POET Technologies and Sivers Semiconductors Collaborate on External Light Sources for Co-Packaged Optics and Next-Generation AI Market
Rhea-AI Summary
POET Technologies (NASDAQ: POET) and Sivers Semiconductors (STO: SIVE) have announced a strategic collaboration to develop External Light Source (ELS) modules for Co-Packaged Optics and AI infrastructure. The partnership combines Sivers' high-power distributed feedback laser technology with POET's Optical Interposer™ platform.
The collaboration aims to address critical challenges in AI clusters and hyperscale data centers through advanced wafer-level manufacturing and chip-scale photonic integration. According to Northland Capital Markets, the emerging ELS market represents a $1B+ annual opportunity, part of the larger AI Optical connectivity market that has already created $50B in market value.
The companies expect to showcase early prototypes in H1 2026, with production readiness targeted for end of 2026.
Positive
- Strategic partnership combines complementary technologies for AI and data center markets
- Addresses $1B+ annual market opportunity in External Light Source segment
- Part of larger $50B AI Optical connectivity market
- Clear timeline for prototypes (H1 2026) and production (end of 2026)
Negative
- Long development timeline with production not ready until end of 2026
- Faces competition in rapidly growing AI infrastructure market
News Market Reaction – POET
On the day this news was published, POET declined 4.69%, reflecting a moderate negative market reaction. Argus tracked a trough of -12.0% from its starting point during tracking. Our momentum scanner triggered 14 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $26M from the company's valuation, bringing the market cap to $523M at that time.
Data tracked by StockTitan Argus on the day of publication.
SAN JOSE, Calif. and KISTA, Sweden, Sept. 29, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced a strategic collaboration with Sivers Semiconductors AB (STO: SIVE), a global supplier of advanced optical semiconductors, to develop high-performance and cost-effective External Light Source (ELS) modules tailored for Co-Packaged Optics (CPO) and next-generation AI infrastructure.
The collaboration combines Sivers’ customized high-power distributed feedback (DFB) laser technology with POET’s Optical Interposer™ platform, enabling a highly integrated scalable and cost-optimized solution for the rapidly growing demands of AI clusters and hyperscale data centers.
“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. “Together, we aim to deliver a new class of external light source modules that address key technical challenges in co-packaged optics and enable our customers to scale efficiently into the AI-driven future.”
The jointly developed modules will leverage advanced wafer-level manufacturing and chip-scale photonic integration to address critical challenges in both scale out and scale up deployments such as cost, scale and form factor.
“POET’s Optical Interposer has demonstrated tremendous value in enabling modular and scalable photonic solutions,” said Dr. Suresh Venkatesan, Executive Chairman & CEO of POET Technologies. “By working with Sivers’ proven high-power laser technology, we can deliver external light source modules optimized for size, performance and cost - exactly what the CPO and AI markets demand.”
“We estimate that the AI Optical connectivity opportunity has created over
POET and Sivers expect to demonstrate early prototypes to customers in the first half of 2026, and production readiness by end of 2026.
About POET Technologies Inc.
POET Technologies is a design and development company offering high-speed optical engines, light source products and custom optical modules for the artificial intelligence systems market and hyperscale data centers. Its patented POET Optical Interposer™ platform enables seamless chip-scale integration of photonic and electronic devices using advanced semiconductor manufacturing techniques. For more information visit www.poet-technologies.com.
About Sivers Semiconductors
Sivers Semiconductors is a critical enabler of a greener data economy with energy efficient photonics & wireless solutions. Our differentiated high-precision laser and RF beamformer technologies help our customers in key markets such as AI datacenters, SATCOM, Defense and Telecom solve essential performance challenges while enabling a much greener footprint. For additional information, please visit us at: www.sivers-semiconductors.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 our filings with the U.S. Securities and Exchange Commission (SEC), including our most recent Annual Report on Form 20-F and subsequent reports on Form 6-K. These forward-looking statements reflect our views as of the date of this press release. Except as required by applicable law, we undertake no 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.
Media Contact (POET):
Adrian Brijbassi
adrian.brijbassi@poet.tech
Media Contact (Sivers):
Tyler Weiland
Shelton Group
+1-972-571-7834
tweiland@sheltongroup.com
120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2- Tel: 416-368-9411 - Fax: 416-322-5075
FAQ
What is the purpose of POET Technologies and Sivers Semiconductors collaboration?
What is the market opportunity for POET and Sivers' ELS modules?
When will POET and Sivers' ELS modules be available for production?
What technical challenges does the POET-Sivers collaboration address?
How does this partnership benefit AI and data center markets?
