BC, you are right, POET can not be a monopoly play. And they set their strategy exactly right!

I am sure sooner or later all foundries will use it (nice!!! for us).
So here the question is just: Who is first establishing the process, and this lead already will give GF a nice boost. Exactly this seems to be the plan of AM.

And the same will be for all the fabless chip makers, - one will be the first, - and one cell phone producer will be the first, but soon all others will (have to) follow.

This will be like an avalanche -

POET snow everywhere :-)

(Just dreaming... of a white Christmas)

.. * !!! * *
. * (':') ./*
...(... )/ *
..(...../)....