Monday, September 29, 2025
POET Technologies Inc., valued at $523 million with an impressive 47% stock surge in the last six months, has entered into a strategic collaboration with Sivers Semiconductors AB. The two companies will jointly develop External Light Source (ELS) modules designed for Co-Packaged Optics and AI infrastructure applications. According to InvestingPro data, POET continues to demonstrate strong financial health, holding more cash than debt on its balance sheet.
This collaboration brings together Sivers’ high-power distributed feedback (DFB) laser technology with POET’s Optical Interposer platform to deliver integrated solutions that cater to the surging demands of AI clusters and hyperscale data centers. With analysts projecting 33.5% revenue growth for POET in the current fiscal year, the company is strategically positioned to take advantage of this rapidly expanding market.
"We see a highly complementary fit between our high-performance DFB lasers and POET’s innovative optical interposer platform," said Vickram Vathulya, CEO of Sivers Semiconductors.
The jointly engineered modules will leverage wafer-level manufacturing and chip-scale photonic integration, offering cost-effective, scalable, and compact solutions. These advancements directly address the challenges of both scale-out and scale-up deployments, which are critical for next-generation AI and data infrastructure.
Dr. Suresh Venkatesan, Executive Chairman & CEO of POET Technologies, emphasized that Sivers’ laser expertise will enable the delivery of “external light source modules optimized for size, performance and cost.”
Industry analysts also see substantial growth potential. Tim Savageaux, Senior Analyst at Northland Capital Markets, noted that the collaboration targets “an estimated $1B+ annual ELS market opportunity.”
Both companies plan to demonstrate early prototypes to customers in the first half of 2026, with full production readiness expected by the end of that year.
Beyond this partnership, POET Technologies has made several strategic announcements. The company revealed plans to raise $25 million through a non-brokered public offering, issuing 5 million units priced at $5.00 each. Every unit will include a common share and a purchase warrant, allowing investors to acquire an additional share at C$8.16 within five years. Additionally, POET confirmed it will voluntarily delist from the TSX Venture Exchange around August 27, 2025, while retaining its listing on the Nasdaq Capital Market.
In leadership developments, POET appointed Sohail Khan to its board of directors, bringing decades of expertise from his work with global technology firms. Meanwhile, the company is preparing to showcase its latest optical innovations—POET Blazar and POET Teralight—at the 2025 China International Optoelectronic Expo. These products are designed to address the bandwidth and transceiver needs of AI networks and large-scale data centers.
Taken together, these moves highlight POET Technologies’ determination to strengthen its footprint in the optical solutions market, aligning innovation with the fast-growing demand for AI-driven infrastructure.
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