The end of Moore's law - Poet Technologies Message Board

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Technology Stocks : The end of Moore's law - Poet Technologies

POET 6.400

+4.2%

9:47 AM EST

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To: toccodolce who wrote (1522)	11/12/2025 12:22:06 PM
From: toccodolce	1 Recommendation Recommended By longz Read Replies (1) of 1567

Latest from Agoracom: poetmmc Re: Luxshare 800G silicon photonics (SiPh) modules in mass productionIn Response To Re: Luxshare 800G silicon photonics (SiPh) modules in mass production by ohiotom123 I believe this is VERY good news for POET investors. Consider this: - It was 7 months ago at OFC that Luxshare was demonstrating 800G with POET's OI. - At OFC, I was told by a Luxshare representative involved with the POET relationship that Luxshare "already has a large hyperscaler customer for this 800G product. I don't think this would have been stated unless this was a qualified opportunity with an existing customer who had already been introduced to the 800G solution. It takes time for any end user to validate the modules within their infrastructure. It's been 7 months, at least. It is a reasonable timeframe for the customer (hyperscaler) to commit to an order, which would lead to "mass production". - Luxshare is a supplier of optical modules to META. - If (when) it is announced that Luxshare/POET has received an order from META for modules, the market will push our sp up. Like, WAY up..

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