POET Technologies Advances in AI Photonics with New Manufacturing Facility

POET Technologies has established a new manufacturing facility in Malaysia, partnering with Globetronics and NationGate to scale production of AI photonics. The company is pioneering wafer-scale packaging technology that integrates photonics with electronics, a capability in demand due to AI growth. POET expects substantial growth as customers move into production phases, with most 2025 revenues coming from non-recurring engineering.

POET Technologies Inc., a pioneering company in the field of photonics and AI hardware, has made a significant stride in its commercial journey by establishing a new manufacturing facility in Penang, Malaysia. The company, known for its innovative wafer-scale packaging technology, has partnered with contract manufacturers Globetronics and NationGate to scale production of AI photonics.

The new facility marks a major milestone for POET, as it transitions from research and development to full-scale manufacturing. According to Dr. Suresh Venkatesan, executive chairman and CEO of POET, the company is pioneering wafer-scale packaging technology that integrates photonics with electronics [1]. This capability is increasingly in demand due to the rapid growth of artificial intelligence applications, which require high-speed, low-latency data processing.

The partnership with NationGate, Nvidia's only Southeast Asian manufacturer, is particularly notable. NationGate's expertise in optical module assembly and packaging will play a vital role in POET's module assembly for AI hardware. Venkatesan highlighted that this partnership allows POET to leverage NationGate's capabilities to meet the growing demand for AI photonics [1].

With the new facility, POET aims to scale production beyond one million optical engines annually. The company expects substantial growth as customers move into production phases, with most 2025 revenues coming from non-recurring engineering (NRE) [1]. This indicates that while the initial phase of growth may be driven by setup costs and engineering work, the company anticipates significant revenue growth as it begins to deliver products to its customers.

For investors, monitoring POET's progress as it ramps up manufacturing and fulfills engagements with tier-one and tier-two customers is crucial. The company's innovative technology and strategic partnerships position it well to capitalize on the growing demand for AI photonics and optical connectivity solutions.

References:
[1] https://www.proactiveinvestors.com/companies/news/1075957/poet-technologies-gains-competitive-edge-as-it-scales-ai-photonics-with-new-facility-1075957.html
[2] https://moneymorning.com/2025/07/29/under-6-poet-stock-flashes-a-rare-signal/