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: Tech Term: Chiplet

Mmmh, sounds good  - as usual...

If only this will be reflected by inroads into markets, here's hoping (again and again). So far POETs technical disruptions seem to limit POET's potential market more than to disrupt the industry. Mind you: I'm not saying those achievements arent great, they are without a doubt!

The missing link seems to be to find a market segment within POETs reach to commercialize what they have or are promising to have soon. POET is giving lots of headaches to people that seem to be willing to fight back in order to rescue their past investments.

Like it or not: chances are that China is the place where we see companies taking chances on beating "the West" by betting on POET. Not good for the "NA-driven SP", but probably the way to go in the short term. May be it's what it takes to make "Westerners" wake up and throw in the towel. We'll see if we live for long enough...

Have a pleasent WE all, especially our friends with a long weekend. Cheers!

Germiston

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