This is what AI has to say about the Poet, Sanan deal
POET Technologies is expected to start generating revenue from their joint venture with Sanan IC through Super Photonics Xiamen (SPX) as the production and sales of their optical engines ramp up. The timeline for significant revenue generation can depend on several factors, including:
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Production Scale-Up: As SPX scales up production, POET will begin to see revenue from the sale of optical engines.
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Market Adoption: The speed at which data centers and telecommunications companies adopt these new technologies will impact revenue.
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Operational Milestones: Achieving key operational milestones, such as securing large contracts or expanding market reach, will also influence revenue timelines.
While exact timelines can vary, companies typically start seeing substantial revenue within a few years of establishing such joint ventures, especially once production and market penetration are well underway.