Does Poet have a supply agreement in place with IQE for wafers?

interesting that IQE is raising significant $ to expand (http://www.semiconductor-today.com/news_items/2017/nov/iqe_101117.shtml )

• IQE is seeking funding to enable it to scale the business to capture multiple high-growth mass-market opportunities.
• The placing will allow the accelerated expansion of IQE’s capital expenditure program in its new epi-foundry in Newport, South Wales, UK, with the purchase of up to 40-60 new metal-organic chemical vapor deposition (MOCVD) systems over the next 3-5 years.
• The additional capacity should enable IQE to address multiple high-growth, mass-market opportunities, including its position in the production of vertical-cavity surface-emitting laser (VCSEL) wafers for 3D sensing consumer electronic applications as well as multiple other consumer applications and platforms.
• IQE is seeing material demand for its VCSEL wafers from a leading global consumer electronics company for use in one of its mass-market consumer products. In conjunction with multiple other customer engagements, IQE expects this demand to increase as its technology is applied across multiple consumer applications and platforms.
• IQE should be able to accelerate the development of new products and technology, while protecting and enhancing its position in a fast-moving marketplace.
• The placing will allow the firm to de-gear and should enhance its financial strength and ability to supply global tier-1 OEMs (both existing and new customers).