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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Message: Re: Interesting development.
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Sep 01, 2022 09:50AM
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Sep 01, 2022 11:32AM
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Sep 01, 2022 12:17PM

I would love to know those details but let's talk about what we do know. ~400 optical engines fit on a 8" wafer. Standard high throughput pick and place tools. Capex is 1/10 of traditional optical processes. 

I think at this time the focus is more about the process and who needs what POET can build. Capacity will be determined by demand. 

Standard tools right. If there is a need and I think we know that there is then that need will be met as required by putting into place the capacity or using existing capacity associated with partnerships similar to what took place in China for their 100g and 200g demands and internal 400g.

 

Take a look at some of POET's peer group...There is no certainty that their platforms will ever be competitive. So capacity concerns for them are kind of a moot point. So yes I like it that we are focused on production plans. It is definitely a good sign.

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Sep 01, 2022 04:46PM
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Sep 01, 2022 06:28PM
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