From Mike Gao at Luxshare and the Poet Blog

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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From Mike Gao at Luxshare and the Poet Blog

posted on Aug 01, 2024 09:27AM

4. What could the market opportunity be for LuxshareTech once it implements POET’s products?

The 400G FR4 and 800G 2xFR4 market is ramping fast and is projected to be at $500 million per year for the next several years. FR4 is the only industry standard that serves the 500m to 2km reach inside a data center. LuxshareTech has the opportunity to capture a share of this growing market with cost optimized and scalable design, thanks in part to POET.

As LuxshareTech’s General Manager Mike Gao said, POET’s highly integrated chiplet platform enables “us to achieve a solution with superior performance and ease of module assembly.”