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: II-VI report from today

This can't be a coincidence as Epiworks, now owned by II-VI, is the provider for the wafers upon which Poet's VCSELs are being manufactured in high volume in the exact same time frame:

"And that means we should deliver a revenue upside as we end fiscal year '16 and start investing to build out capacity for a ramp in the VCSEL laser platform which we expect to have significant results in the next 12 to 24 months."

Here is maybe a comment about the VCSEL business. It might be helpful; we believe that advancements in VCSEL technology are opening up new applications. There is a number of attractive growth drivers, both from the data com, data center, sensing markets and the like. To give you a sense the $5 billion market for semiconductor lasers and the $2 billion for VCSELs are expected to continue to grow based on the existing applications that are there and new applications that are being developed. And I think if you take a longer term view over the next one or two years, those – we expect those applications to begin to drive demand for those devices from the ANADIGICS and EpiWorks combination.

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