Re: The News from SuperPhotonics
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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
Message: Re: The News from SuperPhotonics
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Luxshare is a dual customer. It is a customer of SPX for 100G-400G targeting the Chinese market.
Luxshare is also a customer of POET for 800G RX. SPX gets paid for the OE fabrication, testing, packaging and shipping. POET gets the profit from the OE sales and should be able to report freely with no SPX permission required.
I expect that the OE sales for POET ONE and the Legacy will be better than decent for SPX. The reporting for these would be announced only when the timing is suitable for SPX before POET will be allowed to provide information on as per JV rules which have been posted and discussed in recent posts.
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