Applied Optoelectronics, Inc. vs POET Technologies Inc.: AI supply-chain exposure compared
POET Technologies Inc. carries the heavier AI-chain exposure (Applied Optoelectronics, Inc. 61/100 vs POET Technologies Inc. 75/100). They share 3 parts of the chain — including 1.6T optics, Optical interconnect, Indium phosphide. Each owns 1 binding node.
Based on 3 mapped exposures for Applied Optoelectronics, Inc. and 5 for POET Technologies Inc..
- Chain weight
- 61/100
- Parts exposed
- 6
- Layers spanned
- 1
- Bottlenecks owned
- 1
- Chain weight
- 75/100
- Parts exposed
- 6
- Layers spanned
- 1
- Bottlenecks owned
- 1
Where they overlap
Only Applied Optoelectronics, Inc.
Only POET Technologies Inc.
Frequently asked
Is Applied Optoelectronics, Inc. or POET Technologies Inc. more exposed to the AI supply chain?
POET Technologies Inc., on the model's chain-weight (Applied Optoelectronics, Inc. 61/100 vs POET Technologies Inc. 75/100).
What do Applied Optoelectronics, Inc. and POET Technologies Inc. have in common in the AI chain?
Both are exposed to 1.6T optics, Optical interconnect, Indium phosphide.
How is this Applied Optoelectronics, Inc. vs POET Technologies Inc. comparison made?
From THE ENTITY's model of the AI value chain — each company's exposures to the parts of the chain, weighted by how central those parts are and its role. Structural, not a price target.
A structural comparison from our model of the AI value chain — illustrative, not investment advice.