Some are expecting an investment in a local EPI producer. But - for some Million USD I do not think they will find on.
So how about purchasing some relevant 6'' equipment and put it inside Denselight? Poet has to avoid the back and forth with US Epiworks and Co. For the prototyping, and as well for the production volumes of DL the investment could be reasonable low.
Later, for high volume, they still can address the epi foundries.