For what it's worth, we know from the Sept 9'th investor presentation that POET and MACOM are collaborating in one form or another.
Suresh said:
"We're working with MACOM on the drivers, we're working with MACOM on the TIA’s and a couple of other providers, and we are basically incorporating their electronic components onto our other interposers. So it's a complete solution. When we talk 800G and 1.6T it's a complete solution"