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POET Technologies Expands Manufacturing with NationGate in Malaysia

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POET Technologies Expands Manufacturing with NationGate in Malaysia

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The latest update is out from POET Technologies ( (TSE:PTK) ).

POET Technologies has signed a manufacturing agreement with NationGate Solutions in Malaysia to produce optical engine assemblies, enhancing its manufacturing capabilities and addressing growing customer demand. This partnership, alongside an existing agreement with Globetronics, positions POET to scale production and secure its supply chain, aiming for significant revenue growth. The company has already shipped its backlog of 800G optical engine samples and plans to ship 1.6T samples in Q3 2025, reinforcing its strategic focus on the AI and data center markets.

The most recent analyst rating on (TSE:PTK) stock is a Buy with a C$7.00 price target. To see the full list of analyst forecasts on POET Technologies stock, see the TSE:PTK Stock Forecast page.

Spark’s Take on TSE:PTK Stock

According to Spark, TipRanks’ AI Analyst, TSE:PTK is a Neutral.

POET Technologies shows potential for growth due to strategic investments and partnerships, but significant financial challenges remain with ongoing losses and negative cash flows. Technical indicators and valuation metrics are mixed, reflecting uncertainty in its market performance.

To see Spark’s full report on TSE:PTK stock, click here.

More about POET Technologies

POET Technologies Inc. is a design and development company specializing in high-speed optical modules, optical engines, and light source products for artificial intelligence systems and hyperscale data centers. Their solutions are based on the patented POET Optical Interposer™ platform, which integrates electronic and photonic devices into a single chip. This technology offers lower cost, reduced power consumption, and scalability. POET’s products target data centers, AI, high-performance computing, telecom networks, and more, with operations in Canada, China, Malaysia, and Singapore.

Average Trading Volume: 96,957

Technical Sentiment Signal: Sell

Current Market Cap: C$456.8M

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

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