POET Technologies Inc（POET）今日夜盘股价大跌11.95%，引起了市场的广泛关注。
消息面上，公司宣布已取消所有来自Celestial AI的采购订单，包括2023年首次披露的首批生产单元订单。此次订单取消源于迈威尔半导体公司（收购Celestial AI的公司）的书面通知，迈威尔指出取消订单的原因是POET违反保密义务，披露了与采购订单和发货信息相关的机密信息。此前，POET也曾指控迈威尔在合作中存在违反保密协议的行为，这一系列的保密纠纷和重要订单的取消，严重打击了市场对该公司商业合作关系稳定性和未来营收预期的信心。
该订单此前被市场视为POET业务拓展的重要里程碑，全面取消导致投资者抛售股票，光通信概念股也普遍承压。公司表示将继续专注于人工智能和光网络市场的产品研发，并推进向其他客户的订单交付。
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