POET Technologies Inc (POET) 銘柄情報

https://www.semiconductor-digest.com/2025-ai-momentum-continues/

Imagine what can happen as more contracts come in

Zacks report is a dartboard Proto, in June their valuation estimate was $7.60, in October, after the Mitsubishi announcement, it was $6.37.

Given that POET buyout of Sanan’s interest is pending, best to see if there is any revenue coming along with that. They are building out manufacturing capacity in China and Malaysia.

I’m far more interested in what will come from Luxshare, Foxconn and Mitsubishi each of whom have major supply relationships with MAMAA (formerly FAANG). One known fact is that they all want 1.6/3.2T ASAP.

Mack, glad to see long-suffering long-time shareholders starting to see some recovery toward pre 1:10 Reverse Split levels, do you have the latest Zach's report, I'm curious to see their Revenue forecast for forward years, it is still unclear to me when Poet actually gets to book some of the Revenue from OE sales

This has to be one of the nicest 1year charts I've ever seen

Poetic Justice $7.75 + 35% manufacturing will pay off

Pretty quiet over here, so I’ll post a link a link to an update.

https://finance.yahoo.com/news/poet-technologies-signs-manufacturing-agreement-210500176.html

So the Penang based Globetronics will be doing contract assembly for POET, additional specialized equipment is being brought in by POET and GT is kicking in an additional investment of about $1.5 million. POET is buying out Sanan’s interest in SuperPhotonics (SPX) and it appears it will be 100% POET owned (for now). Finalization and details to follow in the coming few weeks, hopefully with orders and perhaps revenues from SPX to be revealed.

1q25 should bring the joint efforts of Mitsubishi and POET on 1.6/3.2T modules to light. With Foxconn and Luxshare also on board, the biggest suppliers to the biggest end users in the world are now all in and POET looks to be a dominant player in both current (800G)and future generations. 2025 should (finally) reveal the potential of POET’s platform across transceiver and AI light source technologies as well as several new verticals waiting to embrace its versatility. Institutions are jumping on board, it’s very possible the chart pattern established in 2024 will continue in 2025.

Enjoy the holidays and the ride that has just begun, Strik, hope you didn’t sell all at $3.

So solly - you no understand literate English language...

5.79 HOD, I guess I left some on the table

As poet falls backward at the moment, I continue to hold 300k WNFT and 750k Forw. Made a huge $$mint when Humble came out with George along with Mac. Good old days. Happy Holidays

GS will prove everyone wrong. All in due time.

How's your WNFT doing buds. George sharp is #1. Got some Forward and some of his other crap too. Bagholder

Oh another another smarty pants here. 
Bravo fornyou

It's still going up clownshows ... Cheechee cheee ..

Your posts= consumate illiteracy....


Chinese 💵 a/k/a Beijing Bill
@STOCKACTIVATION
·
Nov 29
Today friday i vas in front of nyse signing audographs on my american meeting tour. if you not find me on nyse last friday then yu cold of find me at valdorff astiria in penthose suite.

You don't know squat..

The only thing your posts prove is the increasing irrelevance of this forum.

Only truth is that your a moron and a bag holder. Oh and let's not forget Fool Billy Boy

I know how to make money. I don't need to look at past touts or future bushers .. simple fact ... X boy wants POET dollars to flow into his other pos.
That's the truth.

Bill, he's been here well over a decade, he's bought at the lows every time around, you are too funny, you don't know the history, and I guarantee you don't know the future here either!

5.46 guy ... Chee Chee cheee ... Only morons watch others make money .

Happy turkey day jive.turkey

Sorry, I guess I should have sent message privately. It was meant for an intelligent individual not for a bag holding moran

yu sound like bitter man who missed the boat. too bad so sasd for you.

I see Poet is still Scamming shareholders. Gotta be well over 200k shares now. Tell me about LWLG?? LWLG lookin better every day. Watch your wallets with Poet. GLA. Strik

5.30 HOD Chee Chee cheee

She moving on up again ... Chee Chee chee

https://www.tipranks.com/news/company-announcements/poet-technologies-expands-to-boost-ai-infrastructure

What are the thoughts on them delisting on the venture? To me it looks like they are setting us up for a cheap buyout. Cleaner transaction.

What are the thoughts on them delisting on the venture? To me it looks like they are setting us up for a cheap buyout. Cleaner transaction.

Back over 4, the next semiconductor run will run this won as well ..

Why we goin down.  Earnings or I mean non earnings must be out. Same old same old Cup. Don't they know I'm not gettin younger????

SMALL MODULAR REACTOR NEWSLETTER: 10/25/2024:
$POET AI Semiconductor chip production for Hyper Data Centers about to start.

$POET Technologies is gearing up to make a significant impact in the data center market with their advanced optical engines and photonic integrated circuits. They showcased their latest products, including 800G and 1.6T optical engines, at the Optical Fiber Communications (OFC) Conference in March 2024. These products are designed to meet the high-speed and low-latency demands of AI clusters and hyperscale data centers2.

While specific release dates for their memory chips haven’t been announced, $POET’s recent demonstrations and collaborations suggest that their products will be available soon to support the growing needs of hyper data centers.

$AMZN, $MSFT & $ORCL said to be very high on $POET.

In addition, $NNE, $SMR, $OKLO investors are eager to find additional investing opportunities in the SMR sector and $POET certainly is now starting to appear on their radar

That’ll be a wait…

I'm looking for the pps to drop below $3. That would be well below the price I sold shares at. I would start buying back at that point. HAWK

New Zacks report 2025 Revenue estimate $5 million

https://s27.q4cdn.com/906368049/files/News/2024/Zacks_SCR_Research_10072024_POET_Thompson.pdf

it's a start, but concerning that as speeds 1.6T and greater the EML's power consumption is going to be way too high to be viable

That a a buck might buy you a coffee EOM

“AI Innovator of the Year” in the Technology category of the prestigious 2024 Merit Awards. The Gold Prize adds to the Company’s recent accolades, which include recognition by the 2024 AI Breakthrough Awards honor for “Best Optical AI Solution”.

TORONTO, Oct. 01, 2024 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and artificial intelligence markets, was recognized today as the “AI Innovator of the Year” in the Technology category of the prestigious 2024 Merit Awards. The Gold Prize adds to the Company’s recent accolades, which include recognition by the 2024 AI Breakthrough Awards honor for “Best Optical AI Solution”.

“We are thrilled to honor POET Technologies as the AI Innovator of the Year. Their groundbreaking advancements in photonic technology are setting new standards in the AI industry, pushing the boundaries of innovation and creativity. This recognition is a testament to their leadership, vision, and commitment to revolutionizing AI solutions. We congratulate the entire team at POET Technologies on this well-deserved achievement,” says Marie Zander, Executive Director, Merit Awards.

Merit Awards winners in 2023 included notable companies such as Nvidia, Intel and Oracle. Founded in 2022, the Merit Awards are judged by industry executives, Merit Awards staff, media, and consultants. The awards recognize global leaders in a range of industries who are shaping the future.

“The POET Optical Interposer™ continues to gain accolades because the commercial viability of its applications are advancing the performance goals of the leaders in the AI networking and data center industries. Our recent agreements with Mitsubishi Electric, Luxshare Tech, and Foxconn Interconnect Technology demonstrate why industry observers are impressed by what the POET team has achieved,” says Dr. Suresh Venkatesan, POET Chairman & CEO. “Winning the Gold Prize as ‘AI Innovator of the Year’ is another validation for our platform technology. We thank the organizers of the Merit Awards for the honor and for shining a light on transformative companies around the world.”

About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products to the artificial intelligence systems market and to hyperscale data centers. POET’s photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET’s Optical Interposer platform also solves device integration challenges in 5G networks, machine-to-machine communication, self-contained "Edge" computing applications and sensing applications, such as LIDAR systems for autonomous vehicles. POET is headquartered in Toronto, Canada, with operations in Allentown, PA, Shenzhen, China, and Singapore. More information about POET is available on our website at www.poet-technologies.com.

About Merit Awards

Designed to recognize the efforts put forth by global industries and the markets they serve, the Merit Awards will acknowledge companies that have contributed to the continued growth of the market. The Merit Awards are judged by industry executives, Merit Awards staff, members of the media and consultants. For more information please visit our website at http://www.merit-awards.com.

Media Relations Contact:
Adrian Brijbassi
Adrian.brijbassi@poet.tech Company Contact:
Thomas R. Mika, EVP & CFO
tm@poet.tech

Thank you. A small rise in price brings out the uninformed zombies. I’m thinking of coming over to LWLG and joining Proto and you. Seems like a good idea.

October 2023 the fully diluted share count was about 49 million. Today, the number is a bit over 100 million but I can't provide a precise number yet. Over 100% dilution in 12 months.

Just FYI.

Go back in your hole stupid asswipe

Moron

I said in past year. Do your research. And with warrants it’s not $5. More like under $4

Nope. It was a non-brokered private placement with a single institutional investor pursuant to which the Corporation issued 4,000,000 common shares and an accompanying warrant exercisable for an aggregate of up to 2,000,000 Common Shares at an exercise price of $5.00. Total of a max of 6 million shares. Hardly 40%.

How much did Poet increase the share count in the last year or less?? Me thinks it has to be around 40%. Good going management. As the saying goes. A sucker born every minute.

Go away with your scientific project (LWLG). You certainly know more than Mitsubishi LOL.

Mitsubishi Electric controls almost half of the global market for optical transmission devices in data centers, in part because of its electro-absorption modulated laser diodes’ ability to balance both speed and output, according to the company.

POET: Are you kidding me, Dude???!!! That was DISGUSTING!!!! (Well, but NOT that there's anything 'wrong' with that --- thanks, Jerry Seinfeld!! Remember that episode??)

HE WAS CREEPING ME OUT CALLING ME SWEETIE

POET: Stop it, Dude!! (Every day you send me to my HMO hospital for yet another classic emergency room SPLIT-A-GUT-LAUGHING routine!!!)

OOPS...FAKE GENDERS A VERY STRANGE BREED OF HUMAN BEING...I GET WHY THEY PRETEND TO BE WOMAN, BUT STLL A VERY ODD PERSON WOULD DO THIS...THERE ARE A COUPLE OF YOU OUT THERE!

Ahhaahha yup. Send me a tip my kind person.