Jul. 12 at 8:32 PM
$POET Silicon Photonics — Estimates Are Already Obsolete
This chart shows a twenty-billion-dollar TAM by 2032.
But it’s already out of sync with the velocity of change.
The shift isn’t hypothetical anymore.
Nvidia’s Rubin is photonic-native.
AMD is accelerating.
AI inference loads are collapsing copper.
Quantum systems now require entangled photonic bridges.
$IONQ is positioned at the frontier of this architecture.
The stack is already rerouting.
At the top of the chain: Broadcom, Marvell, Coherent, Lumentum—scaling aggressively.
But they can’t meet the explosion in demand alone.
Below them, a precision layer is forming:
POET,
$LWLG,
$AEHR,
$AXTI—deep science fabricators for interposers, substrates, EO polymers, and wafer-level validation.
These aren’t commodity suppliers.
They’re the silent enablers of this next stack transition.
POET leads this tier: modular interposer-first architecture, integration-ready at scale.
It’s not a product—it’s a platform.
Yet the rerate will float all boats.
Because what’s coming is not selective.
It’s structural.
We’ve seen this before—quantum rerated every credible supplier from
$1 to
$10.
Regardless of execution. Demand pressure rewrote the narrative.
This is the same setup.
Only faster.
And now—deployment has begun.
