POET – What Luxshare’s 800G Mass Production Really Signals
Luxshare entering mass production of 800G SiPh modules is effectively the first external confirmation that POET’s scalable revenue window for 2025–2026 has opened.
Structural meaning of Luxshare M/P
•800G demand entering full multi-vendor ramp from 2026.
•Luxshare is one of POET’s known 800G sampling/co-development partners.
•“Customer M/P triggers POET revenue” — the condition is now being met.
Luxshare announced that its 800G silicon photonics (SiPh) modules have entered mass production on November 11th, while 1.6T-class versions are under customer validation