Re: A.I.

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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monolithic

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Re: A.I.

in response to

Re: A.I.

Copacker

posted on Mar 08, 2021 12:38PM

True there is no way $50 trillion could be the whole TAM for Poet or even when I assumed 2% of that TAM. I take that back.

As you said, "The addressable market for POET is a at component level in a segment." Very true! Poet likely will have sales in the hundreds of million to to a growing anualized billions+ per year as they become leaders in their segment of the market. Still very exciting and lucrative.