I would think based on the energy efficiency, performance and the ability to ramp throughput in a CMOS  production environment that POET's platform will become the platform of choice as data center expansion continues. China has very lofty plans for expansion and POET is well positioned in that market. How much of the 100G/200G built in China will make its way to other parts of the world? Don't know but POET obviously sees a big market for 400G and beyond and I expect those markets will be serviced outside of China for obvious reasons. There are big needs for growth that will have to be supplied both inside and outside of China.

China Data Center Market Size, Share | 2022 - 27 | Trends, Growth (mordorintelligence.com)