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: Re: My hope.
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Sep 27, 2024 02:20AM

I think the super photonics venture could be used as a "prototype" model for what is needed. I think the cost, staff, equipment needed, and best process have all been established there. I do remember suresh talking about lead time to getting more equipment some time ago and was on the 6-9 month window but that was end of Covid might be faster now. Now if you are one of those large companies the production capabilities (outside of china) would be the last reservation of singing product orders if all that we have been told about how good the product is is all true. Poet is the most funded they have ever been for as long as I've been a shareholder I can't imagine another need for that money right now then a "+1" that could really be the match to light this powder keg. Once companies are convinced of poet's ability to deliver and if they truly believe that first to market will have advantages to secure market share we could see a huge amount of product orders to not being the company left out of the ability to offer the hyperscallers the scalability they need 

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Sep 27, 2024 08:06AM
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