I also really would love to hear an update about what is going on with SPX!

Last year in october we got two very interesting news releases, in one POET stated:

"POET, SPX and YST will initially collaborate on 100G CWDM4, POET ONE, 100G LR4 and 200G FR4 transmitter products. All the design verifications and reliability testing of the optical engines is complete and all will be released to production this month.  Current module customers for these products include ADVA, Beijing FeiYunYi (BFYY) and Fibertop, along with others whose names have not yet been disclosed." (Source: https://poet-technologies.com/news/2023-oct-10.html)

The other one was titled "POET’s JV, Super Photonics Xiamen, Expands Production Capacity to Support Customer Demand" - what a promising title! And the content of the news release was promising too:

“SPX has received purchase orders from customers, and we are excited about the strong demand for the POET engines in 2024 and beyond. Our team has placed orders for additional precision die bonders, testers and additional equipment that will expand production capacity to fulfill the customer orders on hand and expected in the near future,” said Xiaozhong Zheng, CEO of SPX. “Our team is working to improve production efficiencies that will expand capacity well beyond what the equipment itself will provide.”

SPX expects to ramp production of POET’s Optical InterposerTM -based optical engines for 100G CWDM4, POET ONE™ (a 100G single chip TxRx engine), 100G LR4, 200G FR4, 400G FR4 and 800G 2xFR4 solutions. Compared to modules built with conventional chip-on-board and silicon photonics-based components, POET’s optical engines are highly differentiated, hybrid-integrated products.  POET’s wafer-scale assembly process and passive alignment techniques result in chip scale optical engines that offer superior performance and lower assembly cost for makers of pluggable transceivers.

“Some of our transmit and receive optical engines are already in low-volume production and we expect to add a few more products to the production list by end of the year. Our 100G CWDM and LR4 transmit and receive engines and the 400G/800G receive engines are quite popular with module customers because of the simplicity of the solution and the elimination of active alignments that are required by conventional assembly methods,” said Raju Kankipati, SVP & GM of POET North America. “We expect to capitalize on the steady market demand in China for our legacy products as POET further develops our high-speed products for next-generation networks and AI applications.” (Source: https://poet-technologies.com/news/2023-oct-5.html)

So, we are all the time hopeing to hear hard numbers! It would be great to hear an update about what is going on at SPX!