The sections below from the recent NR speaks volumes.....

“POET Technologies III-V process and devices IP represent a significant innovation for our industry, and we look forward to the opportunity to work with the POET team on their first PDK,” said Terry Ma, Vice President of Engineering for TCAD at Synopsys. “This collaboration with POET will combine the strengths of our TCAD modeling expertise and POET’s innovative technologies to provide leading-edge semiconductor companies significant benefits for next-generation semiconductor designs.”

The PET PDK and process offers lower cost and simpler process fab options for applications that do not require the full POET optical feature set. Due to the high mobility inherent in III-V materials, PET technology is predicted to deliver performance, which could be equivalent to 3 to 4 nodes ahead of mainstream technologies. Further performance and novel capabilities will be enabled by the incorporation of in-plane optical intra and inter-chip signaling capabilities within the electrical technology. The PET/PDK is scheduled to be available at the end of Q4 2014 and will allow POET to provide detailed design information to industry fab partners and customers. This will enable pre-semiconductor design evaluation to integrate optical, analog and digital functions together. PET-based electronic devices represent a breakthrough in performance and power efficiency.

Synopsys are the 1000lb gorilla in the room.

I wonder who the 1000lb Fab or Fabs will be.

It will only take the first deal in hand and for PC to pull the trigger on the NASDAQ listing and we will witness explosive SP action.

Sleep well and sweet dreams .... tick tock tick tock !!!!

ST