POET Technologies
POET Technologies is a niche in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in Toronto, CA. Its key suppliers include Coherent, Lumentum Holdings, Broadcom. Its key customers include NVIDIA, Arista Networks, Cisco Systems.
Optical interposer and engine maker for transceivers.
- Ticker
- NASDAQ: POET
- Headquarters
- Toronto, CA
- Revenue
- $1M (FY2025) · +2494.6% YoY
- Net income
- $-63M
- Operating margin
- -1457.8%
- Market position
- niche
- Value-chain segment
- Photonics & Optics
- Key products
- optical interposer, optical engines
About POET Technologies
POET Technologies, headquartered in Canada, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include optical interposer, optical engines. wafergraph maps 3 tracked suppliers and 3 tracked customers for POET Technologies across the value chain. It has a supply-chain criticality score of 50/100, with 235 companies downstream of it.
Role in the chain
POET Technologies is a market niche in Distribution & Misc (Photonics & Optics), headquartered in Canada. Optical interposer and engine maker for transceivers.
Diligence questions
- The dataset records 3 tracked suppliers for POET Technologies. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 1 of POET Technologies's tracked suppliers are a monopoly or leader (including Broadcom). Which of those are actually single-source for the process step you care about?
- The dataset names 3 tracked customers for POET Technologies. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- POET Technologies is headquartered in Canada. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- POET Technologies trades as NASDAQ:POET. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- optical interposer
- optical engines
Suppliers
Customers
More Distribution & Misc companies
Compare with
InnoLight Technology · Eoptolink Technology · Lumentum Holdings · Nokia · Coherent · Ciena
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “POET Technologies — supply chain, financials & market position”, https://wafergraph.com/company/poet (data as of 2026-09-05).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly