POET Technologies — partners and suppliers

Updated: 2026-04-29 Status: ✓ All entries verified via primary-source press releases or POET disclosures. Cross-references: Customers · Supply chain map · foundry relationships

1. Framing

POET’s asset-light fabless model means partners are central to the operating story. The partner lattice spans:

Silicon foundry (front-end Si Interposer wafer fab) — SilTerra Sdn Bhd, Malaysia
Back-end assembly + test — Globetronics, NationGate, SPX (wholly owned)
III-V chip suppliers (lasers, modulators, photodiodes) — Mitsubishi Electric, Almae Technologies, Sivers Semiconductors, Quantum Computing Inc
CMOS IC suppliers (drivers, TIAs) — Semtech, plus driver IC suppliers ⚠
Module / design-services manufacturing partners — Foxconn Interconnect Technology (FIT), Luxshare
Standards / co-marketing — IEEE, OIF, CW-WDM MSA (indirect via members)

Many “partners” are also “customers” (Semtech, QCi, Sivers) — the boundary blurs when a co-development collaboration produces both a downstream sale-able product and an upstream supply relationship. This file catalogues the partnership structure; Customers catalogues the engine-shipment side.

2. Silicon-foundry partner

2.1 SilTerra Sdn Bhd (Malaysia)

Role: Front-end Si waveguide foundry for the Optical Interposer wafer
Location: Kulim, Malaysia
Process: 8-inch silicon foundry with custom POET waveguide module
Established: 2018-04-09 Master Collaboration Agreement ✓ (POET-SilTerra release)
IP arrangement: POET retains design IP; SilTerra retains process IP; cross-license for production ⚠ specifics not fully disclosed
Status as of 2026: Active and central to POET’s “China Plus One” sourcing strategy
Detail file: foundry relationships §2

3. Back-end assembly + test partners

3.1 Globetronics Manufacturing Sdn Bhd (GMSB) — primary back-end

Role: Wafer-level optical-engine assembly and test
Location: Penang, Malaysia
Parent: Globetronics Technology Berhad (GTB)
Agreement: Master Agreement + Optical Engine Purchase Agreement + Deed of Consignment, signed 2024-12-23 ✓ (POET press release)
Term: 3-year Master Agreement
CapEx: GTB allocated RM 7.7M (~US$1.7M) for additional CapEx for POET-related production over 2025–2027
Capacity: Initial 1M optical engines / year per POET 2025-02-11 update
Status as of mid-2026: Active; shipped sample 800G optical engines by early June 2025

3.2 NationGate Solutions Sdn Bhd — second back-end

Role: Back-end manufacturing partner (additional to Globetronics)
Location: Malaysia
Agreement: Manufacturing agreement 2025-06-24 ✓ (POET press release)
⚠ Specific consigned-tool / capex terms not separately disclosed

3.3 Super Photonics Xiamen (SPX) — wholly owned, post-Sanan exit

Role: Back-end assembly + test (China-market and overflow)
Location: Xiamen, China
History: Originally a JV with Xiamen Sanan Integrated Circuit Co., Ltd. (Sanan held 24.8% minority); POET acquired remaining minority 2024-12-31 to take 100% ownership ✓ (POET press release)
Acquisition terms: US$6.5M equity transfer (5-yr interest-free) + US$3.8M equipment purchase ≈ US$10.3M total
Strategic role: Preserves China-market operational capability while removing JV-partner dependency

4. III-V chip suppliers (active devices)

4.1 Mitsubishi Electric (Japan) — 400G / 200G EML supplier

Role: III-V (InP) electro-absorption modulated laser (EML) supplier
Engagement: POET integrates Mitsubishi Electric 400G EMLs into 1.6Tbps optical engine chipsets ✓ (POET FAQ June 2024)
Significance: “When complete will achieve the most advanced level of chip scale integration yet accomplished for EML lasers” per POET disclosure
Status: Active

4.2 Almae Technologies (France) — InP epi + foundry services

Role: III-V (InP) epitaxial wafer supply + device fabrication services
Engagement: Co-development agreement signed 2018-06-21 ✓ (POET press release)
Almae profile: Spin-off from III-V Lab (Nokia / Thales / CEA-Leti); majority-owned by an Accelink Technologies (Chinese laser-optics specialist) affiliate
Capacity: 2,000+ m² clean rooms, several thousand wafers / year
Status: Active (no public update since 2018; relationship presumed continuing per Tracxn profile) ◐

4.3 Sivers Semiconductors (Sweden) — DFB laser supplier for ELS

Role: High-power distributed feedback (DFB) laser supplier for External Light Source modules (CPO context)
Engagement: Strategic collaboration announced 2025-09-29 ✓ (POET-Sivers release)
Target market: $1B+ annual ELS market opportunity
Timeline: H1 2026 demonstrations, end-2026 production readiness
Status: Active development

4.4 Quantum Computing Inc (QCi) — TFLN modulator co-developer

Role: Thin-film lithium niobate (TFLN) 400G/lane modulator supplier
Engagement: Co-development agreement announced 2025-11-11 ✓ (POET-QCi release)
Funding: POET funds QCi’s modulator development
Target product: 3.2 Tbps optical engine for pluggable + CPO
Timeline: H2 2026 modulator development completion target
Status: Active development

4.5 Other III-V suppliers (historical / inferred)

⚠ POET’s earlier prototypes likely used InP devices from broader supplier set including Sumitomo Electric, NEL Lasers, Lumentum (when not directly competitive). Specific identifications not catalogued.

5. CMOS IC suppliers

5.1 Semtech — FiberEdge TIA + co-marketing partner

Role: CMOS transimpedance amplifier (TIA) supplier; co-marketing partner for the 1.6T receiver engine
Engagement: Joint launch of 1.6T receiver optical engines with Semtech FiberEdge 200G/lane TIA technology, 2025-10-06 ✓ (POET-Semtech release)
Variants: 1.6T DR8 (short-reach), 1.6T 2×FR4 (longer-reach)
Status: Active sampling

5.2 Driver IC suppliers (inferred)

⚠ POET’s high-speed driver IC sources for transmitter engines are not fully disclosed publicly. Inferred candidates:

Macom Technology Solutions
Broadcom (linear and PAM4 drivers)
Inphi/Marvell (historical, pre-cancellation)
Possibly extended Semtech driver IP via the TIA collaboration

6. Module-design and manufacturing partners (downstream)

6.1 Foxconn Interconnect Technology (FIT)

Role: Long-term design / manufacturing partner; specific design wins not publicly named ⚠
CFO commentary: April 2026 Stocktwits interview confirmed POET awaiting feedback from FIT with at least one customer expected soon ◐
Position: FIT is one of the world’s largest contract manufacturers of optical / connectivity components for hyperscaler-grade transceivers
Significance: An FIT design win would imply hyperscaler indirect demand

6.2 Luxshare (Luxshare-ICT)

Role: Long-term design / manufacturing partner; specific design wins not publicly named ⚠
CFO commentary: Same April 2026 Stocktwits reference
Position: Major Chinese optical-module manufacturer (Luxshare-ICT subsidiary); ships into AI cluster networks
Significance: Volume Chinese-market access

6.3 Mentech Technology — module customer + named partner

See Customers §2.1 for engagement detail
✓ 2024-09-12 disclosure

6.4 Lessengers — module customer + named partner

See Customers §2.2
✓ Q2 2025 disclosure; 2026 1.6T 2×DR4 expansion

7. Strategic and corporate-history partners

7.1 Sanan IC (Xiamen Sanan Integrated Circuit Co.)

Historical role: SPX joint-venture partner; held 24.8% minority of SPX prior to 2024-12-31 wholesale acquisition
Current status: Exited per POET’s 100% acquisition of SPX
Significance: The Sanan exit is a meaningful structural risk-reduction event — eliminates JV partner uncertainty in the China-market manufacturing channel

7.2 DenseLight Semiconductors (Singapore)

Historical role: POET’s wholly owned subsidiary 2016-05-11 to 2019-11-08 (acquired $26M, divested $26M to Dynax-led Chinese consortium)
Current status: No formal commercial relationship as of 2026-04-29
Significance: See DenseLight acquisition — corporate-history chapter that defines POET’s pivot from vertical integration to asset-light hybrid platform

8. Partnership status snapshot (2026-04-29)

Partner	Role	Status	Last update
SilTerra	Si foundry (front-end)	✓ Active since 2018	Continuing per Q4 2024 update
Globetronics	Back-end A&T (primary)	✓ Active since 2024-12-23	Sample shipments June 2025
NationGate	Back-end A&T (second source)	✓ Active since 2025-06-24	Recent agreement signing
Super Photonics Xiamen (SPX)	Back-end (wholly owned)	✓ Wholly owned since 2024-12-31	100% control achieved
Mitsubishi Electric	EML laser supply	✓ Active	June 2024 FAQ disclosure
Almae Technologies	InP epi / foundry	◐ Active (presumed)	Last public update 2018
Sivers Semiconductors	DFB laser for ELS	✓ Active development	2025-09-29 collaboration
Quantum Computing Inc	TFLN modulator	✓ Active development	2025-11-11 collaboration
Semtech	TIA + co-marketing	✓ Active	2025-10-06 launch
Foxconn Interconnect Technology	Module manufacturing	◐ Active (NDA)	2026-04 CFO comment
Luxshare	Module manufacturing	◐ Active (NDA)	2026-04 CFO comment
Mentech	Module customer-partner	✓ Active	2024-09-12 disclosure
Lessengers	Module customer-partner	✓ Active	2026 1.6T 2×DR4
Sanan IC	(former) JV partner	Exited 2024-12-31	Wholesale acquisition
DenseLight	(former) wholly owned	Divested 2019-11-08	None
Marvell / Celestial AI	(former) customer	⚠ Cancelled 2026-04-23	Contract terminated

9. Forward audit task list

Verify Almae Technologies relationship status — last public update is 2018; pull Almae website / Accelink filings for any continuation update ⚠
Identify driver IC supplier(s) for POET transmitter engines ⚠
Track FIT and Luxshare for any named design-win disclosure post the April 2026 CFO commentary ⚠
Watch for additional III-V suppliers as the EML-array configuration scales ⚠

10. Cross-references

Customers — downstream sale-side perspective on Semtech, QCi, Sivers, Mentech, Lessengers (which simultaneously appear here as partners)
Supply chain map — full value-chain narrative
foundry relationships — manufacturing-stack detail
denselight acquisition — historical partner