Notes: POET Technologies - The Optical Interposer Thesis
Summary
* We plan to add a lot more coverage on the optical networking supply chain in the coming weeks. If you would like a complimentary call to discuss in advance, please contact service@convequity.com.
* POET's Optical Interposer replaces costly active alignment with passive, wafer-level pick-and-place assembly, turning optical engine manufacturing into something closer to standard chip packaging.
* By absorbing photonic complexity into a standardised substrate, POET opens the transceive
