Interesting video of the groundbreaking ceremony for Foxconn Interconnect Technology in India last year. They have been in the optical module business since 2015. https://www.youtube.com/watch?v=HyHIBZ2P4dI 

Also very interesting post by action or reaction “We are honored to cooperate with Broadcom / MultiLane to show our interconnect solution, and demonstrate its execution of 5GAIoT strategy,” said Mr. Joseph Wang, CTO of FIT Hon Teng. "Last year, we established a few new pillars of corporate priorities, and building the future of 5GAIoT is one of them." Link

Note the recent agreement with multilane:

The agreement with multilane includes the option to use multilane for both prototyping and contract manufacturing. So the manufacturing choices are open subject to POET’s needs at the time. 

Poet, MultiLane collaborate on AI network receivers

2024-03-27 10:46 ET - News Release

Mr. Raju Kankipati reports

POET AND MULTILANE COLLABORATE TO DEVELOP HIGH-SPEED PLUGGABLE TRANSCEIVERS FOR AI NETWORKS

Poet Technologies Inc. is collaborating with MultiLane Inc., a leading provider of high-speed input/output and data centre interconnect test solutions, to develop next-generation, performance-optimized pluggable 800G, 1.6T and higher speed transceivers using Poet's newly designed transmit and receive optical engines. Poet and MultiLane will focus on jointly developing pluggable transceivers that will reduce cost and improve power efficiency over existing solutions, and address the increasing need for more scalable hardware components for artificial intelligence and cloud data centre markets.

"Our intent with this collaboration is to design cost-optimized 800G modules that offer superior performance with both the DSP integrated version as well as linear pluggable optics (LPO) variants. We also want to kick-start our designs for 1.6T and 3.2T pluggable transceivers for the most advanced data centre and AI network operators," said Raju Kankipati, Poet's senior vice-president of product management. "We have to plan and develop ahead of market demand and be ready when customers are ready to test these higher speeds. The collaboration with MultiLane will significantly shorten the design cycle time for Poet's technology and will enable us to bring this value to our global customers much more quickly."

"We are excited to collaborate with Poet, offering our services in product development, testing automation, and contract manufacturing to accelerate the product development and launch," said Fadi Daou, founder and chief executive officer of MultiLane. "MultiLane specializes in high-throughput testing that enables shorter design cycles and a faster time to market; driving industry innovation and maintaining a healthy networking ecosystem."

Initial samples of pluggable transceiver modules from this collaboration are expected to be available in late 2024. According to LightCounting the market for 800G transceiver modules is approximately $750-million today but is forecasted to reach $1.7-billion by 2027.