2025 Q3 -tulosraportti
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|---|---|---|---|---|
| - | - | - | - |
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 31.3. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 13.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| Vuosittainen yhtiökokous 2025 | 27.6.2025 | |
| 2025 Q1 -tulosraportti | 15.5.2025 | |
| 2024 Q4 -tulosraportti | 1.4.2025 |
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20.1.20.1.POET Technologies nears multiyear high on strong call demand after flagship product wins award https://sherwood.news/markets/poet-technologies-nears-multiyear-high-on-strong-call-demand-after-flagship/- ·15.1.Mitsubishi Electric to triple production of optical semiconductors for AI data centers https://abc.az/en/news/190540/mitsubishi-electric-to-triple-production-of-optical-semiconductors-for-ai-data-centers The news that Mitsubishi Electric is tripling the production of optical semiconductors for AI data centers is a very significant and positive development for POET Technologies. In short, it means that one of POET's most important partners is now heavily investing in scaling up the production of precisely the components POET needs for its next-generation products. Here is an overview of what this specifically means for POET: 1. Secured supply chain for 3.2T collaboration In September 2024, POET and Mitsubishi Electric announced a strategic collaboration to develop 3.2T optical engines. These engines rely on Mitsubishi's advanced 400G EML lasers. • Significance: By tripling production, Mitsubishi ensures that POET will have stable access to large volumes of these groundbreaking lasers. This removes potential bottlenecks when POET commercializes its products. 2. Confirmation of AI strategy Mitsubishi is now shifting resources from the EV sector to focus on optical semiconductors specifically for AI data centers. • Significance: That a Japanese industrial giant makes such a significant change serves as strong market validation. It confirms that the industry expects explosive demand for high-speed optical connectivity (800G, 1.6T and 3.2T) – precisely the market POET's "Optical Interposer" platform is designed for. 3. Better economics and competitiveness POET's technology makes it possible to use fewer lasers to achieve higher speeds (for example, by using four of Mitsubishi's 400G lasers to create a 1.6T solution, instead of eight 200G lasers). • Significance: As Mitsubishi increases availability and drives down the costs of these specific lasers, POET's end products become even more cost-effective and energy-efficient compared to conventional solutions. 4. Credibility with "Hyperscalers" The large technology companies (such as Google, Amazon, and Microsoft) require enormous volumes. Smaller companies often struggle to guarantee deliveries of that magnitude. • Significance: Having a partner like Mitsubishi, which is actively expanding capacity, gives POET "scale credibility." This assures potential large customers that POET's products are supported by a robust supply chain that can handle global demand. In summary: This news confirms that POET's most important laser supplier is fully committed to the AI wave, which directly supports POET's plans to deliver market-leading 1.6T and 3.2T optical solutions.
- ·14.1.POET Technologies and Optical Interposer To understand why POET is unique, we must first understand the main problem in the optics industry today: assembly. Building an optical engine (which converts electricity into light) has traditionally been like making a Swiss watch: expensive, extremely precise, and manual. POET transforms this into something resembling semiconductor manufacturing – more like 'printing' than hand-assembly. 1. The Core Technology – 'Semiconductorization of Photonics' POET's goal is to apply the economics of the semiconductor industry (mass production, low cost, high speed) to photonics. The POET Optical Interposer is essentially a silicon motherboard for light. • Traditionally: Laser, lens, and detector are placed in a package. The laser is turned on, and the lens is moved in nanometer steps until the signal is perfect, before being glued in place. This is slow, expensive, and difficult to scale. • POET: They etch microscopic 'rails' and 'light tunnels' directly into a silicon wafer. The laser chip can then be picked up, flipped, and 'clicked' into place like LEGO. It is automatically perfectly aligned. 2. The Major Breakthrough: Passive Alignment This is 'the holy grail' in the industry. • Active alignment (old): Requires power on, real-time measurement, and expensive robots holding components while glue cures. • Passive alignment (POET): No power. Components are placed with standard Pick-and-Place machines (as in mobile and PCB production). Effect: Factory equipment becomes 10–20× cheaper, and millions of units can be produced without special robots. 3. Hybrid Integration – 'Best in Class' POET does not use one material type for everything. • Silicon is perfect for guiding light, but poor for making lasers. • InP and GaAs are perfect for lasers, but expensive. POET's solution: Use the silicon interposer as a base and 'glue on' the best lasers and detectors from anyone. They can always use the best technology on the market without developing everything themselves. 4. Why This Is Critical for AI AI data centers are hitting a power wall: It costs too much energy to move data between chips. • Today, thin metal wires ('wire bonds') are used – they create heat and loss at high speeds. • POET flip-chip mounts everything directly onto the interposer, so that signals travel in fixed metal traces. Result: 25–40 % lower power consumption and much better signals at 800G and 1.6T. Conclusion POET is not just creating a better component – they are trying to become the standard platform for the entire optics industry, like 'Intel Inside' for optical communication in AI data centers. ⸻ Why Marvell's Acquisition of Celestial AI Is Extremely Important for POET Marvell acquired Celestial AI for $3.25 billion. This elevates POET's most important customer from a startup to a Tier-1 industry giant. 1. Technology Validation Celestial's 'Photonic Fabric' needs external lasers. POET supplies these (LightBar / Starlight). When Marvell invests billions, they confirm that the architecture – and thus POET's role – is scalable and real. 2. Direct Path to Hyperscalers Marvell already sells to Google, AWS, and Microsoft. When they sell Celestial's technology, POET's optical engines will be embedded – POET avoids selling directly to the giants. 3. Scale and Reliability Startups can fail. Marvell has capital, production power, and a goal of mass rollout in 2027–2028. For POET, this means millions of units, not just test volumes. In short: Marvell owns the car (Celestial). POET supplies the engine. Now that the car is to be mass-produced, POET wins big.
·14.1.Thanks for interesting information. Have been in myself since 1.5 usd. I think what they are doing sounds extremely interesting and exciting. • Lower power consumption • Lower heat • Cheaper production • Higher speed Which is exactly what NVIDIA, Amazon, Google etc. are screaming for right now! POET: • owns design & IP • outsources production This means: • lower capex • better scalability • higher margins in the long term But of course still risky because: • Limited revenue yet • Needs to prove commercial scale • Competition from larger players • Risk of capital dilution But definitely one to keep an eye on and think long-term with small positions at a time and then add on positive news.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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2025 Q3 -tulosraportti
Vain PDF
85 päivää sitten
Uutiset
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Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
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Kirjaudu
- 20.1.20.1.POET Technologies nears multiyear high on strong call demand after flagship product wins award https://sherwood.news/markets/poet-technologies-nears-multiyear-high-on-strong-call-demand-after-flagship/
- ·15.1.Mitsubishi Electric to triple production of optical semiconductors for AI data centers https://abc.az/en/news/190540/mitsubishi-electric-to-triple-production-of-optical-semiconductors-for-ai-data-centers The news that Mitsubishi Electric is tripling the production of optical semiconductors for AI data centers is a very significant and positive development for POET Technologies. In short, it means that one of POET's most important partners is now heavily investing in scaling up the production of precisely the components POET needs for its next-generation products. Here is an overview of what this specifically means for POET: 1. Secured supply chain for 3.2T collaboration In September 2024, POET and Mitsubishi Electric announced a strategic collaboration to develop 3.2T optical engines. These engines rely on Mitsubishi's advanced 400G EML lasers. • Significance: By tripling production, Mitsubishi ensures that POET will have stable access to large volumes of these groundbreaking lasers. This removes potential bottlenecks when POET commercializes its products. 2. Confirmation of AI strategy Mitsubishi is now shifting resources from the EV sector to focus on optical semiconductors specifically for AI data centers. • Significance: That a Japanese industrial giant makes such a significant change serves as strong market validation. It confirms that the industry expects explosive demand for high-speed optical connectivity (800G, 1.6T and 3.2T) – precisely the market POET's "Optical Interposer" platform is designed for. 3. Better economics and competitiveness POET's technology makes it possible to use fewer lasers to achieve higher speeds (for example, by using four of Mitsubishi's 400G lasers to create a 1.6T solution, instead of eight 200G lasers). • Significance: As Mitsubishi increases availability and drives down the costs of these specific lasers, POET's end products become even more cost-effective and energy-efficient compared to conventional solutions. 4. Credibility with "Hyperscalers" The large technology companies (such as Google, Amazon, and Microsoft) require enormous volumes. Smaller companies often struggle to guarantee deliveries of that magnitude. • Significance: Having a partner like Mitsubishi, which is actively expanding capacity, gives POET "scale credibility." This assures potential large customers that POET's products are supported by a robust supply chain that can handle global demand. In summary: This news confirms that POET's most important laser supplier is fully committed to the AI wave, which directly supports POET's plans to deliver market-leading 1.6T and 3.2T optical solutions.
- ·14.1.POET Technologies and Optical Interposer To understand why POET is unique, we must first understand the main problem in the optics industry today: assembly. Building an optical engine (which converts electricity into light) has traditionally been like making a Swiss watch: expensive, extremely precise, and manual. POET transforms this into something resembling semiconductor manufacturing – more like 'printing' than hand-assembly. 1. The Core Technology – 'Semiconductorization of Photonics' POET's goal is to apply the economics of the semiconductor industry (mass production, low cost, high speed) to photonics. The POET Optical Interposer is essentially a silicon motherboard for light. • Traditionally: Laser, lens, and detector are placed in a package. The laser is turned on, and the lens is moved in nanometer steps until the signal is perfect, before being glued in place. This is slow, expensive, and difficult to scale. • POET: They etch microscopic 'rails' and 'light tunnels' directly into a silicon wafer. The laser chip can then be picked up, flipped, and 'clicked' into place like LEGO. It is automatically perfectly aligned. 2. The Major Breakthrough: Passive Alignment This is 'the holy grail' in the industry. • Active alignment (old): Requires power on, real-time measurement, and expensive robots holding components while glue cures. • Passive alignment (POET): No power. Components are placed with standard Pick-and-Place machines (as in mobile and PCB production). Effect: Factory equipment becomes 10–20× cheaper, and millions of units can be produced without special robots. 3. Hybrid Integration – 'Best in Class' POET does not use one material type for everything. • Silicon is perfect for guiding light, but poor for making lasers. • InP and GaAs are perfect for lasers, but expensive. POET's solution: Use the silicon interposer as a base and 'glue on' the best lasers and detectors from anyone. They can always use the best technology on the market without developing everything themselves. 4. Why This Is Critical for AI AI data centers are hitting a power wall: It costs too much energy to move data between chips. • Today, thin metal wires ('wire bonds') are used – they create heat and loss at high speeds. • POET flip-chip mounts everything directly onto the interposer, so that signals travel in fixed metal traces. Result: 25–40 % lower power consumption and much better signals at 800G and 1.6T. Conclusion POET is not just creating a better component – they are trying to become the standard platform for the entire optics industry, like 'Intel Inside' for optical communication in AI data centers. ⸻ Why Marvell's Acquisition of Celestial AI Is Extremely Important for POET Marvell acquired Celestial AI for $3.25 billion. This elevates POET's most important customer from a startup to a Tier-1 industry giant. 1. Technology Validation Celestial's 'Photonic Fabric' needs external lasers. POET supplies these (LightBar / Starlight). When Marvell invests billions, they confirm that the architecture – and thus POET's role – is scalable and real. 2. Direct Path to Hyperscalers Marvell already sells to Google, AWS, and Microsoft. When they sell Celestial's technology, POET's optical engines will be embedded – POET avoids selling directly to the giants. 3. Scale and Reliability Startups can fail. Marvell has capital, production power, and a goal of mass rollout in 2027–2028. For POET, this means millions of units, not just test volumes. In short: Marvell owns the car (Celestial). POET supplies the engine. Now that the car is to be mass-produced, POET wins big.·14.1.Thanks for interesting information. Have been in myself since 1.5 usd. I think what they are doing sounds extremely interesting and exciting. • Lower power consumption • Lower heat • Cheaper production • Higher speed Which is exactly what NVIDIA, Amazon, Google etc. are screaming for right now! POET: • owns design & IP • outsources production This means: • lower capex • better scalability • higher margins in the long term But of course still risky because: • Limited revenue yet • Needs to prove commercial scale • Competition from larger players • Risk of capital dilution But definitely one to keep an eye on and think long-term with small positions at a time and then add on positive news.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
163
Myynti
Määrä
132
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
5,92VWAP
Alin
5,34VaihtoMäärä
27,7 7 993 798
VWAP
Ylin
5,92Alin
5,34VaihtoMäärä
27,7 7 993 798
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 31.3. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 13.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| Vuosittainen yhtiökokous 2025 | 27.6.2025 | |
| 2025 Q1 -tulosraportti | 15.5.2025 | |
| 2024 Q4 -tulosraportti | 1.4.2025 |
2025 Q3 -tulosraportti
Vain PDF
85 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 31.3. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 13.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| Vuosittainen yhtiökokous 2025 | 27.6.2025 | |
| 2025 Q1 -tulosraportti | 15.5.2025 | |
| 2024 Q4 -tulosraportti | 1.4.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 20.1.20.1.POET Technologies nears multiyear high on strong call demand after flagship product wins award https://sherwood.news/markets/poet-technologies-nears-multiyear-high-on-strong-call-demand-after-flagship/
- ·15.1.Mitsubishi Electric to triple production of optical semiconductors for AI data centers https://abc.az/en/news/190540/mitsubishi-electric-to-triple-production-of-optical-semiconductors-for-ai-data-centers The news that Mitsubishi Electric is tripling the production of optical semiconductors for AI data centers is a very significant and positive development for POET Technologies. In short, it means that one of POET's most important partners is now heavily investing in scaling up the production of precisely the components POET needs for its next-generation products. Here is an overview of what this specifically means for POET: 1. Secured supply chain for 3.2T collaboration In September 2024, POET and Mitsubishi Electric announced a strategic collaboration to develop 3.2T optical engines. These engines rely on Mitsubishi's advanced 400G EML lasers. • Significance: By tripling production, Mitsubishi ensures that POET will have stable access to large volumes of these groundbreaking lasers. This removes potential bottlenecks when POET commercializes its products. 2. Confirmation of AI strategy Mitsubishi is now shifting resources from the EV sector to focus on optical semiconductors specifically for AI data centers. • Significance: That a Japanese industrial giant makes such a significant change serves as strong market validation. It confirms that the industry expects explosive demand for high-speed optical connectivity (800G, 1.6T and 3.2T) – precisely the market POET's "Optical Interposer" platform is designed for. 3. Better economics and competitiveness POET's technology makes it possible to use fewer lasers to achieve higher speeds (for example, by using four of Mitsubishi's 400G lasers to create a 1.6T solution, instead of eight 200G lasers). • Significance: As Mitsubishi increases availability and drives down the costs of these specific lasers, POET's end products become even more cost-effective and energy-efficient compared to conventional solutions. 4. Credibility with "Hyperscalers" The large technology companies (such as Google, Amazon, and Microsoft) require enormous volumes. Smaller companies often struggle to guarantee deliveries of that magnitude. • Significance: Having a partner like Mitsubishi, which is actively expanding capacity, gives POET "scale credibility." This assures potential large customers that POET's products are supported by a robust supply chain that can handle global demand. In summary: This news confirms that POET's most important laser supplier is fully committed to the AI wave, which directly supports POET's plans to deliver market-leading 1.6T and 3.2T optical solutions.
- ·14.1.POET Technologies and Optical Interposer To understand why POET is unique, we must first understand the main problem in the optics industry today: assembly. Building an optical engine (which converts electricity into light) has traditionally been like making a Swiss watch: expensive, extremely precise, and manual. POET transforms this into something resembling semiconductor manufacturing – more like 'printing' than hand-assembly. 1. The Core Technology – 'Semiconductorization of Photonics' POET's goal is to apply the economics of the semiconductor industry (mass production, low cost, high speed) to photonics. The POET Optical Interposer is essentially a silicon motherboard for light. • Traditionally: Laser, lens, and detector are placed in a package. The laser is turned on, and the lens is moved in nanometer steps until the signal is perfect, before being glued in place. This is slow, expensive, and difficult to scale. • POET: They etch microscopic 'rails' and 'light tunnels' directly into a silicon wafer. The laser chip can then be picked up, flipped, and 'clicked' into place like LEGO. It is automatically perfectly aligned. 2. The Major Breakthrough: Passive Alignment This is 'the holy grail' in the industry. • Active alignment (old): Requires power on, real-time measurement, and expensive robots holding components while glue cures. • Passive alignment (POET): No power. Components are placed with standard Pick-and-Place machines (as in mobile and PCB production). Effect: Factory equipment becomes 10–20× cheaper, and millions of units can be produced without special robots. 3. Hybrid Integration – 'Best in Class' POET does not use one material type for everything. • Silicon is perfect for guiding light, but poor for making lasers. • InP and GaAs are perfect for lasers, but expensive. POET's solution: Use the silicon interposer as a base and 'glue on' the best lasers and detectors from anyone. They can always use the best technology on the market without developing everything themselves. 4. Why This Is Critical for AI AI data centers are hitting a power wall: It costs too much energy to move data between chips. • Today, thin metal wires ('wire bonds') are used – they create heat and loss at high speeds. • POET flip-chip mounts everything directly onto the interposer, so that signals travel in fixed metal traces. Result: 25–40 % lower power consumption and much better signals at 800G and 1.6T. Conclusion POET is not just creating a better component – they are trying to become the standard platform for the entire optics industry, like 'Intel Inside' for optical communication in AI data centers. ⸻ Why Marvell's Acquisition of Celestial AI Is Extremely Important for POET Marvell acquired Celestial AI for $3.25 billion. This elevates POET's most important customer from a startup to a Tier-1 industry giant. 1. Technology Validation Celestial's 'Photonic Fabric' needs external lasers. POET supplies these (LightBar / Starlight). When Marvell invests billions, they confirm that the architecture – and thus POET's role – is scalable and real. 2. Direct Path to Hyperscalers Marvell already sells to Google, AWS, and Microsoft. When they sell Celestial's technology, POET's optical engines will be embedded – POET avoids selling directly to the giants. 3. Scale and Reliability Startups can fail. Marvell has capital, production power, and a goal of mass rollout in 2027–2028. For POET, this means millions of units, not just test volumes. In short: Marvell owns the car (Celestial). POET supplies the engine. Now that the car is to be mass-produced, POET wins big.·14.1.Thanks for interesting information. Have been in myself since 1.5 usd. I think what they are doing sounds extremely interesting and exciting. • Lower power consumption • Lower heat • Cheaper production • Higher speed Which is exactly what NVIDIA, Amazon, Google etc. are screaming for right now! POET: • owns design & IP • outsources production This means: • lower capex • better scalability • higher margins in the long term But of course still risky because: • Limited revenue yet • Needs to prove commercial scale • Competition from larger players • Risk of capital dilution But definitely one to keep an eye on and think long-term with small positions at a time and then add on positive news.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
163
Myynti
Määrä
132
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
5,92VWAP
Alin
5,34VaihtoMäärä
27,7 7 993 798
VWAP
Ylin
5,92Alin
5,34VaihtoMäärä
27,7 7 993 798
Välittäjätilasto
Dataa ei löytynyt