There are going to be a lot of industry people sharpening their pencils. POET is delivering a new model for the data center. The balance between the cost of a transceiver and the associated fiber requirements are going to be turned on its ear. 

"The POET exhibit had a continuous stream of attendees, including industry leaders, analysts and media," said Dr. Suresh Venkatesan, CEO of POET Technologies. "Our live demos attracted a variety of existing and potential customers, suppliers and business partners as the only company exhibiting chip-scale integrated FR4 optical engines. FR4 is a multiplexed standard that transmits and receives up to 2 kilometers, compared to its DR4 counterpart which supports a parallel four-lane standard limited to 500m. The number of fibers required is also a factor, with DR4 requiring eight per module and FR4 requiring only two per module. Additionally, the small footprint of our optical engines was literally met with amazement. We overheard many comments about the incredible compact size of our optical engines and the elegance of the engineering, demonstrating once again that "seeing is believing". Overall, the exhibition was an overwhelmingly successful event for POET, especially ahead of our Nasdaq debut yesterday."

And that my friends is but one aspect of the improvements that will be generated with this advanced optical integration technology.

POET also received praise from noted industry observer Stephen Hardy, the editorial director of Lightwave Online. Hardy pointed out that POET is one of the "young companies throwing its weight around" with the Optical Interposer platform and its advancements. His video report can be viewed here:

https://www.lightwaveonline.com/optical-tech/video/14235356/friday-5-video-for-march-11-2022

As was also noted by Stephen Hardy, Liobate Technologies is one of two companies producing TFLN modulators. Again this points to POET’s ability to work with the best material systems available and the most advanced devices for integration into the POET optical interposer platform. We are not talking about years of research and development. This platform has the capability integrate new superior devices very quickly. 

We are very pleased to be working with one of the leading companies in TFLN modulators," said Dr. Suresh Venkatesan, Chairman and CEO of POET Technologies. "Of all the materials currently under development for high-speed modulators, including monolithic silicon, indium phosphide and advanced polymers, we believe that TFLN offers the most promise for early commercial deployment and potential long-term success. The POET Optical Interposer platform is a hybrid integration platform, which provides the flexibility to utilize the most appropriate modulator for specific applications. We are pursuing multiple paths for light modulation, including silicon, TFLN-based electro-optic modulators, as well as Directly Modulated Lasers (DML) that do not require a separate modulating device. Our goal is to match components to the superior optical and electrical performance characteristics of the POET Optical Interposer, enabling POET to introduce ground-breaking performance in Optical Engines and Optical Interposer-based photonic integrated circuits for high-speed transceivers and co-packaged optics applications."

It is not surprising to me that device manufacturers want to partner with POET.

"Some of the more interesting partnering opportunities were with innovative device companies, looking to utilize POET's platform for the next generation of optical engines for transceivers and co-packaging applications. The Optical Interposer is an integration platform that is agnostic to the material system that any given device is built from, meaning that we can select the 'best of breed' for the specific application rather than trying to do everything in silicon or any other material. This distinctive feature of the POET Optical Interposer technology, among others, means that we can address applications where conventional free-space optics or traditional silicon photonics cannot. We believe that POET represents the future of photonics integration."

Read and re-read the above highlighted statement. POET is the future of optical integration.

Don’t be fooled by the gaming taking place to shake out loose shares. That is all it is. People who are deeply involved in fiber optics understand just how innovative this platform is. And I know this for a fact.