Poet Technologies - die Revolution in der Halbleiterbranche ?!?

http://www.compoundsemiconductor.net/article/...-billion-in-2018.html

wenn dieser milestone von z.b. Finisar gefordert wäre, ein Markt ist vorhanden

 

scheint ja einige diskussionen zu verursachen.
eher wahrscheinlich ließe sich über ajit m. eine Verbindung zu NXP semiconductor ziehen, schließlich war er dort cmo und könnte das zu würdigen wissen. die übernahme von freescale vor kurzer zeit... passt meiner einschätzung nach zu der aussage von peter c.: "ducks are linin up"  

http://www.marketwired.com/press-release/...x-venture-ptk-2004806.htm  

Formation of Technology Roadmap Advisory Board

The Company announces the formation of a "Technology Roadmap Advisory Board" comprising of Dr. Geoff Taylor, Ajit Manocha, and Tony Blevins. This Advisory Board collectively has extensive expertise in the semiconductor industry, supply chain management and operations, consumer products, and key technology markets, with over 100 years of combined experience.

 

Wer verkauft da kurz vor dem Schluss 16000 Stück?
 

Was ist bei dieser Versammlung zu erwarten? Kann man da auf eher positive News hoffen oder steht da ein Aktiensplitt oder sonstiges bevor?  

http://www.marketwired.com/press-release/...x-venture-ptk-2007606.htm

 

http://www.bloomberg.com/profiles/people/3370368-todd-a-debonis

triquint:

http://www.ariva.de/qorvo,_inc.-aktie/bilanz-guv

 

Na da bin ich mal gespannt wie es nach dem schwachen Freitag hier weiter geht.
Hoffnung auf die nächste positive New und den nächsten kleinen Hype  

wir haben Triquint a.B. http://www.triquint.com/   (10Mrd MK) http://agoracom.com/ir/POETTechnologies/press_releases 08.04.15

wir haben APPLE on board. (tony blevins, vp of procurement http://www.cultofmac.com/266554/...d-next-round-apple-samsung-battle/)

procurement? --> geil

 Funktion: TRAB: technical roadmap advisory board.  http://www.poet-technologies.com/...ae-systems-and-corporate-updates/

wir haben A.M. den ex CEO von Global Foundries (http://de.wikipedia.org/wiki/Globalfoundries)und Goeffrey Taylor, dem Entwickler der POET Technologie

wir haben intermolecular an Bord.http://www.poet-technologies.com/...tor-relations/board-of-directors/

was zur Hölle.

Das Ding wird an der Venture in Kanada gelistet, eine Notierung für Wagniskapital.

ich kaufe seit mittlerweile Jahren und habe gestern gekauft. weiter gehts.

 

Da sammelt sich das who is who der Halbleiterbranche bei einem Nebenwert. Good times ahead!

POET Technologies Announces Appointment of Chief Operating Officer ("COO")

TORONTO, ONTARIO and STORRS, CONNECTICUT--(Marketwired - April 27, 2015) - POET Technologies Inc. (TSX VENTURE:PTK)(OTCQX:POETF) - developer of the planar opto-electronic technology ("POET") platform for monolithic fabrication of integrated circuit devices containing both electronic and optical elements on a single semiconductor wafer - is extremely pleased to announce the appointment of Dr. Subhash Deshmukh as COO of the Company. Dr. Deshmukh will commence his new position on June 8, 2015 to give him time to fulfill his duties with his current employer.

Most recently, Dr. Deshmukh has been Vice President of Emerging Technologies and Products at Applied Materials, (24Mrd GE MKap)Inc. (NASDAQ:AMAT). Prior to rejoining Applied Materials, he served as Vice President and General Manager of the Plasma Products Business Unit as well as Vice President of Business Development for Varian Semiconductor Equipment Associates Inc. (NASDAQ:VSEA). Varian Semiconductor was acquired by Applied Materials in November 2011. Before moving to Varian Semiconductor, Dr. Deshmukh served as General Manager of the Dielectric Etch Products Division of Applied Materials. He previously served in a number of executive and management positions with increasing responsibility at Applied Materials, Lam Research, and AMI Semiconductors. Dr. Deshmukh holds a PhD in Chemical Sciences, has authored and co-authored over 55 technical articles and has been granted over 27 patents, with several patents pending.

In making the announcement, Mr. Copetti, interim CEO and Executive Co-Chairman commented: "We are very pleased to have Subhash join the Company due to his proven track record in leading technology companies, both in technology development and strategies to create sustainable revenues. Subhash's appointment marks another crucial step in the Company's succession plan as it moves towards monetizing the POET process."

Dr. Deshmukh commented: "I see tremendous potential with POET Technology's innovative approach to combining Si based IC's with III-V materials based optical components on the same chip that could revolutionize the mobility, telecommunications/networking, large data management, and other technology sectors.  I am very excited to be part of the team to drive this innovation into the market."

Stephane Gagnon, who has been serving as COO, has agreed to stay on and help the Company through a period of transition in senior management. Mr. Copetti added: "I would like to thank Stephane for his hard work and tireless efforts during the time he served as COO of the Company. Stephane was a key member in laying the foundation for the Company's current direction."

Dr. Deshmukh was granted 1,500,000 options to purchase common shares of the Company. The options may be exercised at a price of CAD $1.62 per share for a term of 5 years from the effective date of his employment (the "Effective Date"), expiring on April 24, 2020. The option terms were determined based on current market price in accordance with the TSX Venture Exchange Policies and Company's Stock Option Plan (the "Plan") and the options will vest as follows: 250,000 options on the first anniversary of the Effective Date; 416,666 options on the second anniversary; and 416,667 options on each of the third and fourth anniversary.

About POET Technologies Inc.

POET Technologies is the developer of the POET platform for monolithic fabrication of integrated circuit devices containing both electronic and optical elements on a single semiconductor wafer. With its head office in Toronto, Ontario, Canada, and operations in Storrs, CT, the Company, through ODIS Inc., a U.S. company, designs III-V semiconductor devices for military, industrial and commercial applications, including infrared sensor arrays and ultra-low-power random access memory. The Company has several issued and patents pending for the POET process, with potential high speed and power-efficient applications in devices such as servers, tablet computers and smartphones. The Company's common shares trade on the TSX Venture Exchange under the symbol "PTK" and on the OTCQX under the symbol "POETF". For more information please visit our website at www.poet-technologies.com.

ON BEHALF OF THE BOARD OF DIRECTORS

Michel Lafrance, Secretary

 

http://www.economist.com/news/...d-still-halve-every-few-years-beyond

 

Der Artikel im Economist ist sehr lang, so dass mancher gar nicht bis zum Ende vordringt. Daher der Hinweis: das Wichtige (hinsichtlich Poet) steht im allerletzten Abschnitt.  

die beiden absaetze davor, hinsichtlich der unrentablen strukturverkleinerung ab 28nm und der Zwickmühle die dadurch für apple entsteht (kleinere devices respektive mehrkosten) sind auch sehr erfreulich! vor allem wenn man als POET aktionär schon ahnt, dass Apple in Form von Tony Blevins vermutlich bereits auf Tuchfühlung gegangen ist. Als wollte man durch die Blume etwas mitteilen.  

hinsichtlich eines Interessenten für die Poet -Technologie.
Es hört sich zwar alles immer gut an aber langsam wird man ungeduldig . Wenn man einen Großen Interessenten hätte bräuchte man gar nicht über einen 3:1 Aktiensplit  nachdenken, Käme nämlich solch eine News , würde sich der Kurs von alleine in Richtung 3 Euro bewegen. Man schaue sich die Entwicklung z.B einer Infineon an welche sich nach dem Crash  innerhalb kurzer Zeit vervielfacht hat.
Was denkt ihr darüber gibt es bald eine Knallernews oder dümpelt unsere Poet noch über Monate noch so dahin?  

werden kommen. ich habe den eindruck, dass poet durch fein formulierte und wohlüberlegte mitteilungen zeigt: we re on track. genau wie du sagst, 3:1.
letztes jahr war es noch ein vorschussrecht auf 5:1. möglicherweise braucht das management nur die absicherung, dass es selbst im Falle eines crashs trotzdem an die nasdaq geht, um weitere abläufe nicht in Gefahr zu bringen. die erfolgreiche Vereinnahmung von deshmukh von applied materials hat mich letztlich vollendst davon überzeugt, dass wir hier an einem extrem heißen Ding dran sind. Ringoszillator und Vcsel werden wohl funktionieren, sonst ließe sich Spitzenpersonal mit entsprechender reputation nicht gewinnen. will nicht pushen, habe ich ja nix davon da ich nicht verkaufe wenn wir nen cent oder dollar steigen, aber ich denke hier wird (Börsen)-Geschichte geschrieben. Wir sind dabei. :)  

und ich will es natürlich auch bleiben. Wie du sagst stimmt mich der Personaleinkauf auch sehr optimistisch. Es müssen ja Erfolgsaussichten hinsichtlich der Poettechnologie bestehen sonst hätten diese besagten Leute sich nicht verpflichten lassen. und auch die Kooperation mit dieser englischen Rüstungsfirma hört sich sehr vielversprechend an. Hoffen wir mal das die momentane Ruhe hinsichtlich von News seitens der Poetchefetage darauf zurückzuführen ist,das schon eventuelle Verhandlungen bzw. Gespräche mit möglichen Kunden laufen. Ich denke das spätestens anfang September, wenn die Zusammenarbeit mit dieser bekannten Rüstungsfirma mit entsprechenden positiven Ergebnissen beendet ist.
Also Daumen drücken und vielleicht ist was dran an deiner Börsengeschichtsschreibung seitens unserer Poet :)  

juni ist das ende des 2. quartals.
News für das following quarter wurden bereits während des 1. quarters angekündigt.

am 08. Juni fängt deshmukh an.

am 12. Juni ist die HV.

der pnp abverkauf könnte bereits zu Ende sein.

Mr. Manoucha soll laut Fj bereits beim letzten Agm gesagt haben: Next year we will stand hear and bell our chests.

...ok, wir stehen nicht hier, sondern im silicon valley.

ich bleibe fest bei der Annahme, dass alle Aktionäre noch vor der HV im 2. Quartal noch zumindest mit einem update rechnen können. ich vermute zwischen dem 6. & 10. Juni.

 

...möglicherweise enger mit uns verknüpft?
http://www.manufacturing.gov/amp.html

by Black Shaker Quelle agoracom:

President Obama launched the Advanced Manufacturing Partnership Steering Committee ?2.0,? part of a continuing effort to maintain U.S. leadership in the emerging technologies that will create high-quality manufacturing jobs and enhance America?s global competitiveness. The new Steering Committee includes Ajit Manocha, CEO of GlobalFoundries, and Mike Splinter, executive chairman of the board of Applied Materials.

der ehemalige VP von Applied Materials in Sachen Emerging Technologies fängt am 08.06. bei Poet an.

President Obama Launches Advanced Manufacturing Partnership Steering Committee ?2.0?

WASHINGTON, DC ? Today, President Obama launched the Advanced Manufacturing Partnership Steering Committee ?2.0,? part of a continuing effort to maintain U.S. leadership in the emerging technologies that will create high-quality manufacturing jobs and enhance America?s global competitiveness. The Advanced Manufacturing Partnership (AMP) was created by the President in 2011 with the recognition that industry, academia, and government must work in partnership to revitalize our manufacturing sector.

The new Steering Committee comprises leaders in industry, academia, and labor, will build on progress made by the inaugural Advanced Manufacturing Partnership Steering Committee, created by the President. As outlined in its report released last year, Capturing Domestic Competitive Advantage in Advanced Manufacturing, that group called for a national effort to strengthen the U.S. advanced manufacturing sector.

Most importantly, the inaugural Steering Committee called for sustaining U.S. investments in science, technology, and innovation; establishing a National Network of Manufacturing Innovation Institutes?a set of public-private partnerships to build shared high-tech facilities and advance U.S. leadership in emerging technologies; upgrading community-college workforce training programs and deploying the talent of returning veterans to meet critical manufacturing skills needs; and improving the business climate for manufacturing investment through tax, regulatory, energy, and trade reform. The new Steering Committee will build on the progress made over the last several years and continue to make America a magnet for jobs and manufacturing so we continue to manufacture things the rest of the world buys.

Through Administrative action, bipartisan legislative proposals, and private-sector initiatives, several of the Steering Committee?s original recommendations are now well underway.  For example, this fall, three new manufacturing-innovation institutes will join the pilot institute created last year in Youngstown, Ohio, as a down payment on the formation of a National Network for Manufacturing Innovation. Also in response to the initial Steering Committee, the Administration has made investing in community colleges an important focus, proposing an $8 billion fund to help community colleges work with industry on new workforce development and training collaborations. The Administration continues to make investment in advanced manufacturing research and development a sustained priority, with a focus on accelerating the launch of technologies from lab to market.

The Advanced Manufacturing Partnership Steering Committee 2.0 will function as a working group of the President?s Council of Advisors on Science and Technology (PCAST). In addition, it will work closely with the White House?s National Economic Council and Office of Science and Technology Policy and the Department of Commerce, to fully implement the initial Steering Committee?s previous recommendations, scale promising manufacturing workforce innovations and partnerships, and identify new, concrete strategies for securing the Nation?s competitive advantage in transformative early-stage technologies.

In addition, the Advanced Manufacturing Steering Committee 2.0 will engage the broader manufacturing community through regional working sessions and forums designed to surface examples of innovative strategies to build US manufacturing competitiveness.

Recognizing that the U.S. manufacturing sector draws its strength from a multitude of tightly linked capabilities contributed by the private sector, academia, and labor, the Advanced Manufacturing Partnership and its second-generation Steering Committee will draw upon leadership from across manufacturers of all sizes, leading universities, and labor. Chaired by Andrew Liveris, President, Chairman, and CEO of the Dow Chemical Company, and Rafael Reif, President of the Massachusetts Institute of Technology, the new Steering Committee includes:

   Wes Bush, Chairman, CEO and President, Northrop Grumman Corp.
   Mary Sue Coleman President, The University of Michigan
   David Cote, Chairman and CEO, Honeywell
   Nicholas Dirks, Chancellor, University of California, Berkeley
   Kenneth Ender, President, Harper College
   Leo Gerard, International President, United Steelworkers
   Hon. Shirley Ann Jackson, President, Rensselaer Polytechnic Institute
   Eric Kelly, President and CEO, Overland Storage
   Klaus Kleinfeld, Chairman and CEO, Alcoa Inc.
   Andrew Liveris, President, Chairman, and CEO, The Dow Chemical Company
   Ajit Manocha, CEO, GLOBALFOUNDRIES
   Douglas Oberhelman, Chairman and CEO, Caterpillar Inc.
   Annette Parker, President, South Central College
   G.P. ?Bud? Peterson, President, Georgia Tech
   Luis Proenza, President, The University of Akron
   Rafael Reif, President, Massachusetts Institute of Technology
   Eric Spiegel, President and CEO, Siemens Corp.
   Mike Splinter, Executive Chairman of the Board, Applied Materials Inc.
   Christie Wong Barrett, CEO, Mac Arthur Corp.

For more information about the Advanced Manufacturing Partnership, please visit: http://www.manufacturing.gov/amp.html

 

vielen Dank für Deine Berichterstattung!

Auch ich bin ein überzeugter POET. Meine Frage: Fliegst Du zur AGM am 12.06.2015 ?  

werde wohl nicht zur HV fliegen, bin mir aber sicher, dass die agoras ausführlich berichten werden. möglicherweise flieg ich in einigen jahren mal hin, um mich im q&a teil beim management für die durch POET erreichte wirtschaftliche unabhängigkeit zu bedanken. ;)  

da bin ich dann auch dabei

Wie Du oben schon berichtet hast, fängt unser COO am Montag an, Freitag ist AGM und die Apple World Wide Developer Conference erwartet uns. Wird nicht langweilig!

 

jetzt kann die party beginnen.

http://www.marketwatch.com/story/...06-11-817326?reflink=MW_news_stmp

 

"Dr. Geoff Taylor, POET founder added: "On behalf of the Board of Directors, I would like to express our most sincere thanks to Peter for his vision and his determination to take POET to the next level. The financial turnaround of the company was remarkable and is now complete. We are now focused on product development and achieving revenue. Peter raised the bar every day and executed tirelessly towards his vision for the company. He has assembled a great team both at the Board of Directors level and at the POET executive level which has substantially augmented our semiconductor industry experience to deliver on the POET Technology for our shareholders."  

stimmt und wahr wird, hat sich das warten über die Jahre mit allen auf und ab gelohnt.