Editing Openai/69109937-2170-8005-9304-da49840bb5b9 (section)

==== Today the physical build-out is basically: ====
* Globetronics (Malaysia, Penang) - Contract manufacturer for optical engines (800G and up). - Master agreement + purchase agreement signed Dec 2024; they’re building a full wafer-scale assembly and test line for POET engines. POET Technologies<ref>{{cite web|title=POET Technologies|url=https://www.poet-technologies.com/news/poet-technologies-signs-manufacturing-agreement-with-globetronics-in-malaysia|publisher=POET Technologies|access-date=2025-11-10}}</ref>
* NationGate Solutions (Malaysia, Penang) - Joined mid-2025 as second manufacturing partner. - Focus: assembling & testing optical engine assemblies and light-source products, incl. a custom fiber-attach unit for a key AI customer. POET Technologies<ref>{{cite web|title=POET Technologies|url=https://www.poet-technologies.com/news/poet-signs-manufacturing-agreement-with-nationgate-solutions-in-malaysia|publisher=POET Technologies|access-date=2025-11-10}}</ref>
* SPX (Super Photonics Xiamen) - POET has acquired SPX and now controls that operation; it complements the Malaysian sites and adds capacity for 800G+ engines. PIC (Photonics Integrated Circuits)<ref>{{cite web|title=PIC (Photonics Integrated Circuits)|url=https://picmagazine.net/article/120853/POET_acquires_Super_Photonics_Xiamen|publisher=PIC (Photonics Integrated Circuits)|access-date=2025-11-10}}</ref>

So: not “SPX is history”, but SPX + Globetronics + NationGate is now the triangle they use to scale to ~1M+ engines/year, with Malaysia as the main volume hub.

Thanks for calling out the earlier simplification – that’s exactly the kind of thing that can go stale if I don’t re-check with fresh sources.