2026-01-16 16:26:17

POET Technologies looks very promising. Their optical interconnect platform indeed addresses the pain points of high-speed data transmission in AI and data centers—this market demand is exploding.

The 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 room for revenue growth from 2026 to 2027. Once economies of scale kick in, profit margins will improve significantly. It’s worth paying attention to this company's performance in the upcoming quarters.

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ProposalManiac

· 10h ago

Optical interconnection indeed addresses real pain points, but it depends on whether POET's cost control can truly support scaling—many hardware companies in history have failed at this turning point. The Fab-lite model sounds flexible, but in reality, it's a gamble on the execution capability of partners, which itself is a governance risk. The imagination space for 2026-2027 is indeed there, provided that the current shipment growth rate can be maintained; otherwise, it will just be on paper.

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HalfBuddhaMoney

· 21h ago

Optical interconnection is indeed a bottleneck in the AI era. If POET can truly achieve stable shipments, that would be impressive. --- Fab-lite model sounds good, but I'm worried about the subsequent financing pressure. --- 2026, 2027... sounds promising, but who still believes in revenue forecasts now? --- The concept of economies of scale sounds simple, but how hard is it to actually implement? Let's wait and see the Q1 data next year. --- Who exactly are their partners? That’s the key question. --- The transmission bottleneck of AI chips definitely exists, but how much market share optical solutions can capture is still uncertain.

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NeverVoteOnDAO

· 21h ago

Optical interconnection is indeed a real demand for AItime, but whether POET can truly succeed depends on the financial reports.

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AirdropHarvester

· 21h ago

Optical interconnection is indeed a necessity, driven by the AI computing power arms race, and POET's timing is quite good.

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gaslight_gasfeez

· 21h ago

Optical interconnection is indeed the future, but whether the Fab-lite model can truly reduce costs depends on subsequent developments... I feel that 2026 will be the real test.

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GateUser-a180694b

· 21h ago

Optical interconnection has indeed been stuck for a long time. If POET can really deliver and increase volume this time, it would be quite interesting.

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FUD_Whisperer

· 21h ago

Optical interconnection is indeed a hot topic; I'm just worried that no matter how good the story is, the scale and capacity need to keep up.

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