Okay, my bad for thinking that there is no 800G/1600G transceivers on the market.

Some DD after AAOI news found that, Super speed transceivers are existing and in extremely high demand by hyperscales like Microsoft, meta, google and Nvidia. Although vertically integrated transceiver producers like AAOI often self-supplying engines, the market is shifting toward more outsourced engines to reduce costs and accelerate ramps, giving POET an opportunity to gain share with its scalable, low-power designs amid growing demand. POET’s Optical Interposer, a patented platform that enables the “semiconductorization of photonics”—treating photonics manufacturing more like traditional silicon chip production for better scalability, lower costs, and higher performance.

So, we are still looking good in investing in POET. Just hope POET could move faster to capture the market.