Agoracom: Small Cap Investment - POET Technologies Inc.

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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Beware the bright red flag

Outtahere

Oct 23, 2023 11:00AM

AdAstra

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Re: Beware the bright red flag

in response to

Beware the bright red flag

Outtahere

posted on Oct 23, 2023 11:23AM

With decoupling underway, I don't see why China will continue to hold 85% of the world's transceiver market. This is a huge market that POET can get into over time with China+1 JV. SPX supplies China, the other JV supplies rest of world.

12 Recommendations

Re: Beware the bright red flag

KCCO7913

Oct 23, 2023 12:35PM

Re: Beware the bright red flag

okiedo

Oct 23, 2023 01:13PM

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