Quoting myself from my prior post:
"Actually, a resounding success by this company (HSMC) would have benefitted POET in Asia, but they gave up their plans about a year ago."
China is battling a chipset shortage because of the American supply chain restrictions. POET needs Asia (China) to have a good supply because the shortage will have some affect on the strong growth that we are anticipating from Super Photonics. China's success in this area becomes POET's success too.