Please realize there is a perfect alternative from IBM to POET’s interposers. In the current political climate POET’s ties with China pose a serious business risk. Apparently US institutional investors realize this because their ownership in POET is almost 80% lower than in Lightwave which has 1/3 of its float in institutional ownership.
Interposers sure are an elementary part of the photonics eco system and the market for high bandwidth modulators is high as referenced by you. All industry is looking for its own solutions! None of the competitors are able to come up with low power, high bandwidth, small PIC’s solutions ( easy to integrate in current production processes) for pluggables and co packaged optics as Lightwave is planning to bring to the market, There are complicated solutions being considered, but none straightforward and simple as Lightwave’s.
Just read my post of a few weeks ago.
“ Scientists at IBM Research have announced a new set of advancements in chip assembly and packaging, called co-packaged optics, that promises to improve energy efficiency and boost bandwidth by bringing optical link connections inside devices and within the walls of data centers used to train and deploy large language models. This new process promises to increase the number of optical fibers that can be connected at the edge of a chip, a measure known as beachfront density, by six times. As artificial intelligence demands ever more bandwidth, this innovation will use the world’s first successful polymer optical waveguide to bring the speed and bandwidth of optics all the way to the edge of chips. This is not a polymer modulator to be sure. But anyway nice to see polymers being used in this new application but not so good for POETinterposers. IBM is a powerful competitor.”
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