The end of Moore's law - Poet Technologies Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The end of Moore's law - Poet Technologies

POET 4.430

+1.1%

3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SGJ who wrote (1196)	4/15/2025 10:40:36 AM
From: toccodolce	3 Recommendations Recommended By longz macnai rdkflorida2 of 1316

There is some speculation that POET's OE is in the NVDA's upcoming Quantum X CPO silicon photonics product coming out in 2026. Murrayj1 on stocktwits posted and alluded potentially POET's OE possibly being a component this product in TSMC's coupe engine. Wanted to reshare this: this is where I saw the graphic with reference to a SiON waveguide. tspasemiconductor.substack.com I would suggest to subscribe to this substack. There is a free option. Lots of great articles on the topic of semiconductors. stocktwits.com $POET new snip released on TSMC coupe engine. Key things that stand out to me: - “SiN waveguides with interlayer transitions” - “SiON waveguide” shown in the graphic. To my knowledge, SiON waveguides have only been implemented by Poet. - Integration of microlenses (Vanguard automation?) And the announcement that: TSMC is about to publish a new paper highlighting the advantages of SiN waveguides (SiN WG) and their integration into TSMC’s silicon photonics platform. Also the intentional blurring of a section of the photo that I know Poet was labelled on before:

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next