Phil-v: Please explain, was it lack of money that caused the delay, and which consequently and immediately was solved after the PO?

No, lack of money didn't cause the delay, but money was needed to resolve it.

Please note that POET has "multiple third-party sources for critical epitaxial wafers" now, so the bottleneck at EpiWorks is no longer an issue. The export licensing issue has also been resolved, which means

• either they have persuaded the US Chamber of Commerce that they don't need an new export license for each new epitaxy,
• or they have found epitaxial suppliers outside the US,
• or both.

Please also note that POET "resumed development cycles at its 6-inch Taiwan foundry partner, Wavetek". That means that they do have the wafers they needed at hand, because

• either they have brought at least one epitaxial supplier on track and that supplier already delivered wafers,
• or they finally received the delayed wafers from EpiWorks.