Re: POET Emerges As A Pure Play In AI Hardware As Its Customers All Serve That Market

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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Rainer

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Re: POET Emerges As A Pure Play In AI Hardware As Its Customers All Serve That Market

in response to

Re: POET Emerges As A Pure Play In AI Hardware As Its Customers All Serve That Market

HOGAN Junior

posted on Jun 11, 2024 08:25AM

HOGAN Junior: It is my understanding SPX is our only way of manufacturing optical engines currently. If FIT is sourcing all components from outside of China then where are the engines coming from if POET "fits that need".

It is my understanding the manufacturing of the optical enginges (OE) requires two steps:

production of the OE-specific optical interposer (OI) with all passive components by POET at Silterra,
adding the active components by SPX.

As I understand it, in the Foxconn deal, step 2 will be done by FIT. And why not? There’s no special optical interposer know-how required.

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