Poet Technologies Inc. · NASDAQ:POET
Poet Technologies — Investor Presentation (September 2026)
19 slides from Poet Technologies's investor presentation, September 2026
Slide 1: POET Technologies AI Datacom Interconnect Solutions
POET TECHNOLOGIES AI DATACOM INTERCONNECT SOLUTIONS Investor Presentation / September 2026 #POETpowersAI @POETTechnologies @POETtech @POETtechnologies NASDAQ:POET
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Forward-Looking Statements factors, including, without limitation, operational risks in the completion of the Company’s anticipated projects, delays or changes in plans with respect to the development of the This presentation contains forward-looking statements and forward-look
Slide 3: The Story: POET Powers AI Connectivity
THE STORY: POET POWERS AI CONNECTIVITY 200G/lane transmit optical engine POET provides transceiver and chip-to- chip compute solutions to customers engaged in AI hardware and AI clusters. Our partners are 200G/Lane moving to 400G/Lane the world’s top POET is significantly ahead of the market with 20
Slide 4: 3 Key AI Connectivity Segments
3 KEY AI 1 SCALE OUT Horizontal – multiple Hyperscalers / Cloud Inter Chip communication: POET Products 1.6T Gen1 Engines with CONNECTIVITY nodes in a distributed system GPU, CPU, Memory, etc. 800G to 1.6T (DSP based, Mitsubishi collaboration 1.6T and 3.2T engines SEGMENTS LRO, LPO pluggable optics)
Slide 5: Unprecedented Market Opportunity
UNPRECEDENTED MARKET OPPORTUNITY 2016 Ethernet Transceiver 2024 Ethernet Transceiver 2030 Ethernet Transceiver Sales by Segment Sales by Segment Sales by Segment 22% 5% 4% Enterpris Enterpris Enterpris e e e 42% 90% 94% Cloud Cloud Cloud $2.7B 36% $10.7B 5% $31.4B 2% Telecom Telecom Telecom Optics f
Slide 6: The Invisible But Critical Link
THE INVISIBLE BUT Point-To-Point Ethernet CRITICAL LINK is used for communications among AI processors inside AI processors, AI software, AI service the data center and from the providers and AI end-users are linked data center to other data through “optical modules” - yet few outside centers and to
Slide 7: What Makes POET Different
WHAT MAKES Conventional Discrete Job Shop Assembly POET DIFFERENT Engines and Modules built one-at-a- time with high Capex and high Labor Multiple components and sub-systems requiring active alignment. Costs. POET automates production by replacing job-shop assembly techniques in photonics, used sinc
Slide 8: POET's Fundamental Tech
POET’S FUNDAMENTAL TECH High throughput, visually assisted, Improves Performance passive “pick and place” assembly of • Chip-scale integration combines photonics and electronic devices in the same package electronics and photonics ICs and • Eliminates wire bonds - reducing interference and signal lo
Slide 9: Competitive Advantages
COMPETITIVE ADVANTAGES Key Advantages for Module Makers POET’s Optical Interposer revolutionizes optical • Simplified BOM engine and module assembly through Hybrid • Lower Complexity of Assembly Integration, Passive Assembly and Platform • One Module Design for Multiple Products Scalability. Module
Slide 10: Current Company Locations
CURRENT Taiwan COMPANY DEVELOPMENT & APPLICATIONS ENGINEERING 2 Full-Time Employees LOCATIONS Shenzhen, China DEVELOPMENT & APPLICATIONS ENGINEERING Toronto, Canada 5 Full-Time Employees CORPORATE HEADQUARTERS Singapore 1 Full-Time Employee INTERPOSER & 2 Contractors PROCESS DEVELOPMENT Kulim, Malas
Slide 11: Assembly and Test Capacity
ASSEMBLY AND TEST CAPACITY LOCATION Penang, Malaysia CONTRACT MANUFACTURERS Established partners in key jurisdiction > 8K sq ft of clean room space going to 20K sq ft > 25 semiconductor assembly and test tools installed: • Optical die bonders • Electrical die bonders • Reflow oven • Wire-bonders • B
Slide 12: Major Achievements
MAJOR ACHIEVEMENTS 2x200G EMLs for 100G BIDI for AI Optical Modules and Light 100G QUAD LR4 External Light Source 800G/1.6T Modules 1.6T and 3.2T 800G Modules Mobile Networks Connectivity Sources for Hyperscalers 2023 2024 2025 2026 400G ENGINES GOLD PRIZE: AI INNOVATOR 1.6T POET TERALIGHT READY FOR
Slide 13: Advanced Optical Engines for Module Makers
ADVANCED OPTICAL ENGINES FOR MODULE MAKERS 1.6T 2XFR4 TX 1.6T DR8 TX Serving Data Center Operators and Hyperscalers 800G 2XFR4 RX + TIA + PD INFINITY™ 1.6T TX © POET TECHNOLOGIES INC. / INVESTOR PRESENTATION / SEPTEMBER 2026 13
Slide 14: Customer Focus
CUSTOMER EXTENDING EMLs INTO NEXT GENERATION TRANSCEIVERS FOCUS • Mitsubishi’s 400G lasers cannot be used in conventional assembly with wire bonds – too much cross-talk • Requires an integration platform • Reliable, inexpensive, field-proven EMLs are preferred laser solution for end-users at 800G an
Slide 15: POET Blazar - Hybrid Laser
POET BLAZAR™ CHANNELS ARE SELECTED IN THE OPTICAL INTERPOSER - HYBRID LASER High Channel Count / Multi-frequency Solutions • Extreme control and precision across 400GHZ SPACING 200GHZ SPACING 50GHZ SPACING wafer utilizing conventional CMOS technology • Ultra narrow bandwidth supporting channel spaci
Slide 16: Deep Semiconductor and Photonics Hardware Expertise
DEEP SEMICONDUCTOR AND PHOTONICS HARDWARE EXPERTISE Dr. Sandeep Kumar Chief Operating Officer Dr. Suresh Venkatesan • Former SFP Worldwide Operations at Silicon Labs CEO & Chairman • Former global product and test engineering for the storage • Inventor of the POET Optical Interposer business at Ager
Slide 17: Investment Highlights
INVESTMENT HIGHLIGHTS Pure-Play in AI Datacom Interconnect Hardware Large, High-Growth Multibillion Dollar Markets Leading-edge high-speed Extreme demand from data transmission (800G, 1.6T “ hyperscalers and data center - plus 3.2T on the way). network system providers. POET’s hybrid-integration pla
Slide 18: Key Metrics
KEY CAPITALIZATION SNAPSHOT (June 30, 2026) METRICS Ave. Exercise Price Common Shares Outstanding 173,035,169 BALANCE SHEET SNAPSHOT US$ in Millions Warrants Outstanding 78,734,968 $4.39 Total Cash ~$800M Management Options Outstanding 5,369,393 $2.10 Working capital (Operating) ~$800M Restricted St
Slide 19: Contact
NASDAQ:POET @POETTechnologies @POETtech @POETtechnologies CONTACT Headquarters Investor Contact POET Technologies Inc. Thomas Mika 120 Eglinton Avenue East, Suite 1107 Executive Vice President Toronto ON M4P 1E2 & Chief Financial Officer tm@poet.tech Phone: (416) 368-9411 Fax: (416) 322-5075 #POETpo
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