"Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading contract chip maker, is actively pursuing advancements in silicon photonics. Its vice-president, Douglas Yu Chen-hua, stated last year that a “good silicon photonics integration system” could resolve critical issues in energy efficiency and computing power during the AI era. He emphasized that such a development would lead to a “paradigm shift” in the industry."

So, has POET done a paradigm shift?

China claims silicon photonics breakthrough to overcome major chip hurdle (msn.com)

Okiedo