ZKTEL aligning with POET will be huge imo.

ZKTel, a leading manufacturer of high-end optical Components and Transceivers, offers all-scenario solutions. With its own brand "ZKTel", the products are widely used in various data communication networks, various transmission networks, metropolitan backbone networks, data centers, 4G/5G mobile base stations, face recognition, auto-driving and other fields.

ZKTel has been a long-term supplier and technology partner for Tier 1 telecom carriers, global network platform manufactures, and leading Cloud providers. With strong growth of international business over the last 10 years. ZKTel produces high quality optical components and modules in large scale, million pieces annually from our production facilities. Today ZKTel has sales offices, operation centers and distribution networks across North America, Europe, and Asia Pacific to service, support local and regional customers.

October 10, 2023 :

POET's JV, Super Photonics Xiamen, Expands Production Capacity to Support Customer Demand

“Some of our transmit and receive optical engines are already in low-volume production and we expect to add a few more products to the production list by end of the year."

https://financialpost.com/globe-newswire/poets-jv-super-photonics-xiamen-expands-production-capacity-to-support-customer-demand