Company coverage · TECHNOLOGY
POET Technologies Inc POET
SEMICONDUCTORS coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.
Connected surface
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
34 trade records · 20 option records · 2026-01-28 → 2026-07-02POET's moat depends almost entirely on 75+ patents covering the Optical Interposer and advanced photonic integration across 23 patent families. However, IP moats in semiconductor/photonics are inherently vulnerable as competitors engineer around pat…
Design-focused fabless company with minimal owned physical assets. Operates temporary facilities (5,000 sq ft) and relies on contract manufacturers. No owned fabs, factories, or manufacturing infrastructure.
Growth. Optical Interposer IP licensing to AI chipmakers accelerates as co-packaged optics becomes mandatory for next-gen data center interconnects at 1.6T+ speeds. Primary assets. 75+ patents (23 families, Optical Interposer), SPX JV with Sanan IC…
Append-only ticker entries from the internal coverage database.
- SW 30 : HW 70
Growth. Optical Interposer IP licensing to AI chipmakers accelerates as co-packaged optics becomes mandatory for next-gen data center interconnects at 1.6T+ speeds. Primary assets. 75+ patents (23 families, Optical Interposer), S…
- Minimal
Design-focused fabless company with minimal owned physical assets. Operates temporary facilities (5,000 sq ft) and relies on contract manufacturers. No owned fabs, factories, or manufacturing infrastructure.
- Narrow
POET's moat depends almost entirely on 75+ patents covering the Optical Interposer and advanced photonic integration across 23 patent families. However, IP moats in semiconductor/photonics are inherently vulnerable as competitors…
POET's moat depends almost entirely on 75+ patents covering the Optical Interposer and advanced photonic integration across 23 patent families. However, IP moats in semiconductor/photonics are inherently vulnerable as competitors engineer around patents. The company operates a "fab-light" model with a joint venture (SPX with Sanan IC) for outsourced manufac…
Design-focused fabless company with minimal owned physical assets. Operates temporary facilities (5,000 sq ft) and relies on contract manufacturers. No owned fabs, factories, or manufacturing infrastructure.
- manual · sw-hw
Growth. Optical Interposer IP licensing to AI chipmakers accelerates as co-packaged optics becomes mandatory for next-gen data center interconnects at 1.6T+ speeds. Primary assets. 75+ patents (23 families, Optical Interposer), S…
- manual · physical-assets
Design-focused fabless company with minimal owned physical assets. Operates temporary facilities (5,000 sq ft) and relies on contract manufacturers. No owned fabs, factories, or manufacturing infrastructure.
- manual · moat
POET's moat depends almost entirely on 75+ patents covering the Optical Interposer and advanced photonic integration across 23 patent families. However, IP moats in semiconductor/photonics are inherently vulnerable as competitors…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-02 | SELL | Equity | +70% |
| 2026-07-02 | SELL | Equity | +100% |
| 2026-07-02 | SELL | CALL option | +56% |
| 2026-05-28 | BUY | CALL option | +88% |
| 2026-05-18 | EXPIRED | CALL option | 0% |
| 2026-05-14 | SELL | Equity | +3% |
| 2026-05-14 | SELL | Equity | +41% |
| 2026-05-14 | SELL | Equity | +22% |
| 2026-05-14 | SELL | CALL option | +3% |
| 2026-05-14 | SELL | Equity | +20% |
| 2026-05-14 | SELL | Equity | +42% |
| 2026-05-14 | SELL | Equity | +42% |
| 2026-05-14 | SELL | CALL option | +38% |
| 2026-05-13 | SELL | CALL option | +9% |
| 2026-05-13 | SELL | CALL option | +9% |
| 2026-05-13 | SELL | CALL option | +9% |
| 2026-05-13 | SELL | CALL option | +9% |
| 2026-05-11 | BUY | CALL option | +39% |
| 2026-05-08 | SELL | CALL option | +37% |
| 2026-05-07 | BUY | Equity | +11% |
| 2026-05-07 | BUY | Equity | +21% |
| 2026-05-06 | BUY | Equity | +10% |
| 2026-05-05 | BUY | Equity | +22% |
| 2026-05-05 | BUY | Equity | +10% |