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POET vs Beijing YanDong MicroElectronic Co. Ltd. A: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

POET Technologies Inc (POET)

Q2 2026
▲2▼2

POET's AI optical tech draws buyers, but legal and order-cancellation risks weigh

  • Class action lawsuits over tax status and confidentiality Multiple law firms filed a securities class action against POET, alleging it hid its likely passive foreign investment company tax status and that an executive broke a confidentiality agreement. This legal cloud can scare investors and pressure the stock down.

    This is a major new legal risk that directly weighs on POET's price.

  • Marvell/Celestial AI order cancellations Marvell Semiconductor canceled all purchase orders from Celestial AI, citing unauthorized disclosures. This removed a key customer and caused a sharp stock drop. The lost orders hurt revenue expectations and investor confidence.

    This is a concrete demand loss that explains recent price weakness.

  • AI data center optical bottleneck opportunity POET's optical interposer technology addresses data movement bottlenecks in AI data centers. Investors see big upside if it scales, as AI clusters need faster, lower-power connections. This is the main growth story pushing the stock up.

    This is the core positive driver behind POET's long-term appeal.

  • Lumilens supply agreement and $50M order POET signed a supply deal with Lumilens for an electrical-optical interposer, with an initial $50 million order that could grow to over $500 million in five years. This validates its tech and adds a new revenue stream.

    This is a new commercial win that supports the bullish case.

June 2026
▲2▼2

POET's AI optical tech draws buyers, but legal and order-cancellation risks weigh

  • Class action lawsuits over tax status and confidentiality Multiple law firms filed a securities class action against POET, alleging it hid its likely passive foreign investment company tax status and that an executive broke a confidentiality agreement. This legal cloud can scare investors and pressure the stock down.

    This is a major new legal risk that directly weighs on POET's price.

  • Marvell/Celestial AI order cancellations Marvell Semiconductor canceled all purchase orders from Celestial AI, citing unauthorized disclosures. This removed a key customer and caused a sharp stock drop. The lost orders hurt revenue expectations and investor confidence.

    This is a concrete demand loss that explains recent price weakness.

  • AI data center optical bottleneck opportunity POET's optical interposer technology addresses data movement bottlenecks in AI data centers. Investors see big upside if it scales, as AI clusters need faster, lower-power connections. This is the main growth story pushing the stock up.

    This is the core positive driver behind POET's long-term appeal.

  • Lumilens supply agreement and $50M order POET signed a supply deal with Lumilens for an electrical-optical interposer, with an initial $50 million order that could grow to over $500 million in five years. This validates its tech and adds a new revenue stream.

    This is a new commercial win that supports the bullish case.

Latest
▲2▼2

POET's AI optical tech draws buyers, but legal and order-cancellation risks weigh

  • Class action lawsuits over tax status and confidentiality Multiple law firms filed a securities class action against POET, alleging it hid its likely passive foreign investment company tax status and that an executive broke a confidentiality agreement. This legal cloud can scare investors and pressure the stock down.

    This is a major new legal risk that directly weighs on POET's price.

  • Marvell/Celestial AI order cancellations Marvell Semiconductor canceled all purchase orders from Celestial AI, citing unauthorized disclosures. This removed a key customer and caused a sharp stock drop. The lost orders hurt revenue expectations and investor confidence.

    This is a concrete demand loss that explains recent price weakness.

  • AI data center optical bottleneck opportunity POET's optical interposer technology addresses data movement bottlenecks in AI data centers. Investors see big upside if it scales, as AI clusters need faster, lower-power connections. This is the main growth story pushing the stock up.

    This is the core positive driver behind POET's long-term appeal.

  • Lumilens supply agreement and $50M order POET signed a supply deal with Lumilens for an electrical-optical interposer, with an initial $50 million order that could grow to over $500 million in five years. This validates its tech and adds a new revenue stream.

    This is a new commercial win that supports the bullish case.

Beijing YanDong MicroElectronic Co. Ltd. A (688172.CG)

Q3 2026
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.

August 2026
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.

Latest
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.