Jul. 31 at 9:10 PM
$POET's latest update with
$SIVE appears more significant after the revised wording.
Earlier guidance referenced "readiness" by the end of 2026. The latest update now points to "production" with Sivers lasers expected by year-end 2026.
If that timeline holds, higher-volume orders involving partners such as
$JBL and
$POET could begin ramping in the first half of 2027.
That also aligns with Sivers' recent oversubscribed institutional financing, which was intended to support future mass production.
With only a few months left before 2027, key themes including glass substrates, CPO, 800V technology, and next-generation architectures are moving closer to potential commercialization.
