Marvell 订单取消后 POET Technologies (POET) 股价暴跌 40% 以上

在 Marvell Semiconductor 决定终止通过 Celestial AI 执行的所有未完成采购订单后，POET Technologies 的股票经历了大幅抛售。 POET Technologies Inc., POET On April 23, Marvell delivered formal written notification of contract termination. The semiconductor giant pointed to unauthorized disclosures of proprietary information concerning order specifications and shipment schedules. The controversy erupted after POET’s Chief Financial Officer publicly discussed details of the Marvell agreement during a media interview. According to Marvell, these statements breached the confidentiality provisions governing their business relationship.终止的合同涵盖了 POET 最初于 2023 年 4 月透露的初始产量。鉴于最近的价格走势，这一消息带来了特别痛苦的打击。 In the week preceding the cancellation announcement, POET shares had climbed approximately 76%, approaching the 52-week peak of $15.50. The previous week brought extreme volatility. Initial disclosure of the Marvell partnership propelled shares higher before profit-taking triggered a sharp reversal. The stock managed to rebound by Friday’s close, finishing the week with solid gains. Monday’s collapse wiped out most of those recent advances.该股暴跌 44.37%，交易量激增至约 9400 万股，几乎是三个月日均交易量 1052 万股的九倍。 Notwithstanding the Marvell setback, POET Technologies emphasized ongoing commercial activity with other partners.管理层确认了与一家未公开的技术公司达成的价值约 500 万美元的现有购买协议。该公司表示，“仍专注于执行其战略重点并推进人工智能和光网络市场的产品开发，以满足不断增长的需求。”尽管周一大幅下跌，POET 股价今年迄今仍保持 27.8% 的涨幅，交易价格较 12 个月前的水平高出约 250%。 Activist short seller Wolfpack Research recently announced a bearish position in POET.该研究公司指出了美国投资者潜在的税务报告复杂性，并质疑该公司的战略重新定位模式，将 POET 描述为主要从事“股票促销”。最近宣布的几项合作仍然保持不变。 POET 宣布与 Lessengers 建立合作伙伴关系，专注于开发专为人工智能计算集群和超大规模数据中心基础设施设计的 1.6T 光收发器模块。 This joint effort combines POET’s Optical Interposer platform with Lessengers’ Direct Optical Wiring capabilities.此外，POET与光宝科技达成合作协议，针对人工智能网络和数据中心的光通信模块。此次合作的重点是通过 POET 专有的中介层平台将光学元件与电子元件集成。 Marvell 股价周一也出现下跌，跌幅为 5.77%。 POET management reiterated its commitment to satisfying delivery obligations for all remaining customer relationships.