twg> even JH would start to take notice soon.

indeed.

however, somehow I don't think his having noticed will be a scoop, more of a Hruska-come-lately.

even though II-VI / Epi / Anad / Alfa / BAE apparently don't count, Rainer's diagram (updated today) has almost all the boxes from the rants JH spewed in 2014 and 2015:

• "because if it actually *worked* as advertised, Apple, TSMC, Intel, Samsung, ASML, Applied Materials, GlobalFoundries, IBM, UMC, or the mainland-China conglomerate (forget their name) would have snapped the tech up *already*." -- Joel H, 3/2014
• "I will cover the company when it can claim either a customer (in the consumer space) or adoption by a fab (TSMC, GF, Samsung, UMC, SMC)." -- Joel H, 01/2015

given his history of hack churnalism, call me crazy but I don't have too much faith that he'll be invited anywhere near the front of the line to "cover the company" when POET opens up to the industry later this year ... they'll likely want to engage with reputable, real newspeople rather than silicon shilling PR parrots.

but, for fun, let's see ...

• Apple? ✔ check. (TRAB++)
• Intel? ✔ abstain (never happen; not if Taylor has anything to say about it)
• Applied Materials? ✔ check and ✔ check. (once each for Deshmukh and Lazovsky)
• GlobalFoundries? ✔ check, ✔ check, ✔ check. (Suresh, Ajit, Vikas)
• IBM? ✔ check. (given they paid GF to take that LoB)
• UMC? ✔ check. (Wavetek is UMC's GaAs fab)

all those checks?

checkmate -- and soon.

translation: cheques! cheques! cheques!