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🇺🇸 SECPOET TECHNOLOGIES INC.Codex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 05:06:38·⟳ 抓取 05:06:56 +18s·⚡ 决策 09-05 06:20:28 +1h13m·52.4 天前

POET Technologies将参加CIOE并介绍AI互连高功率激光光源

该披露是一手SEC文件,但内容属于展会参展和技术主题预告,没有新增客户、订单、量产、认证或业绩指引变化,无法形成短线正期望交易。

📄 原文POET TECHNOLOGIES INC.↗ 原文
----- exh_991.htm ----- EX-99.1 2 exh_991.htm PRESS RELEASE EdgarFiling EXHIBIT 99.1 POET Technologies to Exhibit at CI…
不做 POET Technologies Inc.(POET.US)
参展和演讲预告没有新增订单、客户、量产或业绩指引,缺少可交易edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

POET Technologies(POET.US)披露将参加CIOE并介绍AI互连相关激光光源技术,说明公司继续推广其光子集成和光源方案;但披露没有新增采购方、合同金额、量产进度或收入影响,属于营销/交流性质事件,Web、行情或先例不太可能改变“无明确交易催化”的结论。

🔎 新鲜度:最早出现 2026-09-04 · 扩散 low · price-in 风险 low ↗

关键理由

  • 事件仅确认公司将在行业会议展示技术与制造进展,不能等同于客户采用或收入确认。
  • 现有销售基数、可触达新增量、可能增量及收入/市值占比均未披露,无法量化业绩弹性。

主要风险

  • 若后续IFOC/CIOE期间披露客户定点、量产订单或明确收入里程碑,需要作为新事件重新评估。

先例如何影响了这次决策

对本次决策的影响:先例不足未改变结论;核心否决点是当前事件本身没有商业化或财务增量。

方向:未使用先例;参展/演讲预告类事件通常需要客户采用、订单或收入里程碑才有可比交易锚。

涨幅量级:无可用于校准tp/sl的高相似先例。

形态:未做事件研究,因为源文本已足以判断缺少可交易增量。

原文全文

展开原文 · 7,399 字
----- exh_991.htm -----
EX-99.1
2
exh_991.htm
PRESS RELEASE
EdgarFiling
EXHIBIT 99.1
POET Technologies to Exhibit at CIOE 2026, Present High-Power Laser Light Sources for AI Interconnects at IFOC
SVP Dr. Mo Jinyu to address IFOC on September 8; POET at Booth 13A35, Hall 13, September 9–11, Shenzhen
TORONTO, Sept. 04, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets, today announced that it will exhibit at the 2026 China International Optoelectronic Expo (CIOE), taking place September 9-11, 2026, at the Shenzhen World Exhibition and Convention Center.
Preceding the 27th CIOE, POET’s Senior Vice President, Global Product Development, Dr. Mo Jinyu, will speak to delegates at the 2026 Infostone Optical Communication and Market Technology Conference (IFOC) about “High Power and Multi-wavelength Laser Light Sources for CPO/AI/ML Interconnects.” Her speech will take place on September 8 at 2:50 p.m. local time in the IFOC Forum.
“For 2026, we expect to share details of our continued manufacturing progress and the reasons why a growing number of industry leaders see POET’s wafer-level chip-scale packaging technology as a viable solution to their needs for low-cost, high-power optical interconnects. We will also be discussing the Company’s continued advancements in deploying next-generation applications for AI connectivity in hyperscale data centers,” said Dr. Suresh Venkatesan, POET Chairman and CEO.
CIOE and IFOC are interconnected events that occur each September in Shenzhen. Together, they create the annual convergence of the global optical communications and photonics industries. IFOC runs from September 7 to 8 and CIOE immediately follows. As a premier exhibition spanning the entire optoelectronics industry chain, CIOE brings together over 3,800 leading exhibitors from 30-plus countries and regions. More than 240,000 professional visitors are expected.
About POET Technologies Inc.
POET is a design and development company offering high-speed optical engines, light source products and custom optical modules to the artificial intelligence systems market and to hyperscale data centers. POET’s photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET’s Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET’s Optical Interposer platform also solves device integration challenges across a broad range of communication, computing and sensing applications. POET is headquartered in Toronto, Canada, with operations in Singapore, Penang, Malaysia and Shenzhen, China. More information about POET is available on our website at www.poet-technologies.com.
Media Relations Contact:
Adrian Brijbassi
Adrian.brijbassi@poet.tech
Company Contact:
Thomas R. Mika, EVP & CFO
tm@poet.tech
Cautionary Note Regarding Forward-Looking Information
This news release contains "forward-looking information" (within the meaning of applicable Canadian securities laws) and "forward-looking statements" (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as "anticipate", "believe", "expect", "plan", "intend", "potential", "estimate", "propose", "project", "outlook", "foresee" or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include, without limitation, the Company's expectations with respect to its ability to advance customer and prospective customer relationships, its intention to ramp production, its deployment of capital, its ability to secure supply chain partnerships, its ability to increase sales and recruit new staff, and the Company’s ability overall to advance its business objectives. Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Actual results could differ materially due to a number of factors, including, without limitation, potential changes in the Company’s capital needs, changes in the technological or macroeconomic environment that result in demand for the Company’s products being less than expected, changes in production requirements, inability to source and install capital equipment, inability to find and recruit new staff or to qualify and deliver its products on time, and risks that the Company will not be able to identify or consummate suitable acquisitions and/or partnerships and risks relating to the integration and success of any acquisitions and/or partnerships that are consummated. For further information concerning these and other risks and uncertainties, refer to the Company's filings on SEDAR+ at www.sedarplus.ca and with the U.S. Securities and Exchange Commission at www.sec.gov. Prospective investors in the Company's securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking information and statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise the forward-looking information and statements except as required by applicable securities laws.
120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2 - Tel: 416-368-9411 - Fax: 416-322-5075

----- f6k_090426.htm -----
6-K
1
f6k_090426.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File Number:
000-55135
POET TECHNOLOGIES INC.
(Translation of registrant's name into English)
120 Eglinton Avenue East, Ste 1107
Toronto, Ontario, M4P 1E2, Canada
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F [ X ] Form 40-F [ ]
On September 4, 2026, the Registrant issued a press release, a copy of which is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
(c) Exhibit 99.1. Press release dated September 4, 2026
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
POET TECHNOLOGIES INC.
(Registrant)
Date: September 4, 2026
/s/ THOMAS MIKA
Thomas Mika
Executive Vice President and Chief Financial Officer

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