ASIA

To your point Hellomillions:

September 2023

https://www.gophotonics.com/news/details/4254-poet-technologies-unwraps-800g-optical-transceivers-at-cioe-2023

“The level of performance we were able to demonstrate is world class.” — Raju Kankipati of $POET, commenting on the company's CIOE 2023 live demonstration of its 400G module in a QSFP-DD form factor.

On the current state of operations, he adds: “We expect to be in full-blown production for some of our products in the next few weeks to few months.”

September 12, 2023

The objective for both POET and SPX was to feature 800G optical transceiver solutions by demonstrating the live performance of POET’s transmit (Tx) and receive (Rx) optical engines over 2km of fiber.  With high demand for 800G 2xFR4 transceivers, over 20 private customer meetings were completed.  Two major Tier 1 module suppliers already engaged with POET and its joint venture company, SPX, requested samples to be submitted for immediate evaluation, including optical engines for 800G Tx, 800G Rx, 400G Tx (the POET InfinityÔ chiplet) and 400G Rx.  An additional engaged Tier 1 customer requested a quote for a customized 100G LR4 optical engine.  Four new potential Tier 1 / Tier 2 customers requested samples as soon as possible for their 800G module designs.

With POET's technology and the type of industry that the technology has been developed for, does anyone seriously believe that there would not be a group of investors in Asia that would not pay POET Technologies $100 million for their interest in SPX?  Five years into the future it will seem a bargain in my opinion.  POET is holding excellent cards and they have options.

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