POET Expands Global Reach as It Teams with South Korea’s Lessengers To Develop 800G DR8 Transceivers for AI and Hyperscale Markets
POET Technologies (TSX: PTK; NASDAQ: POET) has announced a strategic partnership with South Korea's Lessengers to develop 800G DR8 transceivers for AI and hyperscale data center applications. The collaboration combines POET's Infinity™ transmit and receive optical engines with Lessengers' Direct Optical Wiring (DOW) technology to create a cost-effective solution.
Under the partnership, POET will provide highly integrated optical engines configured in an 800G DR8 architecture, incorporating both electronic and photonic components. Lessengers plans to have transceiver samples available for customer review in the second half of 2025.
POET Technologies (TSX: PTK; NASDAQ: POET) ha annunciato una partnership strategica con la sudcoreana Lessengers per sviluppare transceiver 800G DR8 per applicazioni di intelligenza artificiale e data center hyperscale. La collaborazione combina i motori ottici di trasmissione e ricezione Infinity™ di POET con la tecnologia di cablaggio ottico diretto (DOW) di Lessengers per creare una soluzione economica.
In base all'accordo, POET fornirà motori ottici altamente integrati configurati in un'architettura 800G DR8, incorporando componenti elettronici e fotonici. Lessengers prevede di avere campioni di transceiver disponibili per la revisione dei clienti nella seconda metà del 2025.
POET Technologies (TSX: PTK; NASDAQ: POET) ha anunciado una asociación estratégica con la empresa surcoreana Lessengers para desarrollar transceptores 800G DR8 para aplicaciones de inteligencia artificial y centros de datos hyperscale. La colaboración combina los motores ópticos de transmisión y recepción Infinity™ de POET con la tecnología de cableado óptico directo (DOW) de Lessengers para crear una solución rentable.
En virtud de la asociación, POET proporcionará motores ópticos altamente integrados configurados en una arquitectura 800G DR8, incorporando componentes electrónicos y fotónicos. Lessengers planea tener muestras de transceptores disponibles para la revisión de los clientes en la segunda mitad de 2025.
POET Technologies (TSX: PTK; NASDAQ: POET)는 한국의 Lessengers와 전략적 파트너십을 체결하여 AI 및 하이퍼스케일 데이터 센터 응용 프로그램을 위한 800G DR8 트랜시버를 개발한다고 발표했습니다. 이 협력은 POET의 Infinity™ 송수신 광 엔진과 Lessengers의 직접 광 배선(DOW) 기술을 결합하여 비용 효율적인 솔루션을 만듭니다.
파트너십에 따라 POET는 전자 및 광학 구성 요소를 통합한 800G DR8 아키텍처로 구성된 고도로 통합된 광 엔진을 제공합니다. Lessengers는 2025년 하반기에 고객 검토를 위한 트랜시버 샘플을 제공할 계획입니다.
POET Technologies (TSX: PTK; NASDAQ: POET) a annoncé un partenariat stratégique avec la société sud-coréenne Lessengers pour développer des transceivers 800G DR8 pour des applications d'intelligence artificielle et de centres de données hyperscale. Cette collaboration associe les moteurs optiques de transmission et de réception Infinity™ de POET à la technologie de câblage optique direct (DOW) de Lessengers pour créer une solution économique.
Dans le cadre de ce partenariat, POET fournira des moteurs optiques hautement intégrés configurés dans une architecture 800G DR8, incorporant à la fois des composants électroniques et photoniques. Lessengers prévoit d'avoir des échantillons de transceivers disponibles pour examen par les clients dans la deuxième moitié de 2025.
POET Technologies (TSX: PTK; NASDAQ: POET) hat eine strategische Partnerschaft mit dem südkoreanischen Unternehmen Lessengers angekündigt, um 800G DR8-Transceiver für KI- und Hyperscale-Rechenzentrumsanwendungen zu entwickeln. Die Zusammenarbeit kombiniert die Infinity™-Übertragungs- und Empfangsoptiken von POET mit der Direct Optical Wiring (DOW)-Technologie von Lessengers, um eine kosteneffiziente Lösung zu schaffen.
Im Rahmen der Partnerschaft wird POET hochintegrierte optische Engines bereitstellen, die in einer 800G DR8-Architektur konfiguriert sind und sowohl elektronische als auch photonische Komponenten enthalten. Lessengers plant, in der zweiten Hälfte von 2025 Transceiver-Proben zur Kundenprüfung bereitzustellen.
- Strategic partnership expands POET's market reach into South Korea
- Development of cost-effective 800G DR8 transceiver solution for growing AI market
- Integration of complementary technologies potentially improving product efficiency
- Product samples not available until second half of 2025
Insights
POET's new partnership with South Korea's Lessengers represents a strategic expansion into the rapidly growing AI and hyperscale data center markets. The collaboration leverages complementary technologies—POET's integrated Infinity optical engines with Lessengers' Direct Optical Wiring technology—to create differentiated 800G DR8 transceivers.
The 800G DR8 architecture is particularly significant as data centers continue scaling to accommodate AI workloads. These higher-bandwidth solutions are essential infrastructure for AI training and inference operations that require massive data throughput. By targeting this specific application, POET positions itself within a critical and expanding segment of the optical communications market.
While the partnership offers clear technological synergies, investors should note that commercial impact has an extended timeline—with customer samples not expected until H2 2025, meaning meaningful revenue would likely materialize in 2026. The announcement lacks financial specifics regarding contract value, exclusivity, or minimum commitments.
The geographic expansion into South Korea through this partnership provides POET with increased exposure to Asian markets, potentially opening doors to additional partnerships in the region. This collaboration validates POET's optical engine technology and demonstrates the company's execution on its strategy to become a key component supplier in next-generation optical interconnects.
TORONTO, April 02, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has partnered with Lessengers, an innovative optical solution provider based in South Korea, to offer a differentiated 800G DR8 transceiver. The transceiver will include POET's transmit and receive optical engines and Lessenger's "Direct Optical Wiring" (DOW) technology for a cost-effective solution for AI and hyperscale data center applications.
POET will supply the highly integrated POET Infinity™ transmit and receive optical engines configured in an 800G DR8 architecture, which includes electronic and photonic components.
Lessengers expects to have transceiver samples ready for its customers to review in the second half of 2025.
“Like POET, Lessengers is bringing cutting-edge innovation to the market. It is a perfect partnership of companies that are finding new solutions by unlocking the vast abilities of optical technology. We’re thrilled to continue our growth in the industry through a co-development arrangement with a likeminded and truly inventive company,” commented Raju Kankipati, POET’s Chief Revenue Officer.
Lessengers Chief Marketing Officer Taeyong Kim added: “POET’s production-ready optical engines provide Lessengers with a high-quality component that allows us to bring more value to our transceiver customers. POET offers a complementary technology to Lessengers’ direct optical coupling that saves on costs and improves efficiency.”
The two companies’ booths are situated next to each other at the Optical Fiber Communications (OFC) Conference at the Moscone Center in San Francisco, California. POET is at Booth 5315 through the show, which ends on Thursday, April 3.
About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products to the artificial intelligence systems market and to hyperscale data centers. POET's photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET's Optical Interposer platform also solves device integration challenges in 5G networks, machine-to-machine communication, self-contained "Edge" computing applications and sensing applications, such as LIDAR systems for autonomous vehicles. POET is headquartered in Toronto, Canada, with operations in Allentown, PA, Shenzhen, China, and Singapore. More information about POET is available on our website at www.poet-technologies.com.
| Media Relations Contact: Adrian Brijbassi Adrian.brijbassi@poet.tech | Company Contact: Thomas R. Mika, EVP & CFO tm@poet.tech |
About Lessengers
Lessengers is an innovative optical solution provider, powered by its patent DOW technology, which enables cost effective direct optical coupling without the use of lens optics. This provides the most suitable solution for data center applications such as 800G/1.6T optical transceivers, active optical cables (AOCs), on-board, near packaged, or co-packaged optics.
Forward-Looking Statements
This news release contains "forward-looking information" (within the meaning of applicable Canadian securities laws) and "forward-looking statements" (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as "anticipate", "believe", "expect", "plan", "intend", "potential", "estimate", "propose", "project", "outlook", "foresee" or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include the Company's expectations with respect to the success of the Company's product development efforts, the performance of its products, operations, meeting revenue targets, and the expectation of continued success in the financing efforts, the capability, functionality, performance and cost of the Company's technology as well as the market acceptance, inclusion and timing of the Company's technology in current and future products and expectations regarding its successful development of high speed transceiver solutions and its penetration of the Artificial Intelligence hardware markets.
Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Assumptions have been made regarding, among other things, the completion of its development efforts with its customers, the ability to build working prototypes to the customer’s specifications, and the size, future growth and needs of Artificial Intelligence network suppliers. Actual results could differ materially due to a number of factors, including, without limitation, the failure to produce optical engines on time and within budget, the failure of Artificial Intelligence networks to continue to grow as expected, the failure of the Company's products to meet performance requirements for AI and datacom networks, operational risks in the completion of the Company's projects, the ability of the Company to generate sales for its products, and the ability of its customers to deploy systems that incorporate the Company's products. Although the Company believes that the expectations reflected in the forward-looking information or statements are reasonable, prospective investors in the Company's securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking information and statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise this forward-looking information and statements except as required by law.
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FAQ
What is the purpose of POET Technologies' partnership with Lessengers?
When will Lessengers' 800G DR8 transceiver samples be available for customer review?
What technologies are being combined in the POET-Lessengers 800G DR8 transceiver?
What markets are targeted by the POET-Lessengers 800G DR8 transceiver?
