POET Technologies (POET) Rides Market Leaders’ Semiconductor Optimism, Climbs 11% - Yahoo Finance

POET Technologies (NASDAQ:POET) surged 11.38% on Friday, driven by a broader wave of optimism in the semiconductor industry fueled by the rapid expansion of artificial intelligence (AI). The stock's r... Read original →

The AI compute arms race is thrusting optical interconnects into the core of the semiconductor value chain. Jensen Huang’s emphasis on optics as the scaling bottleneck has triggered a valuation reset for firms like POET, which specialize in integrated photonic platforms. Technologically, this accelerates adoption of CPO and LPO solutions in 800G/1.6T data centers, pressuring foundries like TSMC and Intel to upgrade hybrid electro-optical packaging. On compliance, tightening U.S. export controls on advanced packaging tools may raise supply chain costs for non-U.S. photonics players—but also create substitution opportunities for firms in Taiwan, China and Hong Kong, China. Competitively, Marvell and Broadcom are already consolidating optical engine capabilities; without rapid design wins with hyperscalers, POET risks marginalization. Over the next 12–24 months, the sector will shift from hype to hard validation—only companies with vertical integration or proprietary waveguide architectures will survive.