~10 min read · 2,388 words ·updated 2026-04-29 ·
confidence 81%
Source log — POET Technologies (NASDAQ: POET, TSX: PTK)
This file is the canonical inventory of every primary URL cited anywhere in the POET kb. An analyst auditing “what sources is this knowledge base built on” should be able to start here. Every refresh appends new sources by URL + first-seen date and updates per-source last-verified dates.
Source hierarchy (per project source-validation rule):
- SEC primary (20-F annual, 6-K interim, F-3ASR shelf, 424B5 take-downs, SC 13G, etc.) — public domain, quote freely. Note: Form 4 does NOT apply to POET (FPI Section 16 exempt).
- POET IR + corporate press releases (poet-technologies.com, GlobeNewswire) — primary corporate sources.
- Partner press releases (Sivers, NTT Innovative Devices, Semtech, Quantum Computing Inc., SilTerra, Sanan IC) — primary corporate sources from collaboration counterparties.
- Peer-reviewed papers (DOI-citable; relevant SiPh hybrid integration architecture references) — primary technical.
- Conference programs (OFC, ECOC, CIOE, OCP, Hot Chips) — primary technical venues.
- Industry forecasts (LightCounting, Dell’Oro, 650 Group, Cignal AI, Mordor Intelligence) — secondary structured.
- News wires + trade press (Reuters, GlobeNewswire, PRNewswire, Semiconductor Today, Semiconductor Digest, Optics.org, photonicsonline) — secondary.
- Sentiment platforms (StockTwits, Reddit r/POET, Investors Hangout) — Tier 2 sentiment input; not used for fact-claims.
Confidence-flag conventions (used throughout the kb):
- ✓ verified-primary (corroborated against SEC filing, peer-reviewed paper, or two independent primary sources)
- ◐ partial / single-source / paraphrased from secondary
- ⚠ inferred / unconfirmed / requires future validation
1. SEC EDGAR — POET Technologies (CIK 0001437424)
2. POET IR / corporate / press releases (poet-technologies.com)
3. Partner press releases & corporate sources
4. Peer-reviewed photonics literature & technical references
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://doi.org/10.1109/JSTQE.2016.2547863 | Komljenovic et al. “Heterogeneous Silicon Photonic Integrated Circuits” IEEE J. Sel. Topics Quantum Electron. 22, 6100117 (2016) — foundational hybrid integration architecture comparison | bull_case Pillar 1 | 2026-04-29 ✓ |
| https://doi.org/10.1364/OPTICA.544016 | Horst et al. Optica 12, 325 (2025) — POH 1.1 THz EO bandwidth (Polariton/LWLG) — adjacent material-IP-layer reference for competitive context | bear_case Pillar 5, risks X4 (cross-ref to MRVL kb) | 2026-04-29 ✓ |
5. Industry forecasts + news wires
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://eu.36kr.com/en/p/3609358820295937 | Foundries covet silicon photonics market analysis | bear_case Pillar 5 | 2026-04-29 ◐ |
| https://semiengineering.com/chip-industry-week-in-review-112/ | Chip industry weekly summary (Tower SiPh expansion context) | bear_case Pillar 5 | 2026-04-29 ◐ |
| https://www.fortunebusinessinsights.com/blog/top-10-semiconductor-foundry-companies-11178 | Top 10 semiconductor foundries 2026 (Tower context) | source_log | 2026-04-29 ◐ |
| https://exoswan.com/photonics-stocks/ | Top silicon photonics stocks 2026 industry survey | source_log | 2026-04-29 ◐ |
| https://startupsapience.medium.com/poet-technologies-poet-let-there-be-light-and-silicon-16d8476a0f88 | Industry analyst writeup on POET | source_log | 2026-04-29 ◐ |
6. Stock data + secondary financial sources
7. Industry conference programs (POET historical disclosure venues)
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://www.cioe.cn/en/ | CIOE — China Optoelectronics Exposition (POET 2025 venue) | bull_case Pillar 4, catalysts | 2026-04-29 ◐ |
| https://www.ecoc.org/ | ECOC — European Conference on Optical Communication (POET 2025 award venue) | bull_case Pillar 1, catalysts, GLOSSARY | 2026-04-29 ◐ |
| https://www.ofcconference.org/ | OFC — Optical Fiber Communication conference | catalysts (OFC 2027 window), GLOSSARY | 2026-04-29 ◐ |
8. Sentiment / community platforms (Tier 2 sentiment input)
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://stocktwits.com/news-articles/business/others/poet-technologies-receives-5-million-production-order-for-800-g-optical-engines/cLG5fcmR3qh | StockTwits $5M order coverage | source_log | 2026-04-29 ◐ |
| https://stocktwits.com/news-articles/markets/equity/poet-stock-rises-but-3-ai-optics-stocks-are-already-ahead/cZBNiUGRe2j | StockTwits POET vs peers analysis | source_log | 2026-04-29 ◐ |
| https://investorshangout.com/post/view?id=3716693 | Investors Hangout 2016 DenseLight acquisition discussion | source_log (history) | 2026-04-29 ◐ |
| https://www.msn.com/en-us/money/other/poet-stock-is-lighting-up-but-these-3-ai-optics-plays-are-already-wired-ahead/ar-AA21Nn76?ocid=finance-verthp-feeds | MSN Money POET vs peers commentary | source_log | 2026-04-29 ◐ |
9. Cross-references to LWLG + MRVL kb (adjacent ecosystem context)
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://lwlg.primarysourced.com | LWLG kb — adjacent material-IP-layer thesis comparison | bull_case Pillar 4, COMPETITOR_MATRIX | 2026-04-29 ✓ |
| https://mrvl.primarysourced.com | MRVL kb — adjacent end-to-end optical stack comparison; Polariton/Celestial/Inphi competitive context | bull_case Pillar 4 + Pillar 5, bear_case Pillar 5, INSIGHTS, risks X5 | 2026-04-29 ✓ |
Coverage summary
- SEC EDGAR primary: 15 distinct filings + index URLs (FY24 20-F, FY25 20-F accession 0001493152-26-014253, 7 historical 424B5 take-downs, SC 13G, F-3ASR shelf, MD&A SPX consolidation exhibit, Sanan SPX 2020 JV exhibit). Form 4 / Section 16 does NOT apply — POET is a foreign private issuer.
- POET IR / corporate: 26 distinct URLs covering FY24-FY25 financial releases, $5M production order, three 2025 raises (Q4 + Jan 2026), partnership announcements (Sivers, NTT, Semtech, QCi), DenseLight 2019 divestiture, SPX 2024 consolidation, ECOC 2025 + AI Breakthrough awards, CEO letter to shareholders.
- Partner sources: Sivers, SilTerra, Tower Semiconductor (competitive context), Compound Semiconductor, multiple Semiconductor Today / Optics.org / Photonics Online / WebWire / PIC Magazine / Semiconductor Digest articles.
- Peer-reviewed: 2 DOIs (Komljenovic 2016 hybrid SiPh foundational, Horst 2025 POH bandwidth — adjacent ecosystem context).
- Industry forecasts + secondary financial: 25+ aggregator URLs (Stocktitan, Yahoo Finance, Stockanalysis, Simply Wall St, SeekingAlpha, Quartr, last10k, Nasdaq, multiple Q4 2025 mirrors).
- Conference programs: 3 (CIOE, ECOC, OFC).
- Sentiment: 4 (StockTwits, MSN, Investors Hangout).
Total unique URLs: 80+ across all categories. Primary-source-verified (✓): 50+. Partial / single-source / paraphrased (◐): 30+. Inferred (⚠): 0 in this catalog (inferred claims are flagged in the thesis files, not counted as sources here).