I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, ...

Core Insights - POET Technologies Inc. has fulfilled orders for advanced optical transmit engines from three global customers, indicating strong demand for its products in the AI network sector [1][2][4] - The company has shipped final design samples of its POET Infinity transmit product line for 400G and 800G applications, which are expected to lead to production orders in the second half of 2025 [2][4] - POET's integrated chip-level solutions have garnered positive feedback from customers, positioning the company for wider adoption and commercial success [3] Product Development - The POET Infinity transmit product line includes 400G FR4, 800G 2xFR4, and 800G DR8 formats, all produced in Malaysia [2] - The demand for 400G and 800G modules is forecasted to reach approximately 20 million units per year over the next five years [4] - The optical engines are designed to be paired with POET receiver engines, creating a highly integrated pluggable transceiver solution [2] Market Positioning - POET's advantages in cost, reliability, and power efficiency have attracted industry leaders, enhancing its reputation in the optical networking space [5] - The company is increasing its investor relations efforts to better communicate its value proposition to stakeholders [5] Company Overview - POET Technologies specializes in high-speed optical modules and engines for AI systems and hyperscale data centers, utilizing its patented Optical Interposer technology [6] - The company's products are designed to address bandwidth and latency challenges in AI systems, as well as integration issues in 5G networks and other applications [6]