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POET receives first volume purchase order for optical engines
What happened
POET Technologies has received its first volume production order for optical engines from its joint venture SPX. This marks a commercialization milestone for its Optical Interposer technology targeting AI and datacenter markets. Watch: This signals potential future demand for POET's specialized photonic components, but direct supply or price impact on the broader market is not yet established.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
Optical InterposerPhotonics Integrated Circuits (PICs)Optical Engines
POET Technologies Inc.Super Photonics Xiamen (SPX)
product-rampAI-infrastructuredatacenter
Source and time
Source: Semiconductor Today · 5/11/2023 · View original source
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