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: Phase 1...then....Phase 2

Semiconductor Manufacturing net profit margin as of September 30, 2018 is 4.06%.

https://www.macrotrends.net/stocks/charts/SMI/semiconductor--manufacturing/profit-margins 

Dash the net margins that POET is expected to realise are going to be pretty extreme as the optical  engine is the most important cog in tranceiver. And they will have a lot flexibility to  make the fabs that participate very happy and very motivated. Apart from anything else and who  the new owner of DenseLight will  be is that POET will have the ability to improve their historical margins which provides a huge motivation for them to invest money in new equipement and expand the plant capacity.

The whole reason why POET is  making this  move is  that the Optical  interposer represents a breakthrough and they have to  make deals to  increase capacity to supply a demand that is  expected to increase very quickly and they need to  capture it with as many products as they can as quickly as they can.  

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