Agoracom: Small Cap Investment - POET Technologies Inc.

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

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BreadAndCircuses

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China Plus One for 800G+

posted on Sep 07, 2024 07:59AM

For the USA hyperscalers: (AWS, Microsoft, Google, and Meta)

POET fabricates BOTH the OEs and WaveLight modules in Singapore.

For the Chinese hyperscalers: (Alibaba, Tencent, Huawei, and Baidu)

POET sells OEs to Luxshare who builds the modules with SPX fabricating the OEs for a service fee.

22 Recommendations

Re: China Plus One for 800G+

PoetLightSaber

Sep 07, 2024 08:40AM

Re: China Plus One for 800G+

newage

Sep 07, 2024 09:17AM

Re: China Plus One for 800G+

BreadAndCircuses

Sep 07, 2024 10:16AM

Re: China Plus One for 800G+

timotao

Sep 07, 2024 04:54PM

Re: China Plus One for 800G+

dash8400

Sep 07, 2024 09:46PM

Re: China Plus One for 800G+

turr

Sep 08, 2024 06:58AM

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