China Plus One for 800G+

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.

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