Occams Razor suggests that making the least number of assumptions will most often yield the coreect answer. In the case of the Denselight buyer, all of the Poet/Denselight connections through management and new hires to Global Foundries are fact. This begs the question, if the buyer is not Global Foundries, why isn't it? NDA's aside, if any company knows what Poet has, it is GF. They have also been shifting away from older plants recently. A new board member added in June was described as someone with "decades of experience in rapid growth industries."