Welcome to our dedicated page for Poet Technologies news (Ticker: POET), a resource for investors and traders seeking the latest updates and insights on Poet Technologies stock.
POET Technologies Inc. (NASDAQ: POET) is a design and development company focused on high-speed optical engines, optical modules and light source products for the artificial intelligence systems market and hyperscale data centers. The POET news feed on Stock Titan aggregates company-issued press releases and related coverage so readers can follow how the business is progressing in AI connectivity and integrated photonics.
News about POET often centers on product and technology announcements, such as the launch of 1.6T receiver optical engines that integrate Semtech’s FiberEdge technology on the POET Optical Interposer™ platform, or the introduction of POET Infinity™ 400G optical engines that can be configured for 800G, 1.6T and higher data rates. The company also reports on strategic collaborations, including partnerships with Sivers Semiconductors to develop external light source modules for co-packaged optics and with Quantum Computing Inc. to co-develop 3.2 Tbps optical engines for next-generation AI connectivity.
Investors and industry followers will also find capital markets updates, such as non-brokered private placements and oversubscribed registered direct offerings, along with quarterly financial results furnished through Form 6-K filings and SEDAR+ disclosures. These items provide insight into POET’s funding, research and development spending, and progress toward commercialization of its optical engines and light source products.
By monitoring this page, readers can track POET’s announcements on AI networking products, ecosystem partnerships, financing activities and operational milestones, all drawn from the company’s own news releases and regulatory filings.
POET Technologies (NASDAQ: POET) entered into securities purchase agreements for a registered direct offering of 20,689,656 common shares expected to generate approximately US$150 million in gross proceeds before expenses. The closing is expected on or about January 23, 2026, subject to customary conditions. The company intends to use net proceeds for corporate development, targeted acquisitions, scaling R&D, accelerating high-speed optical module and light source businesses, expanding operations, and general working capital. Titan Partners is sole placement agent. The offering is being made in the U.S. under a Form F-3 shelf that became effective January 22, 2026.
POET (NASDAQ: POET) won the Product Innovation Award at the 12th Infostone Communication Consultant Shenzhen Awards and a Technology Innovation Award (Individual/Team) was presented to Dr. Mo Jinyu on January 20, 2026.
The Product Innovation Award recognized POET Teralight for its 1.6T transmit and receive optical engines, including a 1.6T transmitter with driver and a 1.6T receiver with TIA. POET highlighted Teralight’s integrated optical system-on-chip, support for 1.6T DR8 and 2xFR4 pluggable modules using the same board design, and its Optical Interposer that removes wire bonds to reduce RF crosstalk. This follows Teralight’s unveiling at OFC 2025 and continued commercial interest.
POET (NASDAQ: POET) reported third-quarter 2025 results for the period ended September 30, 2025.
Key facts: Q3 revenue $298,434 (NRE and product), net loss $9.4 million (or $0.11 per share), R&D $3.7 million, and cash flow from operations ($2.8) million. The company recorded a $2.4 million non-cash derivative warrant fair-value loss and $1.9 million stock-based compensation.
Business highlights include a reported $5.0 million initial order for 800G engines, introduction of a 1.6T optical receiver with Semtech, partnerships on light sources, and completion of US$250 million equity financing to support development, manufacturing expansion and acquisitions.
POET Technologies (NASDAQ: POET) reported third-quarter 2025 results for the period ended September 30, 2025. Key operational progress includes two initial production orders totaling over $5.6 million, introduction of a 1.6T optical receiver with Semtech, and partnerships on light-source development and mobile AI telecom engagements.
Financial highlights: NRE and product revenue was $298,434; net loss was $9.4 million (loss per share $0.11); R&D expense rose to $3.7 million; and the company completed $250 million in equity financings from three institutional investors.
POET (NASDAQ: POET) and Quantum Computing Inc (NASDAQ: QUBT) announced a strategic collaboration to co-develop 400G/Lane TFLN modulator-based 3.2Tbps optical engines for CPO and next‑gen AI connectivity.
POET will fund development targeted for completion in H2 2026. The design pairs QCi's TFLN modulators with the POET Optical Interposer platform and aims to double current network lane speeds. The global market for 3.2T pluggable and CPO formats is projected near $12 billion by 2030.
POET (NASDAQ: POET) and Sivers Semiconductors announced a strategic collaboration to combine Sivers' distributed feedback (DFB) lasers with POET's Optical Interposer™ to supply scalable, energy-efficient light-engine sub-systems for next‑gen AI datacenter connectivity.
Key milestones: prototypes in H1 2026 and production readiness targeted by end of 2026. The partnership targets pluggable transceivers and External Light Sources (ELS) for co‑packaged optics (CPO).
POET (NASDAQ: POET) closed an oversubscribed registered direct offering on October 28, 2025, issuing 20,689,655 common shares for approximate gross proceeds of US$150 million before expenses.
The offering was fully subscribed by two new fundamental investment managers. The company reported a pro-forma cash position in excess of US$300 million immediately following closing. The company intends to use proceeds for corporate development, targeted acquisitions, scaling R&D, accelerating its light source business, expanding operations, and general working capital. Titan Partners Group acted as sole placement agent. The offering was made pursuant to a Form F-10 shelf registration declared effective on September 10, 2024.
POET Technologies (NASDAQ: POET) entered into purchase agreements for an oversubscribed registered direct offering of 20,689,655 common shares, expected to generate approximately US$150 million gross proceeds.
The closing is expected on or about October 28, 2025, subject to customary closing conditions, and participants include two new fundamental investment managers. The company said its pro-forma cash position is expected to be in excess of US$300 million following closing. Net proceeds are intended for targeted acquisitions, scaling R&D, accelerating the light source business, expanding operations, and general working capital. Titan Partners Group is sole placement agent.
POET (NASDAQ: POET) received a production order valued at over $5 million for POET Infinity™ optical engines targeted at AI data servers.
Shipments of 800G-capable transmit and receive engines (2xFR4, 2xDR4 transmit; 800G 2xFR4 and DR8 receive) are expected in the second half of 2026. POET Infinity features integrated EML lasers, drivers, MUX/DMUX, photodiodes and a compact Optical Interposer™ design that reduces bill of materials. Market research firm LightCounting forecasts the market for optical transceivers, LPO and CPO for AI networks to double from $5B in 2024 to $10B in 2026.
POET (NASDAQ: POET) closed a non-brokered private placement on October 7, 2025 raising US$75,000,002 from a single institutional investor. The corporation issued 13,636,364 common shares and one warrant per share at a combined price of US$5.50 per share+warrant.
The warrant is exercisable immediately to purchase up to 13,636,364 common shares at C$9.78 per share until October 7, 2030. Net proceeds are planned for corporate development, targeted acquisitions, scaling R&D, accelerating the light source business, expanding operations and working capital. Management states the company has a war chest of over $150 million in cash and no significant debt.
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