When searching on the GSF website, I found BASF to participate. That is interesting...
Speaking for Europe, GaAs has been registered by the EU Regulation (REACH):
http://apps.echa.europa.eu/registered/data/dossiers/DISS-9eb10650-da4f-6514-e044-00144f67d031/DISS-9eb10650-da4f-6514-e044-00144f67d031_DISS-9eb10650-da4f-6514-e044-00144f67d031.html
See the companies after "Registrants/Suppliers". Not sure who is covered behind "confidential" - might or might not be BASF. Will this bring any link to POET?
Slightly important is the fact that GaAs is not considered to be a hazardous chemical in the EU. This would mean no high regulatory burdens regarding its import/manufacturing and use.
Second, BASF is working on probably similarity to what POET is doing (does anyone understand the details better than I do?), see the pdf when clicking on the link:
http://www.google.de/url?sa=t&rct=j&q=&esrc=s&frm=1&source=web&cd=2&cad=rja&uact=8&ved=0CDUQFjAB&url=http%3A%2F%2Fwww.avsusergroups.org%2Fcmpug_pdfs%2FCMP2013_5YLan-BASF.pdf&ei=4w4gU-frAovpywOOooGwBw&usg=AFQjCNGLn_FuN68FXH2LCMxelpXFMiK84A
I don't know if POET might cooperate with BASF regarding the technical and monetization projects.
Looking forward to your comments.