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POET Technologies Inc. develops photonic integrated circuits, high-speed optical engines, light-source products and custom optical modules for AI systems and hyperscale data centers. News about POET centers on commercialization of its POET Optical Interposer platform, POET Infinity optical engines, POET Blazar external light source and other optical connectivity products for high-bandwidth data-center networks.
Recurring updates include customer purchase orders and cancellations, product demonstrations, joint development work with optical-component partners, manufacturing scale-up, equity financings, quarterly operating results, shareholder voting matters and governance disclosures.
POET Technologies (NASDAQ: POET) entered a definitive agreement for a non-brokered registered direct offering, issuing 19,047,620 common shares and warrants for the same number of shares at a combined price of US$21.00, for gross proceeds of US$400,000,020.
The warrant exercise price is US$26.15 for three years. Pricing is at a premium to the US$20.57 prior close. Proceeds are earmarked for manufacturing expansion, acquisitions, R&D, light source business, operations, and working capital. POET also confirmed its COO appointment and the planned retirement of its CFO.
POET Technologies (NASDAQ: POET) reported Q1 2026 revenue of $503,389, up from $166,760 a year earlier, and a net loss of $12.3 million, or ($0.08) per share. Q1 results included $4.5 million in R&D, $3.4 million in stock-based compensation and $1.0 million in depreciation.
POET entered a supply agreement with Lumilens, including an initial $50 million purchase order for EOI-based engines, with a framework that could reach $500+ million over five years. The company also announced collaborations with LITEON and Lessengers and plans to relocate its headquarters to the U.S.
POET Technologies (NASDAQ: POET) and Lumilens announced a strategic supply and joint development agreement to advance wafer-level photonic integration for next-generation AI optical networks using an Electrical-Optical Interposer (EOI) platform.
Lumilens placed an initial $50 million purchase order for EOI-based engines, with the relationship structured to potentially exceed $500 million in cumulative purchases over five years. POET granted Lumilens a warrant for up to 22,921,408 shares at $8.25, partially exercisable immediately and largely tied to future purchases. The roadmap covers 800G/1.6T pluggables, Near-Package Optics, and Co-Packaged Optics, with engineering samples targeted for late 2026 and production ramp in 2027, subject to successful development, qualification, and manufacturing scale-up.
POET Technologies (NASDAQ: POET) appointed Dr. Sandeep Kumar as Chief Operating Officer, effective May 11, 2026, reporting to the CEO and serving as an Officer of the Corporation. Kumar, a veteran semiconductor executive, previously spent over 18 years at Silicon Labs as SVP of Worldwide Operations.
According to POET, he will focus on managing global operations and strengthening the manufacturing organization in Malaysia for high-volume production. In connection with his appointment, Kumar received 410,397 RSUs, vesting in three equal annual installments under POET’s 2025 Omnibus Incentive Plan.
POET Technologies announced that Marvell Semiconductor Inc., which acquired Celestial AI, provided written notice on April 23, 2026 that it was cancelling all purchase orders POET had received from Celestial AI, including initial production-unit orders first disclosed on April 25, 2023. Marvell cited alleged disclosures of order and shipping information as breaching confidentiality obligations. POET said it remains focused on executing strategic priorities and advancing product development for AI and optical networking markets, and noted a separate recently disclosed purchase order from another technology company worth approximately $5 million.
POET (Nasdaq: POET) said it will provide the data U.S. shareholders need to make a QEF election to mitigate PFIC tax consequences for the year ended December 31, 2025. The company reported a net loss for 2025, so a timely QEF election is expected to produce no current U.S. income inclusion for 2025.
POET's board approved an intent to redomicile to the U.S.; if shareholder approval is required it will be placed on the agenda for the Annual General and Special Meeting on June 26, 2026.
POET Technologies (NASDAQ: POET) reported audited Q4 2025 results, announcing a net loss of $42.7M and revenue of $341,202. The company raised gross proceeds of $375M and reported $430M cash on hand, a >US$5M production order, and plans to scale manufacturing in Malaysia.
POET expects to ship >30,000 optical engines in 2026 and highlighted partnerships and product commercialization steps for its POET Infinity and Blazar platforms.
POET (NASDAQ: POET) and Lessengers announced a joint development of a 1.6T 2×DR4 optical transceiver module targeting AI clusters and hyperscale data centers. Samples are targeted for Q2 2026, combining POET’s Optical Interposer optical engines with Lessengers’ Direct Optical Wiring to simplify packaging and scale high-density interconnects. A LightCounting forecast cites >125 million 1.6T DR8 units (2027–2031), noting DR8 and 2×DR4 serve the same market with different connectors.
POET Technologies (NASDAQ: POET) announced a strategic collaboration with LITEON Technology to co-develop next-generation optical communication modules for AI and hyperscale data centers. The joint design will use the POET Optical Interposer to integrate lasers, optics, drive electronics and coupling structures into compact, thermally optimized modules.
POET will begin development in 2026, aims for prototypes by late 2026 and anticipates high-volume production in 2027. The companies highlighted scalable, cost-efficient production for co-packaged optics and high-bandwidth AI systems.
POET (NASDAQ: POET) will demonstrate two external light source products, Blazar and Starlight, at the OFC Conference in Los Angeles from March 16-19, 2026. The company will show Blazar's high output multi-wavelength capabilities and Starlight's eight-channel compact engine, and will accept a Lightwave Elite Score award on March 16.