SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The end of Moore's law - Poet Technologies
POET 7.070-4.6%9:30 AM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: toccodolce who wrote (1495)9/30/2025 12:04:34 PM
From: toccodolce1 Recommendation

Recommended By
longz

   of 1509
 
Latest from Agoracom

This is using Broadcom components for 1.6T SR8 that uses multimode fiber and is separate from POET-Semtech. POET has capability here as FJ has pointed out but POET has enough irons in the fire at this time.

semtech.com

This is using Broadcom components for 1.6T for DR8 and FR4 RX from POET for Semtech:

https://www.poet-technologies.com/news/poet-technologies-and-semtech-launch-1-6t-optical-receivers-for-ai-networks


The original award nomination for POET at ECOC was for Most Innovative

Hybrid PIC/Optical Integration Platform which went to Avicena avicena.tech

and was a reasonable choice by the judges. POET's award was for Most Innovative Chip-Scale Packaging/Optical Sub Assembly is an outstanding and descriptive recognition.

More from Agoracom

Know what? Broadcom is using this product = so they are using Poet!

“We are pleased to collaborate with Semtech on advancing 1.6T multimode innovation. Semtech’s GN1878 driver and GN1836 TIA work seamlessly with Broadcom’s 200G VCSEL and photodetector technology to enable complete 1.6T SR8 optical solutions,” said Manish Mehta, vice president of marketing and operations for the Optical Systems Division at Broadcom. “Together, these components deliver the performance and reliability that hyperscale data centers require for next-generation AI infrastructure.”

That is from the Semtech NR you shared -

semtech.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News