlobalFoundries and his track record is public here. POET pivoted to the development of their current tech platform: the Optical Interposer. After 5 years and $60M spent, the platform is ready for commercialization.
POET is aiming to generate at least $1B yearly revenue within 5 years.
Production of first products starts in late 2022.
Available cash 25M.
Burn rate 1M/month.
Risks: all the other risks mentioned in their 10-Qs, world war 3.
I think at this stage, the risk-reward profile is heavily skewed towards reward.
42 Recommendations
Re: POET @Reddit
POET @Reddit by CWDM
posted on Apr 25, 2022 11:33AM
CWDM......This is so good I hope you don't mind if I paste this article in its entirety ....
POET Technologies - 1st institutional investor ($2.2M) - photonics industry probably next market bubble
Catalyst
Paragon Capital Management has acquired a 357,200 share stake in POET ($2.2M).
POET was recently listed on the Nasdaq exchange to become "investable" for institutions. In the coming weeks and months, as POET goes into production and the funds do their own due diligence, we should see many more buy-ins. POET has a float of 37M and is now 1% owned by institutions. Shares will get very expensive if more tutes buy POET.
POET's business is "photonics", "optoelectronic integrated circuits" or "optoelectronic semiconductors", an innovative type of semiconductors.
History - today: we use mostly electronic semiconductors in phones, cars, laptops, .... These make use of electrons. Electrons represent signals 1/0 within the circuit.
Problem today: no conventional semiconductor made today can meet the speed, energy and form factor requirements for important future markets such as computing (Ai), sensing (Lidar, biomedical) or communications (5G). Electronic semiconductors are too slow and consume too much energy.
Future: we'll use optoelectronic semiconductors. Experts have been looking to use light signals (photons) instead of electrons. Light requires less energy, is much faster and has no heating problems. The modulator in the optoelectronic chip can split the light coming from a laser into different colors. Each color is passed through waveguides and detected as a 0 or a 1. This is much more efficient than firing and conducting electrons.
So... the world is dreaming of communicating cars, fast 5G networks, artificial intelligence, robotics, space and biosensors, .... but there is no such world without photonics. It's just not possible. You will inevitably have a high return on this investment because frankly there is no other way.
Why aren't we using these optoelectronic semiconductors everywhere today? It is because until recently (1) it was difficult to develop these superior optoelectronic semiconductors in large volumes and at low cost....... Everything must be done in active alignment, which requires a lot of labor which makes it more expensive than conventional chips. And (2) there were problems with, for example, conducting light signals (absorption, loss, reflection...).
Now POET comes into play.
(1) POET's chips unlock the bottleneck in packaging photonics. POET has a unique wafer-scale assembly technique (100's at a time). Kind of 3D printing and assembling on a wafer. POET does what is called the "semiconductorization" of optoelectronics, i.e., making optoelectronic semiconductors, which are superior to conventional chips, in large volumes.
(2) POET has a kind of improved optoelectronic semiconductors. POET's patented Interposer TM platform is a work of art and will eventually become the de facto standard in the industry. The platform consists of different types of optoelectronic semiconductors, so it is a series of products with different structures depending on the vertical, but all based on the same technology (same layers and principles), and manufactured in large volumes. All of them are patented. The platform has insane features. The structure of the platform can be customized depending on the customer's needs. It has speed agnostic, athermal waveguides to guide the ligt. It has insane performance results (eye margins) and it is compatible with different types of materials, e.g. modulators (different types, can easily become a Lightwave Logic modulator in the future) or lasers (DML, EML), depending on the customer. POET can easily and very quickly integrate new materials. They just "flip-chip" everything on the chip. For example, POET is the 1st company doing this and creating a DML flip chipped optical engine. Everyone is still doing hand work, and POET is developing ultra-fast, top-notch products at the lowest cost (-40% cost and -40% power consumption compared to other solutions). Competition is suffering coupling loss and technical issues, while POET has zero alignment. Moreso, POET's chips have a very small form factor (4X smaller), and smaller is better. For example, in the sensing vertical: a spectrophotometer is paired with POET's chip in a wearable or phone camera -> huge amounts of data can be processed and glucose, lactate, hydration,... can all be measured non-invasively from your wrist. Thanks to the small form factor it can be placed e.g. in a cell phone.
The global photonics market will grow to >$1.2T by 2030, almost a 7% annual CAGR. This is insane. The world is changing. In 1995, people didn't know about the dot com bubble. In analogy, photonics is highly disruptive and I think this industry will eventually become well known. The need for photonics and POET's products is increasing.
POET is getting more attention from private investors and much more on the technical side. Major companies are 100% aware of POET's technology and are now validating it. Customer and partnership list growing: growing environment.They will soon announce a partnership for biosensing with one of the largest wearable / smartphone makers in the world (dixit POET) and POET just announced they will supply Celestial Ai (with members of META and Koch in it).
POET's senior management is senior ex-MACOM and senior ex-GlobalFoundries. The most recent iteration of this company came around 2015, when Dr. Suresh Venkatesan joined the company as CEO. He was formerly the CTO of GlobalFoundries and his track record is public here. POET pivoted to the development of their current tech platform: the Optical Interposer. After 5 years and $60M spent, the platform is ready for commercialization.
POET is aiming to generate at least $1B yearly revenue within 5 years.
Production of first products starts in late 2022.
Available cash 25M.
Burn rate 1M/month.
Risks: all the other risks mentioned in their 10-Qs, world war 3.
I think at this stage, the risk-reward profile is heavily skewed towards reward.
42 Recommendations
Behind the Scenes at POET's Singapore Lab ...
2022 China Optical Communication High Quality Development Forum - Network Intelligence Session ... (that is where the 3 names show up on the SAME banner)
[img]http://www-c114-com-cn.translate.goog/live/codf2022_ai/?_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=de&_x_tr_pto=sc[img]
Look at the 3 names listed together at the bottom off the page ...
"Huawae Nokia POET "
Sidoti Conference - May 11th & 12th of 2022
POET Technologies, Inc.
Market Cap
$351 Million
Company Description
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.
Reasons to Meet
· POET Technologies is a leader in the silicon photonics trend that’s changing the semiconductor game—moving data at light speed for today’s data-hungry technologies
· POET is taking optical data transmission to the next level with our proven method for efficiently integrating photonics and electronics. The centerpiece: our patented Optical Interposer, which consolidates components onto a single, scalable platform that dramatically reduces assembly time and cuts costs by as much as half
· In short, POET is lighting the way in hybrid silicon photonics—for applications ranging from data centers to health sensors, IoT to 5G, AI to EV
· POET recently up-listed to the Nasdaq (POET) in March 2022
Company Website
https://poet-technologies.com/
Twitter URL
https://twitter.com/POETtech
Sidoti Conference - May 11th & 12th of 2022
www.meetmax.com/sched/event_81401/__companiesonly_cp.html
LMAO !!! Now that is FUNNY !!! ... ;)
You bet proto ... that sounds like mu$ic to my ears ... ;)
From Mika's Conference call today ... Posted on Agoracom POET site ...
Re: Mika - Conference call now
in response to Mika - Conference call now by goosed2
posted on Apr 21, 2022 12:36PM
Good presentation.
-POET working on a feasibility study for medical wearables with large Chinese company that “pioneered heart monitoring”.
-We have six current optical engine customers with eight additional customer opportunities identified since OFC
-At OFC one prominent industry leader, looking at POET's tech through a microscope, commented that it was “a work of art” and that “you will never find anything smaller”
-Commercial production this year of 100G CWDM, 100G LR4, 200G CWDM LR4
-Tom Mika quote: “Once we have a 400G engine, we have a 800G engine, and we have a 1.6TB engine because we can fit 4 optical engines where others can only fit 1.”
-Focused on getting analyst coverage now to allow for more NASDAQ traction. They will have “lots of news” on that coming up.
36 Recommendations
Hey buddy you are so right !!! We can hope this will become a trend and we will see many more funds and institutions adding shares.
BTW: The qty. that they have purchased is the equivalent of 10 full trading days of shares since POET has only averaged less than 35,000 shares traded @ session. More proof that the market makers have worked with at least this one institution to hold the price down for accummulation ... jmho, of course ... ;)
John
Here is at least one institution buying POET :
OWNER NAME Paragon Capital Mangament Ltd.
DATE 3/31/2022
SHARES HELD 357,200
CHANGE (SHARES) 357,200
CHANGE (%) NEW
VALUE (IN 1,000S) $ 2,186
POET is a Founding Partner of the SHINE Center in Singapore ...
insert-text-here
TORONTO , April 19, 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 has joined the Singapore Hybrid-Integrated Next Generation micro-Electronics (SHINE) Center located in the College of Design and Engineering at the National University of Singapore (NUS).
“The vision for SHINE comes from Professor Aaron Thean , Dean of the College of Design and Engineering , with whom POET has worked for a number of years on certain engineering challenges, and more recently Professor Lim Yeow Kheng , who joined the faculty about two years ago from STATS ChipPAC Pte. Ltd. ,” said Dr. Suresh Venkatesan , Chairman & CEO of POET Technologies . “We are delighted to be a founding member of SHINE, as it brings together equipment and expertise that NUS and companies in the consortium may use, independently and confidentially, to develop advanced processes and manufacturing techniques for hybrid integration of photonics devices. The systems, scientific instruments and engineering staff at NUS complements well our existing operation in Singapore , especially in the area of 2.5D and 3D semiconductor manufacturing. We plan to use theTORONTO , April 19, 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 has joined the Singapore Hybrid-Integrated Next Generation micro-Electronics (SHINE) Center located in the College of Design and Engineering at the National University of Singapore (NUS).
“The vision for SHINE comes from Professor Aaron Thean , Dean of the College of Design and Engineering , with whom POET has worked for a number of years on certain engineering challenges, and more recently Professor Lim Yeow Kheng , who joined the faculty about two years ago from STATS ChipPAC Pte. Ltd. ,” said Dr. Suresh Venkatesan , Chairman & CEO of POET Technologies . “We are delighted to be a founding member of SHINE, as it brings together equipment and expertise that NUS and companies in the consortium may use, independently and confidentially, to develop advanced processes and manufacturing techniques for hybrid integration of photonics devices. The systems, scientific instruments and engineering staff at NUS complements well our existing operation in Singapore , especially in the area of 2.5D and 3D semiconductor manufacturing. We plan to use the SHINE Center to design and manufacture Optical Interposer-based solutions for several new vertical markets, consistent with the mission of SHINE, including applications in sensing and the Internet of Things (IoT).”
The mission of the SHINE Center is to address fundamental issues arising in IoT microelectronics and to engage industry players during the development cycle, to eventually translate the technology to industry. A strong team formed by top-notch professors across the world from NUS, NTU, University of California Berkeley and Northeastern University , A* STAR Institute of Microelectronics (IME) and DSO National Laboratories (DSO) will be actively involved as research participants. Other members of the Consortium currently include Advanced Micro Foundry (AMF), Applied Materials, Cadence Design System, Continental Automotive and SOITEC. James Lee , Vice President and General Manager of POET’s Singapore subsidiary, has played a key role in the conception of the Consortium and will lead several projects on behalf of the Company. SHINE is expected to have a partnership launch and inaugural technical workshop in June.
About SHINE SHINE, a National Research Foundation-Future Systems & Technology Directorate (NRF-FSTD) funded heterogeneous integration R&D Centre, working with A*STAR, will develop disruptive material-to-circuit solutions for multi-chip integrated systems. The research center is focused on developing a process and design platform that bridges across multiple size scales; from chip to large-area substrates. Such innovations will translate well to new IoT applications and associated technologies like wearables, smart vehicles, and space technologies. More information about the SHINE Center may be found at https://cde.nus.edu.sg/research/research-centres/singapore-hybrid-integrated-next-generation-electronics-shine-centre-shine/.
https://fintel.io/doc/sec-poet-technologies-inc-1437424-6k-2022-april-19-19101-6412
JMHO ... hopefully another step in the right direction that leads to successful orders for production.
Mechanical Engineer at POET's Allentown site
https://www.linkedin.com/in/santhosh-kiran-rajarajan-a92284156/
• Created 3D models for POET's optical interposer boards based on 2D GDS designs, which allowed for better visualization of the product for the team at Allentown.
• Drafted drawing datasheets for all of POET's devices and accessories, which are used in communications with vendors and/or customers.
• Performed Finite Element Thermal Analysis using recognized software to verify the designs for review and approval.
• Key member in a number of projects providing assistance via CAD 3D and 2D modeling as well as placing RFQs to vendors.
• Designed in-house stages for assembly of the final package prototypes to be sent to customers.
AMEN !!!
New post on Poet's Twitter site ...
You are more than welcome to offer your opinion.
Those that are accummulating are going to buy more if they can shake the tree hard enough to pry them loose.
The point is NO one is dumping any quanity of shares because of the low price.
You may be right ... sales matter so we will see where things stand in June-July ...
There is no mass exit of current shareholders and the lack of the sell side proves that ... time will tell who is willing to buy in at these prices.
It is totally accurate to say, POET's share price sucks.
However ... when I see questions like "whose selling ?" ... etc., on other sites, we can look how this is only averaging about 35,000 shares traded each day on the NASDAQ. We still have a float of less than 36 million shares so what does that tell us ???
NOT many shares are being sold at these low prices so that also means, " NOT MANY are being offered to sell ".
These ridiculous low prices are the work of Market Makers/Managers holding the prices down for someone or a group of someones accummulating shares.
Until there is definitive news to boost the share price we are stuck in this rut. It sucks and we all hate it. So quit worrying ... things will improve because we know that POET has a viable product that the industry needs. I know it is hard because POET is also hitting my portfolio in a negative way, but we have to look at what is real and what is really changing hands and it is not much.
Re: Dr. Lebby's purchase ... Six weeks from now would put us near June 1st timeline ... seems like that time frame rings a bell from somewhere ... ;)
Posted by macnai on Agoracom POET site :
Singapore
posted on Apr 13, 2022 01:16PM
Suresh said this last November...........
1. POET has four (4) customers that are actively collaborating with the company
to bring products to the market.
2. POET has received interest for a portion of its share in Super Photonics, the
joint venture established with Sanan IC.
3. The $600-million LR4 market is underserved and POET’s technology
addresses industry needs in that space.
4. The Singapore team is working 2 shifts per day, 7 days a week to meet
customer requests and develop designs for new and existing products.
5. Early in 2022, the National University of Singapore and POET will launch a
state-of-the-art hybrid optoelectronics integration assembly center that will
work on products not directly related to the Super Photonics joint venture.
POET Technologies (poet-technologies.com)
So when the new video is finished there should be some news about the new assembly center.
POET will present at this conference in May ...
Sidoti Virtual May 2022 Micro Cap Conference
May 11th to 12th, 2022
https://www.meetmax.com/sched/event_81401/conference_home.html?bank_access=0&event_id=81401
https://www.meetmax.com/sched/event_81401/__companiesonly_cp.html
frobinso, also it certainly does not hurt that we have Dr. Lebby as our CEO and is the most important part of the equation ... he would never let Lightwave Logic fall into hands that would not continue the process and our upper managements long term plans. As you say ... they are prepared for such attempts.
POET on Twitter ...
"I believe the technology we have is revolutionary and it gives us a chance to transform the industry." — POET Tech VP and General Manager of Singapore operations James Lee, speaking from the company's lab for an upcoming video. $POET #photonics #technology pic.twitter.com/gPm3GRavH2
— POET Technologies (@POETtech) April 12, 2022
Well ... that makes two of us Cuppy ... let's live long and prosper from POET ... ;)
Good post ...;) That will be a great day for us all when that happens !!!
No ... but I would welcome it ... ;)
BTW, I posted the following on the POET Agoracom website today:
"The OFC was a success, in my opinion, based on all reports we were able to gleem from insiders and the press recv. in tech articles. The "position of strength" took on a different meaning than what most shareholders might of expected. I am retired now and in my early 70's, but in my past life, I worked in the jewelry industry for over 40 years. I participated in over 50 jewlery shows in the U.S., Hong Kong, Switzerland and Italy. Most of those were from the manufacturing side in which we exhibited at the various international shows. We met with companies from all over the world and while some would actually place orders for product at the actual exhibit, 95% of the orders came in between 6-9 weeks after the shows/presentations. After the actual orders were recv., deliveries ranged from between 8-12 weeks after receipt of the purchase orders. What does that have to do with POET you are probably wondering ??? Maybe nothing ... except ... production takes time, no matter what industry you are in. We do know that POET's presentations were well recv. What we do not know is what orders have been placed and what the time frame for delivery will be. All is ... just my humble opinion."
just my own opinion which is we hear something in June or July at the latest ... but I have guessed wrong before so don't take my guess as anything solid ... ;)
awesome ;) !!!
Raju Kankipati expresses his enthusiasm for POET Technologies and its Optical Interposer-based photonics products as he joins the company as Vice President of Product Line Management. Kankipati previously worked at MACOM and has a history of managing the sales and marketing of optical products in the market. He explains why POET's innovations meet the demand for a "semiconductorization" of the optoelectronics market.
POET Potential Customers ...
https://charts.stocktwits.com/production/original_449865335.jpg
POET Potential Cstomers
POET and Lightwave Logic will both be presenting ... 28TH – 29TH JUNE, 2022, BRUSSELS, BELGIUM
https://picinternational.net/abstracts
In case you missed seeing Dr. Mo's interview:
Interview with Dr Mo
posted on Apr 02, 2022 10:33AM
Use the IP Check tool [?]
http://www.c-fol.net/m/news/view.php?id=20220402170116
Talking with Dr. Jin-Yu Mo about POET and its optical integration technology Fiber Optics Online Editorial 2022-04-02 17:01:16 Site Interview Article Hot.
4/02/2022, Fiber Optics Online, "What we do is actually a kind of photoelectric carrier that can be affixed upside down to anything." Once we met, Dr. Jin-Yu Mo broke the "fear" mentality of the editors about their "Interposer" technology and products. From Bookham to Oclaro, from Macom to joining POET more than a year ago, Dr. Mo has been known as a technical expert inside and outside the industry. With so many companies doing optical integration, why did she leave a big company to join a small one that was so unknown that few people could even tell what they were doing? On the morning of April 1, at Tims Café in Shenzhen Science Park, Dr. Mo unveiled the mystery of this small Canadian multinational company for the editor.
Dr. Mo (left) interviewed by the editor
What kind of company is POET?
POET is a designer and developer of light engines based on the innovative Light Interposer technology. Their optical interposer is a flexible, proven, low-cost, unmatched flexibility, wafer-level optoelectronic integration product for a wide variety of applications from pluggable optical modules to on-chip photonic integration, artificial intelligence, smart wearable, consumer electronics, and more. This technology will help POET become the world leader in chip-scale photonic devices. Headquartered in Toronto, Canada, POET has offices in Toronto, Canada, Allentown, Pennsylvania, Singapore, and China, and is listed on both the Toronto and Nasdaq stock exchanges under the symbol (TSX-V:PTK NASDAQ:POET).
The above is compiled from the official introduction of the company's website. In particular, it is noted that POET only switched from the NASDAQ OTC market to the official market on March 14 this year.
POET President Vivek Rajgarhia
The GoPhotonics website has an interview with Vivek Rajgarhia, President of POET, in August 2021 [1]. A 30-year veteran of the optical communications industry, Vivek's last job was as General Manager of MACOM's Lightwave business. In this interview, Vivek mentions that today's POET started in 2015 when former Grofond CTO Dr. Suresh Venkatesan joined as CEO. At that time, he was invited to validate GaAs VCSEL technology from the University of Connecticut labs, and in 2017, that project was abandoned due to the advent of Light Interposer. the name POET emerged in 2013, and the company was originally founded by a Canadian mining company through a reverse takeover and registered as OPEL International in 2006. Today, according to Dr. Mo, POET's employees in Canada are mainly finance staff.
What kind of technology is Optical Interposer?
Optical Interposer technology is the core technology of POET. But it is not easy to explain this technology alone. The editor tried to understand Interposer from its English etymology and find a suitable Chinese translation for it, but found it difficult to understand poser (Webster's dictionary Pretentious people).
Dr. Mo said the word Interposer is actually very common in the electronics industry. The editor found the definition of Interposer from ScienceDirect: "an electrical connection formed by a photolithographic process, usually from a metallized, flexible polyimide tape" [2]. Dr. Mo says that Interposer in the electronics industry acts as an electrical chip interconnection, forming a bridge for chip interconnection on a silicon wafer through through-hole TSVs (Through Silivon Vials), a typical 2.5D semiconductor packaging technology. An article on 2.5D semiconductor packaging points out [3][4] that 2.5D refers to the manufacturing process in which multiple functional chips are connected vertically by a process in which the chips are not packaged first when they are ready, but are arranged in parallel on the same substrate and then connected to the intermediate layer (Inter-poser) by lead bonding or flip chip or silicon via vias.
So, POET is the expansion of Interposer technology in the electrical domain to the optical domain, and POET's optical Interposer covers both optical and electrical parts. Perhaps the above statement of intermediary layer is at least a reasonable Chinese translation. So what are the similarities and differences between POET's optical intermediary layer and the traditional electrical intermediary layer? According to Dr. Mo, POET's optical intermediary layer is actually a silicon optical waveguide grown on a silicon substrate, on which various optical passive devices can be fabricated. At the same time, it can be combined with flip chip technology to achieve the integration of active devices with various other materials, such as semiconductor lasers, receivers, silicon light modulators, and also the trendy lithium niobate thin film modulators (POET and Jiangsu Niobate Liobate announced their cooperation in February this year). It is the combination of these two technologies that gives POET the backbone to be the leader in optical integrated devices.
First of all, says Dr. Mo, their silicon nitride waveguide technology is unique. POET has also creatively introduced flip-solder technology into optical device packaging. Through the design of alignment marks on their silicon waveguide, die spot matching and other designs to support the placement of equipment to achieve high-precision passive alignment. Dr. Mo said that some of the current mainstream high-precision placement devices can support their process. As a representative of the combination of these two technologies, POET's laser coupling efficiency can reach 90% and above. Such high coupling efficiency solves the pain point of difficult supply of ultra-high power lasers and high power consumption in external light sources for CPO applications [5][6].
What are the advantages of using an optical intermediary layer?
In an interview with GoPhotonics, Vivek points out that through advanced wafer-level semiconductor fabrication techniques and novel packaging approaches, POET's optical intermediary layer can help reduce the costs involved in packaging, alignment, and testing of traditional optical devices.
Dr. Mo explains this more clearly. She told the editor that the current RF circuit and optical circuit design of high-speed optical modules is actually very complex and has exceeded the capability of many small optical module companies. The POET optical engine products based on the optical intermediary layer will be high-speed circuit and optical circuit design have been packaged together, greatly reducing the threshold for customers to develop high-end optical modules. More importantly, Dr. Mo revealed that their products also make customer modules more cost effective. Some customers have already started to experiment with their 100G, 200G and 400G optical engines for development and production.
POET's optical engine based on optical intermediary layer and its applications
Dr. Mo said, compared with many current silicon optical solutions, POET's optical intermediate layer technology is also based on silicon optical integration. Unlike traditional silicon optical chips with deep erosion coupling solutions, they achieve coupling on the surface, which is easier and more efficient.
Why trust POET?
Dr. Mo said that she went to POET this choice has inspired many friends. She said she usually likes to study the technology to figure out the technology, and has been doing photonic integration for so many years, she believes in POET this technical route. She asked the editor, "Which company have you seen like POET five or six years of continuous money to do research and development, every detail are thought and rethought until well done?" In order to solve the difficult problem of matching with lasers, POET acquired Singapore's Denselight in 2016. the fusion and collision of the two companies subsequently solved POET's optical intermediary layer to match with lasers very well.
POET has kept a low profile for so many years, and now their products are ready to start mass distribution. Marked by the official listing on NASDAQ, POET will come out of the model of only burning money without output. For small and medium module vendors, they provide a variety of off-the-shelf optical engine products, allowing more optical module vendors to enter the high-end module business. For large module manufacturers, they provide more mature silicon optical solutions, CPO solutions. OIF's Near Optics Package (NPO) interoperability display at this year's OFC is a good demonstration of their optical intermediary layer technology.
POET's Optical Interposer for CPO
Last June, POET established a joint venture with Xiamen Sanan Optoelectronics, and their optical engines based on optical interposer technology will be assembled and produced in Xiamen in the future. "Hopefully soon, you will see POET's products and technology everywhere." Dr. Mo said.
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Semiconductor Today - 5 POET articles
Due Diligence
5 POET articles in the magazine
nothing new, but a good overview of what's going on - some highlights:
at OFC: the only company exhibiting chip-scale integrated FR4 optical engines (unmatched with cost and performance)
"best of breed" for specific applications [...] address applications where conventional free-space optics or traditional silicon photonics can not.
superior to conventional silicon photonics optical engines (athermal, low loss, low cost, polarization independent, small size)
Super Photonics continuing to build customer samples [...] with associated performance, power and cost advantages [...]
gaining traction with potential customer, inlucing data-ceter operators, networking system and artificial intelligence (AI) vendors and module companies
Ben Chen (Surino): "This 400G receiver utilizes a truly game-changing technology that will make POET's approach of hybrid silicon photonics a force to reckon [...]"
http://viewer.zmags.com/publication/b54eb339#/b54eb339/51
POET will be presenting at this event ...
https://www.eventbrite.ca/e/gcff-virtual-conference-2022-investing-in-innovation-registration-277837839457?aff=Youtube
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Innovative advancements in computing, healthcare, clean energy, and technology have changed our world and have been, in recent years, some of the most exciting opportunities for investors. For investors, finding the next major market mover means looking at innovative companies that are beginning their journey today. The GCFF Virtual Conference 2022 - Investing in Innovation, a free online webinar, will be held on April 21st, 2022, and will provide our viewers with:
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Join this event to learn more industry updates and investment opportunities. Visit official website for more details.
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[img]Presenting Companies:
POET Technologies and other will present ...
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Sophisticated & private investors, private client brokers, fund managers, financial institutions, hedge funds, buy & sell side analysts and journalists.
Rising inflation has made high returns more and more important for investors. Over the past weeks, #technologystocks have regained investors' confidence. The NASDAQ 100 Index has grown 13% since mid-March and Cathie Wood's Ark Innovation ETF (ARKK) fund has also seen major trading volume last month despite losses.
Where's your chance to meet the next big innovative market movers?
On April 21, 2022, #GCFF Virtual Conference returns to bring investors some of the biggest opportunities in tech stocks on the market!
This one-day event is featuring innovative stocks in the sectors of #AI, Esports, Clean-tech, SaaS, aerospace solutions and etc. It hosts corporate presentations with Q&A sessions for investors to get more information from the companies.
Register now at: https://gcff-apr-2022.eventbrite.ca/?...
Z Magazine March 31st edition ... page 50 and 51 ...Semi-conductor Today ...
http://viewer.zmags.com/publication/b54eb339#/b54eb339/51