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POET Technologies has issued its '2025 Outlook' highlighting its position in AI infrastructure hardware. The company is focusing on developing optical engines for high-speed transceivers, targeting speeds of 800Gbps, 1.6Tbps, and 3.2Tbps to meet explosive AI demand. Key developments include:
- Securing over $110 million in cash, including a pending $25 million public offering
- Acquiring control of Super Photonics Xiamen (SPX)
- Establishing manufacturing partnership with Globetronics in Malays
- Working with major customers like Foxconn Interconnect Technologies and Luxshare Tech
The company plans to showcase its most advanced optical engine, including a production-ready 1.6Tbps transmit optical engine, at the upcoming OFC Conference. Market forecasts predict optical transceiver sales to grow at 56.5% annually, reaching 31.9 million units of 400Gbps or greater speeds in 2025.
