Apr. 16 at 1:15 AM
$POET needs to buy Silterra already. Im tired of not having supply chain secured. If Poet wantes to be assembly-vertically integrated with foundry, packaging, test then they need to get this out of the way.
Id also like to see them be component vertically integrated with an in house modulator. They are well on their way with
Laser, isolator, mux, demux, waveguides, detectors, embedded mirrors, and ?FAU?
They just need modulator, micro-lens, direct optical wiring, maybe vcsel or micro-led? They are close to being veryically integrated accross the optical stack, which is the ultimate goal of the company from what i can tell
Aqc targets:
Silterra, lessengers, vanguard automation, silith