Why POET’s AI-Focused Optical Strategy Earned a Fresh Boost From Northland in December

POET Technologies Inc. (NASDAQ:POET) is 1 of the fastest-growing semiconductor stocks to buy. On December 3, Northland accrued its terms people connected the banal from $7 to $8 and maintained its Outperform rating, according to TheFly. Following Marvell Technology’s acquisition of startup Celestial AI, Northland noted that respective suppliers of lasers, outer airy sources, and different optical components are seeing improved semipermanent potential. The steadfast truthful updated its estimates and terms people of this radical of companies, including POET Technologies.

Earlier, connected November 11, 2025, POET announced a collaboration with Quantum Computing Inc. (NASDAQ:QUBT) to co-develop 3.2 Tbps optical engines for co-packaged optics (CPO) and next-gen AI connectivity.

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The task centers connected 400G-per-lane thin-film lithium niobate (TFLN) modulators integrated connected the POET Optical Interposer™. POET volition money development, with completion targeted for the 2nd fractional of 2026. Management intelligibly frames the reasons: AI information centers and hyperscalers request acold higher bandwidth, and a TFLN-based 400G/lane modulator connected a scalable interposer level aims to conscionable that request portion doubling the speeds of today’s fastest networking devices. QUBT says POET’s interposer is the cardinal enabler for a commercially viable 400G/lane device; POET calls TFLN a “radical measurement forward” for connectivity arsenic it continues to execute connected its income strategy for existing products.

The companies besides constituent to marketplace pull: 3.2T solutions successful pluggable and CPO formats are projected to scope $12 cardinal by 2030, according to LightCounting (September 2025).

POET Technologies Inc. (NASDAQ:POET) designs and develops high-speed optical engines, airy sources, and customized optical modules for AI systems and hyperscale information centers. Its patented Optical Interposer level integrates photonic and physics devices astatine spot standard utilizing established semiconductor manufacturing techniques.

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