Editing Openai/69109937-2170-8005-9304-da49840bb5b9 (section)

==== ### ====
* What’s going on: Luxshare and POET expanded their partnership to deliver optical modules for 400G and 800G pluggables integrating POET’s transmit and receive optical engines. Nasdaq<ref>{{cite web|title=Nasdaq|url=https://www.stocktitan.net/news/POET/poet-and-luxshare-tech-expand-product-offerings-for-artificial-3fb38tag1k0o.html|publisher=stocktitan.net|access-date=2025-11-10}}</ref>
* Significance of coupling efficiency: - For Luxshare’s modules, every optical-engine insertion loss (which includes coupling loss) directly affects the link budget of the pluggable transceiver. If the coupling loss is too high, additional power/amplification, cooling or margin must be provided — driving cost, power or complexity. - Since they are targeting high-volume 400/800G modules (data center / hyperscale), the cost per module and power per bit are crucial. A low-coupling-loss engine helps: less wasted power, lower drive current, fewer thermal issues, and fewer board-level layout trade-offs.
* What to watch / caveats: - Luxshare will have to qualify the modules end-to-end; even if POET’s interposer achieves excellent coupling on its internal interface, module integration (fiber attach, mechanical tolerances, thermal drift) still matters. - If coupling loss is say 0.8 dB vs an incumbent’s 0.5 dB (just hypothetical), the margin may still be sufficient — but the margin buffer will be smaller.
* Summary: For Luxshare this is a volume cost-sensitive deployment where coupling efficiency is critical as part of the cost/power equation rather than just raw best-in-class loss.

===== - What’s going on: POET announced collaboration with Foxconn Interconnect Technology for 800G and 1.6T pluggable optical transceivers using POET’s optical engines. semiconductor-digest.com<ref>{{cite web|title=semiconductor-digest.com|url=https://www.semiconductor-digest.com/poet-announces-design-win-and-collaboration-with-foxconn-interconnect-technology/|publisher=semiconductor-digest.com|access-date=2025-11-10}}</ref> =====
* Significance of coupling efficiency: - At 1.6T, the link budget, board footprint, thermal/power envelope are much tighter. The loss budget shrinks—and any added coupling loss bites more severely. - FIT as a major interconnect manufacturer cares not just about cost, but also performance headroom (for e.g., longer reach, hotter environments, future upgrade paths). So coupling efficiency gives them a design margin and flexibility (smaller lasers, less heat, less board real estate).
* What to watch / caveats: - While POET claims wafer-scale passive alignment with low loss, scaling to 1.6T means even more stringent tolerances. So whether coupling remains as good at volume, across thermal cycles, is a risk. - FIT will likely test many scenarios (temperature, packaging stress, field reliability). If coupling degrades in those, FIT may revert to more conservative margins or require extra compensation.
* Summary: For FIT, coupling efficiency is a performance enabler for the high-speed end of the market, and gives them competitive differentiation (if achieved). The stakes are higher.

===== - What’s going on: Mentech selected POET’s transmit and receive optical engines for 800G and 1.6T modules (purchase orders placed) for data-center infrastructure. Stock Titan<ref>{{cite web|title=Stock Titan|url=https://www.stocktitan.net/news/POET/poet-selected-by-mentech-to-supply-engines-for-800g-and-1-6t-optical-971yj4ygrel9.html|publisher=Stock Titan|access-date=2025-11-10}}</ref> =====
* Significance of coupling efficiency: - Much like above: for the module OEM, coupling efficiency impacts cost, module power consumption, cooling, board design, and ultimately competitiveness in the data-center market. - Mentech’s statements “the small form factor and flexibility of POET’s highly integrated optical engines allow us to smoothly transition …” highlight that one of the enablers is a low-loss, tightly integrated optical engine.
* What to watch / caveats: - The early purchase orders are still engineering sample stage; module qualification and volume ramp will test how well coupling (and other metrics) hold up in real production. - If coupling efficiency falls behind expectations, Mentech may need to compensate in other ways (e.g., stronger lasers, better cooling) which cuts into the cost/benefit trade.
* Summary: For Mentech, coupling efficiency is again very relevant, especially as they target volume and future-proofing (1.6T) rather than just immediate cost wins.

===== - What’s going on: POET’s first volume purchase order was placed by BFYY for modules using POET Optical Interposer-based optical engines. Nasdaq<ref>{{cite web|title=Nasdaq|url=https://www.nasdaq.com/press-release/poet-technologies-announces-first-volume-purchase-order-for-its-optical-engines-2023|publisher=nasdaq.com|access-date=2025-11-10}}</ref> =====
* Significance of coupling efficiency: - In this telecom/data-centre context, especially in China, cost and volume are extremely important. A low-loss engine means less margin consumed by optics, which allows the module maker to offer better specs or lower cost. - For a module maker working with large service-provider customers, allowing headroom for margin, reliability, uptime is key — so coupling loss being minimal gives more margin.
* What to watch / caveats: - For BFYY, given this is an earlier volume order, the risk of yield, coupling variance, and assembly tolerances may be higher. They may need to monitor the spread of coupling loss across production units. If the spread is large, it could impact yield and thus cost.
* Summary: For BFYY, coupling efficiency is a foundational cost/margin enabler enabling them to compete in large-volume markets.