Let’s review. POET’s ability to design optical engines with highly accurate predictive results has continued to be demonstrated. Since the beginning of the development of the optical interposer, simulated results at design stages have remained accurate. We saw evidence of this right from the beginning when spot size conversion to couple different devices was shown to be very accurate to the end result. 

In the early development of the optical interposer we were told that the interposer was agnostic to both speed and wavelength. This also has been demonstrated and it opens up a world of applications which I expect industry is keen to explore and I think we could  see evidence of this in the near future but for now let's focus on the most pressing needs that POET can address.

200G

From offering document:

Recent developments. The following summary sets out the key recent developments involving or affecting the Issuer:

Platform for 1.6T Transceivers. On August 15, 2023, POET announced its development of an optical interposer platform for 1.6T transceivers and beyond using 200G per lane technology utilizing POET's enhanced interposer powered optical engines. 

From the Aug 15 NR:

POET TECHNOLOGIES CREATES PLATFORM FOR 1.6T TRANSCEIVERS USING 200G PER LANE TECHNOLOGY

Poet Technologies Inc. has developed an optical interposer platform for 1.6T transceivers and beyond using 200G per lane technology for next-generation data centre and AI (artificial intelligence) networks.

Migrating from 100G per lane to 200G per lane doubles the bandwidth with the same face plate density as 100G per lane, lowers the overall system power consumption and reduces the solution cost. Cloud and other service providers can continue to reap the benefits of pluggable transceivers in their networks and deploy pluggable solutions at bandwidths of 1.6T (and beyond) with 200G per lane technology utilizing Poet's enhanced interposer-powered optical engines.

"Moving to 200Gbps per lane is a critical step for the industry to sustain the bandwidth demands of the cloud and AI networks," said Dr. Suresh Venkatesan, Chairman & CEO of Poet. "An integration platform like the Poet Optical Interposer(TM) is an absolute requirement at such high speeds to connect optical and electrical components and at the same time meet performance and power requirements. We have augmented the Optical Interposer platform in several important ways to extract the native bandwidth of components without inducing the losses and interferences that are common in other integration schemes. We are working with several industry leaders and integrating their high bandwidth components on our platform to demonstrate 200G performance."

Enhancements to the Optical Interposer now support 200Gbps per lane speed for both the transmitter and the receiver. The transmit optical engine has been modified for externally modulated lasers (EML), EML drivers and monolithically integrated multiplexers for single mode fiber applications for up to 10km reach. The receive optical engine can now incorporate the next generation higher speed photodiodes, trans-impedance amplifiers and monolithically integrated low-loss polarization-insensitive demultiplexers for 1.6T transceivers and beyond.

The newly-designed Optical Interposer architecture enables seamless wafer-scale passive assembly of externally modulated lasers from multiple suppliers, providing maximum flexibility for customer requirements. Among the new features of the Optical Interposer, the most important include:

Novel transmission line designs to supply low-loss, high-speed electrical interconnects with bandwidth greater than 75GHz, a requirement of next generation of high-speed lasers and drivers.

Adaptations to support the integration of conventional surface mount device (SMD) components, which improve RF performance that is crucial at such high speeds.

New, proprietary demux architectures and assembly techniques to allow passive, wafer-level assembly of the next generation of high-speed photodiodes.

Through-Silicon-Vias (TSVs) on the Optical Interposer platform for integration of high-speed electrical and optical components while eliminating wire bonds - one of the primary sources of signal noise and interference in transceivers.

The overall effect of these improvements to the Optical Interposer platform is to achieve superior performance in a power-optimized solution at 200G per lane that can be included in 1.6T pluggable transceivers. The small form factor of Poet Optical Engines makes the solution scalable to 3.2T pluggable transceivers in current industry standard form factors.

Poet expects to complete the design of 1.6T Transmit and Receive optical engines with 200Gbps per lane technology based on the new generation of Optical Interposer designs by early 2024. It plans to demonstrate these products at major tradeshows and start customer sampling by first half of 2024.