Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications
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I think that one thing people are getting confused about is that the buyer for DL will be a fab operator and a big one maybe the biggest (or an affiliate). The buyer for POET if one emerges would be more like a module maker/system integrator.