I know Suresh has mentioned in the past that the market for silicon photonics is so large that there will be other players. I opine that Poet will find their niche(s).
My question to this forum is that as far as CPO (co-packaged optics), there must be or is there a role for Poet within companies like Cisco, Intel, and Broadcom that show a high level of readiness for CPO?
monolithic