u/Snoo_73630

There’s been a real flurry of activity this weekend on POET’s X account. The first one yesterday about their teams thriving in Asia and showing the manufacturing facility in Penang. Then 2 more about their team growth and them being the brightest and most experienced engineers in the industry.

All of that is ‘nice’, but the next one I just find incredibly intriguing:

https://x.com/poettech/status/2056042213445152913?s=46

It’s a quiz on their manufacturing and one which I believe is teasing us as to what is going to be announced next week. If I were a betting man (and my chips are fully on POET), I’d say they’re about to announce a doubling of manufacturing space to 20,000 sq ft. The doubling of capacity was signposted in the first financials of the year, with $7m set aside to do so.

I also believe they are going to announce an 823.1% increase in wafer supply from Silterra. (Gut feeling that this number stands out for obvious reasons). Based on the 65 wafers they posted and at over 500 interposers per wafer (that the company have previously stated), this increase represents 300,000 interposers delivered. Not to be sniffed at, at all.

Just my opinion, but backed by previous announcements and a strong gut feeling.