You can see this also from the other side: Anadigics (GaAs...) will urgently need POET to fill the idle capacities in their 6''fab!

But: A cooperation of GaAs with POET could have a lot of mutual benefits. Besides the transceiver the strategy of POET is to sell licenses! The IP of POET will be highly interesting for MaCom's RF and microwafe products! Besides that, even BAE has no own foundry, so they also could play a role in such a coop!