
Core Viewpoint - POET Technologies Inc. has successfully fulfilled orders for advanced optical transmit engines from three global customers, indicating strong demand for its products in the AI and data center markets [1][2][4]. Product Development - The company has shipped final design samples of its POET Infinity transmit product line for 400G and 800G applications, including formats such as 400G FR4, 800G 2xFR4, and 800G DR8 [2]. - These products are assembled in a high-volume production facility in Malaysia and are designed to be integrated with POET's receiver engines for a complete pluggable transceiver solution [2][4]. Market Demand - The demand for 400G and 800G modules is projected to be around 20 million units per year for the next five years, according to market research firm LightCounting [4]. - Customers have expressed enthusiasm for POET's integrated chip-level solutions, which are seen as critical for completing their module products [3]. Competitive Advantages - POET's optical interposer-based products are recognized for their cost-effectiveness, reliability, and power efficiency, making them attractive to industry leaders in AI and optical networking [5]. - The company's technology addresses integration challenges in various applications, including 5G networks and autonomous vehicle systems [6]. Investor Relations - POET is enhancing its investor relations efforts through a one-month engagement with IR Agency, LLC, to improve communication with stakeholders and financial audiences [5].