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.