I don't think that would ever happen. First I think it would be unlikely that Huawei would be interested in making that purchase. They don't really have the skill set and rely on others. They buy a lot of chips from TSMC. And secondly and most important it is highly unlikely that POET would sell DL to Huawei because they would be too close for comfort in terms of technology access even in the fab-light model.

A couple of articles on the subject below provide a good perspective.

https://asia.nikkei.com/Spotlight/Huawei-crackdown/TSMC-says-its-chips-for-Huawei-do-not-fall-under-US-hammer

Tall chip tale? Huawei's backup plans leave experts unconvinced

Stephen Nellis, Sijia Jiang

6 MIN READ

·         

·         

SAN FRANCISCO/HONG KONG (Reuters) - Chip experts are calling out Huawei for its claims that it could ensure a steady supply chain without U.S. help, saying the technology the Chinese telecoms network gear maker buys from American companies would be “hard to replace”.

The Trump administration officially added Huawei to a trade blacklist on Thursday, enacting restrictions that will make it difficult for the tech giant to do business with American firms, in its latest broadside against the company that U.S. officials have labeled a threat to national security.

The head of Huawei’s HiSilicon chip division on Friday shrugged off concerns about disruptions to supply, saying it has long been preparing for this kind of “extreme scenario”.

Huawei will aim to be technologically “self-reliant” going forward, He Tingbo said in a letter to staff.

But that is easier said than done, industry experts say.

“I would be surprised if HiSilicon can make it without any U.S. suppliers,” said Linda Sui, a Strategy Analytics analyst.

A China-based source at a U.S. tech company previously told Reuters that none of Huawei’s U.S. suppliers “can be replaced by Chinese ones, not within a few years, at least”.

As an example of Huawei’s reliance on U.S. firms, an expert pointed to the high probability that the tech giant uses chip design software from market leaders Cadence Design Systems Inc and Synopsys Inc.

Huawei designs its microprocessors and other chips for products including the Mate series flagship smartphones.

The U.S firms’ software is considered gold standard, used by manufacturers globally to perfect chip blueprints and test them before committing them to physical silicon, where a single mistake can set back a chip for months.

“It’s hard to replace,” said Mike Demler, a senior analyst with The Linley Group. “Cadence and Synopsys pretty much have all the ground covered for anything you would need,” he said.

“I’m sure there’s some equivalent that tries to fill the same roles from Chinese companies, but the Chinese just do not have a presence we’re aware of outside of the country.”

Cadence and Synopsys did not respond to requests for comment. Huawei said it cannot comment.

SPECIALIZED CHIPS, LASERS

Huawei also has exposure to U.S. suppliers of specialty lasers and modules such as NeoPhotonics, Lumentum and Finisar.

The lasers, which are used to send information in the form of light signals through fiber-optic cables, are critical to Huawei’s world-leading telecom network equipment business.

Firms like Finisar, which is being bought by II-VI Inc, and Lumentum have put decades of work into being able to make large quantities of lasers, said Philip Gadd, a retired chip executive who once ran Intel’s silicon photonics division.

“Even if the Chinese could do it, I don’t think they could come up to scale,” he said.