Combines electronic and optical devices into a single multi-chip module

POET Technologies Inc. (ticker symbol: POET) is a company that specializes in optical interconnect technology.
Specifically,POET Optical InterposerWe have designed and developed a platform called ™️, which allows electronic devices and optical devices to be integrated into a single multi-chip module.

POET Technologies provides optical integrated circuits (PICs) and light sources for the data center, communications, and artificial intelligence (AI) markets.
This is responding to demand for high-speed data communication and AI networks.

Major customers include Foxconn Interconnect Technology (FIT) and Luxshare Tech.
These companies use POET's optical engine to develop high-performance optical modules.

In its Q2 2024 earnings report, POET Technologies announced a major design win with Foxconn Interconnect Technology.
It was decided to supply 800G and 1.6T light engines.
Luxshare Tech is also expanding optical modules for AI networks using POET's optical engine.

POET Technologies is expected to expand further in the market as AI applications and high-speed data center networks grow.
In addition, recent fundraising has secured development funding and is ready to meet product demand.

It is an innovative platform technology developed by POET Technologies.
This technology makes it possible to integrate electronic and optical devices into a single multi-chip module.

Wafer-level integration: It integrates electronic and optical devices at the wafer level to achieve high scalability while reducing costs.
CMOS compatibility: It is fully compatible with standard CMOS semiconductor processes and reduces manufacturing costs.
High performance: Enables high-speed data communication and is compatible with high-performance networks such as data centers and AI applications.

cost reduction: Eliminates expensive components and time-consuming assembly, adjustment, and test methods required by traditional photonics solutions.
Flexibility and scalability: It provides a flexible platform for various photonics applications.
High degree of integration: By integrating electronic devices and optical devices, more compact and high-performance devices are realized.

With this technology, POET Technologies aims to expand the market in fields such as data centers, AI, and telecommunications.

growing market: The 800G and 1.6T optical transceiver market is predicted to grow from $2.5 billion in 2024 to $10.5 billion in 2029.
This market growth is mainly driven by demand for AI networks.
cost efficiency: POET Optical Interposer eliminates the expensive components and time-consuming assembly, adjustment, and test methods required by traditional photonics solutions.
Cost efficiency has been greatly improved.

cost reduction: By using wafer-level manufacturing techniques and new packaging methods, costs can be drastically reduced compared to traditional photonics solutions.
scalability: In order to enable high-speed communication, it is a flexible and scalable platform that can be used for a wide range of applications from data centers to consumer products.
CMOS compatibility: Since it uses a standard CMOS process, it can be manufactured, assembled, and tested at wafer-scale, reducing complexity and cost.
High performance: Uses a low-loss single-mode passive waveguide to achieve high-speed communication.
Versatility: It provides value in many areas where growth is expected, such as AI, IoT, autonomous vehicles, and high-speed networking.

technical complexity: Since advanced technology is required, initial implementation requires expertise and equipment.
Market competition: The photonics field is rapidly evolving, and competitors are developing similar technologies. Therefore, technological innovation is constantly required.
initial cost: Initial R&D and capital investments can be costly.

POET Optical Interposer is a cost-effective and scalable platform.
It is expected to be applied in many growth fields, but there are also issues such as technical complexity and market competition.

Expansion of AI networks: POET Technologies is expected to expand further in the market as AI applications and high-speed data center networks grow.
Introduction of new products: With the introduction of new products, including 800G and 1.6T optical engines, POET is strengthening its competitiveness in the market.
Funding and financial stability: Recent funding has secured development funding and is ready to meet product demand.