I think one of the key questions in unlocking part of this mess is why did POET wait so long to begin financing efforts. That answer alone will pave the way for a better understanding around how we ended up in this situation. There needs to be a good faith effort to help us understand.

We can be part of the solution but need to know the root cause and what efforts are underway to fix it. 

A lot of people have been contacting me. OG emailed a couple of us old timers last night wondering what the deal is. Specifically he was very encouraged with the development and the announcement of 1.6T (200G lambda) which I included below. As I told him the technology is pretty amazing but we have a problem on the marketing side. A weakness that has truly been taken advantage of. 

In the back of my mind I continue to think that there is a reason why the share price was allowed to fall and that was to give key new investors a starting position.  That being said I think it was hit a lot harder than anyone at POET thought would happen. And again if that is the case then we have witnessed again a big weakness of the company in marketing. 

Some may recall that I posted that the ATM was suspended to keep the share price from continuing to decline. Clearly if I was told this in good faith then somebody miscalculated big time.

We need more accountability and that can't be clearer and I will work towards that goal.

Don’t give up hope people. Remember Suresh’s comment re OFC observations and how well POET was being received and the lead they have. Something like “I am not making this $hit up”

The tech provides solutions that can’t be matched. And they have done this on a shoestring budget. 

Poet develops optical interposer for 1.6T transceivers

2023-08-15 09:27 ET - News Release

Dr. Suresh Venkatesan reports

POET TECHNOLOGIES CREATES PLATFORM FOR 1.6T TRANSCEIVERS USING 200G PER LANE TECHNOLOGY

Poet Technologies Inc. has developed an optical interposer platform for 1.6T transceivers and beyond using 200G per lane technology for next-generation data center and AI (artificial intelligence) networks.

Migrating from 100G per lane to 200G per lane doubles the bandwidth with the same face plate density as 100G per lane, lowers the overall system power consumption and reduces the solution cost. Cloud and other service providers can continue to reap the benefits of pluggable transceivers in their networks and deploy pluggable solutions at bandwidths of 1.6T (and beyond) with 200G per lane technology utilizing Poet's enhanced interposer-powered optical engines.

"Moving to 200 Gbps per lane is a critical step for the industry to sustain the bandwidth demands of the cloud and AI networks," said Dr. Suresh Venkatesan, Chairman & CEO of Poet. "An integration platform like the Poet Optical Interposer(TM) is an absolute requirement at such high speeds to connect optical and electrical components and at the same time meet performance and power requirements. We have augmented the Optical Interposer platform in several important ways to extract the native bandwidth of components without inducing the losses and interferences that are common in other integration schemes. We are working with several industry leaders and integrating their high bandwidth components on our platform to demonstrate 200G performance."

Enhancements to the Optical Interposer now support 200Gbps per lane speed for both the transmitter and the receiver. The transmit optical engine has been modified for externally modulated lasers (EML), EML drivers and monolithically integrated multiplexers for single mode fiber applications for up to 10km reach. The receive optical engine can now incorporate the next generation higher speed photodiodes, trans-impedance amplifiers and monolithically integrated low-loss polarization-insensitive demultiplexers for 1.6T transceivers and beyond.

The newly-designed Optical Interposer architecture enables seamless wafer-scale passive assembly of externally modulated lasers from multiple suppliers, providing maximum flexibility for customer requirements. Among the new features of the Optical Interposer, the most important include:

Novel transmission line designs to supply low-loss, high-speed electrical interconnects with bandwidth greater than 75GHz, a requirement of next generation of high-speed lasers and drivers.

Adaptations to support the integration of conventional surface mount device (SMD) components, which improve RF performance that is crucial at such high speeds.

New, proprietary demux architectures and assembly techniques to allow passive, wafer-level assembly of the next generation of high-speed photodiodes.

Through-Silicon-Vias (TSVs) on the Optical Interposer platform for integration of high-speed electrical and optical components while eliminating wire bonds - one of the primary sources of signal noise and interference in transceivers.

The overall effect of these improvements to the Optical Interposer platform is to achieve superior performance in a power-optimized solution at 200G per lane that can be included in 1.6T pluggable transceivers. The small form factor of Poet Optical Engines makes the solution scalable to 3.2T pluggable transceivers in current industry standard form factors.