Mr. Thomas Mika reports

POET SHIPS ADVANCED OPTICAL ENGINE SAMPLES TO THREE GLOBAL TECHNOLOGY CUSTOMERS FOR AI APPLICATIONS

Poet Technologies Inc. has fulfilled orders from three global customers for samples of its advanced optical transmit engines.

The company announced that it has shipped final design samples of its Poet Infinity transmit product line for 400G and 800G applications to three major technology leaders. The products include 400G FR4, 800G 2xFR4 and 800G DR8 transmit formats, all assembled at the company's high-volume production facility in Malaysia. The FR4 optical engines incorporate the multiplexer and can be paired with Poet receiver engines for a highly integrated pluggable transceiver. Poet's customers have designed and are building pluggable transceivers using a two-chip solution, that is, one transmit chip and one receive chip for 400G and three-chip solution for 800G. The receive optical engines have already been qualified and the availability of the transmit engine samples will allow the shipment of completed modules to end customers for qualification, with production orders expected in the second half of 2025.

"Each of our customers has expressed intense enthusiasm for the results they have seen from Poet's integrated, chip-level solutions," said Raju Kankipati, chief revenue officer of Poet. "The sampling of the transmit engines is the final piece that allows our customers to complete their modules and get them qualified. We are increasingly a vendor of record for these enterprises and that is how we know we are on the right track for wider adoption and greater commercial success," said Mr. Kankipati.

Poet has previously worked with each customer on integrating the transmit and receive optical engines into their final module products. The demand for 400G and 800G modules remains strong. The demand for these three module types (400G FR4, 800G 2xFR4 and 800G DR8) is forecasted by LightCounting, a market research firm, to be about 20 million units per year for next five years.

Dr. Suresh Venkatesan, Poet's chairman and chief executive officer, added, "Poet's advantages of cost, reliability and power efficiency have gained the trust of industry leaders who look to our optical interposer-based product portfolio for solutions that can power AI development and improve optical networking."

IR consultant engagement

The company also announced that it is increasing its commitment to a broad-based investor relations program with a one-month trial engagement with IR Agency LLC. During this period, IR Agency will assist Poet in communicating information about the company to relevant stakeholders and financial audiences. IR Agency will receive compensation of $250,000 (U.S.) for the services rendered through the contract term.

About Poet Technologies Inc.

Poet is a design and development company offering high-speed optical modules, optical engines and light source products to the artificial intelligence systems market and to hyperscale data centres. Poet's photonic integration solutions are based on the Poet Optical Interposer, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. Poet's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centres, Poet has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. Poet's Optical Interposer platform also solves device integration challenges in 5G networks, machine-to-machine communication, self-contained Edge computing applications and sensing applications, such as lidar (light detection and ranging) systems for autonomous vehicles. Poet is headquartered in Toronto, Canada, with operations in Allentown, Pa., Shenzhen, China, and Singapore.

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