"It is easy to accept and understand that they fell behind at least in the GaAs work as they had no access to new wafers but I also think that they are in catch up mode and have put into place the resources to advance the rate of development"

I have been wondering about the extent of Poet's impairment due to wafer delays.   You say they had no access, - none?   Poet has not released any details as to how many runs they have done, or how many they might have missed as far as I know.  But I do accept that there have been delays.