Reading articles such as this one that shows the progress Globalfoundries is making into taking business away from TSM, helps to look positively to the future for POET. Looking forward to the AGM, and hearing from AM.

Steve Mullane and Paul Peterson of BlueFin Research Partners are more adamant about the threat of Samsung and Global, writing that their collaboration is “an industry game changer with pricing implications,” specifically that “monopoly pricing at leading edge nodes” is “going away.”

Both Apple and Qualcomm may defect from TSM, the authors write, as already hinted by the company’s management.

http://blogs.barrons.com/techtraderdaily/2014/08/04/taiwan-semi-to-lose-apple-qualcomm-biz-to-samsung-global-say-bernstein-bluefin/?mod=wsjde_finanzen_wsj_barron_tickers