Serenity@aleabitoredditPost2026-07-31

The author upgrades their view on POET's optical interposer collaboration with Sivers, not

The author upgrades their view on POET's optical interposer collaboration with Sivers, noting that POET changed wording from 'readiness' to 'production' with Sivers lasers by end of 2026, and expects volume orders from Jabil to POET in H1 2027, supported by Sivers' institutional funding for mass production.

“Now that I think of it more, $POET optical interposer piece is actually a little more material than I thought with $SIVE. Originally the wording was "readiness" for EOY 2026. But $POET upgraded that wording, by stating "production" with Sivers lasers projected EOY 2026. So a volume orders from across $JBL to $POET, should hit in H1 2027. Which makes a bit of sense, since Sivers did raise an institutional oversubscribed round for future mass production. On a side note, can't believe it's already August and 5 months left until 2027... Which was my inflection window for glass substrates, CPO, 800v, and new architectures to ramp.”