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: Celestial+Samsung
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BreadAndCircuses,

Regarding Samsung and Celestial comment in report

" Q3 showed no revenues and we expect no revenues again in Q4. While we still expect NREs to be generated going forward from customers other than Celestial AI (who has moved to the product stage) none will be booked in Q4. We now expect POET to start selling Interposer wafers in volume to SPX in Q1’24. Celestial AI will begin to take in completed light source modules toward the end of 2024. POET is about to send Celestial AI alpha samples of a new design it requested. Celestial AI is working with Samsung to design lightenabled memory drives for AI applications. POET is talking to all of the other AI hardware players including Lightelligence in China, Light Matter, and Ayar Labs."

 

I am curious if you have any knowledge as to how Zacks would know that Celestial AI is working on that particular technology item mentioned in report. I myself have yet find that info in public domain anywhere, not that its not out there.

Nodrog16

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