POET Technologies Inc. (POET)

POET Technologies Inc. (POET) is a design and development company at the cutting edge of photonics, offering highly integrated optical engines and light source products for artificial intelligence (AI) networks and hyperscale data centers. Led by Chairman and CEO Dr. Suresh Venkatesan, POET’s strategic mission is to "revolutionize the integration of electronics and photonics into a single chip," eliminating the bottlenecks of traditional fiber optic communication. The company holds a pioneering industry position through its "POET Optical Interposer," a patented platform that allows for the seamless integration of electronic and photonic devices using wafer-level semiconductor manufacturing techniques. POET’s vision is to become the "Standard for AI Connectivity," enabling the 800G and 1.6T speeds required for the next generation of AI clusters. By late 2025, POET stock has transitioned into a "Production-Ready Milestone," as the company moved from years of R&D into high-volume manufacturing.

The business operations of POET Technologies are focused on the massive demand for high-speed data transmission within AI servers. The company’s core business revolves around its optical engines, which are scheduled for high-volume shipments in early 2026 following initial production orders in late 2025. In fiscal 2025, POET achieved a major milestone by buying out its joint venture partner and establishing its own production facilities in Malaysia, aiming for a capacity of one million units annually. The 2026 strategic roadmap focuses on "The 1.6T Transition," showcasing its "Direct Optical Wiring" (DOW) technology that offers a significant cost and power advantage over traditional transceivers. According to the 2025 ECOC Exhibition reports, POET is also expanding its "Chip-to-Chip" data communication products, which facilitate the rapid transfer of data between AI processors. POET currently holds a "Technological Moat" with its wafer-level packaging, which reduces the size and cost of optical modules by up to 50% compared to legacy competitors. Future growth is driven by partnerships with major module manufacturers and the adoption of its light source products by hyperscale data center operators. By integrating lasers and detectors directly onto the interposer, POET is solving the heat and power issues that currently limit AI network scaling.

The POET stock is listed on the NASDAQ Capital Market under the ticker symbol POET and on the TSX Venture Exchange. For investors monitoring the POET stock price, the company represents a "High-Alpha Tech" play on the AI infrastructure boom. The POET Technologies Inc stock has seen increased volatility in 2025 as it crossed the threshold from development to commercial revenue. The POET stock price is highly sensitive to "Design Win" announcements and the progress of its manufacturing ramp-up in Malaysia. Analysts tracking the POET stock emphasize the "Scalability" of its platform and the lack of comparable competition in the hybrid integration space. Investors interested in the POET stock price look at the "Booking-to-Bill" ratio and the success of its 800G DR8 transceiver samples. As AI hardware becomes increasingly reliant on optical interconnects, the POET stock price is positioned to reflect the company’s role as a critical enabler of the global AI economy. For those seeking exposure to the "Next Generation of Silicon Photonics," the POET stock remains a top-tier speculative growth holding.