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Open original source ↗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.
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@aleabitoreddit Did you see POET blogged yesterday mentioning SIVE orders?
A22GEO ↗