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POET Technologies and Sivers Semiconductors Announce Strategic Collaboration for AI Market

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POET Technologies and Sivers Semiconductors Announce Strategic Collaboration for AI Market

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An update from POET Technologies ( (POET) ) is now available.

On September 29, 2025, POET Technologies announced a strategic collaboration with Sivers Semiconductors to develop high-performance External Light Source modules for Co-Packaged Optics and next-generation AI infrastructure. This partnership aims to address the growing demands of AI clusters and hyperscale data centers by combining Sivers’ DFB laser technology with POET’s Optical Interposer platform. The collaboration is expected to significantly impact the AI Optical connectivity market, estimated at over $50 billion, with a focus on a $1 billion annual opportunity in the ELS market. Early prototypes are anticipated by the first half of 2026, with production readiness by the end of that year.

The most recent analyst rating on (POET) stock is a Hold with a $5.50 price target. To see the full list of analyst forecasts on POET Technologies stock, see the POET Stock Forecast page.

Spark’s Take on POET Stock

According to Spark, TipRanks’ AI Analyst, POET is a Neutral.

POET Technologies’ overall stock score is primarily impacted by its poor financial performance, characterized by significant revenue decline and negative profitability metrics. While technical analysis shows some positive momentum, the negative P/E ratio and lack of dividend yield further weigh down the score.

To see Spark’s full report on POET stock, click here.

More about POET Technologies

POET Technologies Inc. is a design and development company specializing in high-speed optical engines, light source products, and custom optical modules for artificial intelligence systems and hyperscale data centers. The company leverages its patented POET Optical Interposer platform to integrate photonic and electronic devices using advanced semiconductor manufacturing techniques.

Average Trading Volume: 2,408,248

Technical Sentiment Signal: Strong Buy

Current Market Cap: $498.1M

See more insights into POET stock on TipRanks’ Stock Analysis page.

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