Re: POET is in the sweet spot

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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fairchijisback

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Re: POET is in the sweet spot

in response to

Re: POET is in the sweet spot

leafnation

posted on May 09, 2019 12:47PM

I don't think POET would do a technology transfer with a Chinese company and I would rather not comment directly on who I think it is. It would not surprise me however if POET also planned to invest in the equipment necessary to produce the optical interposer in one of the buyers silicon foundries as I believe they will continue to have total ownership/control of the silicon/dielectric OI side without licensing (at least for now). Similar to the capacity that they installed at SilTerra.

I believe a very large and interconnected web is being established with multiple players.

Perhaps listening to the IBK CC that Rainer posted may provide some clues. I have my own conclusions on specific companies that I would prefer to keep to myself.