Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: MD&A

I think compared to Synopsys our 3rd party foundry soon will have to pay NRE to POET. So here a clear separation can make sense.

And in case this foundry is GF, it also could make sense to keep AM out of conflict of interest.

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