He not only is mentioned, he is one of two authors of Yole´s Market & Technology report:

https://www.i-micronews.com/images/Flyers/Photonics/Yole_Silicon_Photonics_2018_flyer.pdf

See Page 3:

"Jean-Louis Malinge collaborates with Yole Développement (Yole) to investigate the silicon photonics technologies and market evolution. Jean-Louis is strongly involved in this industry for many years and as an expert, he is an accomplished business management executive with extensive experience as a General Manager and CEO in France and the United States. He serves on numerous Boards of Directors. ..."

Mr. Malinge is a smart guy. He sees the tremendous potential of optical integration and tries to ride the wave. Poet seems to be just one try amongst others. Good luck, Mr. Malinge!