Not sure how long you've been paying attention, but apparently some of the market has already decided....

While POET devices have already been successfully manufactured and validated at a third-party foundry without using POET/TDK, its availability now makes such technology migration much easier in the future. POET/TDK and associated information is shared only under non-disclosure agreements (NDA) with current and potential partners and customers for the express purpose of evaluation of and migration to the POET platform.