Company profile: Poet Technologies
1.1 - Company Overview
Company description
- Provider of wafer-level opto-electronic integration platforms and components, including the POET Optical Interposer for integrating electronic and photonic devices; POET Starlight packaged light sources for AI; 400G/800G transceiver solutions for Luxshare; optical engines for 800G/1.6T using directly modulated lasers; packaged C-Band/O-Band light sources; and a 400G transmitter chiplet compliant with 400GBASE-FR4.
Products and services
- POET Optical Interposer: A wafer-level platform integrating electronic and photonic devices onto a single chip for AI and high-speed networking applications across diverse integrated circuit architectures
- Optical Engines for 800G and 1.6T Solutions: Scalable engines utilizing Directly Modulated Lasers for data centers, extending the use of pluggable transceivers to higher-capacity links
- Packaged Light Sources for AI & CPO Applications: C-Band and O-Band emitters featuring integrated passives, engineered to supply light for AI workloads and co-packaged optics deployments
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Poet Technologies
Scintil Photonics
HQ: France
Website
- Description: Provider of silicon photonic integrated circuits combining Silicon and Indium Phosphide via wafer-scale bonding and commercial silicon foundry processes. Offers augmented silicon photonics with integrated DFB lasers/SOAs; transceiver circuits for pluggable optics (8 x 100/200 Gbit/sec); external laser source circuits for co-packaged optics; 800G/1600G transmitters; and LEAF-Light multi-wavelength laser sources.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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LightConnect
HQ: United States
Website
- Description: Provider of dynamic MEMS-based fiber optic and optical networking components based on diffractive MEMS technology operating in physical optics mode, enabling beam redirection via diffraction rather than specular reflection.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Alluxa
HQ: United States
Website
- Description: Provider of precision optical thin-film interference filters and coatings in Santa Rosa, California, including ULTRA Series bandpass, narrow bandpass, and notch filters with high transmission, steep edges, and deep blocking. Offers hard-coated soft coating replacement filters and custom/OEM optical filter development for laser systems, telecommunications equipment, biomedical instruments, fluorescence microscopy, and LIDAR.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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HyperLight
HQ: United States
Website
- Description: Provider of thin-film lithium niobate photonic integrated circuit solutions, including transmitter PIC engines for optical communication delivering high data rates and up to 40% power savings for data center and telecom; compact 110 GHz low Vπ electro‑optic modulators with low insertion loss and high optical power handling; and application‑specific PICs via MPW and dedicated wafer runs from prototyping to volume production.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Resurgent Semiconductor
HQ: United States
Website
- Description: Provider of fabless semiconductor manufacturing, producing semiconductors without using a fabrication facility.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Resurgent Semiconductor company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Poet Technologies
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Poet Technologies
2.2 - Growth funds investing in similar companies to Poet Technologies
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4 - Top valuation comps for Poet Technologies
4.2 - Public trading comparable groups for Poet Technologies
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