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POET Technologies Inc

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The Value Proposition of the Optical Interposer: The Industry's Next Platform Technology
Presentation will begin: Wednesday, February 12, 2025 - 12:55 PM

The Value Proposition of the Optical Interposer: The Industry's Next Platform Technology

Presented by: Suresh Venkatesan, POET Technologies

The optical interposer has gained traction because it can meet the high-volume production requirements of AI clusters while reducing cost and power consumption. As the market settles into an era where 800Gbps and 1.6Tbps applications become the norm — and 3.2Tbps optical engines may not be far behind — the demand for a “semiconductorization of photonics” approach increases. The cornerstone of that approach will be silicon-based optical interposers that allow for scalability through wafer-level passive assembly and an overall reduction of components.

By adopting optical interposers, data center networking companies can eliminate numerous parts and labor-intensive steps, including wire bonds. They can also benefit from improved margins, lower overhead, and a streamlined supply chain. With a simplified system design and material-agnostic platform, optical interposers provide engineers with the capability to unlock new designs and architect the computing devices of the future.

About the presenter
Suresh VenkatesanSuresh Venkatesan, Ph.D., is chairman and chief executive officer at POET Technology. Prior to joining POET, he was most recently senior vice president, technology development at GLOBALFOUNDRIES and was also responsible for the company’s technology research and development. Venkatesan joined GLOBALFOUNDRIES in 2009, where he led the development and ramp of the 28nm node and was instrumental in the technology transfer and qualification of 14nm. In addition, he was responsible for the qualification and ramp-up of multiple mainstream value-added technology nodes.

Venkatesan is an industry veteran with over 22 years of experience in semiconductor technology development. Prior to joining GLOBALFOUNDRIES, he held various leadership positions with Freescale Semiconductor in Austin, Texas. Venkatesan holds over 25 US patents and has co-authored over 50 technical papers. He holds a Bachelor of Technology degree in electrical engineering from the Indian Institute of Technology and Master of Science and doctoral degrees in electrical engineering from Purdue University.
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POET Wins Lightwave Award for Its Outstanding AI Hardware Technology

The POET Optical Interposer™ earns its 4th prestigious honor in less than a year

TORONTO, Feb. 27, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), a leader in the design and implementation of highly integrated optical engines and light sources for Artificial Intelligence networks, today announced that it was the recipient of another prestigious award. Lightwave+BTR Innovation Reviews, a recognized authority in the optoelectronics industry, named POET as an Elite Score recipient for its 2025 awards.

The publication, which recognizes excellence in a product or technology applicable to optical networks, singled out the POET Optical Interposer™ for the honor. A panel of judges, comprised of experts from the optical communications and broadband communities, awarded POET in the Optical Transceiver and Transponder category.

“On behalf of the Lightwave+BTR Innovation Reviews, I would like to congratulate POET on achieving a well-deserved level honoree status. This competitive program enables Lightwave+BTR to showcase and applaud the most innovative products, projects, technologies, and programs that significantly impact the industry,” commented Lightwave+BTR Editor-in-Chief Sean Buckley.

Lightwave+BTR will present POET with the award statue during the 2025 OFC Conference in San Francisco (March 31-April 3).

“The Lightwave+BTR honor is another in a growing list of indicators that our platform technology and the innovation it brings is gaining more attention from within our industry,” stated POET Chairman and Chief Executive Officer Dr. Suresh Venkatesan. “We are seeing strong interest from new and existing customers precisely because of the reasons that the Lightwave+BTR panelists identify. The POET Optical Interposer provides costs savings, power efficiency, and superior performance as the industry rapidly moves toward speeds of 1.6Tbps and higher.”

The accolade is the fourth award that POET has received in the past eight months. The others include the AI Breakthrough Award for “Best Optical AI Solution”, Global Tech’s “Best in Artificial Intelligence” award and the Gold Medal from the Merit Awards as “AI Innovator of the Year”.

Lightwave+BTR judges reviewed entries based on the following criteria:

Originality

Innovation

Positive impact on the customer

How well it addresses a new or existing requirement

Novelty of approach

Cost-effectiveness.

The POET Optical Interposer is the foundation for the Company’s highly integrated silicon-based optical engines and light sources that are designed to power AI hardware applications and data center hyperscalers to the next level of speed and performance.

Along with the Lightwave+BTR recognition, POET has also been featured in a number of other industry outlets since the beginning of 2025, including:

Photonics Spectra: View Dr. Venkatesan’s presentation at the Integrated Photonics Summit

Converge Network: POET’s Predictions for 2025

SI Market: A New Horizon for POET Technologies

Photonics Online: Read POET’s article on “Why Optical Interposers Are The Hidden But Essential Component For The AI Revolution”
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Poet Ships Advanced Optical Engine Samples to Three Global Technology Customers for AI Applications

TORONTO, March 20, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has fulfilled orders from three global customers for samples of its advanced optical transmit engines.

The Company announced that it has shipped final design samples of its POET Infinity transmit product line for 400G and 800G applications to three major technology leaders. The products include 400G FR4, 800G 2xFR4 and 800G DR8 transmit formats, all assembled at our high volume production facility in Malaysia. The FR4 optical engines incorporate the multiplexer and can be paired with POET receiver engines for a highly integrated pluggable transceiver. POET’s customers have designed and are building pluggable transceivers using a two-chip solution, i.e., one transmit chip and one receive chip for 400G and three-chip solution for 800G. The receive optical engines have already been qualified and the availability of the transmit engine samples will allow the shipment of completed modules to end customers for qualification, with production orders expected in the second half of 2025.

“Each of our customers has expressed intense enthusiasm for the results they have seen from POET’s integrated, chip-level solutions,” said Raju Kankipati, Chief Revenue Officer of POET. “The sampling of the transmit engines is the final piece that allows our customers to complete their modules and get them qualified. We are increasingly a vendor of record for these enterprises and that is how we know we are on the right track for wider adoption and greater commercial success,” said Kankipati.

POET has previously worked with each customer on integrating the transmit and receive optical engines into their final module products. The demand for 400G and 800G modules remains strong. The demand for these three module types (400G FR4, 800G 2xFR4 and 800G DR8) is forecasted by LightCounting, a market research firm, to be about 20 million units per year for next 5 years.

Dr. Suresh Venkatesan, POET’s Chairman & CEO added: “POET’s advantages of cost, reliability and power efficiency have gained the trust of industry leaders who look to our optical interposer-based product portfolio for solutions that can power AI development and improve optical networking.”

IR Consultant Engagement
The Company also announced that it is increasing its commitment to a broad-based investor relations program with a one-month trial engagement with IR Agency, LLC. During this period, IR Agency will assist POET in communicating information about the Company to relevant stakeholders and financial audiences. IR Agency will receive compensation of US$250,000 for the services rendered through the contract term.
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