Poet and FIT have entered into a collaboration to develop 800G and 1.6T pluggable optical transceiver modules using Poet optical engines with an aim to address the growth in demand from cutting-edge artificial-intelligence applications and high-speed data centre networks. As part of the collaboration, Poet will develop and supply its silicon photonics integrated circuit optical engines based on the patented Poet Optical Interposer technology, and FIT, one of the world's leading manufacturers of interconnect technologies, will design and supply the high-speed pluggable optical transceivers for delivery to some of the largest end-customers in the world.

"The growth in demand from emerging applications such as artificial intelligence and machine learning requires continuous innovation to keep pace with power and cost requirements," said Joseph Wang, chief technology officer at FIT. "We are excited to partner with Poet on this development. Poet's hybrid-integration platform technology will enable us to use best-of-breed components and ramp to high volume at a much-faster pace and in a cost-efficient manner."

"Poet's vision is to 'semiconductorize' photonics by integrating electronic and photonic components on the interposer to enable wafer-scale assembly," said Dr. Suresh Venkatesan, Poet's chairman and chief executive officer. "We are honoured to work with an industry leader like FIT, capable of ramping to high-volume production with its expertise in transceiver design and manufacturing. We look forward to expanding our collaboration to future projects once this initial project is complete."

Poet's transmit optical engines integrate externally modulated lasers (EMLs), EML drivers, monitor photodiodes, optical waveguides, thermistors and an optical multiplexer, where applicable, onto an optical interposer-based PIC. The receive optical engines integrate high-speed photodiodes, transimpedance amplifiers, optical waveguides and optical demultiplexers, where applicable. All components are passively assembled on the interposer at wafer scale using standard pick-and-place semiconductor equipment. Passive alignment of the photonic elements and use of high-speed RF traces between the electronic and photonic components to avoid wire bonds are two hallmarks of the technology.

Poet expects to complete the design of the optical engines for FIT by the third quarter of 2024 and start optical engine production at its joint venture, Super Photonics Xiamen, by Q4 2024.

So my question right now is what is happening at SPX to prepare for the ramp? What additional equipment has been installed or is being installed?

As mentioned in the news release by the FIT CTO that Poet's hybrid-integration platform technology will enable us to use best-of-breed components and ramp to high volume at a much-faster pace and in a cost-efficient manner." 

Suresh

"We are honoured to work with an industry leader like FIT, capable of ramping to high-volume production with its expertise in transceiver design and manufacturing. We look forward to expanding our collaboration to future projects once this initial project is complete."

It seems to me that this NR is alluding to the use of Foxconn manufacturing facilities to ramp production (in addition to SPX) and that this will be the first collaboration with more to come. 

It is also worth reviewing the FAQ: Expanding on POET Starlight and the Partnership with Celestial AI. I have suggested that POET should provide a Q&A for the Foxconn collaboration.

https://poet-technologies.com/blog/2023-apr-25.html