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: New, External Production?

We already know the link with China through our agreement with Accelink

Korea?

We need only to think of Samsung, market leading $75 billion USD exporting data and telecom products, LG, world leader in IOT (internet of things) and AI (artificial intelligence) and the South Korean government ( a friend nation to the US) that will spend $17 billion USD this year on semiconductor R&D and testing. Sounds like a good place for people to kick POET's tires, no?

Thailand?

According to Ng Kai Fai, President of SEMI Southeast Asia, “Thailand is in the list of the world’s fifteen automotive manufacturing countries and the most important growth area within automotive electronics is infotainment and lidar. According to recent news reports, the global automotive electronics market is expected to reach $280 billion USD by 2020. This provides a fertile ground for the semiconductor and electronics industry to strengthen the regional business collaborations between Thailand and Southeast Asia.”

SEMI, isn't that were Ajit ended up?

From the Shanghai SEMI event in December Ajit said  "Industry growth will explode as the melding of AI and IoT birth countless applications and innovations in SMART transportation (0 emissions; 0 fatalities; 0 congestion), smart sensors (agriculture, infrastructure, healthcare) and SMART “Everything” (people, devices, homes, cities, industries, and the list goes on). Indeed, AI is now widely recognized as a chief growth driver of the semiconductor industry well into the future, with semiconductor technology, such as integrated and monolithic platforms, at the core of AI innovation, he said." (bold text mine)

IMO, of course

 

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