Quan, you are a hawk-eye.

I also read the articles, but you found these interesting hints.
This again makes clear that the chip industry (at least the open minded part) do see the sunset of silicon and the obvious need to switch to the next generation of semiconductors.

In deed the semi-industry is a horribly complex business. So many interfaces between processes - and companies, billions of transistors and possibilities of errors, bugs, failiors. It is all about quality management, process optimisation, increasing performance and efficiancy. This is in deed rocket science.

So clearly it takes immense efforts to move this mountain, a huge entrence barrier for POET.

But:

1. POET now has the right crew to cope with this this challange, and (it seems to me) reliable allies in this industry.

2. All and and every competing process have to fight with the same issues, and what is now an obstacle for POET will soon be a wall against competitors. All alternatives seem to be concepts, so far behind Poet...

2. This mountain is ready to move. It is now trembling and quaking, and once it is starting to move, it will move, unstoppable, and the earth will be shaking.

Waiting for the Poet-Quake. I can feel it...