This cost estimation is your opinion! I am sure Intels 7nm are even without EUV cost sensitive, the same for 3D technology! And we should not forget: 1. all this feature size reduction can most probably done also with POET But 2. POET in addition offers photonics + a bunch of analog features (UV, IR, RF...) Anyhow we can see that competitors are not sleeping. But finally they will end up - with POET ;-)