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POET Technologies and Lessengers Expand Partnership to Deliver 1.6T 2×DR4 Optical Transceivers for AI Network Connectivity

MWN-AI** Summary

On March 17, 2026, POET Technologies Inc. (NASDAQ: POET) and Lessengers announced an expanded partnership aimed at developing an advanced 1.6T 2×DR4 optical transceiver module, tailored for next-generation AI data centers and hyperscale networks. This collaboration integrates POET’s innovative Optical Interposer™ platform—capable of integrating lasers, modulators, and photodiodes on a compact chip—with Lessengers’ Direct Optical Wiring (DOW) technology, which streamlines optical connectivity.

The new transceiver is crucial for addressing the escalating bandwidth demands imposed by AI infrastructure, with expected samples ready for testing by the second quarter of 2026. Raju Kankipati, POET’s Chief Revenue Officer, highlighted the project’s significance in supporting the increased performance and scalability needed for future data center architectures. Meanwhile, Taeyong Kim from Lessengers emphasized how their DOW technology simplifies optical interconnects, making it ideal for high-efficiency applications.

Both companies will showcase their joint technological advancements at the 2026 OFC Conference, scheduled for March 16-19 at the Los Angeles Convention Center. Analysts project a market demand for over 125 million units of 1.6T DR8 transceivers within the next five years, a sector that will include the newly developed 2×DR4 modules.

POET Technologies, based in Toronto, Canada, specializes in photonic integration solutions for the AI and hyperscale data center markets, while Lessengers focuses on innovative optical connectivity technologies. Their combined efforts signify a significant step toward optimizing data transmission capabilities in AI systems, aligning with industry trends aimed at enhancing optical network performance.

MWN-AI** Analysis

POET Technologies (NASDAQ: POET) is positioned at the forefront of the rapidly evolving optical transceiver market, following its partnership with Lessengers to develop the groundbreaking 1.6T 2×DR4 optical transceiver. This convergence of technologies not only addresses the escalating demands for high-bandwidth solutions in artificial intelligence (AI) networks but also anticipates a significant industry shift towards enhanced optical link capacities in hyperscale data centers.

The anticipated market for 1.6T optical transceivers is substantial, with projections indicating upwards of 125 million units sold over the next five years, as reported by LightCounting. POET’s Optical Interposer™ technology, which integrates critical optical components into a compact platform, plays a pivotal role in reducing costs and energy consumption—a notable advantage in a market increasingly focused on efficiency.

If you’re considering an investment in POET Technologies, a few factors warrant close attention. First, while the partnership with Lessengers enhances POET’s product offering, successful execution in product development and timely market entry will be crucial. The samples are expected in Q2 2026, which aligns with rising market demand; however, potential investors should monitor any delays or setbacks in production.

Second, the integration of Lessengers’ Direct Optical Wiring technology complements POET’s offerings, creating a robust value proposition that enhances the appeal of their transceivers. This collaborative innovation may attract further partnerships, bolstering POET’s competitive edge.

Finally, market dynamics such as the tech adoption rate in AI infrastructures and data center developments should be evaluated. As companies evolve to meet the increasing bandwidth demands, POET appears well-equipped to capture a share of this burgeoning market.

In conclusion, while POET Technologies presents a compelling investment opportunity amid promising technological advancements, investors should remain vigilant regarding execution risks and market shifts.

**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.

Source: GlobeNewswire

SAN JOSE, Calif., March 17, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), a leader in integrated photonics solutions for artificial intelligence networks, and Lessengers, a developer of advanced optical connectivity technologies, today announced the joint development of a 1.6T 2×DR4 optical transceiver module designed for next-generation AI clusters and hyperscale data center networks.

The effort combines POET’s highly integrated optical engines, built on its Optical Interposer™ platform, with Lessengers’ Direct Optical Wiring (DOW) technology, creating a scalable architecture for high-density optical interconnects required by emerging AI infrastructure. The 1.6T 2×DR4 transceiver will utilize POET’s optical engines to integrate lasers, modulators, photodiodes, and passive optical components on a compact photonic platform. Lessengers’ DOW technology provides a flexible optical wiring approach that enables efficient optical routing between photonic devices and fiber interfaces, helping simplify packaging while supporting high-bandwidth optical connectivity.

Samples of the 1.6T 2×DR4 transceiver module are targeted for availability in Q2 2026, aligning with the anticipated industry transition toward higher bandwidth optical links for AI-driven data center networks.

“AI infrastructure is driving rapid increases in optical bandwidth requirements,” said Raju Kankipati, POET’s Chief Revenue Officer. “By combining POET’s Optical Interposer-based optical engines with Lessengers’ innovative Direct Optical Wiring technology, we are developing an efficient path toward 1.6T 2×DR4 transceiver modules that can meet the performance, scalability, and integration requirements of next-generation data center architectures.”

“Lessengers’ Direct Optical Wiring (DOW) technology was developed to simplify optical connectivity while enabling scalable high-speed optical interconnects,” said Taeyong Kim, Chief Marketing Officer at Lessengers. “Integrating our DOW technology with POET’s Optical Interposer platform brings together complementary innovations that support the development of compact, high-performance 1.6T optical modules for hyperscale and AI networking environments.”

Both companies will showcase their technologies at the 2026 OFC Conference and Exhibition, taking place March 16–19 at the Los Angeles Convention Center.

Attendees are invited to visit:

  • POET Technologies – Booth 339
  • Lessengers – Booth 415

to learn more about the companies’ technologies and their work toward next-generation optical interconnect solutions.

The market forecast for 1.6T DR8 is more than 125 million units over the next five years (2027-2031), according to a LightCounting report. Both DR8 and 2xDR4 address the same market, with the only difference being the type of optical connector used.

About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products 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 in 5G networks, machine-to-machine communication, self-contained "Edge" computing applications and sensing applications, such as LIDAR systems for autonomous vehicles.  POET is headquartered in Toronto, Canada, with operations in Allentown, PA, Shenzhen, China, and Singapore.  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
  

About Lessengers
Lessengers is an innovative optical solution provider, powered by its patent DOW technology, which enables cost effective direct optical coupling without the use of lens optics. This provides the most suitable solution for data center applications such as 800G/1.6T optical transceivers, active optical cables (AOCs), on-board, near packaged, or co-packaged optics.

Forward-Looking Statements
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 the Company’s expectations with respect to the success of the Company’s product development efforts, the performance of its products, the expected results of its operations, meeting revenue targets, and the expectation of continued success in the financing efforts, the capability, functionality, performance and cost of the Company’s technology as well as the market acceptance, and inclusion and timing of the Company’s technology in current and future products.

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. Assumptions have been made regarding, among other things, management’s expectations regarding the success and timing for completion of its development efforts, the introduction of new products, financing activities, future growth, recruitment of personnel, opening of offices, plans for and completion of projects by the Company’s consultants, contractors and partners, availability of capital, and the necessity to incur capital and other expenditures and expectations regarding partnerships and co-developments efforts with third-parties. Actual results could differ materially due to a number of factors, including, without limitation, the failure of its products to meet performance requirements, lack of sales in its products, once released, operational risks in the completion of the Company’s anticipated projects, risks affecting the Company’s ability to execute projects, the ability of the Company to generate sales for its products, the ability to attract key personnel, the ability to raise additional capital and the performance of the products highlighted in this release. Although the Company believes that the expectations reflected in the forward-looking information or statements are reasonable, 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 this forward-looking information and statements except as required by law.

120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2- Tel: 416-368-9411 - Fax: 416-322-5075.


FAQ**

How does the partnership between POET Technologies Inc. (NASDAQ: POET) and Lessengers enhance the scalability and efficiency of high-density optical interconnects in emerging AI infrastructure?

The partnership between POET Technologies Inc. and Lessengers leverages innovative optical interconnect solutions to optimize scalability and efficiency, significantly improving data transmission for high-density applications in emerging AI infrastructure.

What specific advantages does the Optical Interposer™ platform from POET Technologies Inc. (POET) provide in developing the 1.6T 2×DR4 optical transceiver module?

The Optical Interposer™ platform from POET Technologies Inc. offers significant advantages such as integration of multiple functions on a single chip, high bandwidth capacity, improved power efficiency, and reduced size, enabling the development of the compact and high-performance 1.6T 2×DR4 optical transceiver module.

Can you elaborate on the anticipated market demand for the 1.6T 2×DR4 transceiver module developed by POET Technologies Inc. (POET) in relation to the industry transition toward high-bandwidth optical links?

The anticipated market demand for POET Technologies' 1.6T 2×DR4 transceiver module is expected to rise significantly as industries increasingly adopt high-bandwidth optical links to meet the growing needs for data capacity and faster transmission speeds.

How does Lessengers' Direct Optical Wiring technology integrate with POET Technologies Inc. (POET) optical engines to drive innovation in optical connectivity for hyperscale data centers?

Lessengers' Direct Optical Wiring technology complements POET Technologies Inc.'s optical engines by enabling seamless, high-speed data transmission and reduced complexity in hyperscale data centers, ultimately driving innovation in optical connectivity and enhancing performance.

**MWN-AI FAQ is based on asking OpenAI questions about POET Technologies Inc. (NASDAQ: POET).

POET Technologies Inc.

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