Company coverage
Research snapshot 2026-08-31
Research activity
POET 34 trade records · 20 option records · 2026-01-28 → 2026-07-02Moat
NarrowPOET'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…
Physical assets
MinimalDesign-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.
Software / hardware
Software30%
Hardware70%
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…
- 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% |
Notes
Full portfolio moat / asset analysis
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…
Full portfolio moat / asset analysis
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.
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