Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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I guess that's where they get the term disruptive. IMHO I agree, they have anticipated having to upgrade and POET Technolgy would precipitate it. Those that hang onto outdated technology get left behind and they (all of the players) know it.

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