POET – die Halbleiter-Revolution (Seite 100)

[marvessa]

Antwort auf Beitrag Nr.: 72.440.478 von M@trix am 21.09.22 16:13:08

Massig Halbleiterhersteller haben zumindest ihr Backend in China und verkaufen auch in die USA und Europa , Infineon , ST , Texas … alle eigentlich zumindest ein Teil

[M@trix]

Antwort auf Beitrag Nr.: 72.439.497 von Lotschka am 21.09.22 13:59:49

Na ja, per se schon - nur denke ich, dass mit der Produktion in China schon fast klar ist, dass POET keinen Auftrag von einem US-Unternehmen bekommt. Es sei denn, sie verlagern die Produktion - was aber wiederum den Chinesen (die ja Anteilseigner sind) nicht gefallen wird. Man denke an Mynaric, die sich auch umorientiert haben (womöglich aus Zwang)

Wie dem auch sei: wichtig(er) ist, dass POET überhaupt Aufträge bekommt - egal woher. Denn das wäre eine Bestätigung der Plattform-Technologie und könnte somit zu erheblichen Folgeaufträgen führen.

M@trix

[Lotschka]

Allerdings glaube ich, dass der starke Asien/China-Connect zunehmend Möglichkeiten in den USA und Europa eingrenzt.



Lies diesen Artikel der ist von Suresh mitverfasst und Deine bedenken zerstreuen ein wenig

Es geht um den CHIPS Act und wie Poet davon indirekt profitieren kann.

https://www.forbes.com/sites/forbestechcouncil/2022/09/20/ho…

[M@trix]

Antwort auf Beitrag Nr.: 72.431.511 von Lotschka am 20.09.22 14:06:22

Danke - das bekräftigt darin, dass POET wirklich eine bahnbrechende Technologie hat und der Optical Interposer riesiges Marktpotenzial hat. Allerdings glaube ich, dass der starke Asien/China-Connect zunehmend Möglichkeiten in den USA und Europa eingrenzt. So hart das klingt - Unternehmen werden sich m.E. immer mehr "für eine Seite" entscheiden müssen. Das sieht man ja bereits an dem Chipverkaufsverbot für NVIDIA, Arms etc.

Ich bin gespannt, was Q4 für POET bringt. Die Bewertung ist jedenfalls gerade sehr niedrig dafür, dass hier ein kommerzieller Durchbuch bevorstehen könnte.

M@trix

[Lotschka]

https://en.genuine-opto.com/AboutUs/index.htm

Ei möglicher Kunde von Poet?

nicht schlecht

[Lotschka]

24-27

https://data.angel.digital/pdf/PIC_Magazine_Issue_3_2022.pdf

[marvessa]

von Mika

Entering established markets with a new technology is difficult. How long has solar been around? Yet it accounts for like 2% of global energy production? Based, as you know, on blatant lies about its inherent economics and massive government handouts. But that’s another story.

It has taken longer than we had hoped or expected, for sure. That’s mainly because, as a public company, we were not able to raise the kind of capital that we needed. When you’re not public, you can go to venture investors and tell them that it will take 5-7 years to develop a product and they will throw money at you. Try that with public investors - doesn’t work.

INTEL has been trying to solve the problem that POET is addressing for 22 years, and they still don’t have a product that they don’t ship cash with every time they sell a transceiver. Everyone’s been trying to integrate devices and do so at wafer-level for decades, so there is bound to be investment in other methods.

But look at 400G transceivers being sold today. They are all DR devices (no multiplexing), all based on cooled EMLs, and all assembled from 50+ discrete components and sub-assemblies. No SiPh components even.

At 800G this method is unsustainable. That doesn’t mean companies won’t produce them, it’s that they won’t be able to produce in volume an a low cost. At 1.6T it’s impossible, which is why Broadcom is pushing CPO, even when that technology implemented using SiPh components saves no energy. In fact, it uses even more.

It’s at these nodes that POET’s technology will win a significant portion of the market in transceivers and in light sources for AI-ML, which is a larger market over the long term.


This is all you will hear from POET until our next press announcement. We are too busy to be repeating ourselves. You would get the same information if you looked at the investor decks that are available on our website.

Regards,
Tom

[Lotschka]

Was denkst du warum der Kurs so mies steht und nach Nasdaq Listing mehr als 50 Prozent abgeschifft ist 🤔


Das muss man nun nicht weiter erläutern.

Ich habe da schon einmal meine Gedanken zu geäußert. Daan hat sich nichts geändert. Bin weiterhin von Poet erzeugt und habe gestern noch einemal nachgelegt. Das ist das zweite mal für dieses Jahr

[marvessa]

Antwort auf Beitrag Nr.: 72.394.794 von Lotschka am 14.09.22 13:08:48

Was denkst du warum der Kurs so mies steht und nach Nasdaq Listing mehr als 50 Prozent abgeschifft ist 🤔

[Lotschka]

POET Technologies to Participate in Multiple Sessions at ECOC 2022



Toronto, Ontario, September 14, 2022 -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™ and Photonic Integrated Circuits (PICs) for the data center and tele-communication markets, today announced that representatives from the Company will participate at the 2022 European Conference on Optical Communication (ECOC), which will be held September 18-22, 2022 in Basel, Switzerland. The Company will also be exhibiting in booth 578.



ECOC is the continent's largest event in the field and one of the most prestigious events on optical communications worldwide.



Dr. Simon Goh, principal engineer, will present his paper on the passive alignment of lasers on the POET Optical Interposer in the session, “Non-Linear Devices and Packaging”, on September 22, 2022 at 10:45am CEST. Dr. Lucas Soldano, a member of POET’s technical staff, is an organizer of a symposium entitled “Hybrid Integration of III-V Devices with Silicon-based Waveguides (Si, SiN, SiO2)”, which is also scheduled on September 22, 2022 at 10:45am CEST. POET chairman and CEO, Dr. Suresh Venkatesan, will also be a participating speaker. Additionally, Dr. Michal Lipson, professor of physics at Columbia University and a nominee to POET’s board of directors, will lead a tutorial entitled “The State of the Art and Challenges of Silicon Photonics Today” on Tuesday, September 20, 2022 at 2:00pm CEST.



"Hybrid Integration is one of the critical and important topics of discussion among professionals in the photonics industry today," said Dr. Suresh Venkatesan, chairman & CEO of POET Technologies Inc. "It is widely understood that neither conventional discrete assembly nor conventional silicon photonic integrated circuits (PICs) are up to the challenges of scalability in volume, cost and power consumption that are required for increasing speeds and bandwidth in data and telecommunications, much less the high-volume applications for photonics in optical computing, wearables and automotive LIDAR. We recognized these challenges years ago, which is why the POET Optical Interposer is the only true hybrid, wafer-level, chip-scale platform that integrates electronic and photonic devices in a fully CMOS-compatible assembly process that meet these challenges and is available today to companies that need integration solutions.”



About POET Technologies Inc.

POET Technologies is a design and development company offering integration solutions based on the POET Optical Interposer™, a novel platform that allows the seamless integration of electronic and photonic devices into a single multi-chip module using advanced wafer-level semiconductor manufacturing techniques and packaging methods. POET’s Optical Interposer eliminates costly components and labor-intensive assembly, alignment, burn-in and testing methods employed in conventional photonics. The cost-efficient integration scheme and scalability of the POET Optical Interposer brings value to any device or system that integrates electronics and photonics, including some of the highest growth areas of computing, such as Artificial Intelligence (AI), the Internet of Things (IoT), autonomous vehicles and high-speed networking for cloud service providers and data centers. POET is headquartered in Toronto, with operations in Allentown, PA, Shenzhen, China and Singapore. More information may be obtained at www.poet-technologies.com.