Looking for some more dots:

We know that Wavetek is a fab working at 450nm. Poet was discussing the lab-to-fab project for 100 and 40nm.

So this somehow does not fit. FAB 6A can not work at this node size.

But: As Wavetek managed to transfer their 6A Si-FAB to a GaAs-fab within 6 month: Can we find out if they have simlar plans for one of their other fabs capable for smaller node sizes?
Let us keep in mind that their other fabs all are 200 or 300mm lines!

Can we find out how many 6'' (150mm) fabs worldwide can work at 40nm?

Still it seems to me there could be some further parties involved. E.g. Epiworks - it is one epi-wafer producer. But didn't Poet talk about fabs in their 4/2015 timeline (corporate overview)? So it could be that a second epi fab is involved (like IQE)?

I hope in 2 weeks we will learn more about all that!

Cheers, TF