Poet Technologies Inc (POET)

[KCCO7913]

Small Potato do you post here as Lab Man or is that Dave with the red airplane?

Anyway…saw your comment about Arista’s slide mentioning silicon interposers.

Not to burst your bubble, but that’s not a reference to POET.

Silicon interposers are already everywhere in foundries and are basically free. IMO that is essentially why POET pivoted to be a module maker because their interposer itself was an expensive alternative to what is already offered. I also believe that same reasoning is what caused Mark Lutkowitz and Dylan Patel to call POET’s technology “expensive”.

Technically POET’s is silicon oxynitride anyway ;)