Thanks Mazan

Announcements at OFC that Microsoft was interested in technology that would directly connect routers for data center interconnect shook up Wall Street.

https://freshpickeddeals.com/lightwaveonline.com/data-center-interconnect-trends-2119273

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Announcements at OFC that Microsoft was interested in technology that would directly connect routers for data center interconnect shook up Wall Street. But how significant was this announcement for the long-term? Lightwave Editorial Director Stephen Hardy provides an overview of the current state of the data center interconnect market and discusses emerging technologies that could address different application segments.

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• The various types of data center interconnect applications


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• Data center network managers


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Thanks to oogee:

http://agoracom.com/ir/PeatResources/forums/discussion/topics/667574-agm-impressions-pt-2/messages/2090943#message

Michael White: POET could move up anytime they wanted, but have chosen not to (probably for lack of time)

2016 is going to be a good year:

“We are excited that DenseLight Semiconductors is now a part of the POET family”, said Dr. Suresh Venkatesan, Chief Executive Officer of POET Technologies. “We believe that our combined capabilities will drive continued opportunities in serving the growing Photonics market, with a comprehensive suite of product solutions, while strengthening the Company’s finances and operations. With the strong support of the DenseLight management team, we have already begun to map our integration plans for the combined entity with a goal of achieving profitable and sustainable growth targets.”

http://www.stockhouse.com/news/press-releases/2016/05/12/poet-technologies-announces-closing-of-acquisition-of-denselight-semiconductors

It sounds very well:

Confirming a key milestone in validating POET's process technology transfer, multiple 6-inch wafer lots of vertical-cavity surface-emitting lasers (VCSELs) and transistors were also processed at the high-volume production foundry supplier. Testing and characterization of the devices is underway, and POET expects to require further development cycles through additional wafer processing to fully achieve the true potential for the integrated optoelectronic devices.

5 April 2016

http://www.semiconductor-today.com/news_items/2016/apr/poet_050416.shtml

i like it:

http://www.darpa.mil/about-us/about-darpa

Working with innovators inside and outside of government, DARPA has repeatedly delivered on that mission, transforming revolutionary concepts and even seeming impossibilities into practical capabilities. The ultimate results have included not only game-changing military capabilities such as precision weapons and stealth technology, but also such icons of modern civilian society such as the Internet, automated voice recognition and language translation, and Global Positioning System receivers small enough to embed in myriad consumer devices.

DARPA explicitly reaches for transformational change instead of incremental advances.

quietly confident:

25:17 – Answer: As we said on September 30th, our plan is to introduce these optical engines – what we call optical engines – they are single-chip monolithically integrated optical transceivers, and for explicit applications in short reach and very short reach data communications in the form of active optical cables, or what are called AOCs. Ahead of that, we will clearly market and sell individual components, like for example the detectors, opportunistically. Not only to drive early revenue, but also to vet our solutions in the market. We believe that the POET solution could provide an immediate margin of expansion to customers using our solutions, even in otherwise low-margin or commoditized product lines, so we are extremely bullish about our market penetration here. We are all trying to complete our first devices in the current quarter. Our next quarter remains the target for basic component-level functionality. And that’s the basis, if you will, for prototypes in the second half of the year just as Subhash mentioned earlier when we talked about our on-going milestones. It remains early in our evolution at this point to precisely define and provide a roll-out for our first product. However, we do expect this to feature our unique ability to integrate optical components along with control electronics. So we’re talking about VCSEL-based, monolithic, single-chip optical transceivers.