POET Technologies and Semtech Launch 1.6T Optical Receivers for AI Networks
POET Technologies (NASDAQ: POET) and Semtech Corporation (NASDAQ: SMTC) have announced the launch of high-performance 1.6T Receiver Optical Engines for AI and cloud networks, now available for customer sampling.
The breakthrough products integrate Semtech's FiberEdge 200G-per-lane receiver technologies with POET's Optical Interposer platform, creating highly integrated chip-scale receive engines. The offering includes DR8 for short-reach AI cluster links and 2×FR4 for longer-reach intra-datacenter connectivity.
The integrated platform delivers N×200G/lane receive path capabilities, targeting 1.6T DR8 and 2×FR4 receiver engines, with key advantages including lower power consumption, higher sensitivity, reduced BOM, and improved signal integrity at 200G/lane.
POET Technologies (NASDAQ: POET) e Semtech Corporation (NASDAQ: SMTC) hanno annunciato il lancio di potenti 1.6T Receiver Optical Engines per reti AI e cloud, ora disponibili per campioni clienti.
Questi prodotti innovativi integrano le tecnologie ricevitori FiberEdge a 200G per traccia di Semtech con la piattaforma Optical Interposer di POET, creando motori di ricezione a livello chip altamente integrati. L'offerta comprende DR8 per collegamenti di cluster AI a corto raggio e 2×FR4 per connettività intra-datacenter a maggiore raggio.
La piattaforma integrata offre capacità di percorso di ricezione N×200G/linea, orientate a motori riceventi 1.6T DR8 e 2×FR4, con vantaggi quali minore consumo energetico, maggiore sensibilità, BOM ridotto e migliore integrità del segnale a 200G/linea.
POET Technologies (NASDAQ: POET) y Semtech Corporation (NASDAQ: SMTC) han anunciado el lanzamiento de 1.6T Receiver Optical Engines de alto rendimiento para redes de IA y nube, ahora disponibles para muestreo a clientes.
Los productos de vanguardia integran las tecnologías de receptor FiberEdge de 200G por carril de Semtech con la plataforma Optical Interposer de POET, creando motores de recepción en chip altamente integrados. La oferta incluye DR8 para enlaces de clúster de IA de corto alcance y 2×FR4 para conectividad intra-datacenter de mayor alcance.
La plataforma integrada ofrece capacidades de ruta de recepción N×200G/carril, orientadas a motores receptor DR8 de 1.6T y 2×FR4, con ventajas clave como menor consumo de energía, mayor sensibilidad, BOM reducida y mejor integridad de la señal a 200G/carril.
POET Technologies (나스닥: POET) 와 Semtech Corporation (나스닥: SMTC) 은 AI 및 클라우드 네트워크를 위한 고성능 1.6T Receiver Optical Engines의 출시를 발표했고, 현재 고객 샘플링이 가능하다.
이 혁신적 제품은 Semtech의 FiberEdge 200G 레인 리시버 기술과 POET의 Optical Interposer 플랫폼을 통합하여 칩 규모의 고도로 통합된 수신 엔진을 생성한다. 제안 제품에는 짧은 거리의 AI 클러스터 링크용 DR8과 더 긴 거리의 데이터센터 간 연결용 2×FR4가 포함되어 있다.
통합 플랫폼은 N×200G/레이어의 수신 경로 기능을 제공하며, 1.6T DR8 및 2×FR4 수신 엔진을 목표로 하고, 주요 이점은 더 낮은 전력 소모, 더 높은 감도, BOM 감소 및 200G/레이어에서의 신호 무결성 개선이다.
POET Technologies (NASDAQ : POET) et Semtech Corporation (NASDAQ : SMTC) ont annoncé le lancement de 1.6T Receiver Optical Engines haute performance pour les réseaux IA et cloud, désormais disponibles pour des échantillons client.
Ces produits révolutionnaires intègrent les technologies réceptrices FiberEdge 200G par ligne de Semtech avec la plateforme Optical Interposer de POET, créant des moteurs de réception sur puce hautement intégrés. L'offre comprend DR8 pour des liens de cluster IA à courte portée et 2×FR4 pour une connectivité intra-datacenter à plus longue portée.
La plateforme intégrée fournit des capacités de chemin de réception N×200G/ligne, visant des moteurs récepteurs 1.6T DR8 et 2×FR4, avec des avantages clés tels que une consommation d'énergie réduite, une sensibilité accrue, une BOM réduite et une meilleure intégrité du signal à 200G/ligne.
POET Technologies (NASDAQ: POET) und Semtech Corporation (NASDAQ: SMTC) haben den Start leistungsstarker 1.6T Receiver Optical Engines für KI- und Cloud-Netzwerke angekündigt, die nun zur Kundensample-Verfügbarkeit bereitstehen.
Die bahnbrechenden Produkte integrieren Semtechs FiberEdge 200G-Receiver-Technologien pro Lane mit POETs Optical Interposer-Plattform und schaffen äußerst integrierte chipgroße Empfangs-Engines. Das Angebot umfasst DR8 für kurze AI-Cluster-Verbindungen und 2×FR4 für längere intra-datacenter-Konnektivität.
Die integrierte Plattform bietet N×200G/Lane-Empfangspfadfähigkeiten, mit Fokus auf 1.6T DR8 und 2×FR4-Empfänger-Engines, mit Vorteilen wie geringerem Energieverbrauch, höherer Empfindlichkeit, reduzierter BOM und verbesserter Signalintegrität bei 200G/Lane.
POET Technologies (ناسداك: POET) و Semtech Corporation (ناسداك: SMTC) قد أعلنا عن إطلاق محركات استقبال ضوئية 1.6T عالية الأداء لشبكات AI والسحابة، وهي الآن متاحة لعينة العملاء.
تدمج المنتجات الرائدة تقنيات مستقبل الاستقبال FiberEdge من Semtech بسرعة 200G لكل خط مع منصة Optical Interposer من POET، مما يخلق محركات استقبال على مستوى الشريحة مدمجة للغاية. يشمل العرض DR8 لروابط AI عن قرب و2×FR4 للاتصال داخل مركز البيانات لمسافات أطول.
توفر المنصة المدمجة مسارات استقبال بسرعة N×200G/خط، وتستهدف محركات استقبال 1.6T DR8 و2×FR4، مع مزايا رئيسية مثل انخفاض استهلاك الطاقة، حساسية أعلى، تقليل BOM وتحسين سلامة الإشارة عند 200G/خط.
POET Technologies (NASDAQ: POET) 与 Semtech Corporation (NASDAQ: SMTC) 宣布推出面向 AI 和云网络的高性能 1.6T Receiver Optical Engines，现已可供客户样品试用。
这款突破性产品将 Semtech 的 FiberEdge 200G 路线收发器技术与 POET 的 Optical Interposer 平台集成，打造高度集成的芯片级接收引擎。该产品包括用于短距 AI 集群链路的 DR8 和用于更长距离数据中心内连接的 2×FR4。
该集成平台提供 N×200G/通道的接收路径能力，目标是 1.6T DR8 与 2×FR4 接收引擎，主要优点包括降低功耗、提高灵敏度、减少 BOM，以及在 200G/通道下提升信号完整性。
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Insights
POET and Semtech's new 1.6T optical engines represent breakthrough technology for AI networks with immediate sampling availability, potentially accelerating data center connectivity.
POET Technologies and Semtech have announced immediate customer sampling availability of high-performance 1.6T Receiver Optical Engines specifically designed for AI and cloud networks. These optical engines represent a significant technological breakthrough, integrating Semtech's FiberEdge 200G-per-lane receiver technology with POET's Optical Interposer platform into highly compact, chip-scale receiver engines.
The product line includes two key variants: DR8 receivers for short-reach AI cluster links and 2×FR4 receivers (with integrated demultiplexers) for longer-reach intra-datacenter connectivity. Both operate at an impressive 200G per lane, addressing the growing bandwidth demands of AI infrastructure.
What makes these products particularly valuable is their integration approach. By combining POET's interposer platform with Semtech's TIAs, they've created solutions that deliver four critical advantages: lower power consumption, higher sensitivity, reduced bill of materials, and improved signal integrity. These factors directly address the primary pain points of high-speed optical interconnects in data centers.
The timing is particularly strategic as AI deployments are creating unprecedented demand for higher-bandwidth, power-efficient optical connections. With most AI clusters currently operating with 100G or 400G connections, these 1.6T solutions represent a 4-16× improvement in connectivity bandwidth within the same physical footprint.
The announcement of immediate sampling availability suggests the technology has reached production-ready maturity, potentially allowing POET to accelerate customer adoption cycles and revenue generation from this product line, while strengthening their ecosystem position in the high-speed optical transceiver market.
POET's Optical Interposer platform integrates Semtech FiberEdge® technology to achieve cutting-edge sensitivity and power efficiency at 200G per lane.
SAN JOSE, Calif. and CAMARILLO, Calif., Sept. 30, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (Nasdaq: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced with Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, the immediate availability for customer sampling of high-performance 1.6T Receiver Optical Engines for AI and cloud networks.
The breakthrough optical engine products leverage POET's Optical Interposer™ platform to integrate Semtech’s FiberEdge 200G-per-lane receiver technologies, creating highly integrated, chip-scale receive (Rx) engines that simplify module assembly while improving performance and manufacturability. The state-of-the-art optical engines include DR8 for short-reach AI cluster links and 2×FR4 for longer-reach intra-datacenter connectivity and are available immediately for customer sampling.
“By integrating Semtech’s leading 200G-per-lane receiver technology with POET’s chip-scale optical interposer, we’ve achieved exceptional receiver performance that addresses the most demanding requirements for AI and cloud networks. We expect customers will quickly understand the market impact these products can make on their transceiver offerings and the resulting benefit to their customers,” said Raju Kankipati, Chief Revenue Officer, POET Technologies. “This collaboration also further deepens POET’s presence in the global high-speed optical transceiver ecosystem.”
“Delivering 200G-per-lane performance with the power headroom system designers need is fundamentally a signal-integrity challenge,” said Amit Thakar, Vice President of Signal Integrity Product Marketing at Semtech. “By co-optimizing our FiberEdge receive path with the POET Optical Interposer at the architecture and assembly levels, we’re achieving exceptional sensitivity and power in 1.6T DR8 and 2×FR4 receiver engines now sampling to customers.”
Integrated Platform Delivers Advanced Performance
The collaboration demonstrates how POET's Optical Interposer platform enables seamless integration of high-performance electronic and photonic components with Semtech's tested FiberEdge technology, delivering:
- N×200G/lane: receive path using Semtech FiberEdge transimpedance amplifiers (TIAs), integrated on POET’s Optical Interposer for compact, chip-scale assembly.
- Module targets: 1.6T DR8 and 2×FR4 receiver engines for AI cluster and intra-DC links. The 2xFR4 Receiver Optical Engine comes with integrated demultiplexers.
- Integration advantages: lower power, higher sensitivity, reduced BOM and assembly steps, and improved electrical/optical signal integrity at 200G/lane.
- Status: now sampling to qualified customers through POET.
Availability
Evaluation units of the 1.6T DR8 and 1.6T 2×FR4 Receiver Optical Engines are available now for qualified customers. To request samples, reference designs, or performance data, contact POET sales representative at sales@poet.tech.
About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products to the artificial intelligence systems market and to hyperscale data centers. POET’s photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers. POET is headquartered in Toronto, Canada, with operations in Allentown, PA, Shenzhen, China, and Singapore. More information: poet-technologies.com.
About Semtech Corporation
Semtech Corporation (Nasdaq: SMTC) is a leading provider of high-performance semiconductor, IoT systems and cloud connectivity service solutions dedicated to delivering high-quality technology solutions that enable a smarter, more connected and sustainable planet. Semtech’s global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit us at Semtech.com or follow us on LinkedIn or X.
Media Contacts
POET Technologies
Adrian Brijbassi, Media Relations — adrian.brijbassi@poet.tech
Thomas R. Mika, EVP & CFO — tm@poet.tech
Semtech Corporation
Michelle Lozada, Public Relations — pr@semtech.com
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements relate to future events or our future financial or operational performance, including, but not limited to, statements regarding the development, performance, production, and market adoption of our new semiconductor device designed to enhance connectivity in AI networks, as well as our business strategy, projected timelines, costs, revenue potential, and market opportunities. Forward-looking statements are often identified by words such as “may,” “will,” “expect,” “anticipate,” “intend,” “believe,” “estimate,” “plan,” or “continue,” and similar expressions or variations.
These forward-looking statements are based on current assumptions and expectations and are subject to significant risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. These risks include, but are not limited to, delays or challenges in the development, testing, or manufacturing of the semiconductor device; failure to achieve anticipated performance or connectivity improvements in AI networks; dependence on third-party suppliers for critical components; intellectual property disputes; competitive pressures in the semiconductor and AI industries; regulatory changes affecting technology or data privacy; and fluctuations in global economic or market conditions. Additional risks are described in POET’s filings with the U.S. Securities and Exchange Commission (SEC), including its most recent Annual Report on Form 20-F and subsequent reports on Form 6-K, and Semtech’s filings with the SEC, including the its Annual Report on Form 10-K for the fiscal year ended January 26, 2025, filed with the SEC on March 25, 2025 as such risk factors may be amended, supplemented or superseded from time to time by subsequent reports Semtech files with the SEC . These forward-looking statements reflect views as of the date of this press release. Except as required by applicable law, neither party undertakes any obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. Investors are cautioned not to place undue reliance on these forward-looking statements.
Trademarks: POET and Optical Interposer are trademarks of POET Technologies Inc. Semtech, the Semtech logo and FiberEdge are registered trademarks of Semtech Corporation or its subsidiaries. All other trademarks are the property of their respective owners.
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