POET Technologies looks very promising. Their optical interconnect platform indeed addresses the pain points of high-speed data transmission in AI and data centers — a market with explosive demand growth.
Fab-lite manufacturing model combined with strategic partners makes the cost structure more flexible. The key is that their shipment volume is steadily increasing, leaving ample room for revenue growth from 2026 to 2027. Once economies of scale kick in, profit margins will improve significantly. It is worth paying attention to this company's performance in the upcoming quarters.
POET Technologies looks very promising. Their optical interconnect platform indeed addresses the pain points of high-speed data transmission in AI and data centers — a market with explosive demand growth.
Fab-lite manufacturing model combined with strategic partners makes the cost structure more flexible. The key is that their shipment volume is steadily increasing, leaving ample room for revenue growth from 2026 to 2027. Once economies of scale kick in, profit margins will improve significantly. It is worth paying attention to this company's performance in the upcoming quarters.
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Fab-lite模式听起来不错，就怕后续融资压力大
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2026、2027...听起来不错，但现在谁还信营收预期啊
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规模效应这事儿说得简单，真正做起来呢？先看看明年Q1数据再说
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他们的合作伙伴到底是谁，这才是关键吧
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AI芯片的传输瓶颈确实存在，但光学方案能占多大份额还真不好说